CRM

The Critical Missing Piece for Home Service Agencies
WHAT WE'RE ASKING FOR Either build a native field service module, acquire QuoteIQ, or establish a deep bi-directional integration with QuoteIQ specifically. QuoteIQ is the recommended platform because it includes every feature a home service business needs under one roof — AI-powered visual estimates, job scheduling, crew dispatch, mobile field app, cost tracking, and invoicing — without requiring contractors to purchase multiple add-on plans just to get a complete, functioning solution. It is the only field service tool that matches the full feature set this vertical requires in a single unified product, with nothing left out and no à la carte pricing required. A complete field service solution — whether built natively or powered by QuoteIQ — would include: AI-powered visual estimates — customer describes or photos the job → AI generates a mockup of the finished result → line-item quote is produced automatically Estimate → approval → job → invoice pipeline — fully connected, no manual handoff Job scheduling and crew dispatch — calendar-based, with GPS routing Mobile crew app — on-site job status updates, photo documentation, time logging Material and labor cost tracking — built into the estimate, carried through to the invoice Automatic invoice generation — triggered when job status moves to complete QuoteIQ already has all of this built and battle-tested. The technology does not need to be invented — it needs to be connected or acquired. THE MARKET OPPORTUNITY The home services industry is one of the largest and most underserved markets in America when it comes to modern marketing technology. Every HVAC company, landscaping business, plumber, and roofer needs three things: Marketing — this platform has it Communications — this platform has it Field operations — this platform does not have it That third gap is the only reason contractors don't go all-in. Close it, and the sales pitch becomes airtight. Agencies would have zero friction selling a true all-in-one system, and contractors would have zero reason to ever look elsewhere. WHY THIS IS BIGGER THAN IT LOOKS Data is the real opportunity here. Right now a contractor's customer history lives in their field service app, their marketing data lives here, and nothing talks to each other. That means: No ability to see that a customer books mowing every 5 weeks and reach out at week 4 before they call a competitor No ability to detect that revenue drops every November and shift ad spend to fall cleanup campaigns in October No ability to learn that Client A only responds to calls while Client B only responds to texts No ability to build anticipatory marketing because the data is fragmented across platforms Put it all in one place and the data becomes a competitive weapon. The platform could start predicting customer behavior, automating seasonal campaigns, adjusting ad spend based on calendar fullness, and routing outreach through each client's preferred channel — automatically. That is not a feature. That is a category-defining product.
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'Jobs' as a New Category for Service-based businesses
I want to make my WL software truly All-in-One by providing job creation and management in addition to marketing a local service-based business. There are these item categories in GHL currently - contact, (cal) event, task, etc and I'd like to request a new category - JOB - so if a client is a service-based business for example, they can easily use the job to: Create jobs from Proposals & Estimates (standalone or recurring) Map Contacts Manage staff members & their work schedules - (Revamp 'My Staff' page) Assign tasks and/or checklists for that job type Create new or map existing quotes/estimates/proposals Take payments (both one-time & recurring) Schedule, view, and manage jobs & bookings Updating jobs and tracking progress for everyone - business owner, staff & customer Add quality audit or compliance specification for each job and record evidence Take pictures or record videos using the mobile app (for sharing with customers or recording evidence). Assign items to every job and manage their inventory (optional but useful) Track key business metrics - view the number and value of completed and pending jobs by week, month or year. Providing an end customer portal for viewing and managing bookings will be just ideal. Here's that request. https://highlevel.canny.io/saas/p/end-customer-portal Most tech providers for service businesses have a job feature that's quite useful to clients. (Jobber, HouseCallPro, JobNimbus, HubScape, Launch27, ConnecTeam, MaidCentral, CleanSure, etc.)
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