Capture Inquiries in One Place
Bring supported website forms and lead sources into a shared CRM view, so office staff and business owners can see new requests and assign the next action.
TRADES & HOME SERVICES · CRM + AUTOMATION
Keep every service request moving from estimate to review.
A connected CRM and automation system for plumbing, HVAC, electrical, roofing, renovation, painting and landscaping businesses. Organize everything between a new inquiry, an estimate, a quote, a scheduled job and the follow-up that comes after.
Core Automation Foundation
Trades-Specific Workflows
Your Team Stays in Control
Trades Service Workflow
ILLUSTRATIVE
Service Request Received
Customer and service details captured.
Opportunity Created
Added to the New Lead pipeline stage.
Welcome Message
Configured acknowledgment sent to the customer.
Staff Task Created
Team confirms the next available estimate visit.
Request captured · Opportunity created · Estimate visit to confirm
01 / THE CHALLENGE
TRADES & HOME SERVICES
Great work deserves a better follow-up process.
Your team is busy delivering services. Meanwhile, new inquiries, estimates, and customer conversations still need attention.
01
Missed Calls
Customers call while your technicians are working on-site or travelling between jobs.
02
Unanswered Inquiries
Website forms and service requests arrive outside business hours when nobody is available to respond.
03
Pending Estimates
A quote gets sent, but the next conversation or follow-up isn't always clearly assigned.
04
Lost Follow-Ups
Customer conversations become scattered across calls, emails, text messages and spreadsheets.
The opportunity: Keep the communication around your services organized without replacing the people who manage estimates, dispatch decisions and customer relationships.
02 / WHAT THE SYSTEM CAN DO
A clearer process from inquiry to next step.
You don't need more disconnected tools or another inbox to monitor. A connected CRM can bring incoming requests, estimate follow-up and team notifications into one more manageable process.
Respond After Missed Calls
Explore automatic acknowledgments and callback-request workflows where phone integration, customer permission and applicable messaging rules allow.
Keep Estimates Moving
Organize estimate visits, open quotes, follow-up tasks and reminders, helping your team stay aware of decisions that still require a customer conversation.
Keep Your Team Aligned
Use shared pipeline stages, internal notifications and staff assignments to give the right people visibility into what happens next.
03 / HOW THE AUTOMATION WORKS
From first inquiry to review and referral.
A practical service journey for trades and home service businesses. The CRM helps organize incoming requests, estimate visits, quotes, job updates and customer follow-up while your team stays responsible for key decisions.
-
01
Service Request
A customer submits a supported form or contacts your business. Their information can be added to your CRM, with a new opportunity and an assigned follow-up task.
LEAD INTAKE -
02
Estimate Visit
Your team arranges an estimate visit. Configured calendar confirmations, reminders and missed-appointment tasks help keep the visit organized.
APPOINTMENT COORDINATION -
03
Quote Follow-Up
Once staff mark a quote as sent, reminders and appropriate follow-up can help keep the opportunity visible until a decision is recorded.
QUOTE TRACKING -
04
Job Scheduled
When your team confirms the booking, the opportunity moves forward. Configured notifications can share scheduling information with the customer and responsible staff.
TEAM CONFIRMATION -
05
Job In Progress
Staff can update the job status within the CRM. This stage provides visibility and does not automatically dispatch technicians or make operational decisions.
STAFF-MANAGED STATUS -
06
Check-In & Review
After staff confirm completion, a configured workflow can support a customer check-in, a review invitation and relevant referral follow-up where appropriate.
POST-JOB FOLLOW-UP
Example Trades CRM Pipeline
Give your team visibility into where each customer opportunity stands and what needs attention next.
New Lead
Estimate Booked
Quote Sent
Job Scheduled
Job In Progress
Job Completed
Review & Referral
Your team stays in control. Estimate pricing, quote acceptance, scheduling, job completion and payment details depend on staff confirmation. Automation supports communication and follow-up; it does not make these business decisions automatically. Available workflows depend on your configured integrations and permissions.
