Scale Package · 🏠 Home Services Automation

Enterprise Operations Suite

Multi-technician dispatch by zip code, automated payment dunning, commission tracking, win-back campaigns, and a daily job and revenue digest to Slack. For operations of 15 or more employees.

$2,497
one-time · yours forever · no subscription
Scale Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automations
tested & documented
0
Integrations
pre-mapped for you
0m
Min setup (avg)
guided, per automation
0
Platforms
n8n · Make · Zapier · …

Every integration in this package

10 apps, wired to each other — credentials, field mappings, and connection steps included in your setup guide.

Gmail
Google Calendar
Google Sheets
Housecall Pro
HubSpot CRM
QuickBooks
ServiceTitan
Slack
Stripe
Twilio

The old way vs. the Enterprise Operations Suite way

What this package actually changes about your week — in plain language.

The old way
Leads answered too late

A homeowner with a leaking pipe books the first contractor who replies — usually not you, because you were under a sink.

With this package
Every lead answered in minutes

Form fills trigger an instant reply with a booking link, the job lands in your dispatch board, and the crew gets the details.

The old way
Missed calls = missed jobs

You can't answer on a ladder. Every unanswered ring is a booked job walking to a competitor.

With this package
Missed calls become booked jobs

An unanswered call fires an automatic SMS with your online booking link — the lead never hits voicemail limbo.

The old way
Dispatch and follow-up by memory

Who was assigned which zip code? Did anyone send the quote? The paperwork catches up at 9pm — if at all.

With this package
Quotes, invoices, reviews on rails

Payments sync to accounting, and completed jobs trigger the review request — reputation grows between service calls.

What this package gives you

Every automation here exists to solve a real problem in your home services automation business — here's what you actually get.

Instant lead response

Every form fill and missed call triggers an automatic SMS with your booking link — in minutes, 24/7.

Missed-call recovery

An unanswered ring fires a text with your booking link — the lead never goes cold.

Automated dispatch

Jobs route to the right tech by zip code and job type — no more memory-based dispatch.

Quote-to-payment flow

Estimates go out same-day; payments collect on-site via Stripe.

Review requests on schedule

Completed jobs trigger a Google review request — reputation grows between service calls.

Invoice sync to books

Every payment lands in QuickBooks automatically — no 9pm paperwork.

Inside the package — every automation, described

Each workflow is tested, documented, and delivered with a step-by-step setup guide. Nothing here is a stub or a wishlist — these are the exact automations you receive.

Lead Capture & Instant Response

Intermediate

Webform submission → create/update CRM contact → send instant email + SMS response within 60 seconds. The foundational template used by 6 of 10 verticals.

Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Sends an SMS notification
≈ 20 min guided setup4 nodesWebhook · HubSpot · Twilio · Gmail

Missed Call -> Instant SMS Response

Intermediate

When a call goes unanswered (voicemail or timeout), immediately send an SMS with a booking link or callback promise. Reduces lost leads by 30-40% for home services.

Saves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages contact data in your CRM
  • Sends an SMS notification
  • Creates or updates the contact in your CRM
≈ 20 min guided setup4 nodesWebhook · HubSpot · Twilio

Appointment Reminder Sequence

Intermediate

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Upcoming Appointments
  • Evaluates conditions to determine next steps
  • Sends an SMS reminder
  • Sends a reminder email
≈ 90 min guided setup10 nodesScheduler · Filter · HubSpot · Twilio · Gmail

No-Show Recovery & Rescheduling

Intermediate

When an appointment is marked as no-show, automatically trigger a recovery sequence: immediate SMS with rebooking link, follow-up email, and CRM task for personal follow-up.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entryImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Performs: Fetch Appointment Details
  • Sends an SMS notification
  • Sends an automated email notification
  • Performs: Create Personal Follow-up Task
≈ 20 min guided setup5 nodesWebhook · HubSpot · Twilio · Gmail

Invoice Sync: Payment -> Accounting -> CRM

Intermediate

Automatically syncs payment events (Stripe, PayPal, Square) to accounting software (QuickBooks, Xero) and updates CRM deal/order status. Handles invoices, payments, refunds, and revenue recognition.

Saves ~3-7 hours/week on data entryRecovers 15-25% of failed payments
  • Receives form submissions or data via webhook
  • Processes or retries payment
  • Performs: Sync to Accounting (QuickBooks/Xero)
  • Updates the record in your CRM
≈ 20 min guided setup6 nodesWebhook · Code · HubSpot · Gmail

Payment Dunning & Recovery Sequence

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billing
  • Receives form submissions or data via webhook
  • Generates and sends an invoice
  • Processes or retries payment
  • Sends a payment recovery email
  • Sends an SMS notification
≈ 90 min guided setup10 nodesWebhook · Code · Scheduler · Slack · HubSpot +3

Post-Service Review Request

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Delay, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingIncreases reviews by 30-50%
  • Receives form submissions or data via webhook
  • Creates and manages service jobs
  • Waits for a specified delay before continuing
  • Sends a review request email
  • Sends an SMS notification
≈ 90 min guided setup11 nodesWebhook · Delay · Scheduler · HubSpot · Twilio +2

