Every Missed Follow-Up Is a Job Someone Else Booked
BOSS is our own CRM platform — set up, automated, and managed by HERO — so leads get answered, quotes get followed up, and happy customers actually leave reviews.
The homeowner calls three companies. First to answer usually wins.
If you're on a roof, in a crawlspace, or driving between jobs, that isn't you. Then the estimates you did send sit unanswered because nobody followed up a second time. Most home service businesses lose more money to slow follow-up than to losing on price.
What's included
- BOSS CRM setup configured to your sales process
- Missed-call text-back so no lead goes unanswered
- Lead capture from your website, forms, Google, and Facebook
- Pipeline management from new lead to booked job to paid invoice
- Automated follow-up sequences by text and email
- Review requests sent automatically after completed jobs
- Reputation monitoring and response
- Multi-channel inbox — calls, texts, email, and social in one place
Pick Your Platform Tier
- CRM and contact management
- Two-way text and email
- Missed-call text-back
- Web chat
- Reputation and review management
- Forms, websites and funnels
- Opportunities and pipeline management
- Calendars and online booking
- Automated follow-up workflows
- Email marketing
- Social planner
- Facebook ads manager
- Surveys
- Blogs
- Memberships and courses
- Invoicing
- Reporting dashboards
- Affiliate manager and communities
Every BOSS plan starts with the free Operational Health Assessment, so we can match you to the right plan and scope the setup before you pay for anything. Your plan, setup, monthly management and any build work are then quoted and approved in writing.
The Platform Is the Subscription. The Setup and the Managing Are the Work.
Your BOSS plan is the software. Getting it configured around how you actually sell — and keeping it working as your business changes — is a service, priced separately so you can see exactly what you’re paying for.
One-Time Setup
A working system, not an empty login. Setup is a one-time charge based on the plan you choose.
BOSS Starter setup
Account build and branding, one pipeline, missed-call text-back, calendar, lead forms and one review-request automation.
BOSS Pro setup
Everything in the Starter build plus up to five follow-up workflows, web chat, a second pipeline, one landing page and your reporting dashboard.
BOSS Grow setup
Everything in the Pro build plus a reactivation campaign, multi-channel inbox configuration, advanced automations, team setup and training.
Monthly Management
Optional, and added on top of your platform plan. This is what keeps BOSS current instead of slowly going stale.
With BOSS Starter
Up to 2 hours of change work per month.
With BOSS Pro
Up to 4 hours of change work per month.
With BOSS Grow
Up to 6 hours of change work per month.
- Automation and workflow monitoring, with fixes when something breaks
- Pipeline, template and form tweaks as your process changes
- Small content and copy changes inside BOSS
- New user setup and permissions
- Monthly performance report on leads, follow-up and reviews
Build Work — Quoted Separately
Websites, funnels, automations and prospecting campaigns are projects, not maintenance. They’re quoted on top of setup and management so a big build never quietly eats your monthly plan.
Website build
A five-page website built in BOSS, with extra pages priced per page.
Single funnel
Landing page, thank-you page and one automation.
Multi-step funnel
Multi-page funnel with sequenced follow-up.
Workflow / automation build
Priced per workflow, with a discount when you build three at once.
Prospecting campaign
List build, outreach sequence and tracking — one-time setup, then run and optimized monthly.
Ad-hoc build work
Billed hourly, with a discounted prepaid five-hour block.
Important BOSS notes. Setup, management and build work are quoted and approved in writing before any work starts. Management hours are monthly and do not roll over; work beyond your included hours is quoted as build work. Text-message, email and AI usage inside BOSS is passed through at cost — each managed account includes a monthly usage credit and anything beyond it is billed at cost, with no markup. Platform plans are billed monthly and can be changed at any time.
BOSS CRM Questions, Answered
What is BOSS?
BOSS (Business Operations Support Software) is HERO's own CRM platform. It captures leads, texts back missed calls, manages your pipeline, automates follow-up, and requests reviews after completed jobs. Platform plans and pricing are on the Pricing page.
Do I have to be a bookkeeping client to use BOSS?
No. BOSS is a separate subscription, not an either/or — you can run BOSS on its own, run bookkeeping on its own, or bundle both into one monthly scope.
Who sets it up?
We do. HERO configures BOSS around your sales process — pipeline stages, missed-call text-back, follow-up sequences and review requests. Setup and ongoing management are quoted separately from the platform subscription, based on scope.
Will it work with my website and Google?
Yes. BOSS captures leads from your website forms, web chat, Google and Facebook into one inbox, so calls, texts, email and social messages all land in the same place.
Can it ask customers for reviews?
That's one of the highest-return features for a home service business. BOSS can send a review request automatically after a completed job and monitor what comes in, so your Google profile keeps building instead of going quiet.
What happens to leads that don't book right away?
They go into automated follow-up by text and email instead of dying in a notebook. Most home service businesses lose more revenue to slow or missing follow-up than to losing on price.
Find Out What Your Back Office Is Costing You
Take the free Operational Health Assessment — about 5 minutes, no sales pitch, and you'll walk away knowing exactly where the gaps are.
Start My Free Assessment Book a 30-Minute Call