Industries
Distinct appointment paths for residential trades and cleaning companies.
Residential projects and cleaning contracts have different buyers, qualification criteria and appointment types. Each practice has its own path from inquiry to a recorded appointment.
01Primary focus
Residential contractors.
Estimate appointments with homeowners who own the property, live inside your service area and want the projects you sell. Roofing, remodeling, HVAC, painting, flooring, insulation and landscaping have dedicated pages; other trades are covered under the same program.
- 01RoofingRoof inspection and replacement estimate. Storm posture prepared in advance and capped at attendable capacity.
- 02RemodelingIn-home design consultation. Long research cycles supported with project stories and patient follow-up.
- 03HVACSystem assessment and replacement estimate. Urgent and planned demand routed on separate paths from the first response.
- 04PaintingOn-site painting estimate. Exterior booked ahead of season; interior and reactivation carry the rest of the year.
- 05FlooringMeasurement and installation estimate. Scope, prep and timing captured before the measurement is booked.
- 06InsulationAssessment and installation estimate. Area, access and concern captured before the assessment is booked.
- 07LandscapingSite visit and project estimate. Project, access and timing captured before the site visit is booked.
02Industry practice
Cleaning companies.
Residential and commercial cleaning behave differently at every stage: different buyers, cycles and economics. They are qualified, marketed and measured separately, with their own appointment types and their own pages.
- Residential
- Recurring-client appointments with homeowners who want a regular service, inside your route area, with frequency and home size understood before the visit.
- Commercial
- Walkthroughs with the facility decision-maker for contracts that fit your crews, schedule and minimums, qualified on square footage, frequency and timing.
Whichever business you run, the audit starts with your numbers.
30 minutes · Your market, capacity and pipeline · No preparation required beyond your numbers