The Process
From your first call to a fully running lead-to-job system — here's exactly how we get from zero to operational. A typical implementation target is 2–3 weeks, depending on access, content, approvals, and any transition requirements.
We start by understanding your operation
Before we build anything, we get a clear picture of how your business works today — how leads come in, how you respond, what tools you're using, and where you're losing jobs. We look at your website, your current CRM (if any), your review profile, and your follow-up process.
Outcomes
We configure everything to your business
We build your website, set up your CRM pipeline, create your automations, and configure your immediate lead response — all tailored to your specific trade and market. We don't start from a generic small-business template; your system begins with a framework built for your industry, then we customize it for your services, equipment, territory, and workflow.
Outcomes
Your lead-to-job system goes live
Once everything is tested and approved, we flip the switch. Leads flow in through your website and ads, the system confirms each inquiry immediately, notifies you or your team, and tracks every opportunity in one CRM. You stay in control of the personal follow-up, site visits, estimates, and closing — the system makes it faster and more consistent. If you're transitioning from another provider, we build and test the replacement system before the current one is disconnected whenever possible.
Outcomes
We don't build it and walk away
We monitor your system's performance, review lead conversion data, tighten automations, and add capabilities as your business grows. Monthly check-ins keep everything aligned with your goals.
Outcomes
Confirms new inquiries instantly and alerts the owner to take over.
Auto-texts anyone who calls and doesn't reach you.
One CRM shows where every opportunity stands.
Asks satisfied customers for Google reviews after completed work.
Your role doesn't disappear. The contractor or assigned team member remains responsible for personal lead follow-up, site visits, estimates, and closing. Service Roo improves the system and makes follow-up faster and more consistent — but it cannot replace sales follow-up or field execution.
Request a system review with our team. We'll review your current setup and walk you through what your system would look like.
Request a System Review