Home services & trades
In the trades the business that quotes first usually wins, and the one that invoices on site usually gets paid. Most lose on both.
Where the money goes
Trade businesses lose work to slow quoting and lose margin to unpaid invoices. Quoting from the driveway before leaving, taking payment at job sign-off, and requesting the review while satisfaction is highest address all three of the places the money goes.
What gets in the way today
- Quotes written in the evening, days after the visit
- Enquiries missed while on a job, and never called back
- Invoices chased weeks later
- No record of what was fitted where, so the next visit starts from scratch
- No review requested, so the listing never improves
What actually goes wrong
A quote sent three days after the visit is competing against one sent from the driveway. An invoice sent a fortnight later is competing against the customer’s memory of the work.
What good looks like
- Quote before leaving. Templated line items and pricing on a phone, sent from the driveway, accepted digitally.
- Enquiries captured while you are under a sink. Something answers, qualifies and books, rather than an answering machine.
- Paid at sign-off. Payment link or card on file at completion. Debtor days drop from weeks to same-day.
- The review asked for automatically, right after a completed job, when satisfaction is at its highest.
Two ways we help
Buy it. Layer Field CRM covers quoting, scheduling, job sheets and payment — the same platform HVAC contractors and garages use, because the operational shape is the same.
Build it. Larger contractors with subcontractor networks, materials procurement or compliance certification workflows usually need custom work.
The shortcut
Layer Field CRM
Dispatch, job sheets and maintenance contracts for field teams
From USD 69/month
Buy it, or have it built
Most home service businesses are best served by the product. Some are not, and we would rather say so than sell you a subscription you will outgrow in a year.
Buy the product
Live in weeks, flat monthly price per location, your existing contacts imported. The right answer for most home service businesses.
Have it built
When the process that makes you money is the thing a product would force you to change — or when the gap is an integration between systems you already own.
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