Automations for home services
Contract and e-signature flow for home services
Sends agreements for signature, chases politely and files the signed copy. For home service companies, it matters most while you're on a job across town. The usual trouble: quote requests wait until the evening for a reply.
What this fixes for home service companies
Quote requests wait until the evening for a reply. Nobody at a three-van plumbing company signed up for that part of the job, and the e-signature flow handles it.
What it looks like in practice
Imagine a three-van plumbing company. A new customer agrees to go ahead. The agreement is sent through your e-signature tool within minutes. They forget, so a polite reminder follows two days later. Once signed, the copy is filed in your shared drive and the next step begins.
How it works for home services
Here is how the e-signature flow runs day to day for home service companies.
- A deal or job reaches the right stage.
- The agreement is sent through your e-signature tool.
- Gentle reminders go out until it's signed.
- The signed copy is filed in your shared drive.
- The next step starts automatically.
Tools it connects to
You keep working in Jobber, Housecall Pro and ServiceTitan. The e-signature flow sits alongside, built with DocuSign, PandaDoc and n8n.
Questions from home service companies
Does the e-signature flow work with Jobber?
It depends on your Jobber plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What will my homeowners see?
They'll see a clear agreement to sign on their phone. I write the wording with you so it sounds like your home services business, and you approve it before launch.
How long does it take to set up for home service companies?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real jobs and messages, so nothing goes live until it behaves the way you want.
Want this for your home services business?
Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built