Services

Every service, explained in plain English

Pick any service to see exactly what it is, how it works, what it does for your business, and what you have to do — which is usually nothing.

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Your website

A professional website that shows up when people nearby search for your trade — and turns those visitors into calls.

  • Website Only
  • Starter Pack
  • Growth Pack

What it is

Your website is your business's home online. We design and build it for you: up to about 5 pages, made to look good on phones, tablets, and computers. It has a contact form that sends messages straight to your email.

It's also built for local SEO. That just means we set it up so Google understands what you do and where you work, which helps you show up when someone nearby searches for things like "roof repair near me" or "electrician in [your town]."

How it works

  1. We talk about your business: your services, your area, and the kind of jobs you want more of.
  2. You send us your logo and some job photos. No good photos yet? We'll work with what you have.
  3. We write the words, design the site, and build it. You look it over and tell us what to change.
  4. We put it live, connect your contact form to your email, and keep it running.

What it does for you

  • Get found nearbyBuilt so Google can match you with people searching in your service area.
  • Look like the real dealA clean, modern site makes people trust you before they ever call.
  • Easy to contactYour phone number and contact form are easy to find on every page, on any device.

Picture this

A homeowner's basement floods on a Saturday. She searches "plumber near me" on her phone, finds your site, sees photos of your work and your number right at the top, and calls you — not the company with the outdated site.

Your part

A little at the start

A short call and some job photos up front. After that, nothing — unless you want changes.

How to get it

  • Website OnlyIncluded
  • Starter PackIncluded
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Do I have to write the words for my site?
No. We write everything based on a conversation about your business. You just check that it's accurate.
What if I already have a website?
We'll look at it together on our call and tell you honestly whether it's worth keeping or replacing.
Can I ask for changes later?
Yes. Minor updates every month are included in every plan — new photos, new services, new hours.

Want your website? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Facebook & Instagram ads

Ads that put your business in front of homeowners in your area while they scroll Facebook and Instagram — so new leads keep coming in.

  • Growth Pack

What it is

Most homeowners spend time on Facebook and Instagram every day. Paid ads let you show up right there, in front of people who live in the area you serve.

We handle all of it: writing the ads, picking the photos, choosing who sees them, and checking every month which ads bring in real leads — then putting more of your budget behind what's working.

What your ad could look like

Ridgeline Decks & RemodelingSponsored

Thinking about a new deck this spring? We build custom decks that last — and we're booking estimates for April now.

Custom decks in the Cedar ValleyGet Quote

Example only — we set yours up to match your business.

How it works

  1. We learn which jobs you want more of and which areas you want to work in.
  2. We create the ads using your real job photos and a clear reason to reach out.
  3. The ads run, and the leads they bring in go straight into your CRM.
  4. Every month we look at the results with you and adjust.

What it does for you

  • Steady new leadsStop relying only on referrals and word of mouth.
  • Only your areaYour ads are shown to people in the places you actually serve.
  • You stay in controlYou approve the ads, and you decide how much to spend.

Picture this

It's early spring and your schedule has gaps. We run an ad showing a deck you just finished, aimed at homeowners within half an hour of your shop. Over the next few weeks, people who've been thinking about a deck message you for a quote.

Your part

A few minutes a month

Approve new ads, send job photos when you have them, and join one monthly call.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

How much should I spend on ads?
It depends on your area and the jobs you want. We'll recommend a starting budget on our call. That money is paid by you straight to Meta (the company behind Facebook and Instagram) — it never goes through us.
Do I have to post on Facebook myself?
No. You don't need to post anything. We run the ads; you just approve them.
How soon will I see leads?
Ads can start getting seen within days of going live. It usually takes a few weeks of testing to learn what works best in your area.

Want facebook & Instagram ads? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Missed-call text-back

When you can't pick up, the caller automatically gets a text from your business — so they don't just call the next contractor.

