Build the process around how home-service work moves, from a new lead and on-site bid through deposit, scheduling, job progress, final payment, review, and later reactivation.
The stages below are starting points. Final stage names and handoff rules are reviewed with the business before anything is automated.
Tracks the lead until the job is won or lost.
Tracks the job after the sale through completion and payment.
Gives completed customers a defined place for later follow-up.
Each new lead needs a clear starting stage, source, owner, and approved follow-up path so it can move toward a call or bid without a separate note.
Bid Scheduled and Bid Sent should mean different things: the CRM can show which estimate still needs a visit and which is waiting on the customer.
The fulfillment process can separate deposit status, material-payment status, and final payment so those checkpoints are visible.
Job Booked, Materials Ordered, and related stages keep field changes visible instead of buried in a text thread.
If your business already runs on field service software, the plan can decide what stays there and what a CRM layer handles. If you run Jobber, where a CRM layer fits next to it covers what each one handles and when Jobber on its own is enough. If you run Housecall Pro, the same question against Housecall Pro covers a tool with its own pipeline boards and published follow-up automations.
The build starts with the way your business already handles a job, not a generic template.
