Solutions | CRM Automation
Contractor CRM And Follow-Up Automation
The jobs you already earned and lost after the call.
LeadDriverPRO is a contractor marketing agency founded in 2025 by Jeff Kelsheimer and Brad Bokath, both from construction backgrounds. A brand of Integrity Optima, LLC, based in Lake Havasu City, Arizona. Serving HVAC, plumbing, roofing, and electrical contractors nationwide.
See how the system works30 minutes. Mostly us asking questions. No deck, nothing to sign.
Most contractors lose more revenue after the lead arrives than before it. The call that went unanswered, the estimate that never got chased, the customer from two years ago who used someone else because nobody stayed in touch. None of that is a traffic problem.
Why Contractors Lose Jobs After The Lead Comes In
Four leaks, and they are all process rather than marketing.
Unanswered Call
Goes to voicemail nobody checks until evening
Form Lands Nowhere
Submitted at 9pm to an inbox checked in the morning
Unchased Estimate
Sent, then nothing. They hired whoever followed up.
Forgotten Customer
Liked your work, has no memory of your company name
Every one of these represents work you already paid to acquire. Spending more on marketing without fixing them means buying more leads to lose the same way.
Missed Call Text Back
The highest return automation available to a contracting business, and it takes an afternoon to set up.
When a call goes unanswered, an automatic text goes out within seconds. Something plain: we missed your call, we are on a job, tell us what you need and we will get right back to you.
The homeowner who was about to dial the next number now has a response in hand. That is the entire mechanism and it recovers work that was already earned and then lost.
It works because of how people behave with a phone. A voicemail requires them to wait. A text requires them to type a sentence, and they will, because they already wanted the problem solved.
If you implement one thing from this page, implement this.
Follow-Up Sequences And Estimate Chasing
An estimate that goes out and never gets followed up is the most expensive document in a contracting business. You paid to acquire the lead, sent someone to the site, and produced a number. Then it sits.
Automated follow-up handles the part nobody has time for. A check-in a day after the estimate goes out. Another a few days later. One more the following week. Not aggressive, just present. Most homeowners are not saying no, they are busy, and the job goes to whoever is still there when they remember.
The same logic applies to appointments. Reminders reduce no-shows, and a no-show is a truck roll you paid for and got nothing from.
And the database. Past customers who liked your work are the cheapest source of new work you have. A seasonal check-in or a maintenance reminder costs almost nothing and reaches people who already trust you.
Where A CRM Fits Alongside Field Service Software
Worth being clear about this, because the categories overlap and the sales pitches blur them.
**Field Service Management Software** Runs your field operation. Scheduling, dispatch, technician routing, job costing, and inventory. ServiceTitan, Housecall Pro, and Jobber are built for this and they do it well.
**What We Build** Covers the path before and after the job. Lead capture, missed call text back, follow-up sequences, appointment reminders, and the attribution that connects a lead to its source. It also handles estimates, invoicing, and payments, which is where the two categories overlap.
Field Service Software
What We Build
Field Service Software
Scheduling and dispatch
What We Build
Lead capture and missed call text back
Field Service Software
Technician routing
What We Build
Follow-up sequences and estimate chasing
Field Service Software
Job costing and inventory
What We Build
Estimates, invoicing, and payments
Field Service Software
Runs the job once booked
What We Build
Captures the lead and gets you paid
Where that leaves you depends on your size. A smaller shop often does not need a separate field service platform, and running estimates and payments through the same system that captured the lead means fewer places for a job to fall through. An operation with crews to dispatch will keep its field service software, and we work alongside it rather than against it.
We are not trying to sell you a dispatch system. Anyone selling you one category as a replacement for the other is selling you a problem.
- Most contractors lose more revenue after the lead arrives than before it. Unanswered calls, unchased estimates, and forgotten customers are process problems, not traffic problems.
- Missed call text back is the highest return automation available and takes an afternoon to set up.
- Automated estimate follow-up recovers jobs where the homeowner was busy rather than uninterested.
- Past customers are the cheapest source of new work in a contracting business and the most consistently ignored.
- We overlap with field service software on estimates and payments. We do not run your field operation. The two layers work together for operations with crews to dispatch.
Call (928) 842-8186 or book a call. You work with the owners.
OPERATORS HELPING OPERATORS
READY TO BUILD A PREDICTABLE REVENUE ENGINE?
Talk directly with the owners who built this system for contractors.
Two minutes to book. 30 minutes on the call.
