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, two-way text and email, web chat, reputation management, forms, websites, and funnels.
Everything in Starter plus opportunities, calendars, workflows, email marketing, social planner, and Facebook ads.
Everything in Pro plus surveys, blogs, memberships, invoicing, reporting, affiliate manager, and communities.
HERO management of your BOSS account is quoted separately based on scope.
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