Transforming a Family-Owned Home Service Business

Challenge

The company faced several challenges, including managing tasks manually across six different appointment types, fragmented communication with customers, and a lack of real-time visibility into operations.

With only 2–10 employees covering an expanding service area, these issues created inefficiencies and made it difficult to scale effectively.

Pain Points

The business was struggling with significant inefficiencies. Missed follow-ups increased by 60% due to manual tracking systems, while staff spent 5–6 hours each week on redundant communication tasks.

Poor operational oversight led to an estimated 15–25% revenue loss, and customer response times averaged 4–8 hours across service requests. As the team grew without proper project systems, productivity dropped by 20–30%, making it difficult to keep pace with demand.

Our Solution

SmartSuite:

• Automated task creation with dynamic checklist

• Unified CRM merging deals & projects into a single "Activity" view

• SMS automation with customizable templates

• Real-time dashboards for revenue & performance tracking

Key Results

75%

60%

90%

Reduction in taks creation time

Decrease in manual
data entry

Fewer missed appointments

40%

Faster employee onboarding

Bottom Line: Strategic automation that empowers traditional businesses to compete effectively while maintaining their unique value proposition.

Core Deliverables

• Task automation integrated with Google Calendar

• Comprehensive CRM Implementation

• Standard Operating Procedures (SOPs)

• Document management system

• Basic reporting dashboards

• Color-coded appointment system

• Apple Maps integration for navigation

• Multi-contact client profiles with guest access

• Single-line address entry for efficiency

• File & image uploads across all activities

• Video tutorials for sustainable adoption

Enhanced Features Delivered

Enabling Growth Without Losing the Personal Touch

Replicable Success

• Home service companies

• Construction & trades

• Field service & trades

• Small to medium family businesses

Operational Excellence

• Streamline workflows adaptable to future needs

• Real-time visibility for data-driven decisions

• Standardized processes maintain quality

• Automated communication preserving personal service

"Working with Proprium to build out our scheduling and deal-tracking software has been an absolute game-changer for our business. As a windows and doors company in Texas, we needed a system that could keep up with our fast-paced operations, and they delivered beyond expectations. They were responsive, thorough, and always approached the project with a positive attitude. What really stood out was their willingness to accommodate our specific needs and find solutions tailored to our workflow. Thanks to them, we're not missing any appointments and tracking every lead coming in efficiently."

- J.F., Project Manager

Client Testimonial