  • Starter add-on +$25/mo
  • Included in Growth Pack

What it is

You can't answer every call when you're on a roof, under a sink, or driving between jobs. Missed-call text-back makes sure nobody who calls you gets ignored.

As soon as a call goes unanswered, the caller gets a friendly text from your business. They can reply right there, and the whole conversation shows up in your inbox.

What your customer sees

Ridgeline PlumbingText message

Ridgeline Plumbing: Hi, this is Ridgeline Plumbing — sorry we missed your call! What can we help you with?

Customer: Hi! My water heater is leaking. Can someone come out this week?

Ridgeline Plumbing: We can help with that. Does Thursday morning work for you?

Example only — we set yours up to match your business.

How it works

  1. Someone calls your business and you can't answer.
  2. Moments later, they get a friendly text from your business.
  3. They reply with what they need.
  4. You answer the text when you're free — right from your phone.

What it does for you

  • Fewer lost jobsPeople who reach voicemail often move on. A quick text keeps them talking to you.
  • Works on its ownIt happens every time, day or night, without you lifting a finger.
  • Easier for customersLots of people would rather text than leave a voicemail.

Picture this

You're halfway up a ladder when your phone rings. A few seconds after it stops, the caller gets a text: "Sorry we missed your call — what can we help with?" They text back about a leaking water heater. You reply on your lunch break and book the job.

Your part

Almost none

Just reply to the texts when you're free.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$25/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Can I change what the text says?
Yes. We'll write it with you so it sounds like your business.
What if they'd rather call back?
That's fine. The point is to keep the conversation going however they prefer.

Want missed-call text-back? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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AI website chat assistant

A chat box on your website that answers visitors' questions on its own, any time — even at 10 p.m. on a Sunday.

  • Starter add-on +$25/mo
  • Included in Growth Pack

What it is

A lot of people look for contractors in the evening or on weekends, when you're off the clock. The AI chat assistant is a small chat window on your site that answers their questions right away.

We set it up with information about your business — what you do, where you work, how estimates work — so it can handle the common questions and point people toward booking or leaving their contact details.

What a website visitor sees

Chat with Ridgeline RoofingUsually replies instantly

Visitor: Do you do metal roofs in Cedar Falls?

Assistant: Yes! We install and repair metal roofs in Cedar Falls and nearby towns. Would you like to set up an estimate?

Visitor: Yes please

Assistant: Great — what's the best name and number to reach you?

Example only — we set yours up to match your business.

How it works

  1. We gather the questions you get most and how you usually answer them.
  2. We set up the chat assistant on your website.
  3. Visitors ask questions and get answers right away.
  4. Every conversation lands in your inbox, so you can pick up where it left off.

What it does for you

  • Answers while you workVisitors get help right away, even when you can't respond.
  • More visitors become leadsPeople are more likely to reach out when their questions get answered on the spot.
  • Fewer repeat questionsIt handles the basics, so the calls you do get are more serious.

Picture this

At 9:30 p.m., a homeowner on your site types: "Do you do metal roofs in Cedar Falls?" The assistant answers that you do, explains how estimates work, and asks for their name and number so you can follow up in the morning.

Your part

Almost none

Tell us your common questions once. Then check your inbox for conversations.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$25/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Will it make things up?
We set it up to stick to your business information and the basics. Anything it's unsure about, it sends to you.
Will people know it's AI?
We can label it as an assistant. Being upfront builds trust.

Want aI website chat assistant? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Chat-to-text handoff

If someone starts a chat on your website and leaves before finishing, they automatically get a follow-up text.

  • Starter add-on +$15/mo
  • Included in Growth Pack

What it is

People get distracted. Someone might start asking about a kitchen remodel on your site, then close the tab to deal with their kids.

Chat-to-text handoff picks the conversation back up by text message, so a half-finished chat still has a real chance of turning into a job.

What your customer sees

Ridgeline RemodelingText message

Ridgeline Remodeling: Hi Sarah, it's Ridgeline Remodeling. You were asking about a bathroom remodel on our site — want to set up a time for an estimate?

