Quotes go out and go quiet
The estimator writes the quote in the truck, emails it, and moves to the next job. If the homeowner does not call back, nobody notices for two weeks, and by then they have hired the other company.
Home servicesCRM and follow-up
Every call, estimate request and open quote on one homeowner record.
Emergency calls, website forms, Google Business Profile messages and referrals land on the same record with the source attached. The estimate follow-up and the seasonal reminder go out from it.
Where it goes wrong today.
Leads arrive in six inboxes
The office phone, the owner’s cell, the website form, the Google profile, the ad platform and a text from a past customer. The office manager starts every day copying them into a spreadsheet.
Past customers never hear from you again
The annual service, the maintenance agreement renewal and the review request all depend on someone remembering. The customer list is your cheapest source of work and it sits unused.
How it works for home services.
One record per homeowner, with the source
A call tracked to the ad, a form from the water heater page, a message on your Google profile or a referral the office types in creates the record. Missed calls get a text back while the crew is on a roof.
Stages from inquiry to booked job
New inquiry, estimate scheduled, quote sent, quote accepted, job booked. Each stage has an owner: the office for scheduling, the estimator for the quote, the owner for anything over a threshold you set.
Follow-up from the record, not from memory
A reminder before the estimate visit, a check-in text a few days after the quote, the maintenance reminder next spring and a review request after the job all send from the homeowner’s record. See lead follow-up automation.
Illustrative example
What a day looks like.
- Monday, 7:40 a.m.A homeowner calls about a leaking water heater while the office is still closed. [The AI phone agent](/for/home-services/ai-calling) books the first morning slot and the record shows the recording.
- Tuesday, 12:30 p.m.The estimator finishes a visit and marks the quote sent from his phone. The record moves to the quote stage with a check-in scheduled.
- Wednesday, 10:00 a.m.Homeowners with quotes older than a few days get a text asking if they have questions. Two reply with a yes and the office calls them.
- Thursday, 3:00 p.m.Maintenance agreements due for renewal next month get an email with the renewal link and a text with a reminder.
- Friday, 5:15 p.m.Review requests go out to the homes finished this week, each from the record that holds the job.
An illustrative example of how the system runs, not a measured result.
More for home services.
Home servicesThe whole system for this work: pages, phones, follow-up and reviews.AI phone agentCalls answered while every tech is on a job.WebsitesA page for every job, every “why is my…”, and every town on the route.ReviewsThe review request goes out when the job closes, with the tech’s name on it.
Questions home services ask
We already use field service software. Why a CRM?
Field service software is built around the job. Ottimo is built around the inquiry before it becomes a job: the call, the quote, the follow-up and the source. Many companies run both. Tell us what you use and we will confirm how the two connect.
Can the office and the techs both see the record?
Yes. Anyone you add to the workspace sees the record and the thread. A tech can mark a quote sent from the driveway; the office sees it move.
Who owns the follow-up after a quote?
You decide per stage. The common setup is an automated text a few days after the quote, then a task for the estimator if there is no reply. Nothing sends that you have not approved.
How does pricing work?
The platform is one monthly plan with no setup fee and no per-seat charges, month to month. See contact. The CRM, email & SMS, the website and the phone agent are included.