STOP CHASING LEADS.
AUTOMATE OPERATIONS.
We install digital engines into your business that turn leads into jobs and jobs into money, automatically. No more dropped calls. No more missed invoices.
CHOOSE YOUR ARSENAL
Hardened systems for service businesses. No generic fluff.
Starter Ops Pack
Perfect for local service businesses looking to stop losing leads to slow response times.
- Instant Lead Capture
- SMS Auto-Reply
- Google My Business Sync
- Basic CRM Setup
Growth Ops Pack
The complete engine for businesses ready to scale from "busy" to "automated".
- Jobber/Housecall Pro Integration
- Automated Scheduling
- Payment Flow Automation
- Client Portal
Loyalty Pack
Turn one-time jobs into lifetime value with automated follow-ups and marketing.
- Review Request Automation
- Re-engagement Campaigns
- Referral Tracking
- Advanced Analytics
Diagnose Your Bottleneck
You don't need "more tools." You need to cure the specific leak draining your revenue.
Start Here: The Bleeding Stopper
If you're losing leads or forgetting to send invoices
Common signs:
- Leads come from multiple places and some slip through
- You manually create quotes and invoices
- Follow-ups depend on your memory
- Payments sometimes get missed or delayed
Stop the bleeding. Get a clean Lead → Job → Payment flow that runs without you chasing it.
Level Up: The Time Buyer
If leads are handled but operations eat your time
Common signs:
- Job photos are scattered across phones and chat apps
- Receipts pile up and you don't know job costs
- Crews call you for info they should already have
- You spend hours organizing files and spreadsheets
Buy back your time. Get organized photos, tracked expenses, and know your profit per job.
Scale Up: The Asset Builder
If operations work but you want more repeat business
Common signs:
- You rarely ask for reviews (or forget)
- Past clients don't come back for seasonal work
- You have no system for follow-ups after quotes
- Weekly reporting is manual or nonexistent
Build an asset that generates revenue while you sleep. Turn one-time jobs into repeat customers.
Still not sure? That's what the discovery call is for.
15 minutes, no pressure, just clarity on where to start.
THE FORGE METHOD
We've spent thousands of hours refining the service business workflow so you don't have to.
Audit and Blueprint
We map your "Lead - Job - Money" flow and find every leak in your current system.
System Install
We integrate your core tools (HCP, Jobber, Zapier) into a hardened, singular workflow.
Stress Testing
Intensive automation trials to ensure no lead is ever ignored and no invoice is forgotten.
Live Forge
Go live with a system that works while you sleep. Real-time monitoring included.
Frequently Asked Questions
Everything you need to know about automating your service business operations
We specialize in skilled trades and field service operations including construction, roofing, HVAC, plumbing, electrical, landscaping, hardscape, cleaning companies, property maintenance, and any business that manages leads, schedules jobs, and collects payments. If you have trucks, crews, and customers, we can help automate your workflow.
No! We build around the tools you already use. Whether it's Jobber, Housecall Pro, Google Sheets, QuickBooks, or any combination of apps, we create custom integrations that make them work together seamlessly. You keep your existing stack and gain automation.
Most implementations take 2-4 weeks depending on complexity. We follow The Forge Method: Audit & Blueprint (Week 1), System Install (Week 2), Stress Testing (Week 3), and Live Forge (Week 4). You'll see immediate improvements as each automation goes live.
We analyze your entire Lead → Job → Money workflow, identify revenue leaks (missed follow-ups, scheduling conflicts, delayed invoicing), and provide a detailed roadmap showing exactly what to automate first for maximum impact. You'll receive this within 24 hours of submitting your information.
We offer three service packs: Starter Ops Pack (for businesses losing leads to slow response times), Growth Ops Pack (for businesses ready to scale from busy to automated), and Loyalty Pack (for turning one-time jobs into lifetime value). Pricing is customized based on your specific needs and existing tools. Book a discovery call to get an exact quote.
Absolutely. We've worked with dozens of different service businesses and understand industry-specific workflows. From permit tracking for contractors to seasonal scheduling for landscapers to emergency dispatch for HVAC, we build systems that match how your business actually operates.
Every system includes monitoring and support. We stress test everything before launch and provide ongoing maintenance. If an automation fails, we fix it fast. Real-time monitoring is included so issues are caught before they impact your business.
Yes! Training is part of every implementation. We document every workflow, train your team on how systems work, and provide ongoing support. Your team will know exactly how to use the new automations and when to escalate issues.
Still have questions?
STOP LEAKING PROFIT.
Secure your systems audit today and let us forge the engine your business deserves.
Available for select projects in 2025
Get a FreeOPERATIONAL AUDIT
Fill this out and we'll analyze your Lead → Job → Money workflow, find the biggest revenue leaks, then email you a hardened next-step roadmap within 24 hours.
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Tell us a little about your business and what's stressful lately. We'll send your audit to your email. If it's not a fit, we'll tell you quickly.
Or reach us directly
Call Us
+1 877-358-0082
Email Us
contact@weforgeweb.com
Book a Discovery Call
15 minutes, no pressure
75+ service businesses have automated their operations with We Forge Web