04 / TRADES AUTOMATION FEATURES
Smart workflows. Human decisions.
Bring repetitive communication and follow-up into a more organized system, while your staff remain responsible for estimates, quotes, scheduling and job completion.
Service Request Management
Supported forms and lead channels can create CRM opportunities, apply relevant tags and assign follow-up tasks. Welcome messages may be configured where appropriate.
Estimate Visit Coordination
Organize estimate appointments, confirmations and reminders. Missed visits can create tasks for your staff to review and follow up with the customer.
Keep Open Quotes Visible
Track quotes marked as sent by your team and configure appropriate reminders until the customer decision has been recorded.
Booking Confirmations
Once staff confirm a job, configured notifications can help communicate booking details to customers and internal team members.
Post-Job Communication
After your team confirms completion, configured workflows can support a customer check-in and an appropriate review invitation.
Reconnect With Customers
Explore follow-up for eligible past customers, including optional 90-day reactivation and referral acknowledgment workflows, subject to permissions and configuration.
Scope & Integrations
Available workflows, supported integrations, customer messaging permissions, setup requirements and implementation costs are confirmed during discovery. Not every feature is automatically included in a fixed package. Automated messages must follow applicable consent and communication requirements.
05 / WHO IT'S FOR
Built for teams doing real work in the field.
From a single crew to a growing home service company, WeSolve helps businesses build a more organized process for receiving inquiries, managing estimates and following up with customers.
TRADES & SERVICE BUSINESSES
One system. Different trades.
Organize inquiries by the type of work requested, so your team can understand what the customer needs before following up.
Plumbing
HVAC & Heating
Electrical
Roofing
Renovations
Painting
Landscaping
Restoration
A MORE USEFUL SERVICE REQUEST
Give your team the details they need to respond.
Service & Property Details
Capture the type of service, property information and relevant job description.
Location & Urgency
Organize the service address, requested timing and urgency where configured.
Photos & Supporting Details
Where supported, customers can provide job photos and other information to help staff review the inquiry.
Appointments & Follow-Up
Coordinate estimate requests and job bookings through configured calendars, reminders and staff tasks.
06 / OPTIONAL AI ASSISTANCE
AI assistants, on your terms.
Optional voice and conversation assistants can help answer common customer questions and support appointment requests. Your business reviews and approves the setup before any assistant is activated.
OFF BY DEFAULT
Voice Assistant
A configurable voice assistant that can help handle common questions and appointment requests after a phone number is connected and your business approves activation.
- Answers approved service FAQs
- Uses your configured knowledge base
- Supports eligible booking requests
- Requires telephone setup and testing
OFF BY DEFAULT
Conversation Assistant
A text-based assistant that can respond to common customer questions and help with configured calendar bookings once approved channels, business details and instructions are connected.
- Responds using approved business information
- Supports configured appointment requests
- Requires channel configuration
- Uses business-approved response instructions
Activation and Usage
Both assistants are intended to remain disabled until your business authorizes activation. Phone numbers, messaging channels, website widgets, calendar access and escalation rules must be configured and tested. AI usage may incur additional charges. Learn more about our AI automation services. Availability depends on your chosen setup and service agreements.
07 / CORE + TRADES
One foundation. Built for your trade.
The Trades & Home Services solution combines the LeadMagno Core automation foundation with workflows designed around service requests, estimates, quotes, job updates and customer follow-up.
LeadMagno Core Automation
The essential CRM and follow-up foundation that helps organize the customer journey from initial inquiry through ongoing communication.
- Lead capture and organization
- Speed-to-lead workflows
- Appointment communication
- Lead nurture and follow-up
- Review and reactivation workflows
Home Service Automation
Industry-focused CRM stages and communication workflows that support the way contractors manage service requests and customer relationships.
