RSG Contractor Lead System
A lead management and customer communication system that helps contractors respond faster, follow up on estimates, keep customers informed, and recover unclosed opportunities.
The operational problem
Estimate requests come in while the crew is on a roof or under a sink. Quotes go out and nobody follows up. The jobs don't go to the best contractor — they go to the one who answered.
Guided tour · step 0 of 11
A $19k deck request comes in — watch it survive the follow-up gap.
The problem: quotes go out, homeowners go quiet, and nobody has time to chase. Run the scenario to watch a deck renovation go from web form to approved job — including the silence in the middle.
Hartwell Contracting
Today at Hartwell Contracting
New estimate requests
Avg response time
Was 3+ hours before automation
Estimates scheduled
Quotes sent
Quotes awaiting response
Follow-up automation active
Pipeline value
Jobs won this month
Follow-ups due
Automated unless a rep replies first
Pipeline · $216,100 open
Interactive demonstration using sample dataLive activity
Upcoming schedule
Thu
Jul 16
confirmedRoof estimate — Elena Castillo
9:00 AM · Dave (estimator)
Thu
Jul 16
pendingDeck estimate — Anita Patel
1:30 PM · Dave (estimator)
Fri
Jul 17
confirmedFence install — Diaz (final day)
7:00 AM · Crew B
Mon
Jul 20
confirmedScreened porch start — Morris residence
7:30 AM · Crew A · Sam Ortiz
Open tasks · 4
Final check-in call — Doug Freeman opened bathroom quote twice, no reply in 5 days
Mike (sales)TodayReview storm-damage photos from Mark Sullivan and price siding repair
Dave (estimator)TodaySend contract + deposit invoice — Carrie Webb basement finish ($54,000 approved)
OfficeTodayOrder gate hardware for Diaz fence job before final day
Sam (crew lead)Tomorrow
Demo environment — no real messages, appointments, or payments will be sent.
Automation does the chasing. Your team does the judging.
What enters the system
- Website estimate forms
- Google Local Services & ad leads
- Missed and after-hours calls
- Text messages & photos
- Past customer records
- Old quote lists
What the system does
- Creates one lead record per project with photos and budget
- Responds to every request in under a minute
- Assigns leads by trade and territory
- Runs the quote follow-up sequence until someone answers
- Sends on-the-way, scheduling, and progress updates
- Requests reviews after completed jobs
- Tracks pipeline value, close rate, and response time
What your team still controls
- Pricing and scope on every quote
- Site visits and estimates
- When automation pauses — any manual reply takes over
- Negotiations and closing
- Crew scheduling and the work itself
- Which campaigns run, and to whom
Potential integrations
Configured per engagement around the tools you already run — shown here as options, not live connections.
- Field service management softwareConfigurable
- CRM platformsConfigurable
- Google CalendarConfigurable
- Outlook CalendarConfigurable
- Twilio SMSConfigurable
- EmailConfigurable
- Website formsConfigurable
- Facebook lead adsConfigurable
- Stripe & payment processorsConfigurable
- Review platformsConfigurable
Under the hood: Estimate request → won job
Every workflow in this demo is a sequence your team can see, edit, pause, and approve — not a black box.
Stop Letting Estimate Requests Go Cold
Every RSG operating system is configured around the company's existing tools, customer journey, team responsibilities, bottlenecks, and growth priorities.
Diagnose the current operation
We map how leads, customers, and admin work actually move through your business today — and where revenue leaks out.
Design the operating system
Workflows, sequences, and handoffs designed around your tools, your team, and your customer journey. Nothing generic.
Build, integrate, test, and optimize
We implement, connect your existing platforms, test against real scenarios, and tune the system as it runs.