Streamlining your client-facing operations.

Everything is handled, from the moment a lead comes in to the moment the job is complete.

Most businesses get sold one half or the other. A site with nothing behind it, or a tool with nobody running it. We build both and help you operate the whole thing.

automate, start to finish:

  1. An inquiry lands

    Form, chat, or a call you couldn't pick up.

  2. They hear back in seconds

    Whether you're busy with a job or unavailable.

  3. The call books itself

    They pick a time, you both get reminded.

  4. Quote, contract, payment

    Sent, signed and chased without you.

  5. The review gets asked for

    The moment the job closes, every time.

The full list

An overview of what we can handle

Open any one to see what it includes and what it changes.

Getting found online
  • Google Business Profile set up properly and kept current

Why it matters: people find you without a referral

Your website
  • A custom site built around your business goals
  • Optimized for search and for AI answers

Why it matters: strangers can see the quality your regulars already know about

Catching every lead
  • Booking, information and testimonial forms
  • Automatic follow-up the moment someone submits
  • A chat assistant on your site, missed-call text back, and after-hours call answering

Why it matters: nothing sits unanswered while your hands are full

Knowing where every deal stands
  • Every past, current and potential client organized in one place
  • Stages that show you exactly where each job sits

Why it matters: you stop reconstructing a client's history from texts and memory

Booking without the back and forth
  • A booking page synced to your real calendar
  • Automatic reminders for you and for them, by text or email

Why it matters: you get fewer no-shows, and you stop trading times for three days

Following up without remembering
  • Personalized sequences that re-engage leads who went quiet
  • Automatic requests for reviews and testimonials

Why it matters: deals that would have quietly died get recovered

Quotes, contracts and getting paid
  • Branded templates for your contracts, invoices and project plans
  • Signature and payment collection, with automatic reminders

Why it matters: paperwork stops being the thing that delays getting paid

Onboarding a new client
  • A client portal created automatically
  • Project folder built and kickoff call scheduled on its own

Why it matters: every new client starts the same way, without you setting it up

A place for clients to log in
  • One hub where they upload documents, fill out forms and sign

Why it matters: they stop emailing you asking where things are

Reviews and referrals after the job
  • Review and referral requests sent the moment a job closes
  • Draft replies written for every Google review

Why it matters: your reviews finally match the quality of your work

Proof, not promises

See it before you buy it

We built a full demo site for a fictional roofing company, so you can see the real thing instead of taking our word for it. A form comes in, the follow-up fires, and the call lands on the calendar.

Summit Roofing

The demo site, built end to end.

Visit the demo 

Walkthrough video

A run through of the whole system, start to finish.

● Video coming soon
The Summit Roofing demo site homepage, a full roofing-company website we built end to end.

Which part is costing you?

Thirty minutes free to discover what's worth your time to fix. Then the choice is yours.

Let's chat