CRM for Service Businesses
Job-centric pipelines that track every lead, quote, and completed job. Built for trades and local services.
The Problem: Spreadsheets Leak Leads
Service businesses often rely on spreadsheets to track leads and jobs. But spreadsheets don't send reminders, trigger follow-ups, or capture context. The result? Leads slip through the cracks, quotes go unanswered, and technicians waste time hunting for job details.
Without a structured pipeline, your team operates reactively instead of proactively. High-value jobs get lost in the noise, and customer satisfaction suffers.
The Solution: Job-Centric CRM Pipelines
GrowthPilotHQ replaces static spreadsheets with dynamic pipelines that model your real business process:
Each job record carries full context: customer details, photos, estimates, invoices, and message history. Automations trigger at every stage—no manual tracking required.
Key Features
Job-Centric Records
Every job carries full context: customer info, service history, photos, estimates, and invoices—all in one place.
Lead Scoring & Routing
Automatically prioritize high-value leads and route urgent jobs to the right team members based on custom rules.
Stage-Based Triggers
Trigger actions when jobs move between stages: send SMS confirmations, create invoices, or request reviews automatically.
Pipeline Analytics
Track conversion rates, average deal size, and bottlenecks across your pipeline to identify improvement opportunities.
Real-World Example
"A plumbing company receives a new lead through their landing page form. The CRM automatically creates a job record with the customer's address, problem type, and urgency score. Because the lead score is high (emergency repair), the system routes it to the on-call dispatcher and sends an SMS to the customer within 60 seconds. The dispatcher books a same-day appointment without the lead ever sitting in a queue."
Benefits
- Never lose a lead: Every inquiry is captured and tracked through completion.
- Reduce manual work: Automations handle repetitive tasks like follow-ups and confirmations.
- Improve customer experience: Faster response times and better communication throughout the job lifecycle.
- Scale confidently: Handle more jobs without adding administrative overhead.
Ready to Replace Your Spreadsheets?
Talk to us about setting up job-centric pipelines for your service business.