Customer: Yes! Sorry, got pulled away. Is next week possible?

Example only — we set yours up to match your business.

How it works

  1. A visitor starts chatting on your website and shares their phone number.
  2. They leave before the conversation is finished.
  3. They automatically get a text that picks up where the chat left off.
  4. They reply, and the conversation continues in your inbox.

What it does for you

  • Catch the ones that got awayFollow up with interested people who would otherwise disappear.
  • Meets people on their phoneA text is easy to answer later, whenever they have a minute.
  • Hands-freeIt happens automatically. You don't have to notice who left.

Picture this

Sarah asks about a bathroom remodel on your site, then leaves mid-chat. Later that afternoon she gets a text: "You were asking about a bathroom remodel — want to set up a time for an estimate?" She replies yes.

Your part

None

It runs on its own.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$15/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Do I need the AI chat assistant too?
It works with the chat on your website, so it pairs naturally with the AI Website Chat Assistant. We'll recommend the right setup on our call.
What if they didn't leave a phone number?
A text can only go out if we have a number, so the chat asks for it early in the conversation.

Want chat-to-text handoff? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Estimate follow-up

Automatic, polite follow-up texts and emails to people who got an estimate from you but haven't said yes yet.

  • Growth Pack

What it is

Plenty of jobs are lost for one simple reason: nobody followed up. The homeowner meant to call back, got busy, and forgot.

Estimate follow-up checks in for you on a set schedule — friendly, not pushy — until they book or tell you they've decided to go another way.

What your customer sees

Ridgeline RoofingText message

Ridgeline Roofing: Hi Tom, it's Ridgeline Roofing. Just checking in on the roof estimate we sent Monday — any questions I can answer?

Customer: Hey, thanks for following up. We'd like to go ahead. What are the next steps?

Example only — we set yours up to match your business.

How it works

  1. You send an estimate and mark it as sent in your CRM.
  2. If they haven't replied after a few days, they get a friendly check-in.
  3. A few more check-ins go out over the next few weeks, spaced out.
  4. As soon as they reply or book, the follow-ups stop.

What it does for you

  • Win jobs you'd loseFollowing up is often what separates the contractor who gets the job from the one who doesn't.
  • No awkward chasingThe messages do the reminding, so you don't have to.
  • Every estimate, every timeNot just the ones you happen to remember.

Picture this

You quote a roof replacement on Monday. By Thursday you've heard nothing. The homeowner gets a text: "Just checking in on the roof estimate — any questions I can answer?" He replies that he's been comparing quotes and wants to go ahead with you.

Your part

Almost none

Mark the estimate as sent. The follow-ups handle the rest.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Won't this annoy people?
The messages are short, friendly, and spaced out. They stop as soon as the person replies.
Can I change how often it checks in?
Yes. We'll set a schedule that fits how fast people usually decide in your trade.

Want estimate follow-up? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Lead follow-up over time

A series of texts and emails that keeps in touch with your leads — new and old — so you're the one they call when they're ready.

  • Growth Pack

What it is

Not everyone is ready to hire right away. Some people are planning a project for next season. Some are still saving up.

Lead follow-up keeps your name in front of them with short, helpful messages now and then, so when they're ready, they come back to you instead of starting their search over.

What your customer sees

Ridgeline ConcreteText message

Ridgeline Concrete: Hi Jen, it's Ridgeline Concrete. Spring's almost here — still thinking about that patio? We're booking estimates for April now.

Customer: Yes! Perfect timing. Could you come out the first week of April?

Example only — we set yours up to match your business.

How it works

  1. A new lead comes in — from your website, an ad, or a call.
  2. If they don't book right away, they start getting occasional messages.
  3. The messages are short and useful: a reminder, a seasonal tip, an easy way to book.
  4. When they reply or book, the messages stop and you take it from there.

What it does for you

  • Turn "not yet" into "yes"Stay top of mind until the timing is right for them.
  • Get more from every leadMake the most of the leads your website and ads already bring in.
  • Set it onceWe write the messages and set the schedule.

