Capture the property details, follow up open estimates, and hand replies to your team while crews are on site. Start with a managed product or scope a custom workflow around the software you already use.
Sound familiar?
New inquiries arrive while the crew is working. Without an acknowledgment and an assigned owner, a request can sit unanswered.
Job notes, approved extras, and customer details need to reach the office before an accurate invoice can go out.
Last-service dates live in old job records. A planned reminder helps your team offer another visit when it is appropriate for the property.
What we build
Collect the address, requested service, and photos. Acknowledge receipt, assign the next action, and follow up sent estimates. Pause when the customer replies, books, declines, or opts out.
Move completed-job details into a draft invoice after checking approved extras and customer records. Your team approves exceptions. Accounting connections are verified during scoping.
Use the last-service date, property type, and your chosen interval to prepare a reminder. Exclude customers already booked or opted out. Timing follows your market and crew capacity.
Summarize inquiries, open estimates, completed jobs, and overdue invoices from agreed sources. Keep bookings, collected revenue, and estimated pipeline separate.
The process
Bring your current tools and one example of a missed handoff. We review the workflow, native software features, and integration access before recommending a scope.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
Before adding another tool
Jobber already documents quote follow-ups on select plans and route optimization. We check those options first. Custom work is for a verified gap, such as coordinating replies across systems or applying your approval rules, not duplicating a feature you already have.
We confirm the trigger, connected records, stop rules, fallback, acceptance tests, and operating costs in writing. A named tool is not a promise that every account or integration is supported.
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
We check your exact software, plan, permissions, and required actions before agreeing to an integration. Native features may already cover the workflow. Unsupported connections require a separate scope; a listed tool is not a compatibility guarantee.
Front Desk and Follow-Up & Estimate Recovery each cost $199 per month plus a $349 launch fee. Revenue Desk costs $399 per month plus a $699 launch fee. Included usage and compatibility are confirmed before payment. Photo intake, invoicing, reporting, and other custom workflows are scoped separately.
We can scope intake that collects the address, surface, approximate dimensions, photos, and access notes for your team to review. You approve the price, exclusions, and any need for a site visit. We do not promise accurate final pricing from photos alone.
Reminder rules can be scoped around property type, last-service date, your agreed service interval, and capacity. Scheduled visits and opt-outs should suppress further outreach. A reminder is an invitation to book, not a confirmed recurring contract.
Track eligible inquiries, response time, estimates awaiting a decision, verified bookings, staff review time, and operating costs. Compare results with your starting baseline. Bookings and time recovered are not automatically incremental revenue or cash savings.
Agree the rules before launch: replies go to the responsible person and pause automated follow-up; bookings, declines, and opt-outs stop it. Failed updates generate an alert and use an approved fallback instead of silently continuing.
Compare current plans and usage or use the automation budget worksheet for custom work.
Ready to stop the manual grind?
Book a free 30-minute audit. We'll map exactly what's automatable in your pressure washing operation and what it would cost: before you commit to anything.
Book Your Free Audit Call