What We Build

    Every Piece of Your Lead-to-Job System

    From a lead-capturing website to a connected CRM with immediate lead response — here's what Service Roo builds and which product tier each piece belongs to.

    Core Services

    What We Build — by Tier

    Not every capability is in every product. Basic and Plus capture leads; Website + CRM adds manual organization; Smart adds automation; Managed adds active campaign work. Each card shows which tiers it belongs to.

    Website & Landing Pages

    Basic, Plus, CRM & Smart

    Your digital front door — built to convert

    We build fast, conversion-focused websites specifically for home service companies. No generic templates. Your site includes local SEO structure, quote request forms, service pages, and mobile optimization — designed to turn visitors into leads.

    What's included

    • 3–5 page website or targeted landing page
    • Mobile-first, fast-loading design
    • Local SEO page structure
    • Quote/estimate request forms
    • Click-to-call placement throughout

    CRM Setup & Pipeline Management

    Website + CRM & Smart

    Know where every lead stands, every day

    We configure contacts, notes, manual tasks and one standard sales pipeline so you can see where each inquiry stands. The contractor follows up manually in the CRM tier.

    What's included

    • One standard sales pipeline (New → Won/Lost)
    • Lead source tagging and tracking
    • Contact and job records
    • Notes and manual follow-up tasks
    • Mobile access for field teams

    Immediate Lead Response

    Smart & Managed

    Confirm inquiries instantly and alert the owner to take over

    Speed-to-lead matters in home services. Our immediate response system confirms new inquiries, notifies the owner or assigned team member, and fills periods of silence — stopping when a person takes over. Configured automations activate only once messaging channels and approvals are ready.

    What's included

    • Immediate inquiry confirmation
    • Owner and team notifications
    • Safety-net follow-up for uncontacted leads
    • Human takeover process
    • After-hours and weekend coverage
    • Escalation to human when needed

    Missed-Call Text Back

    Smart & Managed

    Turn every missed call into a conversation

    When you're on a job and miss a call, a text goes out immediately so the caller knows you'll follow up — instead of reaching voicemail. Activates only once your text-enabled number and approvals are ready.

    What's included

    • Instant text when a call is missed
    • Customized message for your brand
    • Two-way conversation continues in CRM
    • Appointment booking link option
    • Works 24/7 automatically

    Automated Follow-Up Sequences

    Smart & Managed

    Stay top-of-mind without manual effort

    Most service businesses lose jobs simply because they didn't follow up consistently. Our configured sequences send the right message at the right time — via SMS, email, or both — and pause for replies, opt-outs, conversions, or human takeover.

    What's included

    • Multi-step follow-up campaigns
    • Triggered by lead actions
    • Estimate follow-up sequences
    • Seasonal rebooking of eligible past customers
    • Seasonal campaign support
    • Stops when a person takes over

    Review Request System

    Smart & Managed

    Consistently request reviews from eligible customers

    After every completed job, the system sends a review request to the customer. Reviews are requested consistently from eligible customers — no selective filtering by sentiment.

    What's included

    • Automated post-job review requests
    • Smart timing (sent at the right moment)
    • Direct link to Google review page
    • Response tracking in dashboard
    • Sent to all eligible customers

    Reporting & Analytics Dashboard

    Managed scope

    Know what's working — and what isn't

    A clear dashboard showing lead volume, response times, close rates, revenue by source, and campaign performance. Full reporting and campaign metrics are part of agreed managed scope — not included in standard website tiers.

    What's included

    • Lead source attribution
    • Response time tracking
    • Pipeline conversion rates
    • Revenue and job tracking
    • Campaign performance metrics

    Calendar Booking Integration

    Separately scoped add-on

    Let qualified leads book their own appointments

    Embed a booking calendar directly in your website or follow-up messages so leads can schedule estimate appointments without a phone call. Available as an add-on — not included in standard website tiers.

    What's included

    • Integrated calendar booking
    • Confirmation and reminder texts
    • Qualification before booking
    • Real-time availability
    • Reduces no-shows

    Power-Ups

    Add-On Services

    Layer on additional tools as your system matures. All add-ons are quoted separately and require a review — they are not guaranteed entitlements of any standard tier.

    AI Voice Agent

    Answers incoming calls, qualifies the lead, and captures contact info — 24/7.

    Advanced AI SMS Agent

    Upgraded conversational AI for more complex qualification and booking flows.

    Google Ads Management

    Search campaigns targeting high-intent buyers in your service area.

    Meta Ads Management

    Facebook and Instagram campaigns for awareness and lead generation.

    Extra Landing Pages

    Service- or neighborhood-specific landing pages to expand your reach.

    Custom Workflows

    Advanced automations tailored to your unique business process.

    SEO Blog Support

    Local SEO content that drives organic traffic to your website over time.

    Review Cards

    NFC and QR review cards your team can leave at the job site.

    Industry Calculators

    Embeddable quote estimators for epoxy, concrete, pressure washing and more.

    Google Business Profile Support

    Optimization, photo uploads, and ongoing GBP management.

    Not Sure Which Services You Need?

    Request a system review and we'll audit your current system, identify the gaps, and recommend exactly what to build first.

    Request a System Review