Picture this

In October, a homeowner asks about a new patio but says they'll wait until spring. In March, they get a message: "Spring's almost here — still thinking about that patio? We're booking estimates for April." They reply and book.

Your part

None day to day

We write the messages and set the schedule.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

How often do people get messages?
Not often. The goal is to stay in touch, not flood their phone. We'll agree on a schedule that feels right.
Can people opt out?
Yes. Every message makes it easy to opt out, as it should.

Want lead follow-up over time? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Text & email campaigns

One message sent to your past customers and leads all at once — great for filling slow weeks or promoting a seasonal service.

  • Growth Pack

What it is

Your past customers and old leads already know you. That makes them the easiest work to win — as long as you remind them you're around.

A campaign is one text or email sent to your whole list (or just part of it) at the same time. Think "We have openings in November," "Gutter cleaning before winter," or "Spring booking is open."

What your customer sees

Ridgeline ElectricText message

Ridgeline Electric: Hi from Ridgeline Electric! We have a few openings before the holidays — need lights or outlets fixed before family comes over? Reply YES and we'll find a time.

Customer: YES — we've been meaning to get the porch light fixed.

Example only — we set yours up to match your business.

How it works

  1. Tell us what you want to promote, or ask us for ideas.
  2. We write the message and choose who it goes to.
  3. You give it a thumbs-up.
  4. It goes out, and replies land in your inbox.

What it does for you

  • Fill gaps in your scheduleReach a lot of people quickly when things slow down.
  • Wake up old leadsPeople who weren't ready before might be ready now.
  • Done for youWe write and send it. You just approve.

Picture this

Your November calendar is looking thin. We send a text to past customers: "We have a few openings before the holidays — need anything fixed before family comes over?" Replies start coming in asking for quotes.

Your part

A couple of minutes

Tell us what you want to promote, then approve the message.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Who gets these messages?
People already in your CRM — your past customers and leads.
How often should I send campaigns?
Only when you have something worth saying. Send too many and people tune out.

Want text & email campaigns? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Referral requests

After a job is done, your customer automatically gets a message asking if they know anyone else who could use your help.

  • Growth Pack

What it is

Happy customers are usually glad to recommend you. The problem is that nobody asks them — or you remember to ask once and then forget.

Referral requests ask every customer, every time, at the right moment: shortly after a job they're happy with.

What your customer sees

Ridgeline ElectricText message

Ridgeline Electric: Thanks again for choosing Ridgeline Electric, Dave! If a friend or neighbor needs electrical work, feel free to pass along our number — we'll take good care of them.

Customer: Will do! My neighbor actually needs his panel looked at.

Example only — we set yours up to match your business.

How it works

  1. You finish a job and mark it as done in your CRM.
  2. A little later, your customer gets a friendly thank-you message.
  3. The message asks if they know anyone who needs similar work, with an easy way to pass your info along.
  4. Referrals come in and land in your CRM.

What it does for you

  • The best kind of leadPeople referred by a friend already trust you.
  • Never forget to askEvery customer gets asked, automatically.
  • No ad money neededThese leads come from people who already like your work.

Picture this

You finish rewiring a customer's garage. Two days later they get a thank-you text that says if they know anyone who needs electrical work, they can pass along your number. They forward it to their neighbor.

Your part

Almost none

Mark the job as done in your CRM.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

When does the message go out?
Shortly after you mark a job as done, while the good experience is still fresh. We can adjust the timing.
Can I offer a reward for referrals?
If you want to, yes — we can mention it in the message. It's completely up to you.

Want referral requests? Book a quick call and we'll tell you if it's right for your business.

Book a Call

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Monthly strategy call

Once a month, we go over what's bringing in work, what isn't, and what we're changing next — in plain numbers.

  • Growth Pack

What it is

Your marketing shouldn't be a mystery. Every month you get a call where we walk through your results in plain numbers: calls, leads, and booked jobs.

