How HomeGuard Services Reduced Quote-to-Contract Time from 5 Days to Same-Day
About HomeGuard Services
HomeGuard Services provides comprehensive home maintenance including HVAC, plumbing, electrical, and handyman services for residential customers throughout the Denver metro area. With 22 technicians and a fleet of service vehicles, they complete over 300 service calls monthly.
The Challenge
Slow Proposal Process Losing Jobs to Competitors
When HomeGuard technicians identified additional work during service calls, the quote process was painfully slow. Technicians would note the work needed, return to the office, create a proposal, and email it to the customer. By the time customers received quotes, they'd often gotten competitive bids.
Large jobs requiring formal contracts were even worse. Proposals required office processing, contract preparation, and often in-person signatures. A simple bathroom remodel quote could take a week to close.
- Quote-to-contract taking 3-5 business days
- Customers getting competitive bids while waiting
- Technicians making multiple trips for paperwork
- No way to capture signatures in the field
- Large jobs lost to faster competitors
The Solution
Mobile Estimates and On-Site E-Signatures
HomeGuard deployed Formfy across their entire field team. Technicians create detailed estimates on their tablets during service calls. Customers review the proposal immediately and can sign on the spot to authorize work.
For larger projects, technicians send formal contracts for e-signature before leaving the property. Customers can sign immediately or within hours. The instant response means HomeGuard gets commitment before competitors even send their quotes.
Features Used
The Results
Same-Day Contracts, 50% Higher Close Rate
The transformation in sales velocity has been remarkable. Quote-to-contract time dropped from 5 days to same-day for most jobs. Technicians capture signatures on-site, and customers appreciate the convenience and professionalism.
The close rate on quoted work has increased 50%. When customers can review and approve immediately, they commit before the natural hesitation of shopping around. HomeGuard has become known for fast, professional service.
- Quote-to-contract reduced from 5 days to same-day
- 50% improvement in close rate on quotes
- Technicians closing jobs in the field
- Large projects contracted on first visit
- Recognized as most responsive contractor in market
Our technicians close jobs on-site now. They create the estimate, customer signs on the tablet, and we're scheduled before the competitor even sends their quote. We've gone from losing jobs to slow paperwork to being known as the fastest, most professional contractor in Denver.
Mike Thompson
Operations Manager at HomeGuard Services
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