Sales
Leads, customers, booking calls, estimates and the pricebook.
Manage leads
Work every new inquiry on the Leads board, from New to Contacted to Booked, and see where your leads come from.
Add a lead
Enter a new inquiry, send an instant thank-you text, and book the appointment in the same step.
Follow up with the sales pipeline
Track every estimate from building to won or lost, run automatic follow-ups, and see upcoming sales appointments.
Manage customers and properties
Add customers, keep contacts and service locations up to date, and see a customer's full history on one page.
Book a call
Book an incoming caller into a real open arrival window in under a minute, with the best-fit tech assigned for you.
Let customers book online
Turn on online booking so customers can pick a service and an open arrival window themselves, any time of day.
Create an estimate
Start an estimate for a customer, add line items from your pricebook, and save it ready to present or send.
Build estimate options and pricing
Set up good, better and best options, apply discounts, understand tax, and require a deposit on approval.
Present an estimate
Walk the customer through their options on a tablet or laptop, then have them choose, sign and pay the deposit on the spot.
Send an estimate for online approval
Text and email the estimate link so the customer can review options, sign and pay a deposit from their phone.
After an estimate is sold
What happens when a customer approves, how deposits work, and how to schedule and invoice the sold work.
Offer financing
Show monthly payment options on bigger estimates and prequalify a customer with a soft credit check.
Set up your pricebook
Add services, materials and equipment with flat-rate, markup and member prices, or import them from a spreadsheet.
Run campaigns and manage reviews
Text or email groups of customers, see and answer Google reviews, track referrals, and see which lead sources pay off.
Sales workflows by trade
How HVAC, plumbing, electrical, painting, roofing, remodeling, recurring-route and cleaning companies typically use Homeforce's sales tools.