Then we decide together what to adjust — like which services to push, which areas to target, or how to get ready for a slow season.

How it works

  1. We pull together your numbers for the month.
  2. We get on a call and walk through what happened.
  3. You tell us what kind of work you want more (or less) of.
  4. We make the changes for next month.

What it does for you

  • Know where your money goesSee exactly what your ads and follow-ups are doing.
  • Plain numbers, no jargonCalls, leads, and booked jobs — not likes and impressions.
  • Steer your marketingTell us the work you want, and we aim for it.

Picture this

On your call, we see that bathroom remodel ads brought in more leads than kitchen ads. You mention bathrooms are more profitable for you anyway, so we shift more of the budget there next month.

Your part

One call a month

Show up to one call a month and tell us what's going on in your business.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

How long is the call?
Short and to the point. We respect your time.
What if I can't make it?
We'll find another time that works.

Want monthly strategy call? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Show up online

Google Business Profile management

We keep your Google Business Profile active and up to date — posts, photos, and replies to every review — so you look busy and trustworthy.

  • Starter add-on +$85/mo
  • Included in Growth Pack

What it is

Your Google Business Profile is the box that shows up on Google Search and Google Maps with your name, star rating, reviews, photos, hours, and phone number. For a lot of people, it's the very first thing they see about you.

A profile with old photos and unanswered reviews looks like nobody's home. We take care of it for you: posting updates regularly, adding your job photos, and replying to every review.

What people see on Google

Linda M.★★★★★

Ridgeline poured our new driveway and it looks fantastic. On time, cleaned up after, and fair price.

Response from the owner

Thank you so much, Linda! It was a pleasure working with you — enjoy the new driveway.

Example only — we set yours up to match your business.

How it works

  1. We make sure your profile information is complete and correct.
  2. You text us photos from jobs whenever you think of it.
  3. We post updates and add photos regularly.
  4. We reply to every review — thanking happy customers and responding calmly to unhappy ones.

What it does for you

  • A strong first impressionAn active profile tells people you're busy and reliable.
  • Help showing up on MapsA complete, active profile can help you show up more in local searches.
  • Zero posting for youYou never have to log in or write anything.

Picture this

A homeowner searches "concrete contractor near me" and sees two options. One profile hasn't posted in two years. Yours has photos from last week, and every review has a thoughtful reply. They call you.

Your part

Almost none

Text us job photos when you remember. We handle everything else.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$85/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Do I need a Google Business Profile already?
No. If you don't have one, we'll help you set it up. If you do, we'll tidy it up and take it from there.
Will you respond to bad reviews?
Yes — calmly and professionally. We'll check with you first on anything sensitive.

Want google Business Profile management? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Show up online

Review requests

After each job, your customer automatically gets a text or email asking them to leave you a Google review.

  • Starter add-on +$20/mo
  • Included in Growth Pack

What it is

Reviews are one of the main things people look at when choosing a contractor. Most happy customers would gladly leave one — they just never get asked, or they forget.

Review requests ask every customer at the right time, with a link that takes them straight to your review page. It takes them less than a minute.

What your customer sees

Ridgeline HeatingText message

Ridgeline Heating: Thanks for having Ridgeline Heating out today, Maria! Would you mind leaving us a quick Google review? It really helps a small business like ours.

Customer: Of course! Just left you 5 stars.

Example only — we set yours up to match your business.

How it works

  1. You finish a job and mark it as done.
  2. Your customer gets a short thank-you with a link to leave a review.
  3. If they don't get to it, they get one gentle reminder.
  4. New reviews show up on your Google profile.

What it does for you

  • More 5-star reviewsAsk everyone, and the reviews add up.
  • Win more jobsLots of good, recent reviews make choosing you an easy decision.
  • No awkward askingYou never have to ask in person.

Picture this

You finish a furnace repair on Tuesday. That evening the customer gets a thank-you text with a link to leave a review. They tap it while they're thinking of it and leave five stars.

