Industry Solution
Vantage for
Home Services
HVAC, roofing, plumbing, pest control, solar installation — Vantage routes leads to the right technician, coaches on upsells, and tracks every dollar from lead to paid invoice.
Home Services, End to End
Geo-Intelligent Lead Routing
Route leads by ZIP code, service area, technician availability, and job type. No lead sits uncontacted.
AI Estimate Coaching
Coach prompts advisors on upsell opportunities, warranty add-ons, and financing options during the estimate call.
Inbound Call Capture
Every inbound call logged, recorded, and linked to a contact with auto-populated source tracking.
Multi-Service Contact Records
Full history of services, estimates, and interactions per address — so every callback starts with context.
Job-Based Commission Tracking
Commission calculated per job, per technician, per service type — automated end-to-end.
Revenue Forecasting
Pipeline by service line, seasonal demand curves, and conversion by lead source — all in real time.
Built for Field-to-Close Operations
Personalized demo in 5 minutes — set up for your service area, job types, and comp structure.