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Use case · Home services · painting

The painting company where a lead becomes a quote, a job and an invoice without falling through the cracks.

A residential and commercial painting contractor in the US, growing fast on reputation, drowning in coordination. Now live and running.

The business

A residential & commercial painting contractor

Crews on the road, estimates to visit, quotes to send, jobs to schedule, and a pile of software subscriptions that never talked to each other. Sales worked because the owner personally chased everything. That was exactly the problem: growth meant more chasing, not more profit.

The problems

What was going wrong

Home-services companies rarely have a demand problem. They have a follow-through problem.

Leads going cold

Inquiries arrived from ads, the website and referrals into different places. Response time depended on how busy the owner was that day.

Quotes without follow-up

Estimates went out and then silence. No systematic follow-up, no visibility on which quotes were about to die.

Scheduling by phone calls

Won jobs turned into a chain of calls between owner, crew leads and customers to find a date.

Ten disconnected tools

A CRM, an estimating app, a calendar, an invoicing tool, a marketing tool: each with a login, a cost and its own version of the truth.

Marketing on and off

Campaigns ran when there was time, stopped when jobs picked up: exactly backwards for a seasonal business.

No numbers per job

Which jobs actually made money was a feeling, not a figure.

The solution

What we built into their platform

Live today, module by module, replacing the subscription pile.

01

Lead capture & follow-up

Every inquiry from ads, website and referrals lands in one inbox, gets answered fast, and enters an automatic follow-up sequence.

02

Quotes to jobs pipeline

Estimate visits, quotes, approvals and scheduling in one flow. A won quote becomes a scheduled job with a crew assigned, automatically.

03

Crew scheduling

Jobs, dates and crews on one calendar everyone sees. Changes notify the right people without a phone chain.

04

Job profitability

Labor, materials and time per job, so pricing improves with every project completed.

05

Marketing automation

Campaigns, review requests and seasonal pushes that run on schedule whether the owner is busy or not.

06

One consolidated stack

The platform replaces the pile: fewer subscriptions, one source of truth, one login.

Day to day

A normal day, after the platform

Overnight leads answered by the automatic first-response; two estimate visits proposed and confirmed by the customers themselves.

Quote #204 gets accepted online. The job appears on the calendar, the crew lead gets notified, the deposit invoice goes out.

A quote sent five days ago with no answer triggers its follow-up automatically. The customer replies within the hour.

The owner looks at the pipeline: 48 leads, 30 quotes, 17 jobs won this month, and which neighborhoods they came from.

Review requests go out to the two jobs completed today, on their own.

The outcome

Before and after

Before

  • Leads answered when possible
  • Quotes dying in silence
  • Scheduling by phone chain
  • Ten tools, ten versions of the truth
  • Marketing that stops when work starts

After

  • Every lead answered fast, automatically
  • Follow-ups that never forget
  • Won quote to scheduled job, no calls
  • One platform, one truth
  • Marketing that runs itself
Try it yourself

Open the interactive demo

A working replica of this platform with sample data. Click around, run the automations, break nothing.

▶ Open the painting demo
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