This module works the last two links: what happens after the call, and whether anybody follows up. It assumes calls are getting answered — if they're not, module 03 comes first.
Right now, you are the integration between four apps
The lead arrives in one place, the job lives in another, the quote sits in your sent folder, and the follow-up happens if you happen to remember. Automation here means the handoffs happen without you being the one carrying them.
Show me the repetitive workThe friction, in your words
“I retype the same job into two systems.” “I quoted them Tuesday and never chased it.” “I don't know which of these leads came from where.” “My wife does the scheduling at nine at night.”
None of that is a software problem. It's a handoff problem — and each one is usually an hour a week you're not getting paid for.
Things I've built or would build first
Each one is scoped on its own. You can do one and stop.
Form into the job system
A website quote request lands in Jobber, Housecall Pro or whatever you run — with the address and job type already in the right fields, not pasted from an email.
Call summary to owner and calendar
What the receptionist captured shows up as a text you can read one-handed and an appointment you don’t have to re-enter.
Quote follow-up
An estimate that hasn’t been answered in three days gets one polite nudge, and you get told which ones are still open. This is usually the highest-dollar automation on the list.
Review request after a finished job
Every customer gets the same request after the work is done — no filtering for happy ones, no gating, no incentives. That’s both the rule and the law, and it’s why this one is built carefully or not at all.
Intake that comes in clean
Phone numbers in one format, addresses that geocode, job types from a fixed list — so your records are searchable a year from now.
Simple lead-source reporting
One sheet: where inquiries came from, how many turned into appointments. Enough to stop spending on the channel that isn’t working.
Nothing is promised before discovery
What can be connected depends on your tools, what their plans allow, what permissions you can give, and how clean your existing data is. Some systems make this easy. Some charge extra for it. A few simply won't.
So the first step is looking at the actual accounts — not naming software on a sales call. If a connection turns out to be impossible or a bad idea, you'll hear that before you're invoiced for it.
What I need from you
What's out of scope
How it's measured
Before we build, we write down how long the manual version takes and how often it gets skipped. Afterward, we check whether it's actually running.
Pairs with
AI receptionist — the call summary is the cleanest thing to automate, because it's already structured.
Trade website — a form that posts straight into your job system starts with a form worth submitting.
What it costs
Scoped per automation after we look at the accounts — a fixed price per connection, plus whatever your own tools charge for their higher tiers. No package, no monthly automation retainer, and no bundle you have to buy to get the one you need.