- Service inquiry intake
- Estimate and job calendar workflows
- Quote tracking and follow-up
- Staff-managed job stages
- Post-job check-ins and review requests
One connected solution, not two separate purchases.
The Trades & Home Services solution includes the Core automation foundation. You do not need to purchase Core separately to use the Trades solution. Final setup, integrations and implementation pricing are discussed during discovery.
08 / CLEAR BOUNDARIES
Automation supports your business. Your team runs the jobs.
This is a CRM and customer communication solution, not a complete field service management platform. It helps manage inquiries, follow-up and customer lifecycle visibility alongside your existing operational tools.
No Technician Dispatch
The system does not assign technicians, plan service routes or dispatch crews. Those responsibilities remain with your existing operational process.
No Invoicing or Payment Processing
Invoicing and payments are handled through your existing tools. Payment status can be recorded manually by authorized staff.
No Inventory Management
Parts, supplies, materials and stock levels are not managed within these trades workflows.
No Automatic Job Pricing
Estimates, quotes and prices are prepared and entered by your team. The automation does not calculate or approve them.
No Emergency Dispatch
The system does not automatically route urgent service calls to emergency technicians. Your existing emergency procedures remain essential.
Staff Approval Is Required
Your team confirms job completion, relevant customer details and photo receipt before dependent workflows proceed.
The Right Role for Automation
Let automation assist with repetitive communication, follow-up reminders and CRM organization while your people retain responsibility for quoting, scheduling, delivering services and customer care.
09 / HOW IT'S DELIVERED
A setup built around your business.
WeSolve Digital sets up your Trades & Home Services automation solution using LeadMagno, our CRM and automation platform built on HighLevel, and the included Core foundation. We configure the system around your team, communication channels, calendars and service process.
01 / DISCOVERY
Understand Your Workflow
Review your services, customer inquiries, estimate process and team responsibilities.
02 / CONFIGURATION
Build Your CRM Setup
Configure relevant pipeline stages, forms, staff access, calendars and approved communication settings.
03 / TESTING
Verify the Workflows
Review lead routing, internal tasks, reminders and customer messages before they are activated for real inquiries.
04 / HANDOFF
Prepare Your Team
Review system access, responsibilities and the steps your team will manage after launch.
Reviewed before activation. Customer-facing workflows are configured and tested against the agreed implementation scope before real customer inquiries are routed through the system. Third-party integrations and messaging permissions are confirmed during setup.
10 / FREQUENTLY ASKED QUESTIONS
Your questions, answered clearly.
Understand what the Trades & Home Services automation system includes, how it works, and which responsibilities remain with your team.
Have another question? Contact WeSolve →Does the system dispatch technicians?
No. It tracks customer inquiries and job stages, but technician assignments, dispatching and route planning remain within your existing operational tools.
Can it create estimates or set quote prices?
No. Your team prepares and enters estimates, quote amounts and job pricing. A customer form submission does not approve quotes or advance a job without the required staff updates.
What happens after a service request is submitted?
In the configured trades workflow, a supported service request creates a CRM opportunity, applies the relevant tag and assigns a staff follow-up task. An acknowledgment may also be sent where messaging permissions and configuration allow. Later stages depend on bookings and staff confirmation.
Do I need to buy the Core foundation separately?
No. The Trades & Home Services solution includes the LeadMagno Core automation foundation. Core is not a separate required purchase in addition to the Trades solution.
Are the AI assistants active when the system is set up?
No. Optional AI assistants remain disabled until your business approves activation. Phone numbers, messaging channels, website widgets, calendars and escalation settings must be connected, configured and tested before use. AI usage may be charged separately.
LET'S DISCUSS YOUR BUSINESS
Your next customer inquiry deserves a clear next step.
Let's look at how your business handles new service requests, estimate bookings, quote follow-up and customer communication. WeSolve can help you identify where a connected CRM and practical automation could make the process easier to manage.
Book an Automation ConsultationWeSolve Digital · Calgary, Alberta · (587) 815-4730