For HVAC, plumbing, electrical, roofing, landscaping, and home-services operators, the platform you use to dispatch and invoice (ServiceTitan, Jobber, Housecall Pro, FieldEdge, Service Fusion) is also your CRM. Most operators only use the dispatch and invoicing half. The CRM half - membership growth, reactivation, lifecycle communication, lead source discipline - is where the next 15-25% of revenue is hiding.
Schedule a Discovery Call arrow_forwardThe pattern is consistent across every home-services operator we work with. The dispatch board is sacred. The invoice has to go out. Everything else gets put off until "next week," and next week never arrives. Specifically:
The platform was built for this work. It just needs the strategy, the data hygiene, and the operating cadence to deliver it.
Lock down lead source values, integrate call-tracking, and tie every booked job back to a real channel. Without this, none of the marketing data downstream is trustworthy.
Sell, renew, fulfill, and grow membership and maintenance plans systematically. Recurring revenue stops being a side hustle and becomes the floor under the business.
Automated, multi-step quote follow-up. Conversion lifts of 8-15 percentage points are routine when this is done right - and most operators have it switched off.
Score the lapsed customer base, prioritize who to call, who to text, who to email. Reactivation revenue is usually the cheapest dollar in the business.
Workflow redesign so the people in the truck and on the phones don't see CRM as overhead. The platform earns its keep when the field crew uses it without grumbling.
Daily and weekly rituals built on the CRM data. Calls per CSR, quotes per tech, conversion by source, membership growth - all visible, all reviewed, all acted on.
Pull the data out of ServiceTitan / Jobber / Housecall Pro / FieldEdge. Look at lead source quality, quote follow-up activity, membership churn, and reactivation rates. The truth shows up fast.
Lock down lead source values, switch on automated quote follow-up, build a reactivation campaign on the dormant base. These three usually pay for the entire engagement inside the first quarter.
Design or rebuild the membership engine: pricing, fulfillment cadence, sales motion at the truck, renewal automation. The single biggest lever for stable recurring revenue.
Train the CSRs and the techs. Update the comp plan and the manager scorecards so the right behavior gets rewarded. Without this step the changes don't stick.
For multi-location and franchise operators, roll the standard out across locations with consistent reporting and onboarding for acquisitions.
Schedule a discovery call. We'll review your field-service platform data, your quote pipeline, and your membership program and tell you what to fix first.
Schedule a Discovery Call