Sealing and coating jobs are high-ticket and seasonal. The businesses that dominate their market aren't doing better work — they're following up faster, more consistently, and at the right intervals. We build the system that closes estimates, generates referrals, and re-engages past customers exactly when they're ready to reseal.
We evaluate your existing tools during the audit. For most estimating platforms (Jobber, ServiceTitan, custom sheets), we can connect via webhook or API. Where direct integration isn't available, we use a simple trigger to start the automation when an estimate is marked as sent.
Each completed job gets a 'completion date' tag in the CRM. The reminder automation fires exactly 12 months (or your chosen interval) after that date — specific to that customer, not a generic bulk send.
Yes. Residential and commercial contacts are segmented in the CRM. Follow-up messaging, intervals, and communication style are configured separately for each segment.
A friendly SMS or email that goes out 1 week after job completion — when the customer is satisfied and the work is fresh. It includes a simple referral link and explains any referral incentive you offer. Short, personal, and effective.
No. The system works for any lead source — organic, Google Business, referral, or word of mouth. If you want to add Meta or Google Ads and connect them directly to the pipeline, that's an additional service we offer.