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Contractor CRM for inquiries and follow-up
Keep an inquiry's conversation, owner and next action together. RSP's Booked Job System includes a lead pipeline and inbox built around the steps from first contact to the customer's decision.
Track the decision before the job starts
Useful stages follow your actual process: inquiry, callback, visit, estimate and decision. The person responsible should know which conversations need action and which have closed.
A simple stage name helps only if the team uses it consistently. We agree ownership and what counts as a completed step before setting up automation.
Connect the pipeline to the conversation
The inbox and follow-up history should help someone pick up the thread without guessing what the customer was told. Reminder behavior needs to account for replies, bookings and opt-outs.
The acceptance test follows a real permitted test record through capture, assignment and the intended outcome. A screen full of example contacts does not prove delivery.
Keep operational software decisions separate
This scope focuses on customer acquisition and follow-up. Job costing, inventory, payroll, accounting, dispatch and full project management are not implied.
If you use an existing CRM or field-service tool, bring the specific connection or replacement requirement to the fit call. Migration and integration are verified individually.
Questions before you decide
Does this replace Jobber or ServiceTitan?
No blanket replacement claim is made. We assess your requirements and the supported connections before agreeing scope.
Can I use the system as a one-person business?
The fit discussion should keep the process proportionate to how you work. Fewer clear stages can be more useful than a complex pipeline nobody maintains.
Is CRM setup part of BJS?
The lead pipeline and inbox are included in the agreed Booked Job System setup. Full field-service implementation is outside that promise.
Review my inquiry pipeline
Talk through your current setup, the work you want to take on and the next step that would help. We confirm fit and scope before recommending a service.
Talk with Roscoe Site Pro