Home services groups

Stop letting leads fall through after hours.
Lead to invoice, automated.

You’re running a multi‑location home services group and the dispatch, follow‑up, and invoicing still happen the way they always have: manually, inconsistently, and depending on who remembers. We deploy production‑ready process automation across your entire lead‑to‑invoice lifecycle, starting in 2 weeks.

Book the Blueprint → See the problem ↓

Who it's for

Built for home services groups who recognize this

  • $3M–$50M+ revenue across HVAC, plumbing, electrical, roofing, or pest control
  • PE‑backed, roll‑up, or recently recapitalized
  • Multiple locations or brands under one portfolio
  • Running ServiceTitan, Housecall Pro, Jobber, or a mix of tools nobody fully uses
  • Leadership wants consolidated visibility without ripping out existing systems

The reality today

The process you’re actually running

Leads come in from Google, Angi, Thumbtack, referrals, your website, and the office phone. Some get logged. Some don’t. Dispatch is a coordinator juggling a whiteboard, a group text, and the CRM calendar. Open estimates are sitting in a system nobody checks. And every board meeting, someone spends a day pulling numbers from multiple ServiceTitan instances into one deck.

  • Leads arrive from 5+ channels with no single intake. After‑hours calls go to voicemail and get returned whenever someone remembers. Each missed lead is $500–$3,000 in lifetime job value
  • Dispatch is manual: coordinators juggle availability, geography, and skill sets by memory. Techs get double‑booked or sit idle. One empty truck day costs $800‑1,200 in lost revenue
  • Open estimates die because nobody called back. A $5K roof job goes cold while it sits in the CRM. At 20 dead estimates/month, that’s $100K in annual revenue left on the table
  • Job completion to invoice has a gap. Techs finish the work, paperwork trickles in days later. That’s 5–10 days of cash float on every job
  • Multi‑brand reporting is a monthly fire drill. Each location runs their own version of the process. Nobody trusts the numbers
  • Leadership wants consolidated revenue, close rates, and dispatch efficiency. Compiling it takes half a day every week

The process, automated

What it looks like after BeemFlow

01

Lead Captured & Routed

Every inbound channel (web, phone, marketplace) auto‑logged and routed to the right dispatcher or location based on service type and zip code.

02

Dispatch Optimized

Scheduled jobs matched to available techs by skill, location, and capacity. Conflicts flagged before they become missed appointments.

03

Estimate Follow‑Up Automated

Open estimates get systematic follow‑up sequences. Nothing goes cold unless you decide to let it.

04

Job‑to‑Invoice Closed

Completed jobs trigger invoicing automatically. No waiting for paperwork to trickle in from the field.

05

Portfolio Visibility

Consolidated dashboards across all locations and brands. Revenue, close rates, dispatch efficiency, and aging estimates, generated automatically.

What we build

What we deploy

Every lead in one place, instantly

Every call, web form, and marketplace lead lands in one queue. Automatic routing by service type, zip code, and urgency.

After‑hours calls that don’t go to voicemail

Calls and forms outside business hours get logged and acknowledged instantly. Your morning crew sees a clean queue, not a voicemail backlog.

Dead estimates that come back to life

Open estimates get systematic multi‑touch outreach until they close or you kill them. That $5K roof job stops dying in a CRM nobody checks.

Dispatch without the juggling act

Jobs matched to available techs by skill, location, and capacity. Conflicts and double‑bookings get flagged before they reach the customer.

Invoices the same day the job’s done

Tech marks a job complete, invoicing kicks off. Hours, materials, and job details flow through without anyone re‑entering paperwork.

One dashboard for the whole portfolio

Revenue, close rates, and dispatch efficiency across every location and brand. Stalled estimates and missed callbacks trigger alerts early.

Outcomes

What changes

Lead response: hours → minutes

Every lead is logged and routed the moment it arrives. No more next‑day callbacks on after‑hours calls.

Estimate follow‑up: sporadic → 100% systematic

Every open estimate gets a defined follow‑up sequence. The $5K roof job doesn’t die in a CRM nobody checks.

Invoice lag: days → same‑day

Job completion triggers invoicing automatically. Cash conversion accelerates across the portfolio.

Reporting: manual merge → auto‑generated

Consolidated numbers across all brands and locations without anyone building a spreadsheet.

15–30 hours/month reclaimed

Across dispatch, admin, follow‑up, and reporting. Hours that go back to running the business.

Metrics are directional based on typical engagement outcomes. Your Blueprint will identify specific targets for your operation.

What this looks like in practice

In the field

A PE‑backed HVAC and plumbing roll‑up with 8 locations was losing an estimated 25–40 after‑hours leads per month to voicemail. Open estimates over $5K were sitting in ServiceTitan with no follow‑up. Roughly $80K/month in potential revenue going cold. Invoicing ran 4‑7 days behind job completion across most locations. After deploying after‑hours lead capture, automated estimate follow‑up sequences, and job‑triggered invoicing, lead response moved to under 15 minutes, estimate close rate improved measurably, and invoice lag dropped to same‑day. The ops director estimated the portfolio reclaimed 20–25 hours/month across dispatch, admin, and billing.

Composite illustration based on common engagement patterns. Specific results depend on your operation’s starting point and scope.

Implementation

How we get there

Blueprint

2 weeks

We map your live lead‑to‑invoice process, identify 3‑5 high‑ROI automation targets, and deliver an ROI snapshot with a 90‑day automation roadmap. $5K, credited toward your first Sprint.

Process Automation Sprint

4 weeks

We deploy 2‑3 production automations from the BeemFlow template library, configured for your stack (ServiceTitan, Housecall Pro, Jobber, CRM, accounting). One process area per sprint.

Managed Automation

Ongoing

Monitoring, incident handling, quarterly reviews, and new automation targets as your operation evolves. Clear SLAs so your team knows what BeemFlow manages vs. what they own.

Guarantees & ownership

Your operation, your systems

  • Everything runs on your infrastructure, your accounts.
  • All automations, dashboards, and documentation are yours. We build on n8n and open tools wherever practical.
  • 30‑day stabilization included on every deployment. If something we built breaks under normal use, we fix it.
  • Managed Automation required for critical‑path automations (minimum 6 months). After that, continue month‑to‑month or transition to per‑incident support.

Map this process to your stack

The Blueprint takes 2 weeks. You’ll get a structured map of your lead‑to‑invoice process, a prioritized list of automation targets with ROI projections, and a 90‑day automation roadmap.