The platform
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 preview — real dashboard screenshots drop in here.
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
- Skip-trace lookup to fill in missing contact details
- 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
Built around you
Customized to your industry & systems
The dashboard isn't one-size-fits-all. We add features specific to how you work, tie it into the tools and systems you already use, and wire in any integration you need.
Any integration you want
Payments, QuickBooks, your CRM, Zapier, scheduling and review tools — if it has an API, we'll wire it in. Anything is possible.
Your site, your way
No rigid template you're forced into. Every page, feature, and detail is built to your preferences — however you want it to look and work.
We don't stop until it's right
We refine and revise as many times as it takes — we're not done until you're 100% satisfied.
Custom dashboards, too
We tailor the admin dashboard to your industry and add features specific to how you work and the systems you already use.
vs Jobber / Housecall Pro
The same power, done for you
Jobber and Housecall Pro are solid software — but you run them yourself, and they don't build your website or get you found. We do all of it.
| Capability | Local Services Pilot | Jobber / Housecall Pro & similar |
|---|---|---|
| A website designed, built & hosted for you | ||
| Found on Google AND AI search (ChatGPT/Perplexity) + ongoing SEO | ||
| Done-for-you setup & ongoing management (not DIY) | ||
| Customer CRM + lead pipeline | ||
| Quotes with before/after photos & reviews | ||
| Scheduling + crew & truck dispatch | ||
| Missed-call text-back + review & marketing automation | ||
| Built & run by an operator who does the work | ||
| Pricing model | One done-for-you bundle | Per-seat monthly — and you still need a website |
How you get it
The dashboard grows with your plan
Launch starts you with the CRM, pipeline, and online quotes. Growth adds lead auto-import and marketing automation. Dominate unlocks full scheduling, crew & truck dispatch, and your customizable KPI dashboard.
Want a tour of the dashboard?
Book a free consultation and I'll walk you through the exact system I use to run my own jobs — and show you how it'd run yours.