The business may have enough work coming in, but not enough structure around response and follow-up to capture it consistently.
The workflow to build
A textback and intake workflow can capture service type, location, urgency, and contact details before the lead moves on.
Where automation helps
Every sent estimate should have a next action, owner, due date, and close-out rule.
What to measure
Scheduling reminders, job completion, invoice nudges, and review requests can run from job status.
What not to automate
Open leads, open estimates, scheduled jobs, overdue invoices, and review status should be visible without asking around.