For home services & trades

A custom dashboard for home services and trades

Quote requests, site visits, jobs, invoices and reviews in one dashboard. Built for plumbers, electricians, roofers, HVAC and cleaning companies who run the business from their phone.

Custom home services dashboard: enquiries, revenue, sources and follow-ups
Open the interactive demo with sample data →
Where home services leak

The four leaks we find most often

Leak 1

Quotes sent and forgotten

Customers often take the second or third quote they receive, unless someone follows up.

The fix: Automatic quote follow-ups and one-click acceptance.
Leak 2

Missed calls while on a job

Every unanswered call can be a job that goes to a competitor.

The fix: Missed-call text-back and a callback list for the evening.
Leak 3

Paper job sheets and late invoices

Invoices sent days after the job slow down cash flow.

The fix: Job sheets on your phone and invoices sent when the job is marked done.
Leak 4

Few online reviews

Happy customers rarely leave reviews unless asked at the right time.

The fix: Automatic review requests after each completed job.
What your dashboard includes

Built around how home services actually work

Every build is custom. These are the parts most home services & trades start with, connected to the software you already use.

  • Quote request pipeline
  • Job scheduling and dispatch
  • Mobile job sheets with photos
  • Invoices and payment links
  • Review requests
  • Revenue per job and per technician

Understand

A call about how you get clients, deliver and get paid.

Find the leaks

We rank the leaks by what they cost you.

Build

Your dashboard, on your own accounts, connected to your tools.

Hand over

Training for your team and support when you need changes.

Related case studies

All case studies
Example buildHome servicesAutomation

A quote-to-invoice system for a plumbing and heating company

What we would build for a trades business losing jobs to missed calls and forgotten quotes: quote follow-ups, mobile job sheets and invoice…

Same dayinvoices, sent when a job is marked done
3automatic follow-ups before a quote goes cold
See the build

Questions home services ask

Can my technicians use it on site?
Yes. It works on any phone, with job details, photos and a "done" button that triggers the invoice.
Can customers pay online?
Yes. Invoices include a payment link through Stripe, Square or your existing provider.
Does it work with QuickBooks or Xero?
Yes. Invoices and payments can sync to your accounting software.
How do missed-call text-backs work?
When a call goes unanswered, the caller gets a text with a booking link and you get a callback task.

Want this for your home service?

Tell us how you work. We'll show you what your dashboard would look like, using your own process.

Start the conversation