$31kin stale quotes recovered
Old estimates nobody had chased got automatic follow-ups, and a third of them turned into signed jobs.
Right now your pipeline lives in three places: a notebook in the truck, a pile of texts, and your head. So leads slip. A quote goes out and nobody chases it. A repeat customer waits two days for a callback that never comes. This is one clean board where every lead sits from the first call to the paid invoice, and you can see at a glance who still owes you an answer.
You're not losing work because you're bad at the trade. You're losing it in the gap between "I'll call them back" and actually calling them back. When there's no single place holding every lead, the follow-up falls to whoever remembers, and on a busy week nobody does. Here's where the money leaks out.
You send a $6,000 estimate, the customer says "let me think," and that's the last anyone touches it. Two weeks later they hire the guy who followed up on day three. The number was never the problem.
Some came by text, some by web form, some your wife wrote on a pad by the phone. No one list means no one knows the real number of open jobs, or which ones are about to go cold.
Ask yourself what's in the pipeline for next month and you're guessing. You can't plan crews, order material, or take a week off when the whole business lives in your head and a glovebox.
The job's done, the invoice went out, and it just sits there. No reminder, no nudge, so you're chasing money weeks later when you should be booking the next one.
No spreadsheets to build, no software degree required. Every new lead lands in the first column on its own. You drag it forward as the job moves, and the system handles the reminders so nothing sits in silence. Five moving parts, that's the whole thing.
A call, a text, a web form, a Google message, all of it drops straight into the "New" column with a name and number attached. You never re-type a lead or lose one in a different app again.
New, Quoted, Scheduled, Won, Paid. Every job is a card in a column. Ten seconds tells you what needs a quote, what's waiting on the customer, and what's owed money, without opening a thing.
A quote sits two days without a yes, the customer gets a friendly nudge by text, automatically. You stop being the reminder. The system chases the fence-sitters so you don't have to remember to.
Tap a job and there's the whole history: every text, every call, the quote, the notes, the photos. Any crew member can pick it up and know exactly where it stands, even if you're on a ladder.
When a card hits "Paid," it kicks off the review request and drops the customer into your list for future work. The pipeline doesn't just track the job, it feeds you the next one.
Move a job, add a note, or check what's owed from the truck, the roof, or the couch. The whole board lives on your phone, so the office isn't a place you have to drive back to.
You don't build this. We stand it up around how you already work, using the stages and job types you actually run, then hand you a board that's already moving. No blank screen, no homework. Here's what goes to work.
We set the pipeline stages to match your workflow, connect your phone, texts and web forms so leads flow in, and load any open jobs you've already got so nothing starts from scratch.
Quote-not-answered nudges, unpaid-invoice reminders, and the after-job review ask are all switched on and running, so the chasing happens whether you remember or not.
Every lead and past customer lives in one database you own, searchable in seconds. The reroof from two years back is one tap away when they call, and yours to keep no matter what.
A clear dollar figure for what's quoted, what's scheduled, and what's owed. You finally know what next month looks like before it arrives, so you can staff and order like you mean it.
These are results from individual clients, not a promise every contractor hits the same. Your volume, your team and your habits all shape what's realistic, and we'll tell you straight on the call.
Old estimates nobody had chased got automatic follow-ups, and a third of them turned into signed jobs.
Every inquiry landed on one board and got worked. No more "I forgot to call them back."
Automatic invoice reminders cut the average time from job-done to money-in from 31 days to 22.
Results shown are from specific ES Studios clients and reflect their individual outcomes. They're examples of what's possible, not a guarantee of the same results for every business.
Most contractor CRMs die in a month because they're built for a sales team with an office, not a crew with muddy boots and no time. We built this around the way the trades really run.
If it takes ten clicks to update a job, nobody updates it, and a half-used CRM is worse than none. This is drag a card, done. Your least-techy guy can run it from a job site.
The pipeline isn't a lonely app. Your reviews, your missed-call text-back, your inbox and your customer list all feed it, so the whole machine works as one instead of five tools that ignore each other.
Every customer, every job, every note belongs to you. No contract, no hostage data. If you ever walk, you take the whole database with you, because it was always yours.
The same answers we give on the phone every week.
No. If you can drag a photo across your phone, you can run this. It's one board with cards you slide from left to right as the job moves. We set the whole thing up for you first.
No. Calls, texts, web forms and Google messages drop in automatically with the name and number attached. You just move the card forward as the work progresses.
Your whole team can be on it. Every job card holds the full history, so anyone can pick it up and know exactly where it stands, even if you're up a ladder and can't get to the phone.
When a quote sits without an answer, or an invoice goes unpaid, the customer gets a friendly text nudge on its own. You set it once, then it chases the fence-sitters so you don't have to remember to.
A notebook can't text a customer at day three or tell you what's owed this month. This does both, and it never gets left in the other truck. It's the notebook that chases the work for you.
Yes. It ties into your reviews, your missed-call text-back and your unified inbox so it all runs as one system. We wire it into your phone number and web forms during setup.
You take it. Every customer, job and note is yours to keep, exported and handed over. No contract holds it hostage. It was your data the whole time.
Week one. We build your stages, connect your leads and load any open jobs, then hand you a board that's already moving. A short call to set it up, and you're running.
Book a 15-minute call. We'll show you exactly how the pipeline would run for your trade, where your leads are leaking today, and what it looks like when nothing goes cold. No pitch deck, no pressure, no obligation.
Book a call