Dirty Work
Software
Contractor Invoicing Software
Get paid faster with automated billing, online payments, and built-in collections.
Professional Invoicing That Keeps Pace With Your Projects
Contractor invoicing software connects your job data, change orders, and payment tracking into one system that bills accurately and gets you paid faster. For flooring contractors, concrete coating specialists, and construction businesses billing thousands per project, the right invoicing system is the difference between steady cash flow and constant collection headaches.
10-15 Days Faster
Average payment speed with automated invoicing
Most contractors bill using QuickBooks or generic accounting tools. These work fine for simple businesses, but construction billing isn't simple. QuickBooks lacks native progress invoicing tied to job phases. It has no structured change order workflow. It can't show percentage of completion against billable line items in real time. The invoices look generic: plain templates, no branded payment links, nothing that matches the professional image your finished work creates. When you need job costing data to verify what's billable, you're exporting to Excel and rebuilding reports manually.
The real problem isn't the software. It's that invoicing sits disconnected from everything else. Your crew tracks time in one place, job details live somewhere else, change orders get approved over text, and by the time you sit down to bill, you're reconstructing the project from memory and scattered notes. Invoices go out late. Details get missed. Customers question charges they approved weeks ago but have since forgotten.
Contractor invoicing software solves this by pulling from data you've already captured. Job marked complete? Invoice generates with line items, quantities, and pricing already populated. Customer approved a mid-project change? It's logged with date and amount, visible on every invoice going forward. Materials draw needed? Tracked against the total so everyone knows what's been paid and what's still owed.
For flooring contractors across Oklahoma City, Norman, and Edmond, this means billing in minutes instead of hours. It means invoices that go out the same day work finishes, with professional formatting, branded QR codes for card payment, and complete documentation that prevents disputes before they start.
We build these systems using AppSheet databases connected through Make.com automations. Your invoicing ties directly to job tracking, time logs, and customer records. QuickBooks integration eliminates double entry while our system handles what QuickBooks can't. Everything flows together: field data to invoice to payment to accounting, without you touching it twice.
What You'll Learn on This Page
Invoicing Automation Fundamentals
Getting Paid Faster
Integration and Implementation
Common Questions
Why Manual Invoicing Costs More Than You Think
Most flooring contractors don't realize how much their current invoicing process actually costs. They track the obvious stuff: QuickBooks subscription, payment processing fees, maybe an accountant's hours. But the hidden costs are where the real damage happens.
Consider the math: A contractor completing 8 jobs per week who takes 30 minutes per invoice spends 4 hours weekly just on invoice creation. At $75 per hour (a conservative estimate for what an owner's time is worth), that's $300 per week, or $15,600 annually, just on creating invoices. This doesn't include the time spent entering the same data into QuickBooks, tracking down payments, or answering customer calls asking about balances.
The delay cost compounds the problem. Data from contractor operations shows that every day between job completion and invoice delivery costs roughly 0.5 to 1 percent in payment delay. A 10 day invoice lag on a $10,000 job means an extra 15 to 20 days waiting for payment. Multiply that across your annual revenue and you're financing tens of thousands in customer credit without charging interest.
$15,600/Year
Hidden cost of 30-minute manual invoicing
Then there's the professional image problem. Handwritten invoices, inconsistent formatting, and missing details create disputes. Customers question charges when they can't see the breakdown. They "forget" invoices that arrive weeks after completion. Epoxy contractors in the OKC metro have told us they spend 2 to 3 hours per month resolving billing disputes that could have been prevented with clear, detailed, professional invoices.
The Time Tracking to Invoice Gap
The gap between completing work and documenting it creates the invoicing bottleneck. Your crew tracks time on paper timesheets or texts you their hours. You have photos on your phone, materials receipts in your truck, and job details scattered across conversations. Before you can invoice, you need to gather all of this, make sense of it, and translate it into a document.
This reconstruction process is where invoices get delayed, details get forgotten, and accuracy suffers. When your time tracking, job documentation, and invoicing live in the same connected system, the reconstruction step disappears. Invoice generation becomes an automatic process that happens the moment you mark a job complete.
