Home Services Company: From Spreadsheets to Automated Scheduling
A local home services company moved leads, scheduling and reminders out of spreadsheets into one connected system.
The Challenge
A growing home services company was managing leads and appointments through text messages, spreadsheets and memory. Confirmations and reminders were sent manually, follow-ups slipped through the cracks, and the owner couldn't see where each job was in the pipeline.
The business had no website that captured leads, no central customer list, and no automated reminders — so every booking required back-and-forth messaging.
How HNR Helped
HNR built a simple website with a lead capture form, set up a CRM to hold every contact and job, and automated the repetitive communication:
- New leads from the website flow straight into the CRM
- Appointment confirmations and reminders send automatically
- Follow-up messages trigger after a job is completed
- A review request goes out to happy customers
Everything is connected, so information moves instead of being re-entered.
The Results
Services Used
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