Outdated operations and software?

It’s time to bring your business operations into the 21st century.

We will migrate your customer and job records to a modern software platform. Then we’ll train your team to use it so your business can operate like a well-oiled machine.

Work doesn’t have to be this painful

Are you still manually texting your technicians or printing out their daily schedules? Does your team forget to follow up with customers? Are you writing down credit card numbers to process payment at a later date?

We get it - you’ve got plenty to handle and haven’t had time to modernize. But you know your business could be operating more efficiently and you could be converting more leads into lifelong customers. Our team at Stackfound can help migrate your business data to a modern software platform like Housecall Pro or Service Titan. Then we’ll work with your team to streamline your most important business workflows.

Enhance scheduling
and dispatching

We will add functionality to your current website that allows customers to book appointments online. The scheduled tech will automatically receive a notification from Housecall Pro (HCP) with the newly scheduled appointment. And your customer will automatically receive an “On my way” text when your tech is headed to the job site.

Simplify invoicing
and taking payment

Technicians will be able to send invoices from the HCP mobile app with the tap of a button. Then they can take payment in the field using only their phone. The job will automatically be marked as paid real-time so you always have up-to-date financial reports.

Close more deals and
increase recurring revenue

HCP will make it easier to turn leads into done deals. You will be able to use time-saving automations to improve your lead and estimate conversions and to create a more consistent customer experience. HCP will also enable you to share more compelling sales proposals with your customers. Every one of your techs will be able to sell a service plan right from the mobile app, and even better, HCP will automatically remind customers to renew online.

Integrate with your outreach platforms to
get more leads

Your dedicated Stackfound team will integrate your social media and email marketing workflows into your CRM so you can optimize your marketing efforts.

Who we’ve worked with

Recent Projects

Recent Projects
Bringing a time-tested HVAC business into the 21st century
Bringing a time-tested HVAC business into the 21st century

One of the services our team at Stackfound provides is to help businesses transition smoothly to modern, efficient CRM platforms. These businesses are often slammed with work and don’t have the internal resources to commit to getting up and running on a new software platform. Recently, we had the pleasure of assisting Devard's Heat, Air, Electric, and Plumbing in a significant data migration project. This project involved transferring over 200,000 business records from their legacy CRM system, GoldMine, which they had been using since the 90s, to the Housecall Pro (HCP) platform. Here’s how we made it happen…

Delivering adaptable tools for a medical devices company, year after year
Delivering adaptable tools for a medical devices company, year after year

For the past several years, Stackfound has developed and supported a suite of web and backend applications that help a medical device team streamline their R&D and manufacturing processes. When we first started working with MediDevices (we’ll use this pseudonym to honor the team’s privacy), they relied on a lot of manual data fetching, one-off spreadsheets custom to each team member, and many other inefficient and error-prone workflows. MediDevices first came to us for help with a particular application but gained a long-term partner that continuously evaluates their processes and delivers adaptable and low-maintenance software tools catered exactly to their changing needs.

Want to explore what tailor-made software could do for your business?