From Job Completion to Invoice Sent
1
Mark job complete in AppSheet
Open the job record and tap one button to update status
2 seconds
2
System pulls job details automatically
Customer info, line items, materials, and labor hours populate invoice
Automated
3
Professional PDF generates instantly
Branded invoice with complete breakdown ready for review
3 seconds
4
One-click email delivery to customer
Invoice sends with payment link and professional formatting
Immediate
5
Customer data syncs to QuickBooks
No double entry required for accounting
Real-time
6
Payment reminders scheduled automatically
Follow-up sequences trigger based on your preferences
Automated
The difference between 30 minutes of manual invoice creation and 30 seconds of review and send adds up to thousands of dollars and hundreds of hours annually.
How Automated Invoice Generation Works
Contractor invoicing software built on AppSheet creates invoices from data you're already capturing. Every time log entry, material record, and job note becomes a line item waiting to be compiled. The automation handles the compilation so you handle the reviewing.
Contractor invoicing software built on AppSheet creates invoices from data you're already capturing. Every time log entry, material record, and job note becomes a line item waiting to be compiled. The automation handles the compilation so you handle the reviewing.
What Your Automated Invoices Include
Company Branding: Your logo, colors, contact information, and professional layout that matches your marketing materials and reinforces your brand identity with every invoice sent.
Itemized Services with Quantities: Each service line shows quantity, unit pricing, and totals. Joint fill, cut, dye-stain, densification, polish, and topcoat all broken out so customers see exactly what they're paying for and why.
Percent Complete Tracking: For progress billing, each line item shows completion percentage and value completed versus value remaining, letting you bill accurately against work actually performed.
Live Adjustments Section: Change orders, deductions, add-ons, and materials draws appear in a dedicated section with dates and amounts, keeping the original quote separate from modifications so nothing gets lost or disputed.
Payment History and Balance: Total payments received displayed clearly against invoice total, so customers always know exactly what's been paid and what's still owed without calling your office.
QR Code for Instant Payment: Branded QR codes let customers scan and pay by card immediately, reducing the friction between receiving an invoice and submitting payment.
Tax Calculations by Jurisdiction: Oklahoma City, Norman, Edmond, and surrounding areas each have different sales tax rates, which the system calculates automatically based on job location.
Quote Total vs Invoice Total: Clear separation between original scope pricing and current billing amount, especially important when change orders have modified the job.
30 Seconds
Time to review and send automated invoice
When a job is marked complete, the invoice generates within seconds. You review it (checking that nothing looks wrong), and send it with a single tap. The customer receives a professional PDF with their payment options. Your accounting system receives the data automatically.
For polished concrete contractors handling commercial projects with complex scope, the detailed line items eliminate the back-and-forth that delays payment. When a customer sees "100.2 Cut, Primary: 1200 Field @ $1.46/sf = $1,749" instead of just "Floor Work: $1,749," they understand exactly what they're paying for. For residential epoxy installers doing 3 to 5 garage floors weekly, the speed means invoices go out the same day as job completion, every time.
Every Day Without an Invoice Is Money Waiting
The invoices sitting in your "to do" pile represent real cash that could be in your account. Every week you delay implementing a proper invoicing system costs you in late payments, lost interest, and administrative hours you'll never get back. Concrete coating contractors across Oklahoma who've automated their invoicing report getting paid 10 to 15 days faster on average. That's real money, not theoretical savings.
Online Payments and Customer Self-Service
Accepting online payments isn't just convenient for customers. It's a direct path to faster cash flow. Analysis of field service businesses indicates that contractors offering online payment options get paid 30 to 50 percent faster than those accepting only checks. The reason is simple: customers pay when it's easy, not when they finally find their checkbook.
Modern contractor invoicing software integrates with Stripe, Square, or PayPal to accept credit cards and ACH payments directly from invoice links. The customer clicks "Pay Now," enters their card or bank information, and you receive confirmation immediately. The payment records in your system and syncs to QuickBooks automatically.
Payment Method Comparison
1
Check by Mail
Customer receives invoice, writes check, mails it, you deposit, bank clears. Total time: 7 to 14 days from invoice receipt to available funds.
2
Check Pickup
You or someone on your team drives to the customer, picks up the check, deposits it at the bank, bank clears. Total time: 7 to 14 days plus your time and mileage.
3
Online Credit Card Payment
Customer clicks link, enters card info, payment processes. Total time: 1 to 3 days from invoice receipt to available funds.
4
Online ACH Payment
Customer clicks link, enters bank info, payment transfers. Total time: 3 to 5 days from invoice receipt to available funds.
5
In-Person Card Payment
Customer pays at job site via mobile reader. Total time: Immediate capture with 1 to 2 day deposit.
