Case Studies

Businesses here in Bozeman and Big Sky.

Lead Capture & Follow Up

Six trucks, two dispatchers, calls going to voicemail

The problem

A plumbing and HVAC company running six trucks. In summer they couldn’t get to every call, so calls went to voicemail. Someone with a burst pipe doesn’t leave a message, they just call the next company on the list. Quotes from the website sat about five hours in a shared inbox before anyone saw them, while the ads that paid for them kept running.

What we built

A text now goes out seconds after a call drops to voicemail: “We’re dispatching a tech right now. Is this an emergency or routine service?” Most people answer it. Calls route by ZIP and job type, so an emergency furnace call in Big Sky goes to the on call tech’s phone and a routine quote in Belgrade goes to the office. Every web form gets a reply saying it came through and when someone will call.

What happened

Web leads get an answer in about a minute instead of five hours. The missed call texts bring back around eight emergency jobs a month. They did it without hiring anyone.

Booking & Scheduling

Techs driving out to empty houses

The problem

An electrical contractor in Belgrade. A tech would drive out to Four Corners and nobody would be home, which is wages, fuel, and a slot that could have gone to a paying job. Reschedules came in by phone at eight in the morning, and nothing was confirmed in writing.

What we built

Booking now sends a text and an email with the date, the arrival window, and the job. The 24 hour reminder carries a reschedule link that only offers times when a truck is already going to be in that area. Forty-five minutes before arrival the homeowner gets another text, so they can be home, unlock the gate, and put the dog inside.

What happened

No shows dropped about 85% in the first month, which is roughly four hours a week back per tech. About 40% of reschedules now go through the link, so the office spends less of the morning on the phone.

Customer Communication

Stuck at 14 reviews

The problem

A cleaning service covering Bozeman and Big Sky. The owner’s phone never stopped with hosts asking whether the crew had finished before a four o’clock check in. They had sat at 14 Google reviews for years, because asking for one in person feels awkward.

What we built

When a supervisor marks a job complete, the host gets a text saying the crew has finished at that address and it’s ready for the next guest. Two hours after a residential clean, another text goes out thanking them, with a one click link to leave a Google review. Anyone booked as a one time deep clean hears from us again a month later, asking how the house is holding up, with a link to book bi-weekly.

What happened

The status texts ended the daily “are you done yet” messages. Reviews went from 14 to over 55 in four months, and they rank at the top locally now. The 30 day check in turned 18% of one time jobs into recurring routes.

Back Office & Reporting

Invoices going out three weeks late

The problem

Landscaping and snow removal in Bozeman. Handwritten tickets stacked up on a desk and invoices went out two or three weeks later. Office staff retyped customer details from the website, typos and all.

What we built

A crew leader taps Job Complete and an itemized invoice goes out by text with a payment link on it. The website feeds the operational software directly now, so a plowing request builds the client profile and a draft estimate on its own. The owner has a dashboard on his iPad showing leads coming in, which ZIP codes they came from, what has been paid and what is still owed.

What happened

Time to get paid went from 21 days to 48 hours, so he could pay cash for equipment. The office got about 15 hours a week back, and he saw the numbers early enough to hire another crew before winter.

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