Service Biz Builder Details
Think of Service Biz Builder like a business system in a box.
Your website and CRM, working together to help you grow without the chaos.
Set Up Your Business Systems
What Will Service Biz Builder Do for You?
Streamline Your Lead Flow
Capture leads through your website and manage them all in one place.
Centralize All Communication
Keep messages, follow-ups, and client details organized — no more juggling texts and emails.
Simplify Scheduling
Book jobs with ease and keep your calendar organized.
Send Estimates and Invoices
Book jobs with Professionally send, track, and follow up on payments.
Automate Review Requests
Get more 5-star reviews with automated follow-ups after every job.
Service Biz Builder Setup
A couple more steps to connect the system
(Recommended for streamlining and growing your business)
→ Next, we’ll ask if you want to use your own dedicated business phone number through the system to automate follow-ups and get client texts off your personal phone. (Highly recommended and additional cost per usage.)
→ Phone system is OPTIONAL and requires a $75 one time setup fee. We will need your EIN paperwork as we will need to register your business with the number to be able to do automated texting
. If you are not interested at this time, you can skip this part of setup
To be able to take payments online you will need to have a Strip account.
Go to stripe.com and signup, once you do so, you'll log into Service Biz Builder, and connect the account.
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