Home services & trades · CRM & automation

CRM & automation for home services and trades

A missed call in home services is a lost job, not a lost email. The fix is not a better voicemail greeting. It is routing that treats a ringing phone, a web form, and a Google message as the same event, and starts the same clock on all three. Most trade businesses have three intake channels and no shared definition of what happens next.

Start a buildIndustry overview
01Pipeline architecture · Speed-to-lead
CRM & automation01
Pipeline architectureSpeed-to-leadAttribution
Home services & tradesIllustrative

CRM & automation infrastructure

Pipeline architecture, speed-to-lead, follow-up, and reporting.

CRM & automation · Home services & tradesOne pairing of the matrix
Service
CRM & automation infrastructure
Industry
Home services & trades
Covers
Roofing · Painting · HVAC & electrical · Auto detailing
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across home services & trades. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

Missed calls

A missed call is a lost job. Calls, forms, and chats land in three places and no one owns the first response.

No speed-to-lead

The lead sits until someone checks the inbox. By then a competitor already booked the estimate.

Whiteboard ops

The schedule and pipeline live on a whiteboard and a phone. Nobody can say what a lead costs or what closed.

Recurring in home services & tradesObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

CRM & automation infrastructure, aimed at those failures specifically rather than at a generic checklist.

01CRM & automation
Every channel starts the same clockCRM & automation
01
Part of the scoped build

Every channel starts the same clock

Call tracking routes by service and territory before the second ring, and a missed call triggers a text back automatically rather than waiting for someone to notice the voicemail.

02CRM & automation
One pipeline for estimatesCRM & automation
02
Part of the scoped build

One pipeline for estimates

Estimates live in one pipeline, with stages that match how the crew books work. Not three lists split by whoever happened to take the call.

03CRM & automation
The whiteboard stops being the source of truthCRM & automation
03
Part of the scoped build

The whiteboard stops being the source of truth

Job status writes back to the record, so scheduling and pipeline agree without anyone transcribing between them on a Friday.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in crm & automation infrastructure, applied to how home services & trades actually runs.

All of crm & automationIndustry overview
Pipeline and stage architecture
Lead routing and speed-to-lead automation
Recurring invoicing and payment workflows
Reporting that ties spend to closed revenue
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

Acquisition
Acquisition05
Paid search & socialLanding pages
Applied hereIllustrative

Acquisition

Home-services ad accounts optimize toward form fills nobody worked. The business gets paid per booked job. Those are two different numbers and only one of them matters.

Read the acquisition read
Web & commerce
Web & commerce04
Next.js buildsCommerce
Applied hereIllustrative

Web & commerce

A contractor’s site has one job: turn someone already searching into a booked estimate. Most are brochures with a contact form at the bottom.

Read the web & commerce read
Local & private AI
Local & private AI01
Self-hosted inferenceRetrieval on private data
Applied hereIllustrative

Local & private AI models

Recorded calls, job photos, and customer addresses are all data. Running the model in-house means none of it has to leave to be useful.

Read the local & private ai read
Custom software
Custom software02
Internal toolsData pipelines
Applied hereIllustrative

Custom software

Field software assumes a business shaped like the vendor’s average customer. The gap between that and the real crew schedule is where the spreadsheets live.

Read the custom software read

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

Or email hello@strygon.com

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first