The CRM Your Crew Will Actually Open
WeekendCRM is our white-labelled build of GoHighLevel, set up around how a home service contractor really runs jobs. Pipelines that match your work, automations that chase the estimate you already paid to win, and every customer's history in one place. A CRM nobody updates is just an expensive spreadsheet, so we build one your team will use.
Book a Walkthroughis Legacy Sales Engineering's white-labelled build of GoHighLevel, set up for home service contractors in HVAC, chimney, flooring, gutters, power washing, and commercial cleaning. It holds your pipelines, automations, calendars, forms, and reporting in one place, so every call, estimate, and booked job lives on the customer record instead of in somebody's text thread.
What does a contractor's CRM have to do?
Not much, and it has to do it every single day without anyone thinking about it. When the phone rings, the caller needs to land somewhere you can find them again. When your tech writes a number on the back of a business card, that number needs to become an estimate with a date on it. When the job is done, the customer needs to hear from you again before they forget your company name.
Most contractor software fails that plain list because it was built for somebody else. For a software company with a sales team, or a real estate office, or a small business that never sends a truck anywhere. You bend your day around the tool instead of the tool fitting your day, and after about six weeks everybody quietly goes back to texting. Shawn Derrick has spent 25 years in sales, and what he keeps finding in the trades is not a lack of leads. It is a lack of anywhere for those leads to live.
Why does the CRM you pay for sit unopened?
A CRM nobody updates is an expensive spreadsheet. That is the whole problem in one line. You bought it, you paid for the setup, somebody built a few pipelines during a two hour onboarding call, and now your service manager keeps a paper list because the paper list is faster.
It is faster because the software asks for eleven fields when the job needs four. Because the app takes nine seconds to load on a phone in an attic. Because nobody on your crew was in the room when it was configured, so it reflects a stranger's idea of your business.
We build WeekendCRM the other way around. Fewer required fields, larger tap targets, and stages named with the words your dispatcher already says out loud. If your team calls it a rough-in, the stage says rough-in.
The measure of a CRM is not how many features it has. It is whether the person holding a phone in a driveway at 4:40 on a Friday will open it. Everything we set up gets judged against that one question, and anything that fails it comes back out.
Do your stages match how a job moves?
A job in the trades moves through a short and stubborn sequence. Somebody calls. You go look, or you gather enough on the phone to price it. You send a number. They say yes, or they go quiet. You put a truck on the calendar. You do the work. Then you follow up, because that customer has a second system, a neighbor, and a review to leave.
So the board reads: call, estimate, quoted, scheduled, done, follow up. Six stages a new hire learns in one morning. Every card sits in exactly one of them, and a glance tells you where the week is heavy and where it is thin. Run several trades or several crews out of one office and you get more than one board, because a chimney sweep and a commercial cleaning contract do not move at the same speed.
Then the board starts working on its own
A card sitting in quoted for four days raises its hand. A card that hits scheduled fires the confirmation and puts the job on the right calendar. A card that lands in done starts the review request. You are not remembering any of this. The board is.
What do you get inside WeekendCRM?
- Pipelines. Boards built to your stages, one per trade or per crew where that makes sense.
- Automations. The reminders, confirmations, follow ups, and internal alerts that used to depend on somebody remembering.
- Calendars. Booking that reflects your real availability and your real hours, Monday through Saturday, 9am to 8pm.
- Forms. Intake that captures what you need in order to price the work, not a wall of questions that scares people off.
- Reporting. Where the work came from, what is stuck, and what closed. Plain numbers you can read in a minute.
None of that is unusual on a feature list. Every platform on the market claims the same six words. The difference is who does the configuring and how long they stay.
We build it, we name the stages, we write the automations in your voice, and we keep adjusting after launch when your season changes or you add a crew. The CRM is one piece of The Full Stack, so it sits alongside your lead engagement, your AI voice receptionist and chatbots, your managed business phones, and your reputation management. A call answered by the receptionist becomes a card on the board without anyone retyping a name.
Where do your estimates go to die?
Ask most contractors what happens to a quote that never gets an answer, and the honest reply is nothing. It was sent. The customer did not reply. Everybody moved on to the next thing, and a job you already paid to win, already drove to, already measured and priced, evaporated because no one touched it again.
That is the most expensive habit in the trades and the cheapest one to fix. In WeekendCRM a quote that goes quiet is not forgotten, it is scheduled. The customer hears from you again on a rhythm you set, in your words, and your office sees a list every morning of the quotes that need a human voice today.
Texting, done the way it has to be done
Where those touches happen by text message, consent language sits on the form the customer filled out, and every recipient can reply STOP to opt out. We set that up properly because it is required. What we will not do is promise you that any message service delivers every message, because nobody can honestly promise that.
What does the next tech see at the house?
Right now, on most jobs, an address. Everything else lives in the head of whoever went last time, and if that person left the company in March, it is gone. So the tech knocks, asks questions the customer already answered two years ago, and the customer decides your company is disorganized before anyone opens a toolbox.
Job history on the customer record fixes that without adding paperwork. The last visit, what was found, what was replaced, what was recommended and declined, and the photos from the crawlspace or the roof or the flue. It takes thirty seconds to read and it changes the first two minutes of the appointment.
It also changes what you can sell
A repair a customer declined last spring is not a dead item, it is a warm quote with a date on it. When the season turns, that list is a call sheet. Sell that way and you are not pushing anything, you are following up on something the customer already knows they need, which is what Stop Selling, Start Solving means in practice.