Win-Back Campaign for Lapsed Customers

Intermediate

Identifies customers inactive for 60-90+ days and triggers a multi-touch re-engagement sequence: personalized email, SMS with incentive, and CRM task for personal outreach.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Lapsed Customers (60-90 days inactive)
  • Performs: Fetch Purchase/Engagement History
  • Enrolls contacts in a win-back campaign
  • Sends an automated email notification
≈ 45 min guided setup7 nodesScheduler · Code · HubSpot · Twilio · Gmail

Referral Program Automation

Intermediate

Automates the full referral lifecycle: referral link generation, tracking, commission calculation, reward fulfillment, and referrer/recipient notifications.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages referral program tracking
  • Sends an automated email notification
  • Sends a reward notification when earned
  • Evaluates conditions to determine next steps
≈ 45 min guided setup8 nodesWebhook · Code · HubSpot · Stripe · Gmail

Operations Dashboard & Reporting

Intermediate

Automatically manages your contacts in your CRM and tracks data in Google Sheets. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Google Sheets with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch All Metrics
  • Manages contact data in your CRM
  • Generates analytics reports
  • Processes or retries payment
≈ 45 min guided setup9 nodesScheduler · Code · Google Sheets · Slack · HubSpot +1

Affiliate/Partner Commission Payout

Intermediate

Calculates and processes commissions for affiliates/partners based on tracked referrals, conversions, and revenue. Handles tiered rates, pending/approved/paid states, and automated payout scheduling.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Approved Commissions
  • Performs: Calculate Totals per Partner
  • Performs: Create Payout Record
  • Processes or retries payment
≈ 45 min guided setup7 nodesScheduler · Code · HubSpot · Stripe · Gmail

Scheduled Stakeholder Reporting

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, HubSpot with one-time pricing and no subscription.

Saves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billingIncreases reviews by 30-50%
  • Runs on a scheduled basis to check for updates
  • Performs: Compute Report Period (start / end)
  • Requests a customer review
  • Generates and sends an invoice
  • Performs: Roll Up Period Totals
≈ 45 min guided setup8 nodesScheduler · Code · HubSpot · Gmail

Time and money this package gives back

Savings claims come straight from these templates — the same numbers on their data sheets.

Time saved
6-10 hrs/week
No more manually returning calls, writing quotes, or chasing payments.
Lead response time
Under 5 minutes
Every lead gets an instant reply — first responder wins the job.
Job conversion lift
15-25% more
Faster response + fewer missed calls = more booked jobs.
Revenue recovery
$500-2,000/month
Missed-call texts and instant responses recover leads that would go cold.
Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreachSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed paymentsSaves ~4-8 hours/week on billingIncreases reviews by 30-50%

Your time, back — worth what you pay yourself

Set the hours Scale takes off your plate every week and your hourly rate. No email required — the math happens right here.

Estimates based on the inputs above — not a guarantee. A conservative view of automation, not a promise.

Saved per year
$10,920
$210/week · $910/month
Pays for itself in
~84 days
$2,497 package ÷ $30/day saved

Exactly what you get

Scale Package — Enterprise Operations Suite

12 pre-built workflows as import-ready n8n or Make JSON, a custom dispatch board, full setup documentation with video walkthrough, a dedicated onboarding manager, and 90 days of priority support.

$2,497
one-time
12 automations, delivered import-ready with setup guides
10 integrations pre-mapped (Gmail, Google Calendar, Google Sheets, Housecall Pro, +6 more)
90-day warranty — free fixes if it breaks
You own it forever. No subscriptions required.
Delivered within 24 hours of purchase
Secure Stripe checkout · invoices included
Works on all five platforms
n8nimport-ready JSON
Makeimport-ready blueprint
PabblyJSON workflow file
Power AutomateJSON workflow file
Zapierwhite-label guided setup

White-glove support · 24h response SLA

Optional monitoring & cron uptime: $199/mo after purchase (cancel anytime)

AI Layer add-on available at checkout (one-time)

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How it works

1
Install
Connect your website forms and booking tools in minutes.
2
Configure
Set up lead routing rules, zip code assignments, and follow-up sequences.
3
Test
Run test submissions to verify every step fires correctly.
4
Go Live
Start capturing and converting leads on autopilot.

What home services automation teams say

“The missed-call text books jobs while my hands are full. That one automation paid for everything.”
Ray M. · Owner, Mendoza HVAC Services
“Leads used to sit until evening. Now they get answered while I'm still on the roof — and they book.”
Jamie W. · Founder, Apex Roofing Co.

Frequently asked questions

How does lead routing by zip code work?▼

Our system reads the zip code from the form submission and automatically assigns the lead to the nearest technician or office based on rules you configure.

Can I connect my existing CRM?▼

Yes. We integrate with Salesforce, HubSpot, Jobber, ServiceTitan, and dozens of other platforms via API or native connectors.

Do appointment reminders reduce no-shows?▼

Yes. Our customers typically see a 40-60% reduction in no-shows after enabling automated SMS and email reminders.

Is there a contract?▼

No contracts. One-time purchase. You own it forever.

Ready for the Scale Package?

Every form fill answered in minutes, dispatched by zip code, booked without phone tag.

$2,497one-time
Get Started Need something custom? Request a Build

Delivered within 24 hours · 90-day warranty · yours forever

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