Sales & Growth

From first knock to signed agreement

A pipeline that tracks every lead to close, proposals that get e-signed on any device, follow-ups that chase themselves, and a field mode for teams that sell at the door.

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WebWork sales pipeline kanban board with leads in New, Contacted, and Proposal Sent stages, close probabilities, and assigned reps

Service companies rarely lose deals to competitors — they lose them to silence. The estimate that never went out, the proposal nobody followed up on, the “call me in spring” that no one called. WebWork treats sales as a pipeline with memory: every lead has a stage, a value, an owner, and a next step, and the system nags so your people don’t have to remember to.

When the answer is yes, the paperwork doesn’t slow it down. Proposals and agreements are generated from templates in seconds and e-signed on whatever screen is handy — the customer’s phone, their laptop, or the tech’s device right at the door. A won deal converts into a real customer with an agreement and a scheduled first visit, assigned to the salesperson who earned it.

A pipeline with memory

Every lead tracked from first contact to close — and visible on a map, so you sell where your trucks already are.

Sales pipeline

Leads, stages, values, and owners tracked from first contact to won or lost.

Automated follow-up cadences

Unanswered proposals chase themselves until they’re won or closed — no tickler file required.

Opportunity map

Prospects and revenue density overlaid on your service area — target neighborhoods with route density.

Lead notifications

New leads email the assigned salesperson the moment they land.

Close on any screen

The distance between “yes” and a signed agreement should be measured in seconds.

Proposals & e-signatures

Send a proposal and the customer signs on any device — legally captured with IP, timestamp, and consent.

Agreement templates

Standard contracts generated in seconds, branded to your company, stored on the account.

Field sales mode

Sales routes, lead capture, and on-site agreement signing in the mobile app — built for door-to-door teams.

Won deals become work

Converting a won lead creates the customer, the agreement, and the auto-booked first visit — assigned to the seller.

Grow the book you already have

The cheapest lead is a happy customer. WebWork turns finished work into reviews and repeat revenue.

Review requests

Completed-job emails invite happy customers to leave a review where it counts.

AI service recommendations

Upsell suggestions based on the property and its history.

Applause (Reviews & Tips)

Customers can tip great techs and leave reviews — recognition flows back to the crew.

Frequently asked questions

Does WebWork include e-signatures?

Yes — proposals and agreements are e-signed on any device, with the signature, IP, timestamp, and consent captured. Executed copies are stored on the customer account and available in the portal.

What happens when a lead is won?

Conversion creates the real customer record, the service agreement, and an auto-booked initial visit assigned to the salesperson who sold it — no re-keying.

Can my door-to-door team use it in the field?

Yes — field sales mode in the mobile app covers sales routes, lead capture at the door, and on-site agreement signing.

How do automated follow-ups work?

Unanswered proposals enter a follow-up cadence that keeps nudging on schedule until the deal is won or closed.

Is the sales pipeline included in every plan?

The sales pipeline is a module you can switch on per plan or à la carte — you never pay for modules you don’t use.

See it on your own data

Book a demo — we'll import your customers for free and walk your workflows.