Systems for Chimney Sweeps

Centralized Systems for Chimney Sweeps and Masonry Teams

Chimney companies earn their income through annual sweeps, Level 2 inspections, and high-ticket masonry repairs. Profit often leaks through unconfirmed appointments, forgotten follow-ups on repair estimates, and the failure to capture recurring seasonal maintenance.

Home Services

  • Missed Call Text Back
  • Annual Sweep Reactivation
  • Level 2 Report Portals
  • Masonry Estimate Follow-Up
  • Pre-Arrival Texting

Also for: Chimney Sweeps

How the business actually works

How the work flows, start to finish.

  1. 01

    Inquiry

    A homeowner requests an inspection or sweep during the peak burning season.

  2. 02

    Triaging

    Determining if the request is a routine cleaning, a real estate inspection, or an active leak.

  3. 03

    Scheduling

    Dispatching a certified sweep to the property based on equipment availability and location.

  4. 04

    Inspection

    Documenting flue conditions, creosote levels, and damper functionality on site.

  5. 05

    Estimating

    Building a scope for necessary repairs like tuckpointing, crown work, or flue relining.

  6. 06

    Execution

    Performing the sweep and masonry work while maintaining clean interior workspaces.

  7. 07

    Compliance

    Providing the final safety report and photo documentation for the client and their insurance.

  8. 08

    Recall

    Setting the automated reminder for the next annual safety inspection.

Where it leaks

Common problems for chimney companies.

01

Seasonal Bottlenecks

Office staff are overwhelmed by phone calls as soon as the first freeze happens. Without an automated intake system, dozens of leads go to voicemail and eventually hire the next available sweep.

02

Stalled Masonry Quotes

Large repair estimates for chimney rebuilds often sit in limbo after the initial inspection. Many owners fail to follow up on these high-margin opportunities because they are focused on the daily sweep volume.

03

Report Delivery Delays

Clients and real estate agents need inspection reports quickly to close deals or secure insurance. Manual data entry and emailing photos takes hours away from billable field work.

04

High No-Show Rates

When a sweep drives to a remote property and the homeowner forgot the appointment, the fuel and labor costs are lost. Without multi-channel reminders, the schedule remains fragile.

05

Fragmented Customer History

Technicians often arrive without knowing the flue size or history of previous repairs at a property. This lack of data causes delays in getting the right parts or liners to the job site.

What LATTICE can build

Systems built around how you work.

Missed Call Text Back

Ensures every homeowner gets an immediate response even when the crew is on a roof or in a crawlspace.

Annual Sweep Reactivation

Automatically messages last year's clients during the summer or early fall to book their annual maintenance before the rush.

Level 2 Report Portals

Provides a secure link where clients can view inspection photos, videos of the flue, and safety recommendations in one place.

Masonry Estimate Follow-Up

Sequences automated emails and texts to homeowners who have received a repair quote but have not yet scheduled the work.

Pre-Arrival Texting

Notifies the customer when the sweep is en route, including a photo of the technician for security and professional presence.

Digital Deposit Collection

Requires a deposit for major relining or masonry projects at the time of booking to secure the schedule.

Hearth Care Memberships

Manages recurring billing for customers who want priority scheduling and annual safety checks every spring.

Example systems

What it looks like in practice.

Fall Rush Automation

  1. 1Homeowner calls and leaves a voicemail regarding a smoky fireplace.
  2. 2System sends an immediate text with a link to upload photos of the chimney.
  3. 3Internal notification alerts the dispatcher to review the photos and send a booking link.

Inspection to Repair Pipeline

  1. 1Sweep marks a flue as unsafe during a routine cleaning.
  2. 2System triggers a repair estimate to be sent via SMS and email.
  3. 3Automated follow-ups occur on day 2, 7, and 14 until the homeowner approves the masonry work.

Post-Service Review Capture

  1. 1Technician marks the job as complete in the portal.
  2. 2A thank you message is sent with the final inspection report attached.
  3. 3A request for a Google review is sent two hours after the technician leaves the site.

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Questions from chimney companies

How can I handle the massive influx of calls in October?

We use AI receptionists and automated chat to filter routine sweep requests from emergency repairs. This allows your office staff to focus on high-value masonry scheduling while the simple jobs book themselves.

Can the system help me sell more chimney liners?

Yes, by automating the follow-up on failed inspections. If a technician notes a cracked flue tile, the system ensures the homeowner receives the liner quote and educational content until a decision is made.

Will this work for both sweeps and masonry crews?

The platform is built to handle different service types. You can have separate workflows for quick maintenance visits and long-term restoration projects that require progress payments.

Can I send photos through the system?

Visual proof is critical in this industry. You can collect photos from homeowners for remote quoting and send inspection photos to clients to justify necessary repairs.

How do I stop losing clients to the competition every year?

Most homeowners forget who swept their chimney last year. Our automated recall campaigns put your brand in front of them every spring, long before they start thinking about their fireplace.