TBI Solutions Service Package
Contractor Operations Systems
A complete digital operations stack for contractors and service businesses.
Best Fit
Contractors, home service businesses, field teams, local operators, and service companies that need better lead-to-job tracking.
Problem This Solves
Leads, estimates, jobs, customer updates, and marketing often live in disconnected tools or manual notes.
What’s Included
Start This Package
Tell us about your business, timeline, and budget range.
Request Consultation Contact TBISubservice Definitions
How This Package Works in Practice
These service areas define how TBI Solutions can manage support, documentation, issue tracking, and monthly visibility for this package.
Estimate Intake
Definition: Estimate intake captures the job request, customer information, site details, service category, photos/files, and urgency.
How it works: TBI builds forms and backend records that move inquiries into a review queue instead of leaving them scattered across calls, texts, and emails.
Managed output: Structured estimate requests, lead records, customer details, and review-ready intake notes.
Quote Workflow
Definition: Quote workflow helps convert estimate requests into scoped proposals, pricing options, and customer-facing quote documents.
How it works: TBI maps services, line items, labor, materials, recurring options, approval steps, and quote status tracking.
Managed output: Quote records, proposal drafts, pricing summaries, and customer follow-up actions.
Job Tracking
Definition: Job tracking gives the contractor visibility from approved work to scheduling, execution, completion, and follow-up.
How it works: TBI creates status stages, job notes, assignments, due dates, completion records, and activity history.
Managed output: Job pipeline, task history, status visibility, and completion notes.
Customer Support Workflow
Definition: Customer support workflow organizes questions, issues, callbacks, warranty items, and post-job follow-up.
How it works: TBI routes customer messages into support records, assigns ownership, tracks status, and documents resolutions.
Managed output: Support queue, customer history, resolution notes, and follow-up reminders.
Marketing Content System
Definition: A marketing content system turns completed jobs, service categories, FAQs, and seasonal needs into repeatable promotional content.
How it works: TBI builds content workflows for posts, service pages, email updates, case studies, and lead magnets.
Managed output: Content calendar, service copy, campaign ideas, and publish-ready assets.
Monthly Management Support
Definition: Monthly management support keeps the contractor platform reviewed, updated, and aligned with business goals.
How it works: TBI reviews leads, jobs, support issues, marketing output, and operational bottlenecks on a recurring basis.
Managed output: Monthly report, improvement list, priority actions, and operational recommendations.