Custom Systems
Join up the full lead-to-booking process.
Custom Systems is for growing firms that need the full sales path fitted around the way the team actually works.
Custom Systems
Custom monthly support + setup
Scoped around team size, routing, booking steps, integrations, and rollout stages.
Best for
Best for firms that have moved beyond one owner handling everything and now need the process built around the team.
What is going wrong now
The issue is no longer just one missed lead or one slow quote. It is that the full path from lead to booking feels messy across people, handoff, alerts, and next steps.
What you get
Join up the full sales and booking process.
Starting point
Best when the problem sits across the team, not just in one missed lead or slow quote.
Included
What is included in Custom Systems.
- Everything in Convert
- Tailored process design
- Deeper integrations
- Team alerts and routing
- Booking steps and deposit prompts
- Phased rollout
Not included
What stays out of scope.
- Unlimited development
- Open-ended consulting outside scope
How it works
A practical setup, not another software headache.
A growing maintenance or fitting business moves from scattered handoff and manual coordination to a clearer sales and booking setup with staged routing and agreed next steps.
Typical Custom Systems setup
A growing maintenance or fitting business moves from scattered handoff and manual coordination to a clearer sales and booking setup with staged routing and agreed next steps.
Map the current sales path and find the handoff points causing friction.
Design the routing, alerts, steps, and integrations the business actually needs.
Roll it out in stages so the team gets a more joined-up setup without chaos.
Best fit trades
Where Custom Systems tends to fit best.
These are the kinds of trade businesses where this package usually makes the most sense first.
Kitchen and bathroom fitters
Useful when survey booking, higher-value quotes, and customer handoff need more structure.
Property maintenance businesses
A strong fit when jobs need internal routing, team alerts, and clearer next steps.
Electrical or plumbing firms with office support
Works when leads move across owner, admin, estimator, or engineer and the handoff is messy.
Multi-service trade firms
Helpful when lead questions, booking, deposits, or job routing need to be built around several steps.
What this helps you do
Why people choose this package first.
- Cleaner handoff across the team so fewer jobs stall between steps.
- A more professional sales path for higher-value work.
- A tailored setup that still stays inside clear scope.
Request a Demo Call
If sales, handoff, booking, or routing are messy across the team, Custom Systems is the right conversation.
Request a short call and we will show you where work is being lost, where admin is slowing sales down, and whether Custom Systems is the right first move.