Systems for Remodelers
Remodeling firms make money through high-ticket residential contracts that require meticulous coordination of trades and materials. Revenue tends to slip through during the pre-construction phase when lead follow-up stalls or during production when change orders are not documented and billed in real-time.
Home Services
Also for: Remodeling Companies, Home Remodelers
How the business actually works
Inquiry
Capturing homeowner details and project scope through automated intake forms.
Consultation
Scheduling site visits and design meetings with automated calendar reminders.
Estimating
Delivering detailed line-item proposals for client review and digital signature.
Deposit
Collecting initial mobilization funds to secure a spot on the production schedule.
Production
Keeping the homeowner informed with milestone updates and daily progress logs.
Closeout
Completing the final walkthrough and securing formal sign-off on the punch list.
Warranty
Managing post-completion check-ins and long-term relationship maintenance.
Where it leaks
Homeowners often feel anxious when they do not hear from their contractor for several days. Managing updates across text, email, and phone calls leads to missed details and project delays.
Verbal agreements on-site for additional work frequently go unbilled. Without a system to document and approve changes instantly, your margin erodes as labor and material costs rise.
High-value prospects often reach out to multiple firms simultaneously. If you are on a job site and cannot respond to a new inquiry immediately, they will likely book with a competitor.
Remodeling relies heavily on word-of-mouth, yet most owners forget to ask for a review once the project ends. This lack of a formal feedback loop prevents steady organic growth.
Subcontractors and material deliveries must be perfectly timed to avoid downtime. Poor coordination results in empty job sites and extended timelines that frustrate clients.
What LATTICE can build
Instantly sends a professional text to potential clients when you are unable to answer, capturing their project details immediately.
Provides homeowners with a dedicated space to view their contract, project schedule, and selection choices.
Triggers a digital approval form for any deviations from the original scope, ensuring all extra work is documented and paid.
Sends automated SMS updates when specific phases, like rough-in or drywall, are completed to keep clients at ease.
Nudges clients to finalize their finishes, tile, or fixtures so procurement does not delay the production schedule.
Automatically solicits a photo-rich review and testimonial once the final payment is processed and the punch list is clear.
Reaches out to past clients for seasonal maintenance or new phases of work like bathroom upgrades or kitchen refreshes.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system centralizes communication and schedules so you can provide clear timelines to your trades. While it focuses on the client experience, having a documented schedule prevents the double-booking of subs and ensures materials are ready for them.
Yes, the workflows are customizable. You can set up a simplified path for quick handyman-style tasks and a more robust, multi-stage automation for full-scale home additions or kitchen gut renovations.
LATTICE acts as the communication and client management layer. It handles the front-end lead capture and the back-end relationship, while allowing you to attach detailed technical estimates from your preferred construction tools.
Clients are given a secure link to a personal portal where they can see their documents, upcoming milestones, and a history of their project communication. This reduces the number of 'status update' phone calls you receive.
You can update the project dates in one place, and the system can automatically notify the client of the change. This maintains transparency and manages expectations without requiring a long manual email.