Full System Assessments for Service Businesses

Your System Is Either Making You Money - Or Leaking It.

ConvertIQ helps contractors evaluate, streamline, and optimize their entire tech stack - from website development and design to CRM installations to estimating and automation - so nothing falls through the cracks.

Most companies don't need more tools. They just need the right tools to start.

Who We Work With

We specialize in home service businesses including:

  • Roofing Companies

  • Flooring Companies

  • Remodeling Companies

  • General Contractors

  • Exterior & Restoration Contractors

  • And more!

The Problem We See

By 2026, the average contractor uses 6-12 different software tools. But most are:

  • Poorly connected

  • Not used to their full potential

  • Duplicating work

  • Causing missed customers

  • Creating admin overload

The result? Customers leave cold. Follow-ups don't happen. Estimates stall. Revenue leaks.

The Most Common Contractor Software Stacks in 2026

Estimating & Sales Tools

CompanCam

EagleView

Hover

Xactimate

Automation & Integrations
CRM & Project Management

JobNimbus

AccuLynx

Buildertrend

ServiceTitan

HubSpot

GoHighLevel

Zapier

Make

HubSpot Workflows

GoHighLevel automations

Marketing & Lead Source

Google Ads

Meta Ads

Angi

HomeAdvisor

Thumbtack

What ConvertIQ Does

We perform a full Software & Revenue Workflow Assessment

  • Website design & SEO assessment

  • CRM Configuration review

  • Lead routing analysis

  • Follow-up automation audit

  • Sales pipeline structure

  • Reporting visibility

  • Integration gaps

  • Redundant tool elimination

We map your current workflow from:

Lead comes in → Contacted → Estimated → Closed → Scheduled → Completed → Review requested

We find the problems, fix them, and jump on opportunities.

Our Approach

A tall stack of shiny gold coins.
A tall stack of shiny gold coins.
Step 2: Finding The System Leaks
Step 3: Automation & Integration Plan

You can either:

Have your team implement

OR

Have us build and optimize it

Step 1: Full Systems Audit
Step 4: Implementation Roadmap

Why This Matters In 2026

Contractors using proper systems:

  • Close faster

  • Reduce admin labor

  • Increase response speed

  • Track ROI clearly

  • Scale with less chaos

Those who don't:

  • Rely on manual processes

  • Miss opportunities

  • Over hire admin support

  • Struggle to see what's wrong

  • Complete chaos

a couple of people that are on a roof
a couple of people that are on a roof
man in yellow shirt and blue denim jeans jumping on brown wooden railings under blue and
man in yellow shirt and blue denim jeans jumping on brown wooden railings under blue and
man in black t-shirt and pants sitting on floor
man in black t-shirt and pants sitting on floor
man standing infront of miter saw
man standing infront of miter saw
Man wearing respirator and apron working in workshop.
Man wearing respirator and apron working in workshop.
A contractor shaking hands with a client outside a home, symbolizing successful lead conversion supported by leadcraft agency.
A contractor shaking hands with a client outside a home, symbolizing successful lead conversion supported by leadcraft agency.

Ready To See What's Possible?