Estimate follow-up and missed-call automation for HVAC, roofing, plumbing and remodeling contractors

The Unsold Estimate & Season Engine and what comes off your plate

Launch: every lead answered, every call returned. Missed-call text-back and a sub-60-second reply on every lead, round-robin to techs or comfort advisors with a claim window, booking tied to the truck schedule, a 5-day estimate follow-up, source tags, a written opt-in step for door-knock leads, a review request at completion, and your license number on every footer, page and card.

Growth: Launch plus The Unsold Estimate & Season Engine

The named block of ten deliverables in the Growth package, built for Home Services.

1. Unsold-estimate rehash

   Seven touches over seven days from day 2 after the estimate, then days 14, 30, 60 and 90, with financing-available and phase-the-job variants. Hot replies route to the rep who wrote the quote. No payment figures.

2. Aged-estimate seasonal sweep

   Every unsold estimate over 90 days, re-worked in the shoulder windows: late August for furnaces, February for AC, pre-storm for roofing, Q1 for remodels.

3. Financing turn-down lane

   A decline triggers a second-look lender, a cash or phased option, a credit repair introduction when the homeowner asks, and a 30-day nurture. No decision language.

4. Maintenance-agreement renewal

   Twice-yearly tune-up reminders before the seasonal rush, renewal payment links and lapsed-agreement win-back.

5. Job-progress photo updates

   Crews upload from a phone and the homeowner gets a same-day update. Final photos feed the review request.

6. Contract and cancel-notice chase

   An e-sign packet with the 3, 5 or 7-business-day cancel notice and state disclosures (such as CSLB 7159 contract contents), plus a permit, HOA, inspection and warranty-registration checklist.

7. Change-order and progress-payment flow

   Form to e-sign to invoice to payment link, with an owner approval gate, and California's down-payment limit ($1,000 or 10% of the contract price, whichever is less) built into the template.

8. Neighbor lane

   Yard-sign QR codes and per-rep pages tag we're-on-your-street leads to the rep and job, and generate a radius mailer list.

9. Insurance-claim status lane (roofing)

   Adjuster reminders, supplement tasks and homeowner status texts. No deductible language and no adjusting, ever.

10. Cancel-window welcome sequence

    A what-happens-next sequence during the right-to-cancel window. Cancellations route to the owner; nothing pressures a homeowner to waive it.

Full Engine: Growth plus the partner program and the operating system

Partner lanes for real estate agents, property managers and HOAs, other trades, supply houses, inspectors and restoration companies; statements that carry a flat, disclosed fee only where legal and never on insurance work; a recruiting funnel for techs and comfort advisors; permit-stall and install alerts; and the monthly automation think-tank.

The money desk: sign-up, billing and commissions

The package each item starts in is shown under its name.

What it is	What it does
Owner-routed onboarding Growth	Every new customer gets the welcome from the comfort advisor or rep who sold the job: their name, email and own link, so the job lands in that person's queue. One message per customer, never a duplicate.
Billing that runs itself Growth	Invoices, maintenance-agreement renewals and financing follow-up: branded invoice emails; reminders 3 days before due, on the due day, 3 days after and a final notice at 7 days; card-on-file autopay with an upcoming-charge notice and a declined-card update link; receipts. Email-first.
Auto-drafted invoices Full Engine (on Growth with the Third-party integration add-on, $2,500)	When a customer is added in your field-service platform, a blank draft invoice for them appears in the CRM for staff to fill in and send. Nothing reaches the customer until a person sends it.
Commission ledger Full Engine	Tech and sales commissions calculated from money actually collected, not jobs sold, under your own plan rules (splits, payout timing, clawbacks, lead-type rates), with a monthly statement per person and a needs-attention list.
Billing reconciliation Full Engine	One view of who is billed, who paid, who is overdue and who is being missed across the CRM, your field-service platform and any old processor, catching maintenance-plan members who are active but not billed anywhere.
Payment processor migration Included at no charge	Moves every paying customer off a processor that closed or is being replaced: new payment links or card-on-file, and old invoices cancelled only after payment clears, so nobody is double-charged or dropped.