What we build / Customer journey
Customer Journey Timeline

See where every customer waits.

Each customer's path from first call to paid invoice on one timeline, every step timed against your targets. The days that slip, like an estimate that sat for a week, are flagged where they happened.

One customer's journey from first contact to payment, with a six-day gap before the estimate was sent flagged

Works on top of HouseCall Pro or your operations software.

What it fixes

The complaints it answers.

"I don't know where the days go."

Every stage is timed, from first contact to paid, for every customer.

"Estimates take too long to go out."

Gaps against your targets are flagged on the timeline and counted across customers.

"I can't tell if we're getting faster."

The same clocks, across all customers, show the trend month to month.

How it works

In plain words.

  1. Every call, text, estimate, job and invoice for a customer is placed on one timeline, in order.
  2. You set a target for each stage. Each customer's clock runs against it, in business hours.
  3. Across all customers you see the median for each stage and where most of the waiting happens.
One timeline per customer
Your targets, per stage
Gaps flagged where they happen
Medians across all customers
Business hours, not calendar days

Want this in your office?

Twenty minutes. You leave with a short list of where your leads and estimates are leaking, whether we work together or not.

Book a 20-minute call
More of the system