To The Next Level

Based in Jacksonville, Florida, this small team works with home-services companies such as HVAC, plumbing, roofing, and appliance repair businesses. The agency positions itself as builder and operator of a messaging and CRM platform rather than a traditional consultancy, drawing on more than fifteen years of experience running sales departments and call centers. Alongside the platform, it runs a community for service business owners that includes weekly webinars and monthly in-person meetups in Jacksonville. The core offering is a unified team inbox that consolidates calls, SMS, and leads from lead-generation platforms into a single shared thread accessible to owners, dispatchers, and technicians, with internal notes, @mentions, read receipts, and assignment features. This connects bi-directionally to CRMs including Housecall Pro, ServiceTitan, Workiz, GoHighLevel, or custom systems, allowing job and estimate creation directly from a conversation and webhook-based integrations. Workflow automation covers auto-assignment of leads by zip code, service type, or time of day, automated replies to new leads, SMS follow-up sequences, and integration with call-tracking tools such as CallRail and RingCentral, often built using n8n. A done-for-you service handles onboarding, CRM configuration, marketplace profile setup (categories, service area, photos, response templates), launch and ongoing tuning of paid campaigns by cost-per-lead and lead quality, and training for dispatchers and technicians. Declared service areas also list SEO, HR consulting, BI and CRM consulting, business consulting, market research, marketing strategy, and robotics process automation.