Phone line
Calls on the job, missed calls texted back
Field Service · Configuration
For the shop that lives on dispatch and card payments at the door, with the review request on invoice paid.
The Stack
8 layers, with Housecall Pro holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no field-service engagement has been delivered yet.
What We Switch On
What it does not do. Housecall Pro follows up on estimates lightly and does not track service agreements in depth; both can be added alongside.
The Path
A call becomes a job with a source and a technician.
Dispatched by skill and drive time; the customer told who is coming.
Options priced on site, signed on the phone, followed up if left open.
Paid at the door or online, posted to accounting once.
Recurring work tracked with a renewal date, so it is renewed rather than forgotten.
Connections
Calls on the job, missed calls texted back
Invoices posted once
Reviews answered from the record
What It Costs
Two weeks. CRM only, never discounted.
$2,500 on the Growth or Operate Plan. From the template, live in two weeks.
$7,750 on a plan. The website, this Build and the connections above.
Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Housecall Pro or any platform named here.
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