Contractors and local services

Track each enquiry through to an estimate.

We connect forms, bookings, and CRM. Your team can see who needs to respond, which details are missing, and when to follow up on the estimate.

What you can do

  • See which enquiries are waiting for an estimate.
  • Identify delays in quoting and follow-up.
  • Use the same process across your service areas.

What it provides

  • Response: form, call, and booking paths are visible
  • Follow-up: estimate reminders and next steps are tracked
  • Reviews: review requests can be triggered after completed work

What happens after an enquiry

The enquiry enters the CRM with an owner, the information provided, and a next action. The team tracks the booking, estimate, and follow-up in the same process.

The business owner can see which enquiries await a reply and which estimates have been sent. After the work is complete, the process can include a review request and service reminders.

Features and services

What is included

Landing pages and forms

We build pages for your services and locations. Forms collect the details you need for an estimate.

  • service landing pages
  • quote forms
  • call and booking paths

CRM and reminders

Each enquiry has a stage, an owner, and a next action.

  • lead stages
  • estimate reminders
  • follow-up tasks

Reviews and reporting

Request reviews after completed work and track response times and enquiry sources.

  • review capture
  • response time
  • lead source report

Setup

Getting started

  1. Choose the services and area to promote.
  2. Set up pages, forms, bookings, and CRM stages.
  3. Add follow-up, reminders, review requests, and reporting.
  4. Measure response times and adjust how the team handles enquiries.

Questions

Frequently asked questions

Do you run ads too?

This package covers pages and enquiry management. Paid campaigns can be connected separately. Enquiries can also come from search, referrals, or direct visits.

Is this only for construction?

It is also suitable for installers, electricians, HVAC businesses, and other local services that prepare estimates.

Contact us

Find delays in your quoting process.

We review forms, calls, bookings, estimates, and follow-up. We identify the steps worth automating.