Supporting the Entire Sales Pipeline with Smart Communication
SupportCrewe’s Customer Service team ensures that every lead, prospect, and client receives timely, professional, and informed support from day one. Whether it’s a homeowner requesting an estimate or a commercial developer seeking a bid package, our team keeps your pipeline moving.
We power your customer experience through CRM, Helpdesk, and communication tools — logging interactions, managing tasks, and aligning departments across the business.
Want to better understand how customer service fuels contractor growth? Read this guide on the importance of great customer support in home services.
Key Services We Provide
📥 Lead Intake & CRM Updates
Capture and log leads from platforms, web forms, and referrals
Assign CRM tasks to the right team with urgency and source tracking
Keep deal stages, notes, and contacts updated across the sales cycle
🤝 Client Onboarding & Estimation Setup
Qualify leads for online or onsite estimates
Schedule estimation visits and prep project files
Handoff approved opportunities to the Project Management team
📝 Quote & Bid Package Coordination
Track bid timelines and quote status in Odoo
Prepare estimate documentation for review
Collect approved quote signatures and deposits
📡 Lead Platform Management
Maintain active listings on platforms like Google, Yelp, Angi, and Pro Referral
Update business details, lead status, and contact preferences
Turn leads on or off depending on project volume and availability
🧮 Commercial Takeoffs & Bid Support
Extract scope from uploaded blueprints and bid invites
Assist with material takeoffs and labor estimates for commercial jobs
Log takeoff details and organize files in shared folders for internal team access and bid tracking
📞 Communication & Helpdesk Coverage
Offer live phone, email, and chat support daily (9am–7pm EST), with 24/7 message handling and emergency call routing after hours
Route technical issues or escalations to Admin, Project, or Marketing
Maintain full communication logs and case notes in Odoo
Estimations & Client Onboarding
Takeoffs & Estimating Commercial Projects
SupportCrewe’s Customer Service team manages the full commercial bid process, from reviewing plans to submitting proposals and follow-ups.
- Review scope, plans, and specs
- Perform quantity takeoffs and estimate pricing
- Submit bid packages and handle follow-ups
Project Management is engaged only after the bid is awarded.
Guiding Clients Through Preconstruction Success
Your Client Support Specialist leads the early relationship:
- Qualifies leads and updates CRM
- Sets expectations and collects documents
- Guides clients through onboarding to project-ready status
- Handles lead intake, qualification, and CRM task creation
- Walks clients through expectations and onboarding paperwork
- Acts as the main point of contact until project kickoff
Elevating Your Client Experience
Creating Trust Through the Client Experience
We don’t just process leads — we build lasting relationships. The SupportCrewe team ensures each client feels heard, supported, and respected from the very first interaction. By maintaining proactive communication and follow-through, we help turn estimates into engagement and build long-term trust.
Want to learn more about what clients expect today? Explore this guide from Forbes on elevating the client experience.
🔗 Fully Integrated with the SupportCrewe Ecosystem
Our Customer Service team works hand-in-hand with:
- Admin Support for document compliance, business registration, and intake forms
- Project Management for scheduling, status updates, and COI requests
- Marketing Support for platform reputation, social media content, SEO integration, email follow-ups, and branded client messaging
Our Services
🧲 Why Contractors Choose SupportCrewe Customer Service
- Fast response times keep leads from going cold
- Every conversation is logged and visible across departments
- Seamless transitions from estimate to active job
- Unified system through Odoo for communication, quoting, and follow-up
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❓ Frequently Asked Questions (FAQ)
We offer live support daily from 9am–7pm EST, with 24/7 message handling and after-hours emergency routing.
Yes. We update statuses, manage lead flow, and turn platforms on or off as needed.
Yes. We manage plan reviews, complete takeoffs, estimate pricing, and submit full bid packages.
Customer Service handles takeoffs, pricing, proposal prep, and bid follow-up. Project Management is only engaged once the job is won.
We manage all scheduling updates and route emergencies directly to the on-call Client Support Specialist.