Your part

None

The request goes out on its own after each job.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$20/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Can I only ask the happy customers?
Google's rules say businesses shouldn't pick and choose who gets asked, so we set it up to ask every customer fairly.
Where do the reviews show up?
On your Google Business Profile, where people searching for you will see them.

Want review requests? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Show up online

Facebook & Instagram presence

Stay visible on Facebook and Instagram in your area, week after week — without ever having to post yourself.

  • Growth Pack

What it is

You've probably been told you need to "post on social media." But posting all the time takes hours you don't have, and posts from business pages often reach only a small slice of people.

With the Growth Pack, your ads do that job for you. They keep your business, your work, and your name showing up in people's feeds around your area — so you're the contractor they remember.

What your ad could look like

Ridgeline RemodelingSponsored

Another kitchen finished this week! New cabinets, quartz counters, and a layout that finally works for this family.

Kitchen remodels near youSend Message

Example only — we set yours up to match your business.

How it works

  1. We pick your best job photos and write simple, clear ads.
  2. The ads show to people in your service area.
  3. People see your name and your work again and again.
  4. When they need a contractor, they think of you — and can message you right from the ad.

What it does for you

  • Be the name they rememberSeeing you regularly makes people feel like they already know you.
  • No daily postingYou never have to come up with content.
  • Messages in one placeFacebook and Instagram messages land in your CRM inbox.

Picture this

A family in your area has seen your kitchen remodel ads a few times over the past month. When they finally decide to redo their kitchen, yours is the first name that comes to mind.

Your part

Almost none

Approve the ads. You never have to come up with posts.

How to get it

  • Website OnlyNot included
  • Starter PackNot included
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Is this the same as the ads service?
Yes — it's another benefit of the Facebook & Instagram ads in the Growth Pack. Ads don't just bring in leads; they keep you visible.
Do you post on my business page every day?
No. This works through ads, not daily posts. That way more people in your area see you, without the daily effort.

Want facebook & Instagram presence? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Show up online

Website hosting & monthly updates

We keep your website online, fast, and secure, and make small updates for you every month.

  • Website Only
  • Starter Pack
  • Growth Pack

What it is

A website isn't a "set it and forget it" thing. It needs a place to live online (that's hosting), it needs to stay secure, and the information on it needs to stay current.

We handle all of that. Add a service, change your hours, or get great new job photos? Just send them over and we'll update the site.

How it works

  1. We host your site on fast, secure servers.
  2. We keep it up and running.
  3. You send us changes whenever you need them.
  4. We make minor updates each month as part of your plan.

What it does for you

  • Always up to dateOld info makes people wonder if you're still in business.
  • Nothing to learnYou'll never have to log in to a website builder.
  • One less billHosting is included in every plan.

Picture this

You start offering EV charger installs. You text us a few photos and a sentence about it. Soon after, it's on your website.

Your part

Only when you want changes

Send us what to change — a new service, new photos, new hours.

How to get it

  • Website OnlyIncluded
  • Starter PackIncluded
  • Growth PackIncluded
See pricing →

Works well with

Good to know

What counts as a "minor" update?
Things like swapping photos, editing text, updating hours, or adding a service. Bigger projects, like a full redesign, we'll talk through separately.
What if my site goes down?
We get it back up. Keeping it running is part of what you pay for.

Want website hosting & monthly updates? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Save time

Your own CRM, set up for you

One place that keeps track of every customer and lead — names, numbers, what they asked for, and every message — set up for you.

  • Starter Pack
  • Growth Pack

What it is

CRM stands for "customer relationship manager." Forget the fancy name: it's basically a smart address book that also remembers every conversation and where each job stands.

We use a tool called GoHighLevel and set it up for your business. Leads from your website go into it automatically, so nobody has to type anything in. You can check it from your phone or your computer.

What you see in your CRM

Tom BeckerRoof replacement

Came from
Website form
Stage
Estimate sent
Last message
"Can you do it before the snow?"

Example only — we set yours up to match your business.