The math heavily favors electronic payments. Processing fees of 2.5 to 3 percent on credit cards seem high until you factor in the cost of waiting 10 extra days for check payments, or the cost of your time driving across town to pick one up. If you're running a business on tight margins, having money available immediately is worth far more than saving a few percentage points.
Customer Portal Access
Beyond individual payments, a customer portal gives your clients 24/7 access to their account information. They can see all invoices, payment history, outstanding balances, and even job status without calling your office. This self-service capability reduces administrative burden dramatically.
OKC-area flooring businesses report that customer portals cut "what's my balance" phone calls by 70 percent or more. Customers appreciate the transparency. You appreciate not interrupting your workday to look up account information that a simple login would provide.
Real Independence From Office Calls
When customers can check their own balances, view their invoice history, and make payments without contacting you, your phone stops ringing with administrative questions. This isn't just convenience; it's freedom. Every call you don't have to take is time you can spend on jobs, sales, or actually going home at a reasonable hour. For solo operators and small crews, this reduction in interruption often represents the most immediate quality of life improvement from implementing proper systems.
The portal also handles receipt delivery and statement generation automatically. Year-end statement requests that used to require digging through files now resolve with a customer login. Payment receipts email instantly upon transaction completion. Everything stays organized and accessible without your involvement.
Automated Collections That Actually Work
Chasing payments is exhausting. Making those uncomfortable phone calls, sending follow-up emails, and trying to stay professional while customers ignore you takes emotional energy that should go toward running your business. Automated payment reminders remove you from this equation while actually improving collection rates.
20-30% Faster
Payment collection with automated reminders
Here's why automation works better than manual follow-up: consistency. When you're busy with jobs, reminder emails slip. When you're frustrated with a customer, your tone gets sharp. When you're uncomfortable asking for money, you delay. Automated sequences send professionally worded reminders on schedule, every time, with no emotional baggage attached.
The typical sequence looks like this: invoice sends on day zero, friendly reminder sends on day seven if no payment, firmer reminder on day fourteen, and escalation notice on day thirty. Each message is customizable to match your voice and policies. Customers experience persistent but professional follow-up that creates urgency without damaging the relationship.
Standard Payment Reminder Sequence
Step 1
Invoice Delivery Plus Confirmation
Initial invoice sends with payment link. System confirms delivery and begins tracking days outstanding.
Step 2
Friendly Day Seven Reminder
"Just a reminder that invoice #123 is due. Click here to pay online." Casual, assumes they simply forgot.
Step 3
Direct Day Fourteen Follow-Up
"Your invoice is now past due. Please submit payment at your earliest convenience to avoid account holds." Clearer urgency.
Step 4
Firm Day Twenty-One Notice
"This account requires immediate attention. Payment overdue by 3 weeks." References any policies about future work.
Step 5
Final Day Thirty Escalation
"Final notice before account action." Mentions whatever next steps apply to your business (collections, work stoppage, etc.).
Performance metrics indicate that accounts receiving automated reminders get paid at significantly higher rates than those relying on manual follow-up. The squeaky wheel principle applies: consistent, timely reminders keep your invoice at the top of the customer's payment queue.
For flooring contractors serving the Edmond and Norman areas, these reminders also maintain professionalism that protects referral relationships. Customers who might get defensive about a personal phone call often respond matter-of-factly to a systematic email. It removes the personal element that makes collections uncomfortable.
Let Automation Chase the Money
You have better things to do than make awkward collection calls. Automated reminder sequences keep your invoices in front of customers without requiring your time, energy, or uncomfortable conversations. The system follows up consistently while you focus on the work that actually grows your business. Every week of payments you collect faster compounds into real improvements in your cash position.
QuickBooks Integration Without Double Entry
The most frustrating part of contractor invoicing isn't creating the invoices. It's entering the same data into multiple systems. You create an invoice in your operational system, then manually recreate it in QuickBooks. You record a payment in one place and enter it again in another. This double entry wastes hours weekly and introduces errors that create reconciliation nightmares.
Contractor invoicing software that integrates properly with QuickBooks eliminates this entirely. When you create an invoice in AppSheet, it automatically appears in QuickBooks. When a customer pays, both systems update simultaneously. Customer information stays synchronized so you're never sending invoices to outdated addresses.
QuickBooks Integration Capabilities
Invoice Synchronization: Create invoices once in your operational system and see them instantly in QuickBooks with correct customer, line items, and amounts mapped to proper accounts.
