Workflow audit
Find the missed-call, CRM, and follow-up leaks before they cost another booked job.
The audit is built for home-service operators who want to see where calls, forms, estimates, dispatcher notes, CRM stages, and post-job follow-up are breaking down.
What we review
Lead intake, CRM movement, dispatcher handoff, and review follow-up.
We look for the practical leaks: the after-hours missed call, the form lead with no urgency tag, the estimate that never gets a second touch, the dispatcher note outside the CRM, and the completed job with no review request.
- Phone, form, chat, and ad lead sources
- First response timing and after-hours coverage
- CRM stages, tags, tasks, and staff alerts
- Dispatcher mode: assist, semi-automated, or booking
- Post-job review request and report triggers