How it works

  1. We set up your account and connect it to your website.
  2. New leads show up in it automatically, with their details.
  3. Every text, email, and note is saved with the right person.
  4. You can look anyone up in seconds whenever you need to.

What it does for you

  • No more lost leadsNothing lives on sticky notes or in random text threads.
  • No data entryWebsite leads are added for you.
  • Everything in one spotKnow who someone is and what they asked for before you call back.

Picture this

A customer calls back about an estimate from two months ago. Instead of digging through old texts, you pull up their name and see the estimate, every message, and the photos they sent — in seconds.

Your part

Almost none

Open the app to see your leads. We do the setup.

How to get it

  • Website OnlyNot included
  • Starter PackIncluded
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Is it hard to learn?
We set it up and show you the few things you actually need. Most of the work happens automatically.
Can my office manager use it too?
Yes. You can give people on your team their own access.

Want your own CRM, set up for you? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Save time

One inbox for everything

Texts, emails, and Facebook and Instagram messages all land in one inbox, so you can answer everyone from one place.

  • Starter Pack
  • Growth Pack

What it is

Right now, customer messages are probably spread across your phone's texts, your email, Facebook Messenger, and Instagram. It's easy to miss one.

The all-in-one inbox pulls them together. Every conversation is in one list, tied to the right customer, and you can reply from your phone or computer.

What your inbox looks like
  • TextTom B.Can you come out Thursday?
  • FacebookLisa R.Do you do gutter guards?
  • EmailMark P.Question about my estimate
  • InstagramJen K.Love the patio you just did!

Example only — we set yours up to match your business.

How it works

  1. We connect your texting, email, and social accounts.
  2. New messages from any of them show up in one inbox.
  3. You reply from the same place, and your reply goes out the way they contacted you.
  4. The whole history stays saved with that customer.

What it does for you

  • Never miss a messageNo more checking five different apps.
  • Faster repliesEverything's right in front of you.
  • Full historySee every past conversation before you reply.

Picture this

A homeowner messages you on Instagram, then follows up by text the next day. Both messages show up together under her name, so you know exactly what she's asking about.

Your part

Less than now

Answer your messages — just from one spot instead of five.

How to get it

  • Website OnlyNot included
  • Starter PackIncluded
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Can I still reply from my phone?
Yes. There's a mobile app, so you can reply from anywhere.
Do customers notice anything different?
No. They message you the same way they always have.

Want one inbox for everything? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Save time

AI voice receptionist

An AI phone assistant that answers your business line, answers common questions, and books appointments — so you're not stopping work for every call.

  • Starter add-on +$250/mo
  • Growth add-on +$245/mo

What it is

Every time your phone rings mid-job, you have a choice: stop working or risk missing a customer. The AI voice receptionist takes that choice away.

It answers calls in a natural-sounding voice, answers common questions about your business, and books appointments right onto your calendar. Afterward, you can see who called and what they needed.

How a call might go

Incoming callAnswered by AI receptionist

Receptionist: Thanks for calling Ridgeline Electric! How can I help you today?

Caller: Hi, I've got a breaker that keeps tripping.

Receptionist: Sorry to hear that — let's get someone out to you. Does tomorrow at 9 a.m. work?

Caller: Yes, that works great.

Example only — we set yours up to match your business.

How it works

  1. We set it up with information about your business and how you want calls handled.
  2. A customer calls, and the receptionist answers.
  3. It answers their questions and, if they're ready, books a time on your calendar.
  4. You see the booking and the details of the call.

What it does for you

  • Every call answeredDay, night, or weekend.
  • Stay focused on the jobNo more climbing down the ladder for every call.
  • Bookings while you workAppointments land on your calendar automatically.

Picture this

It's 7 p.m. and you're at your kid's game. A homeowner calls about a breaker that keeps tripping. The receptionist answers, asks a few questions, and books them for the next morning. You see it on your calendar when you check your phone.