Photos matter more than people expect. They settle disputes, they support a quote, and they let an owner check work without driving across the county.
Do you own your customer list, or rent it?
If the only place your customers exist is inside a lead marketplace account, you do not have a customer list. You have a subscription. The day you stop paying, the names stop being reachable, and the company you have been buying from still has every one of them. That is a hard thing to find out in year seven.
Your list is the most valuable asset a home service business owns, and it is the one most contractors never take possession of. Every person who has ever paid you, every address you have serviced, every quote that did not close, every number that came in off a truck wrap. Held by you, exported by you, and usable next February when you run a maintenance push.
Your list, built as you work
WeekendCRM is where it lives, assembled from the calls, forms, and jobs you are already doing. We did the complete rebrand for Always Fire and Gas, formerly Always A Sweep, so we have seen up close what a real customer database is worth when a contractor changes names and keeps every relationship intact.
How do we get you onto WeekendCRM?
Three steps, and you are only responsible for the first one.
Show us how a job moves
We walk one real job with you, from the ring of the phone to the paid invoice. What gets asked, who touches it, where it stalls, and what your team already calls each step. This is where Solution Based Questions do the work, because the build is only as good as what we understand about your day.
We build it and load your list
Pipelines, automations, calendars, forms, and reporting configured to that walkthrough, with your existing customers and quotes brought in from wherever they live now. You review the board before anybody goes near it.
Your crew runs it, and we keep tuning
We train the people who will use it, in the field, on their own phones. Then we stay on it. Stages get renamed, automations get rewritten, and new trades get their own board as your business changes shape.
What if all I have is a whiteboard?
Then you are exactly who this is built for. Almost nobody arrives with clean data. They arrive with a whiteboard in the shop, a spreadsheet somebody started in 2019, a folder of paper estimates, and eleven thousand text messages. We take what is usable, clean it, and bring it in, and we will not pretend a migration is instant or name a date before we have seen your files.
What another year on the whiteboard costs
Quotes nobody chased. Repeat customers who called somebody else because they could not find your number. A tech who left and took the only record of forty properties with him. A busy season you cannot staff for because you have no honest read on what is coming. None of that shows up as a line on your books, which is precisely why it keeps happening.
What the other version looks like
One board, current, that your whole team opens without being asked. Every quote followed up whether or not anyone remembers. Every customer with a history attached. A list you own outright. WeekendCRM comes as part of The Full Stack at $4,995 per month on a 12-month agreement that renews for a further 12 months. We onboard two new clients a month, so there is a waitlist.
What if all I have is a whiteboard?
Then you are exactly who this is built for. Almost nobody arrives with clean data. They arrive with a whiteboard in the shop, a spreadsheet somebody started in 2019, a folder of paper estimates, and eleven thousand text messages. We take what is usable, clean it, and bring it in, and we will not pretend a migration is instant or name a date before we have seen your files.
What another year on the whiteboard costs
Quotes nobody chased. Repeat customers who called somebody else because they could not find your number. A tech who left and took the only record of forty properties with him. A busy season you cannot staff for because you have no honest read on what is coming. None of that shows up as a line on your books, which is precisely why it keeps happening.
What the other version looks like
One board, current, that your whole team opens without being asked. Every quote followed up whether or not anyone remembers. Every customer with a history attached. A list you own outright. WeekendCRM comes as part of The Full Stack at $4,995 per month on a 12-month agreement that renews for a further 12 months. We onboard two new clients a month, so there is a waitlist.
Questions contractors ask about WeekendCRM
What is WeekendCRM?
WeekendCRM is Legacy Sales Engineering's CRM for home service contractors. It is our white-labelled build of GoHighLevel, configured around how a contractor actually runs jobs, and it covers pipelines, automations, calendars, forms, and reporting in one place.
Is WeekendCRM just GoHighLevel?
It is built on GoHighLevel and white-labelled by us, and we will always tell you that plainly. What you are paying for is not the platform, it is the build: the stages, the automations, the forms, the training, and the ongoing changes as your business shifts.
How much does a CRM cost for a contractor?
WeekendCRM is included in The Full Stack, which is $4,995 per month on a 12-month agreement that renews for a further 12 months. We do not publish a standalone CRM price. Because we only onboard two new clients per month, there is a waitlist.
Will my techs actually use a CRM?
They will use one that matches how they already work and does not ask for information they do not have in the field. That is why we build to your stages and your language instead of shipping a template. We train your crew on their own phones, and we keep adjusting anything that slows them down.
Can you move my customers over from spreadsheets and text messages?
Yes. Most contractors come to us with a mix of spreadsheets, paper estimates, a whiteboard, and years of texts. We take what is usable, clean it up, and load it into your pipelines. We will not quote you a migration timeline until we have seen what you have.
Does WeekendCRM text my customers?
It can, and when it does, the consent language sits on the form the customer completed and every recipient can reply STOP to opt out. We set texting up to follow those rules. We do not make promises about message deliverability, because no provider can honestly guarantee it.
Ready to get your jobs onto one board?
Bring us one real job and we will walk it with you, from the ring of the phone to the paid invoice. You will see where it stalls before you ever commit to anything. Legacy Sales Engineering is Derrick Ventures LLC, run by Shawn Derrick out of Hawthorne and Ocala in North Central Florida, working with home service contractors across the United States.
Call (352) 612-3327, email service@liftinglegacies.com, or reach us Monday through Saturday, 9am to 8pm. You can also see everything we run together on The Full Stack or browse the rest of our services.