OPERATIONAL OPTIMIZATION

Stop using people as middleware.

Home-service businesses often have software everywhere and systems nowhere. Hammer & Funnel connects the flow from enquiry to completed job, removing repetitive handoffs while keeping humans in control of decisions that matter.

THE OPERATING SYSTEM

One customer journey. One connected flow.

We map the work between the tools: forms, calls, WhatsApp, CRM, scheduling, dispatch, estimates, payments, reviews and reporting.

01

Capture

Source, service, location, urgency and customer context enter one structured intake.

02

Qualify

Route by service, intent, availability, geography and job fit—not simply “lead received.”

03

Book

Make the next action obvious: schedule, call, WhatsApp, estimate or technician triage.

04

Deliver

Dispatch, technician notes, customer communication and job status stay synchronized.

CRM + LEAD FLOW

Every enquiry gets a home.

Source attribution, service tagging, location, urgency, status, owner and next action.

HubSpotZohoFormsWebhooks
SCHEDULING + DISPATCH

Turn booked work into organized work.

Availability, technician assignment, reminders, rescheduling and customer updates connected to the job record.

SchedulingDispatchWhatsApp
ESTIMATES + FOLLOW-UP

Stop letting quotes go cold.

Automated reminders, approval status, estimate aging and escalation rules make follow-up systematic.

CRMEmailAutomation
REVIEWS + RETENTION

Turn completed jobs into future demand.

Trigger review requests, maintenance reminders, recurring service offers and referral moments from job outcomes.

ReviewsRetentionLifecycle
KNOWLEDGE

Put the playbook where the team can use it.

Searchable SOPs, scripts, decision trees, technician knowledge and AI-assisted internal support.

Knowledge baseAISOPs
REPORTING

See the economics behind the funnel.

Connect marketing source to booking, job type, ticket, conversion, callbacks, repeat work and margin where the underlying data permits.

DashboardsSheetsPower BI
AUTOMATION PRINCIPLE

Automate the predictable. Escalate the important.

AI should reduce administrative load—not become a black box between your customer and your team.

GOOD CANDIDATES
  • Lead enrichment and routing
  • Appointment confirmations
  • Estimate reminders
  • Review requests
  • Recurring maintenance reminders
  • Reporting and data consolidation
KEEP HUMAN CONTROL
  • Safety-critical decisions
  • Complex diagnosis
  • Price exceptions and commercial judgment
  • Customer complaints and sensitive cases
  • Technician decisions in the field
  • Any workflow where the cost of a wrong action is high
OPERATOR'S QUESTION

Where is your team repeatedly copying, checking, chasing or re-entering information?

That is where we start the process map.

Map my operation →