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Home & Field Services

The money is the second visit.

Most sites sell only the first job. The one that brings the money is the one they call back for. We build sites that ask for the plan instead of just the call. Then we wire the follow-up to fire at the one moment they are happiest with the work.

The problem with most service sites.

Every job is treated as a one-off, so the same customer gets sold from scratch every spring. Nothing on the site ever asks for the second visit. The follow-up lives in the owner's head and goes out whenever they remember.

One job becomes a route.

A single completed job, stepped forward through a timeline. Five moments: the job is finished, the photo and invoice go out, the follow-up asks for the plan, they say yes, the visit lands on the route. One side holds the state of the relationship, the other holds the message that goes out at that moment. Step through it and you can see where the second visit gets sold, and that it gets sold on every job, because the site is the thing keeping track.

Step 1

Job complete

The work is done and the crew has closed the job out on the phone.

Message
On completion

All finished for today. The crew has packed up and marked the job done. Your receipt and photos are on the way.

The site keeps track, so the ask happens on every job.

What gets built.

A site that sells the plan instead of the single visit, plus the automations that hold the whole thing together.

A site that closes the plan

The form asks what property they have, so your quote is right the first time. The copy sells the recurring slot, not just the first visit.

The follow-up that lands at the right moment

Not three weeks later when they have already called someone else. The ask goes out a few days after the job closes, while the work is still fresh.

Scheduling that holds the slot

A recurring calendar that books them each month and stays booked. No more re-selling the same customer over and over.

A reminder ahead of every visit

They get a text 24 hours before so there is no day you show up and they forgot. One less missed route stop.

The job sheet with property details

The crew opens the job on their phone and reads the property notes before they get out of the truck, so they know what they are walking into and can work faster. The customer still gets a plain invoice.

A review request while the job is fresh

It goes out as soon as the job closes and they have seen the result, while the work is still fresh. Not weeks later, when they have to think back to remember it.

The real objection.

What you will hear in the call.

You say

My customers will not sign up for a plan.

The truth

They already re-book. They just do it by remembering, and remembering is the part that fails. The plan is the same work with the ask made once, while they can still see the result. So they sign up for the plan instead of the call.

How it runs.

Step 1Customer books the first job

They fill out a form asking what property they have. We get the details we need so the quote is right the first time.

Step 2Job closes with photos and invoice

The invoice and photos go out the same day. They see what they got for their money and they are happy.

Step 3Follow-up asks for the plan

A few days later the message goes out asking them to sign up for the recurring slot. They are still satisfied with the work and they say yes.

Step 4Reminder lands before each visit

One day before the scheduled visit, they get a text. No guessing. No missed stops. The slot stays filled.

Questions from the field.

Do I have to change how I schedule my crew?

No. Your team keeps running the same way. The calendar holds the slot and reminds the customer. You show up, do the work, close it out. Everything else is automatic.

What about seasonal work that stops for months?

The plan pauses when the season ends. When work starts again, you resume it with one click. The customer stays on your route, just not charged during the off months.

Who writes the follow-up messages?

We do. You tell us the offer, we write the message, you approve the wording. Then we set the trigger so it sends on its own.

How does a crew in the field update a job without a laptop?

They mark it done on their phone. That triggers the photo capture, sends the invoice, and starts the automation. Everything runs from there.

What do I do with the customer list I already have?

Bring it. We import the customers and the system starts from there. You are not starting over. You are cleaning up the memory problem you already have.

Ready to turn jobs into routes?

Let us build the site that asks for the plan. Then we wire up the follow-up so the second visit gets asked for on every job.