Cleaning
Instant quote, recurring booking and the crew day reminder.
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Home services
One-time treatment to quarterly contract.
Pest control profit sits in the recurring contract, and the moment to sell it is right after the first treatment worked. This kit makes that offer automatically and then protects the quarterly schedule with route day confirmations.
A homeowner calls about one problem and stays for a plan. The kit quotes the one-time treatment fast, makes the quarterly offer three days after the technician leaves, and runs the seasonal campaigns for termite, mosquito and rodent season so the calendar fills before the phones do.
Primary pipeline
These ten do the heavy lifting. The remaining 11 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
Six modules, as in every kit
It schedules and confirms. Next service date is a custom field driving the reminder and the booking workflow; route optimisation stays in your field service software.
No. Each season start is a custom value, so a company in Florida and a company in Ohio use the same snapshot with different dates.
Yes. Commercial has a separate enquiry funnel and proposal pipeline, since the sales cycle is longer than a residential quote.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.
Nothing beyond the strictly necessary runs until you say so. Analytics and marketing scripts stay blocked if you decline, and you can change your mind from the footer at any time.
Strictly necessary
Keeps your theme, accessibility and consent choices on this device. Cannot be switched off because nothing works without it.
Analytics
Anonymous page and event counts so we can see which kits people actually look at. No cross-site tracking.
Marketing
Lets us measure which ad or referral brought you here and show relevant follow-ups. Off unless you turn it on.