Payment Recording Both Directions: Customer payments captured through online payment links automatically record in QuickBooks, while payments entered directly in QuickBooks reflect in your operational system.
Customer Data Sync: New customers added in either system automatically appear in the other, keeping contact information consistent and eliminating address discrepancies on invoices.
Chart of Accounts Mapping: Your AppSheet job categories and expense types map directly to QuickBooks accounts, ensuring accurate financial reporting without manual categorization.
AR Aging Visibility: See who owes money and how overdue they are directly in your operational dashboard without opening QuickBooks, so you always know your receivables position.
Real-Time Balance Updates: Customer account balances refresh automatically, giving accurate information whether you're checking from your phone on a job site or your office computer.
10+ Hours/Week
Saved by eliminating double data entry
The integration works bidirectionally. If your accountant makes an adjustment in QuickBooks, it reflects in AppSheet. If you update a customer address in AppSheet, QuickBooks receives the change. This eliminates the drift that happens when systems are maintained separately.
Beyond Basic Sync
For contractors with more complex accounting needs, integration extends to job costing, class tracking, and purchase order management. Field evidence demonstrates that connecting operational data to accounting data reveals profitability insights that were previously invisible.
You can see which job types are actually profitable after accounting for all costs. You can identify customers whose projects consistently come in over budget. You can track which crews deliver the best margins. This visibility only becomes possible when your invoicing, job tracking, time keeping, and accounting live in connected systems.
What to Expect During Setup
Implementing contractor invoicing software isn't an overnight process, but it's far less disruptive than most contractors expect. The setup timeline typically runs 3 to 4 weeks from kickoff to go-live, with most of that time spent on configuration and testing rather than requiring your constant attention.
Automated Follow-Up Sequence Example
Step 1
Discovery and Data Review
We review your current processes, customer list, pricing structure, and QuickBooks setup. You provide access to existing data. Takes 1 to 2 hours of your time.
Step 2
System Configuration
We build your invoice templates, set up QuickBooks integration, configure payment processing, and create reminder sequences. Happens mostly in the background.
Step 3
Data Migration and Testing
Customer data imports, test invoices generate, integration verifies with QuickBooks. We catch and fix issues before you go live.
Step 4
Training and Launch
Two to three hour session covering daily operation. You create real invoices with support available. Full functionality typically achieved within first week.
Step 5
Refinement Period
First month includes adjustments based on actual usage. Template tweaks, workflow refinements, and process optimization as you get comfortable.
The key to smooth implementation is having clean customer data and consistent job records. Contractors who track jobs in some organized fashion (even basic spreadsheets) migrate quickly. Those working purely from memory and paper notes need additional cleanup time.
Timeline reality check: If your current customer list exists in QuickBooks or a spreadsheet, that's a huge head start. If your customer information lives only in your phone contacts and memory, expect to spend 2 to 3 hours organizing before we can import. This upfront investment in data quality pays dividends in system accuracy.
You don't need to stop working during implementation. The transition happens parallel to your current operations. Only when the new system is tested and ready do we cut over. Most contractors are fully operational within a week of launch, with confidence building rapidly as they see invoices generating, payments processing, and reminders sending without their constant involvement.
The Setup Is Easier Than You Think
Most contractors delay implementing better systems because they imagine months of disruption. The reality is 3 to 4 weeks of mostly background work, a few hours of your time for training, and then you're running. Every week you wait is another week of manual invoicing, delayed payments, and cash flow stress that proper systems would eliminate. The path to getting paid faster starts with a conversation.
Frequently Asked Questions About Contractor Invoicing Software
How long does it take to implement contractor invoicing software?
Most contractors are fully operational within 3 to 4 weeks. The first week focuses on discovery and data review. Weeks two and three cover system configuration and QuickBooks integration. The final week handles training and go-live. Your active time investment is typically 5 to 8 hours spread across this period, with most work happening in the background.
What if my customer data is a mess?
We work with contractors at every level of organization. If your customer information exists in QuickBooks, spreadsheets, or even organized email, migration is straightforward. If data lives only in phone contacts and memory, we help you organize before importing. The cleanup process typically adds 2 to 3 hours of one-time effort.
Will this work with QuickBooks Desktop?
Yes, though QuickBooks Desktop requires different integration methods than QuickBooks Online. Desktop integration uses the QuickBooks Web Connector and has some limitations compared to the cloud-based connection. We recommend discussing your specific Desktop version during consultation to understand what's possible.
How much do online payment processing fees cost?
