Recent work, in his hands.

Websites, CRMs and automations we build and run. Scroll to look over the operator’s shoulder.

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Built for home-service sales · Human approval on every reply

Book the Job Before
They Call the Next Guy.

Homeowners hire whoever answers first. We build the website and follow-up so your crew is in the conversation while the other guys are still checking voicemail — then you approve every reply before it sends.

WAI↗

Inquiry → Draft → Your approvalBuilt for roofing, HVAC, plumbing & auto

01

Organize inquiriesKeep the request, project details, and missing information together

02

Review the next stepA prepared reply for you to check and approve

03

Keep contextFollow-up and daily briefs built around your records

One connected system

Less software theater.
More follow-through.

Start with one practical assistant, then add follow-up or a daily brief where it helps. These are proposed services scoped to your workflow, not claims of proven customer savings. Websites support clear intake when you need them.

01
AI Inquiry Assistant

Turn incoming requests into a clear review.

Organize inbound inquiries, extract project details, flag missing information, and prepare a reply draft tied to the existing customer record.

You review the context and approve the next step before a reply leaves.
Discuss inquiry intake
02
AI Follow-Up Assistant

See which conversation needs attention.

Surface pending conversations and prepare follow-up drafts from recorded context. Contact preferences and opt-outs stay in the loop.

A proposed workflow for follow-up you can inspect and approve.
Discuss follow-up
03
Daily Business Brief

Start with a short, source-backed briefing.

Bring together new inquiries, waiting decisions, and failures needing attention from the tools you choose to connect.

A proposed owner briefing with links to the underlying records.
Discuss a daily brief
Industry case files · Working nationwide

Built around how your
clients actually buy.

Scroll the file. Each industry opens into a different website, intake, and follow-up system—built around the way that market hires.

01Hail & Storm Leads
summitroofingpros.comIllustrative mockup — not a live client site
Hail & Storm LeadsILLUSTRATIVE EXAMPLE • RESIDENTIAL & COMMERCIAL

Hail Damage & Roof Replacement

Free InspectionLearn More
01

Roofing Companies

High-converting storm-lead websites, instant photo upload for damage inspections, and fast automated follow-ups that turn insurance inquiries into signed contracts.

  • Storm Lead Capture
  • Photo Inspections
  • Automated Estimates
Explore Roofing Companies
A clear path forward

Simple process.
Thoughtful execution.

You always know what's happening, what's needed, and what comes next. No mystery. No unnecessary complexity.

Start a conversation
01

Discovery

Choose one repetitive workflow. Map the inquiry sources, tools, permissions, and decisions that need your approval.

02

Design and Build

Build a small workflow around your existing tools, with traceable records, review gates, and visible failures.

03

Review and Refine

Test with sample inquiries, check missing information and draft accuracy, then agree what is ready to use.

04

Launch and Support

We handle the final checks, launch confidently, and stay available after go-live.

Clear package pricing

Websites and systems with published prices.

Entry, Core, and Automation OS below. AI assistant work is scoped after we review your workflow — no assistant price is published until that conversation. Client-owned accounts. Clear scope before invoicing.

  • Client-owned accounts
  • Clear scope before work begins
  • Ongoing care included

01 · ENTRY

Professional Presence

A polished website, dependable lead capture, and ongoing technical care.

$1,500startup$149/month
  • Up to 5 professionally designed pages
  • Mobile-first website
  • Secure contact or consultation form
  • Domain, DNS, and Workspace guidance
  • Basic local SEO and analytics
  • Hosting, security, and backups
  • 30 minutes of monthly updates

Best for businesses that need a credible online presence before adding CRM and workflow automation.

Explore Entry

03 · PRO

Automation OS

Advanced CRM, automation, reporting, and resilience for growing operations.

$4,500startup$499/month
  • Everything in Core
  • Up to 15 pages and campaign pages
  • Customized CRM workflows
  • Up to 4 approved automations
  • AI-assisted internal drafts and briefs
  • Advanced reporting and monitoring
  • Encrypted off-site backups
  • Quarterly restoration test
  • 3 hours of monthly adjustments
  • Priority support

Built for businesses with multiple workflows, team handoffs, and costly follow-up gaps.

Explore Pro

Third-party licenses, advertising, phone/SMS usage, AI usage, and payment-processing fees are billed separately through client-owned accounts. Final scope is confirmed before any private invoice is issued. See the common questions about cost and timeline.

Add-ons

Layer onto any package. Usage fees bill through client-owned accounts.

ADD-ON · NEVER MISS A JOB

Missed-call text-back

When a call is missed, the homeowner gets a text from your number fast — so the lead stays warm until you call back.

$99setup$99/month
  • Missed-call auto text from your business number
  • After-hours script variant
  • Opt-out / STOP handling
  • Owner alert on each miss
  • Monthly script tune

Add to any package. Phone and SMS usage bill through your own account.

Ask about Never Miss a Job

ADD-ON · REVIEWS & GOOGLE PROFILE

Reputation and map-pack care

Ask for the review after the job, draft replies, and keep the Google profile active with real work.

$149setup$149/month
  • Post-job review request by text or email
  • Reminder cadence
  • Review reply drafts for your approval
  • Weekly Google Business Profile posts when you send photos
  • Monthly plain-English report

Pairs with Core or Automation OS. Does not include ad spend or review buying.

Ask about Reviews & Google Profile

CUSTOM TECHNOLOGY PARTNERSHIP

KerrDM Platinum

A custom technology partnership for complex workflows, multiple locations, or deeper managed technology needs.

  • AI receptionist
  • Custom integrations
  • Local CRM appliance
  • Data continuity
  • Workspace administration
  • Dedicated strategy
Call for details
Loading interactive operator
Human-approved automation

Custom automation,
without the black box.

Your intake, customer record, and next step can move together without hiding the important decisions. We scope the routine handoffs, keep approval where it matters, and show you exactly what the system does.

Clear rules before anything moves Human approval stays in the loop
Discuss Your Workflow
Let's build something useful

Which repetitive task would you hand off first?

Tell me how inquiries arrive, which tools you use, and what you want to happen next. We'll start with a free, no-pressure conversation about one practical workflow.

JK

You'll speak directly with Justin.Practical guidance. Clear next steps. No hard sell.

Justin reviews your request. Assistant replies are drafts for human approval.

Your communication choices are recorded with this request. See our privacy notice for details.