Blank workbook
Start clean with your own customers, jobs, invoices, and reminders.
Contractor follow-up tracker
Stop losing jobs because nobody followed up.
Local Service Follow-Up OS is an Excel workbook and document kit for contractors and home service teams that need a better way to manage leads, estimates, invoice reminders, reviews, and repeat maintenance.
Daily queue
Know who needs a call, email, text, or invoice reminder today.
Quote recovery
Keep sent estimates alive with clear follow-up stages and dates.
Repeat work
Book seasonal maintenance before customers forget they need it.
What you get
A real office system, not a blank spreadsheet.
Example workbook
Reference a filled version so your team understands how the system should look.
User guide PDF
Setup instructions, daily workflow, weekly sweep, AI prompts, and license notes.
Editable scripts
Email and SMS scripts you can edit for your own voice and services.
Built for
Home service businesses that send estimates.
- HVAC companies following up on replacement and repair estimates.
- Plumbers and electricians managing quote callbacks and job reminders.
- Landscapers and cleaners turning one-time work into recurring maintenance.
- Handyman businesses that need a simple system without a full CRM.
Launch price
$49 one-time purchase.
Includes the blank workbook, example workbook, user guide PDF, scripts PDF, editable scripts DOCX, and business-use license. Checkout is opening as soon as payment approval finishes.
Local Service Follow-Up OS
Join the checklist list and we will send the launch link when checkout is live. The free checklist gives you the daily rhythm while the full workbook opens.
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