Home services platforms
Add-on sourcing for home services platforms. Find the owner-run shops worth buying before a broker does.
For PE-backed HVAC, plumbing and electrical platforms that keep buying owner-run shops. Targets built from state contractor license records instead of the databases everyone else buys, outreach to the owners, and agents that take repeat office work off every brand.
What we build. Each piece priced on its own.
Add-on target lists
Owner-run shops in your markets from state license records: active license, a link to each shop's Google reviews, website condition and succession signals, with the owner's name. Emails to owners, approved by you before they go.
$15,000 for the first 60 days, then $5,000 a month
Back-office agents across brands
AP inbox and invoice coding, collections, supplier price and rebate checks, and review monitoring across every brand and location. One job per agent, and a person approves before anything is paid or sent.
Paid assessment from $1,000, then agents from $15,000. Maintenance from $500 a month.
Reporting across brands
Booked jobs, revenue by source and cost per booked job for every brand in one weekly view, so newly acquired shops are compared on the same numbers.
Dashboards from $2,500. Maintenance from $250 a month.
Supplier invoices, coded for every brand.
The agent reads the AP inbox, codes each invoice to the right brand and account, checks the price against your contract and queues it for approval.
Sample data. Click through it.
Agent run
Sample dataIncoming
From: billing@summit-supply.example
Invoice: condenser coils, net 30
Coil price above the contract price
Freight added at the bottom
Agent output
A person approves before anything is paid, sent or filed.
Every brand on the same weekly numbers.
One report across brands and locations, built from your CRM, ad accounts and analytics.
Sample data. Click through it.
Weekly pipeline report
Sample dataBooked jobs
By channel, every week
Revenue by source
By channel, every week
Cost per booked job
By channel, every week
Calls answered
By channel, every week
What changed this week
- Google Business ProfileMore calls from the north side of townUp
- Organic searchNew water heater page started rankingUp
- AI answersCited by Perplexity, not yet by ChatGPTSteady
- OutboundProperty managers booking walk-throughsSteady
- Paid searchCost per booked job rising: pause broad keywordsDown
Built from your CRM, ad accounts and analytics.
See a sample first. Then pay for one piece at a time.
01
Free sample
Within 48 hours: 25 researched accounts with a verified contact and a first line each, or an agent run on a few of your real documents. We sign your NDA first and delete your files after.
02
Fixed quote
After a 30-minute call you get a fixed price for each piece you want, plus its monthly plan. You can start with one.
03
Build
Built on your accounts and in your company's name. A person approves every send, payment and filing.
04
Run and improve
The person who built it keeps it running, with a weekly report on what each piece produced.
What platform teams ask. Plain answers.
- How is this different from the deal databases we already use?
- The lists start from state contractor license records, which include small owner-run shops that rarely appear in deal databases or with brokers. Each target comes with an active license, the owner's name and a link to each shop's Google reviews, so your team can reach out before a sale process starts.
- How do you handle our data?
- We sign your NDA before any data changes hands, work in accounts you control where possible, keep data only as long as the engagement needs it and delete it after. A person on your team approves every payment and email.
- Can you work with our corporate development team?
- Yes. Your team owns the decisions and the relationships. We do the sourcing research and the outreach, and hand over lists your team checks before anything goes out.
- What does it cost?
- Target lists are $15,000 for the first 60 days, then $5,000 a month. Agents start with a paid assessment from $1,000, then builds from $15,000 with maintenance from $500 a month. You get a fixed quote after a 30-minute call.
- Who owns what gets built?
- You do: the code, the lists, the data and any accounts. Where a tool is needed, it goes in your company's name.
- What if the agent doesn't work?
- Every agent is scoped in writing: the job, the inputs and the checks it has to pass on your own data. It only goes live after it passes them, and a person approves its work. Half is due at kickoff and half at go-live. Builds are scoped to go live in two to six weeks.
See your pipeline before you pay for it.
Tell us a metro and a trade. Within 48 hours we send 25 owner-run shops from the state license records there, with an active license, the owner's name and a link to each shop's Google reviews. No cost, no obligation, and we sign your NDA first if you want one.