Your part

Almost none

Tell us how you want calls handled, then check your calendar.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$250/mo
  • Growth PackAdd-on, +$245/mo
See pricing →

Works well with

Good to know

Will it sound like a robot?
It uses a natural-sounding AI voice. We can also set it up so callers can leave a message for you instead.
What if a caller asks something it can't answer?
It takes their details and passes them to you, so you can call them back.

Want aI voice receptionist? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Save time

Online booking + automatic reminders

Customers pick a time for an estimate right from your website, then get automatic reminders before the appointment.

  • Starter add-on +$30/mo
  • Included in Growth Pack

What it is

Finding a time that works usually means texting back and forth: "How's Tuesday?" "Can't, how about Thursday?" Online booking skips all that. Customers see your open times and pick one.

Then the reminders kick in. Customers get a text and email before the appointment, so fewer people forget and you make fewer wasted trips. Every Starter Pack already includes a free basic booking widget; this add-on adds the full calendar and the automatic reminders.

What your customer sees

Ridgeline RoofingText message

Ridgeline Roofing: Reminder: Ridgeline Roofing is coming tomorrow at 9:00 AM for your estimate. Reply C to confirm or R to reschedule.

Customer: C

Ridgeline Roofing: Thanks — see you tomorrow!

Example only — we set yours up to match your business.

How it works

  1. We set up your calendar with the times you're available.
  2. Customers choose a time on your website.
  3. They get a confirmation, then reminders before the visit.
  4. The appointment shows up on your calendar.

What it does for you

  • No phone tagPeople book themselves, any time of day.
  • Fewer no-showsReminders mean fewer forgotten appointments.
  • Your schedule, your rulesYou decide which times are open.

Picture this

A homeowner books a Thursday 9 a.m. estimate on your site on Sunday night. Wednesday afternoon, they get a reminder text. Thursday morning, they're home and ready when you pull up.

Your part

None

Just show up to the appointments.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$30/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Can I block off days?
Yes. You control when you're available, and you can block off time whenever you need to.
How is this different from the free booking widget?
The free widget lets people book a time on your site. This add-on adds the full calendar plus automatic text and email reminders.

Want online booking + automatic reminders? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Save time

Pipeline board & reports

A simple board that shows every lead as a card moving from "new" to "booked" — plus reports that show where your work comes from.

  • Starter add-on +$40/mo
  • Included in Growth Pack

What it is

A pipeline is just a visual to-do board for your leads. Each lead is a card. The columns are stages, like "New lead," "Estimate sent," and "Booked." You drag a card along as the job moves forward.

The built-in reporting dashboard shows you the bigger picture: how many leads came in, where they came from, and how many turned into jobs.

What your board looks like
New leadDeck — Ana R.Siding — Joe M.
Estimate sentRoof — Tom B.Gutters — Kim L.
BookedPatio — Jen K.

Example only — we set yours up to match your business.

How it works

  1. New leads show up as cards in the first column.
  2. You (or your team) drag them along as things move forward.
  3. One look tells you who needs a call back.
  4. The dashboard adds it all up for you.

What it does for you

  • Nothing slips throughSee every open lead in one view.
  • Know where work comes fromSee which sources bring in the most jobs.
  • Easy to useIf you can drag a card, you can use it.

Picture this

Monday morning, you open the board and see three estimates that have been sitting for over a week. You call those people first, and one of them books that day.

Your part

A few minutes a week

Drag a card along when a job moves forward.

How to get it

  • Website OnlyNot included
  • Starter PackAdd-on, +$40/mo
  • Growth PackIncluded
See pricing →

Works well with

Good to know

Can I change the stages?
Yes. We'll set up stages that match how your business actually works.
Is this in the Growth Pack?
Yes, it's already included in Growth. In the Starter Pack, it's an optional add-on.

Want pipeline board & reports? Book a quick call and we'll tell you if it's right for your business.

Book a Call

Not sure which of these you need?

Book a quick call and we'll tell you straight — including what you can skip. Or see exactly what each plan costs.