Standard credit card processing runs 2.5 to 3 percent per transaction. ACH payments typically cost less, often $1 to $3 flat per transaction. The fees sound significant but consider the alternative: waiting 10 to 14 extra days for check payments costs far more in delayed cash flow than the processing percentage.
Can customers pay without creating an account?
Yes. Payment links embedded in invoices allow one-time payments without requiring customers to create logins. For customers who want ongoing access to their account history and statements, optional portal accounts provide that capability without forcing registration on everyone.
What happens if a customer disputes an invoice?
Automated invoicing with detailed line items significantly reduces disputes because customers see exactly what they're paying for. When disputes do occur, the system maintains complete documentation including job photos, time entries, and any change order approvals. This record typically resolves questions quickly.
How do automated reminders avoid annoying customers?
The reminder sequences use professional, friendly language that assumes forgetfulness rather than intentional non-payment. Tone escalates gradually over 30 days. Customers who pay promptly never receive reminders. Those who need nudging receive consistent follow-up that most actually appreciate as helpful rather than aggressive.
Can I customize invoice templates with my branding?
Absolutely. Invoice templates include your logo, company colors, contact information, and preferred layout. The goal is professional documents that reinforce your brand and look appropriate for the project values you're invoicing, whether that's a $500 repair or a $50,000 commercial installation.
What payment methods can customers use?
Standard integration includes credit cards (Visa, Mastercard, American Express, Discover), ACH bank transfers, and integration with PayPal or Square if you already use those platforms. Check and cash payments can be recorded manually in the system for complete payment tracking.
How does this help with year-end accounting?
All invoice and payment data syncs to QuickBooks automatically throughout the year, eliminating the year-end scramble to reconcile records. Statement generation, payment history reports, and AR aging are available instantly. Your accountant receives clean, organized data rather than boxes of receipts and handwritten notes.
What if I only do a few jobs per month?
That's exactly who this is built for. Solo operators and small teams doing 3 to 4 jobs per month benefit the most from consistent processes, professional invoicing, and automated collections. The real value isn't just time saved per invoice. It's eliminating the mental load of tracking what's been billed, what's been paid, and what's still outstanding. You don't need high volume to outgrow memory and spreadsheets.
Is my customer payment data secure?
Payment processing happens through established providers (Stripe, Square, PayPal) who maintain PCI compliance and bank-level security. Your system never stores credit card numbers directly. Customer portal access uses secure authentication. We implement security best practices at every layer.
Can I see who owes money without opening QuickBooks?
Yes. Your operational dashboard displays AR aging, outstanding balances by customer, and overdue invoice lists directly. You can check receivables from your phone on a job site without needing QuickBooks access. This visibility helps you make better decisions about customer credit and payment terms.
How do recurring invoices work for maintenance contracts?
The system supports recurring invoice templates that generate automatically on your schedule (monthly, quarterly, annually). Contract terms, service descriptions, and pricing save in templates. Each generated invoice can be reviewed before sending or set to fully automated delivery.
What support is available after implementation?
All implementations include 30 days of active support for questions and adjustments. Ongoing support plans provide continued access to help, system updates, and optimization recommendations. Most contractors find they need minimal support after the first month as the system becomes second nature.
Let's Talk About Your Business
Every Oklahoma contractor has different needs, workflows, and growth goals. We don't sell one-size-fits-all packages. Instead, we build custom automation systems designed around how your specific business actually operates.
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Built for Contractors
We speak your language. No tech jargon, no corporate nonsense. Real solutions for real field service businesses.
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Proven Systems
Working with contractors across Oklahoma. Your competitors are already automating. Time to catch up or get ahead.
Fast Results
Most businesses see time savings within the first two weeks. Stop doing paperwork, start running jobs.
Flexible Engagement
Choose the pricing model that fits your business stage. We have options for growing contractors and established companies alike.
Long-Term Partnership
We're still supporting contractors we started with years ago. No disappearing after launch. Your business evolves, your systems evolve with it.
Honest Consultation
We'll tell you if automation isn't right for your stage yet. Really. Free consultation means actual advice, not a sales pitch.
Stop Waiting on Money You've Already Earned
The work is done. The floor looks great. Your customer is happy. But until that invoice goes out, gets paid, and clears your bank, you're financing their project with your cash. Every day between job completion and payment received is a day you're covering payroll, materials, and overhead out of pocket. Contractor invoicing software closes that gap. Invoices generate from job data you've already captured. Customers pay online the day they receive the bill. Reminders follow up automatically so you don't have to. Oklahoma contractors using connected invoicing systems consistently see 10 to 15 day improvements in payment speed. That's real money back in your account, faster. Let's look at what that would mean for your specific situation.
