Specialized system
Lead-to-Job System
From first lead to completed job.
We build the complete workflow that moves a customer through your business from initial inquiry to completed work, payment, review and referral.
Included in Signature Business OS, or installed on its own.
The problem
The handoff between sales and operations is where jobs break.
Deals close in one tool and jobs live in another. Details get retyped, dates get missed and customers chase you for updates.
What the system does
One connected workflow across sales and operations instead of multiple disconnected systems.
One record
The lead becomes the deal becomes the job — same record throughout.
Scheduling
Crews and calendars assigned from the closed deal.
Customer updates
Confirmations, arrival windows and completion messages sent automatically.
After the job
Invoices, reminders, review and referral requests triggered on completion.
The workflow we build
Lead
Every inquiry — form, call, ad or referral — lands in one place automatically.
What's included
Lead capture
CRM
Qualification
Appointment scheduling
Quote pipeline
Automated follow-up
Deal tracking
Job management
Team assignments
Customer communication
Payment reminders
Review requests
Referral requests
Reporting
Business outcomes
- Nothing retyped between sales and the field
- Fewer scheduling errors and missed dates
- Faster payment after completion
- More reviews and referrals per completed job
Who it's for
- Contractors and installers
- Home and commercial service companies
- Businesses with crews or technicians
- Teams where sales and operations use different tools
How implementation works
Diagnose
We analyze how the business currently handles leads, sales, operations and communication.
Design
We map the workflows and determine what should be connected, automated or rebuilt.
Build
We build and configure the required systems around the business.
Implement
We deploy the system, create team accounts, connect integrations and train the team so the transition is seamless.
Questions
Does this replace our field app?
It can, or it can connect to it. We decide during the diagnostic.
Can technicians use it on mobile?
Yes. Field views are built mobile-first with only what the crew needs.
Does it handle invoicing?
It triggers invoicing and payment reminders, and connects to your accounting system.
How fast is it live?
Typically 3 to 4 weeks for the full lead-to-job workflow.