The platform
Contractor CRM, scheduling & dispatch software — run for you.
Run the work — not just win it. Getting the phone to ring is half the job. the Local Services Pilot Dashboard is where you run everything once it does — leads, quotes, scheduling, your crew, and the numbers — all from one screen.
One screen for the whole business
Every lead, job, and dollar in one place
No more sticky notes, lost texts, or jobs that fall through the cracks. The same dashboard that runs my own company comes with your site.
Live demo
The real dashboard, on sample data
Open the actual product — leads, jobs, calendar, marketing — everything the plan includes, on sample data. No sign-up, nothing to install.
Your lead pipeline, at a glance
Every lead moves through clear stages, with automated follow-up firing at each step — so nothing slips and you always know what to do next.
What's inside
Everything you need to run the jobs
Built from the real systems running a working home-service business — not a generic template.
Customer CRM
Every customer and lead in one place — with full contact and job history.
- Auto-import leads from Google Ads, Angi, Thumbtack, your website, email — and countless other sources
- Lead source on every record, so you know which channel is paying off
- Complete history: every quote, job, and message on one record
Lead pipeline
See exactly where every lead stands so nothing slips through the cracks.
- Visual stages: New lead → Quoted → Scheduled → Completed
- Stage-based automated follow-up that fires on its own
- Know your conversion rate at every step
Quotes & documents
Send quotes that close — branded, professional, and easy to say yes to.
- Before/after photos and reviews built right into the quote
- Delivered as a polished PDF the customer can accept online
- Turn an accepted quote into a scheduled job in one click
Marketing & automation
Stay in front of every customer without lifting a finger.
- Bulk email & text to your whole list or a segment
- Automated monthly newsletter that sends itself
- Drip follow-up sequences + automatic review requests after each job
Scheduling & dispatch
Run the whole day's work from one calendar.
- Full calendar with optional auto-book for incoming jobs
- Schedule crew members and send job details straight to their phones
- Assign a truck or vehicle to each crew — plus automatic reminder texts before the job
KPI dashboard
Always know what's working — and what isn't.
- Customizable view of revenue, jobs, leads, and conversion
- Weekly snapshots so you can see the trend, not just today
- The numbers that matter to you, front and center
How you get it
Everything, from day one
One plan includes it all: the CRM, pipeline and online quotes, lead auto-import and marketing automation, full scheduling, crew & truck dispatch, and your customizable KPI dashboard.
Want a tour of the dashboard?
Open the live demo any time — or get your free report and I'll walk you through the exact system I run my own jobs on.
No long-term contract — month-to-month, cancel anytime. We revise until you're 100% satisfied.