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Demo SystemsContractors & Home Services

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 13

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

18+5 this week

Avg response time

4 min-3.1 hrs

Was 3+ hours before automation

Estimates scheduled

11+3

Quotes sent

14

Quotes awaiting response

6

Follow-up automation active

Pipeline value

$214k+$38k

Jobs sold this month

7+2

Follow-ups due

4

Automated unless a rep replies first

Pipeline · $211,000 open

Sample data

New Lead

1

Contacted

1

Estimate Scheduled

1

Quote Sent

1

Follow-up

1

Approved

1

Job Scheduled

1

In Progress

1

Completed

1

Recovered this month · $98,550

Sample data

  • Carrie Webb

    Quiet 5 days

    $54,000

  • Mark Sullivan

    Missed call, answered in 45 s

    $1,400

  • Lisa Chen

    Quiet 14 months

    $950

Live activity

  • On-the-way text sent to Elena Castillo, estimator arriving 9:05 AM.

    8:40 AM

  • Day-2 quote follow-up sent to Tom O'Brien ($42,000 kitchen remodel).

    9:00 AM

  • Missed call from Mark Sullivan: text-back sent in 45 seconds.

    11:20 AM

  • Photo review task assigned to Dave from Sullivan storm-damage reply.

    11:35 AM

  • Carrie Webb approved the basement finish quote, moved to Approved.

    Yesterday 4:50 PM

  • Quote aging alert: Doug Freeman at 5 days with no response.

    Yesterday 9:00 AM

  • Review request sent to Lisa Chen after window job completion.

    Friday 5:15 PM

  • Seasonal campaign queued: gutter & roof checks for past customers.

    Friday 8:00 AM

Upcoming schedule

  • Thu

    Jul 16

    Roof estimate: Elena Castillo

    9:00 AM · Dave Kessler

    confirmed

  • Thu

    Jul 16

    Deck estimate: Anita Patel

    1:30 PM · Dave Kessler

    pending

  • Fri

    Jul 17

    Fence install: Diaz (final day)

    7:00 AM · Crew B

    confirmed

  • Mon

    Jul 20

    Screened porch start: Morris residence

    7:30 AM · Crew A · Sam Ortiz

    confirmed

Open tasks · 4

  • Final check-in call: Doug Freeman opened bathroom quote twice, no reply in 5 days

    Today

  • Review storm-damage photos from Mark Sullivan and price siding repair

    Today

  • Send contract + deposit invoice: Carrie Webb basement finish ($54,000 approved)

    Today

  • Order gate hardware for Diaz fence job before final day

    Tomorrow

Swipe sideways to change section. Demo environment, no real messages, appointments, or payments will be sent.

Sample data
Implementation

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.

01

Diagnose the current operation

We map how leads, customers, and admin work actually move through your business today; and where revenue leaks out.

02

Design the operating system

Workflows, sequences, and handoffs designed around your tools, your team, and your customer journey. Nothing generic.

03

Build, integrate, test, and optimize

We implement, connect your existing platforms, test against real scenarios, and tune the system as it runs.

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