Home Services Lead Distribution & Contractor CRM

Our system supports multi-trade routing with service type classification, technician skill matching, and capacity management per trade. Whether a company handles HVAC, plumbing, electrical, or multiple trades, leads are routed to the right technician based on job requirements, certifications, and availability.

Our verification includes state contractor license validation, insurance certificate tracking with expiration alerts, bond verification where required, and background check integration. Leads are only routed to contractors with current, valid credentials in the customer's location.

Emergency leads (no heat, water damage, etc.) are automatically flagged and routed with priority handling. The system can bypass normal rotation rules to reach available contractors immediately, with escalation protocols if initial contacts don't respond within defined timeframes.

Yes, our platform supports dynamic capacity management that adjusts for seasonal demand. Contractors can set seasonal availability, the system can automatically increase/decrease caps based on historical patterns, and overflow routing ensures leads are never lost during peak periods.

We integrate with major field service management platforms including ServiceTitan, Housecall Pro, Jobber, FieldEdge, and Service Fusion. Leads can be pushed directly into these systems with job creation and scheduling integration.

Typical implementation takes 3-6 weeks including service area setup, contractor onboarding, integration configuration, and testing. We provide dedicated implementation support and can handle rapid deployments for time-sensitive needs.