Jobs & dispatch
Housecall Pro · ServiceTitan · Jobber · FieldEdge
For plumbing, roofing & service businesses
Connect the business.
Keep the
work moving.
We connect your website, ads, phones, job software and office workflows. Custom automation, built around your service business and managed with your team.
In use in a real service business
Ellis Wyatt Plumbing, HVAC & Electrical500+ five-star Google reviews for Ellis WyattLive in one service business.
Ellis Wyatt · Colorado Springs.
Custom connections.
Founder-managed implementation.
Your systems stay in place.
The workflow gets a clear owner.
Start with what you use
Your tools.
Working together.
Common platforms. Unusual portals. The spreadsheet holding it all together. Bring the setup you have.
Phones & texts
Quo · RingCentral · Dialpad · Your existing number
Marketing & profiles
Google Ads · Facebook · Instagram · Google Business Profile
Office & billing
Gmail · AppFolio · QuickBooks · Square · Stripe
Examples, not a fixed list. Housecall Pro and Quo are the current operating path; additional connections are scoped around access and the work.
Explore the possibilitiesThe work between your tools
Your office shouldn’t have
to hold it all together.
A customer calls. Someone copies the address. A job gets finished. Someone remembers the next step. We help turn those handoffs into a connected workflow.
01
Connect the tools
Phone systems, inboxes, job software and the odd spreadsheet or portal. Start with the handoffs your office actually uses.
02
Automate the repeatable work
Carry details into the next step. Keep records, missing information and responsibilities visible as the work moves.
03
Manage it with you
A founder who learns the operation, monitors the workflow and works through the exceptions with your office.
Custom connections for the way your office works
Different tools.
Connected work.
A phone system here. A spreadsheet there. A property manager’s portal that works its own way. We map the handoffs and scope the connections around your actual work.
Phone calls
Customer texts
Office inbox
Work-order portal
Spreadsheets
Job software
We connect
the handoff.Match · review · check
the handoff.Match · review · check
What your office sees
Water heater inquiry
The request
A customer wants a service visit.
The details
The captured conversation and matched job context, together.
The next step
Office confirms the service address before filing.
Illustrative connection map. A few examples, not a fixed list. Housecall Pro and Quo are the current operating path. Bring your systems; we map the access and build around the handoffs you need.
The full-business direction
From the first inquiry.
Through the actual work.
Marketing, conversations, job records and follow-through belong in the same conversation. We connect useful handoffs across the business, one managed workflow at a time.
- 01
Bring in the inquiry
Understand where the lead came from.
- 02
Keep the conversation
Carry the request and details forward.
- 03
Follow the actual job
See the record and what still needs doing.
- 04
Keep the office current
Coordinate records and next steps.
- 05
Learn from outcomes
Use verified results to improve the workflow.
An example of how the business can connect. Your installation starts with the workflow, account access and actions we agree together.
The presence behind the inquiry
Get found.
Carry the lead forward.
Your ads, website, social pages and business profile should tell the same story—and lead into a useful office workflow. We can prepare that presence and scope how the inquiries connect.
Ads
Campaign planning, ad copy and a landing page that explains the offer. Account access, budget and launch approval come before paid operation.
Websites
A clear offer, useful service pages and an inquiry path that saves the request. Built around the work your business actually does.
Socials
Consistent bios, useful posts and short workflow stories for Instagram and Facebook. Real proof, with owner review before publication.
Google Business Profile
Eligibility review, accurate business information and prepared profile content. Profile access and verification stay with the business owner.
Preparation is available now. Publishing, paid campaigns and profile management need the right access and an agreed scope. Leads, rankings and revenue are outcomes to measure.
Explore capabilities and systemsA practical way to start
Learn the operation.
Connect one useful loop.
We map how your team works, connect a useful starting workflow and manage it with you. Build from there as your needs grow.
- 01
Talk through the work
Show us the tools and one handoff your office keeps copying, checking or chasing. No demo or software migration is required to have the conversation.
- 02
Scope the connection
Check access, permissions, volume and what the result should look like. Agree what runs and what stays with a person.
- 03
Run it under review
Start with observation and supervised handoffs. Verify records in the destination system and keep missing facts visible.
- 04
Operate and improve
Review results, office effort and corrections together. Add responsibility when the evidence supports it.
Built around
your existing tools.
Current first path: Housecall Pro and Quo connect intake and office work in the existing plumbing operation.
Custom work: inboxes, portals, spreadsheets and unfamiliar systems. We map the available access and agree which handoffs to connect.
Built in a working business
Real tools.
Real office work.
We build and manage workflows at Ellis Wyatt in Colorado Springs. Bring us the systems your team uses and the handoffs that need work.
The first installation
Your workflow.
An operating partner.
One truck or a larger plumbing team—let’s find a useful starting point. We build the scope around your tools, the work you need done and a budget that works for your business.
- Workflow discovery and access review
- One named workflow and office reviewer
- Supervised setup and destination checks
- Founder monitoring and weekly review
Start small.
Make it work for your shop.
We want this to work for you. Keep the first scope focused, see a clear quote before kickoff and add more when it makes sense. Implementation and ongoing management are priced around your tools, volume and the work involved.
General booking remains with your office. New customer messages, billing actions and additional systems need separate validation and permission.
Talk through your workflowBefore we talk
Fair questions.
The next step is a conversation
What needs work
in your business?
Tell us about your marketing, inquiries or office handoffs, and which tools you use. Ben will contact you to discuss a useful starting scope.
Your actual tools.
Your actual process.
A useful place to start.