Free contractor resource · Copy, print, and adapt

Practical systems before software

Steal the systems that stop good leads from getting lost.

Free, plain-English operating procedures for roofing, HVAC, plumbing, electrical, and other home-service teams. Give every lead an owner, a next action, and a clean human handoff.

Lead response and follow-up

Start with the leak closest to the phone.

Available now

Complete Missed-Lead Recovery SOP

Use the 60-second acknowledgement, qualification questions, urgent routing rules, seven-day cadence, scripts, calculator, and printable manager checklist.

Open the complete SOP →
Available now

New Web-Lead Response SOP

Define the first five minutes after a form, chat, or ad lead arrives and prevent inquiries from disappearing into a shared inbox.

Open the complete SOP →
Available now

Estimate Follow-Up SOP

Assign ownership, schedule useful touches, respect contact preferences, and escalate replies to the right person.

Open the complete SOP →
Next

Appointment Confirmation SOP

Confirm the date, arrival window, access details, and homeowner expectations before the truck rolls.

Planned

No-Show Recovery SOP

Give missed appointments a same-day route back to the calendar without relying on somebody remembering.

Planned

Review & Referral SOP

Ask at the right moment, stop when appropriate, and track results without turning a good customer experience into spam.

Not sure which SOP you need first?

Use the free Follow-Up Leak Audit to score five stages of your current process and identify the weakest point.