The Process
From your first call to a fully running lead-to-job system — here's how we prepare your selected package. The timeline below is an illustrative 2–3 week implementation after the required content, access and approvals are available. Timing varies with product scope, messaging readiness and 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 configure the scope you selected. Basic Website and Website Plus provide a website, quote form, owner notification and receipt email. Website + CRM adds contacts, notes, manual tasks and one sales pipeline. Smart Website adds configured follow-up automation. Managed engagements add agreed campaign work. Your website uses an approved layout customized to your business.
Outcomes
Your lead-to-job system goes live
After testing and approval, we launch the selected website and inquiry flow. CRM access is included with Website + CRM and Smart; configured automation is included with Smart and the named managed plans. Messaging activates only when channels and approvals are ready. Advertising launches only within contracted managed scope. You remain responsible for personal follow-up, estimates, scheduling and closing. When possible, a replacement is tested before the previous service is disconnected.
Outcomes
We don't build it and walk away
For managed engagements, we monitor your system's performance, review lead conversion data, tighten automations, and add capabilities as your business grows. Standard website tiers include hosting, maintenance, and support; ongoing strategy reviews and active campaign optimization are part of agreed managed scope, not every product.
Outcomes
Website inquiry capture, owner notification and a simple receipt email. Plus adds About and Gallery pages.
Configured lead acknowledgment, missed-call text-back, estimate follow-up, neutral review requests and seasonal rebooking. Messaging activates when ready.
Contacts, notes, manual tasks and one pipeline to organize inquiries. The contractor follows up manually.
Smart Website plus the contracted advertising channels, creative, campaign optimization, reporting and conversion improvements.
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