What is a Profit and Why You Should Be Making One
AppSheet database development represents a significant investment in your business infrastructure, but one that typically pays for itself within months through labor savings and operational efficiency. Our pricing reflects the complexity of the system, number of integrated modules, and ongoing automation requirements. We structure agreements to align our success with yours through performance-based pricing models.
Development Investment and Ongoing Service Costs
Custom database systems require substantial upfront design and development work to build properly. Unlike template solutions that force you into predetermined structures, true custom development involves understanding your unique workflows, designing appropriate data models, building user interfaces optimized for your processes, and creating integrations that connect your technology ecosystem.
Development timelines typically range from 4-12 weeks depending on system complexity. A basic lead management and quoting system might require 6-8 weeks, while a comprehensive business operating system with time tracking, inventory management, payroll integration, and customer portals could take 10-14 weeks. Rush timelines are possible for additional fees when business circumstances require faster implementation.
Benefit Card
Most contractor websites remain optimized exclusively for traditional search engines, creating significant opportunity for early adopters of GEO strategies. By structuring content to serve both traditional SEO and AI-powered search, your website positions your business for visibility across all discovery channels as customer search behavior continues evolving toward AI-assisted research and decision-making.
Highlight Card: A $30,000 upfront development fee creates significant cash flow strain for small contractors and provides no ongoing incentive for us to optimize your system. A 4% revenue share on $500,000 in annual jobs costs you $20,000 yearly while ensuring we remain invested in your success, continuously improving the system, and responding quickly to issues. As your revenue grows, we benefit proportionally, creating perfect alignment.
Stat Card
Typical Office Labor Savings From Hiring Robots to Do Everything For You
Feature List
Initial System Design and Development: One-time investment covering.....
Initial System Design and Development: One-time investment covering.....
Initial System Design and Development: One-time investment covering.....
Initial System Design and Development: One-time investment covering.....
Initial System Design and Development: One-time investment covering.....
Process List
1
Customer Submits Website Form
Lead information instantly captured with project details, service type, and location data
Instant
2
Automatic CRM Entry Created
Contact record generated in AppSheet database with task assignment to sales team
2 seconds
3
Follow-Up Email Sequence Triggers
Automated thank you email with company info and estimated response timeline
1 minute
4
Quote Generated & Sent
Sales rep uses template system to create branded PDF proposal with pricing calculator
15 minutes
Step List
1
Emergency Services
Immediate response emphasis, 24/7 availability, fast turnaround time, emergency pricing transparency
2
Major Projects
Educational content focus, financing options, project timeline explanations, detailed process overview, past project galleries
3
Maintenance Services
Value of preventive care, contract benefits, seasonal reminders, long-term cost savings, warranty information
4
General Inquiries
Exploratory discovery questions, range of services showcase, consultation offer, flexible scheduling, free estimate emphasis
Different Follow-Up Strategies by Service
1
Emergency Services
Immediate response emphasis, 24/7 availability, fast turnaround time, emergency pricing transparency
2
Major Projects
Educational content focus, financing options, project timeline explanations, detailed process overview, past project galleries
3
Maintenance Services
Value of preventive care, contract benefits, seasonal reminders, long-term cost savings, warranty information
4
General Inquiries
Exploratory discovery questions, range of services showcase, consultation offer, flexible scheduling, free estimate emphasis
Automated Follow-Up Sequence Example
Step 1
Immediate Response (2 minutes)
Automated email confirms receipt of their inquiry, sets expectations for when you'll call, provides your direct phone number and office hours. Builds confidence you received their information.
Step 2
Next Business Day (24 hours)
Our team creates a tailored database structure and automation blueprint specific to your business operations and service offerings.
Step 3
Value-Add Content (Day 3)
Educational email related to their service request. HVAC prospects get "5 Signs You Need AC Replacement vs Repair." Plumbing prospects get "How to Choose a Plumber for Major Projects."
Step 4
Check-In (Day 7)
Friendly check-in asking if they've made a decision or have questions. Offers to schedule estimate at their convenience. Includes testimonials from recent similar projects.
Step 5
Final Touch (Day 14)
Last follow-up before lead goes to longer-term nurture sequence. Emphasizes your availability, includes limited-time offer or seasonal promotion if applicable.