Sample plan · fictional clientDraft plan for Ridgeline Heating & Air
Turn website visits into booked jobs
A fast site that books service directly, a quote form that collects the details before anyone calls back, an emailed review request after every job, and one simple list of every job, all from Sam's phone.
Your part in this draft
- 1Pick a design2 directions
- 2Mark what matters8 features
- 3Answer two questionsQuick ones
- 4Tap doneWe send the final plan
Everything saves as you tap. Try it: nothing here leaves your browser.
What changes for you
The website is basically a phone number
Customers book a time window themselves, day or night
Quote requests start with a game of twenty questions
A short form collects the system, the problem and photos up front
Reviews happen by luck
Every finished job gets the same review request by email
Pick a direction
Early homepage mockups, desktop and phone. Flip between them and react to each. The favorite gets refined on a private preview link; you can also mix and match.
Truck-side bold
Charcoal and safety orange with big, blocky type, the van front and center, and a Call Now bar that follows you down the page on a phone. Matches the trucks and reads instantly.
How it works, on a phone
The moments that matter most, drawn the way your customers and team will see them.
Furnace repair
8–10 am
10–12 · 1 left
1–3 pm
3–5 pm · Full
Book Tue 1–3 pm
Booking a visit
Customers pick a time window Sam controls, then get an email confirmation and a reminder the day before.
New system quote
Tell us about your home
Current system
Gas furnace, ~18 years old
Home size
About 2,000 sq ft
Photos
2 attached
Next
The quote request
A short form on the install page gets the details and photos first, so Sam's callback starts with a real answer.
Today
Furnace, no heat
Booked1:00 pm · Mike
AC tune-up
On siteOn site · Luis
Thermostat install
DoneReview request sent
New system quote
NewPhotos attached
Today's jobs
Bookings, quote requests and jobs in one list on Sam's phone, from new to invoiced. Review requests go out by email when a job is marked done.
What matters most to you?
Mark each piece Must have or Skip for now. The final plan is built around your must-haves; skipped items aren't lost, just set aside.
Website
Service pages
Repair, install, tune-ups, each with its own page
Town pages
One page per town served, so you show up in local searches
Catching leads
Online booking
Time windows Sam controls, with email confirmations and reminders
Quote request form
System, problem and photos collected up front
Review requests
An email asking for a Google review after each job
Running the day
Job list
Every booking, quote request and job, with notes and photos
New-booking alerts
An email to Sam the moment a job is booked
Customer history
Past visits and equipment for every address
How we get there
We do the building. Here's everything you're needed for, start to finish.
- 01
Approve and pick a design
Building starts the same day.
Your part: One email
- 02
We build on a private preview
Site, booking, quote form and job list.
Your part: Send 10–20 job photos
- 03
Check the pages
We write everything; you flag what's wrong.
Your part: One read-through
- 04
Setup call
Accounts move into Sam's name and calendars connect.
Your part: One call, together
- 05
Launch
Live, listed on Google, booking switched on.
Your part: A test booking
- 06
Training
A walkthrough on Sam's phone and a one-page guide.
Your part: One walkthrough
Good to know
Rules we build around for home services websites
Research to support your own review, not legal advice. You approve everything that goes live.
Contractor license
- Why it matters
- Many states require the license number on advertising
- How the build handles it
- License number in the footer of every page
Google review policy
- Why it matters
- Google bans paying for or filtering reviews
- How the build handles it
- Every customer gets the same request, no incentives
Email marketing
- Why it matters
- Promotional emails need a real postal address and a working unsubscribe
- How the build handles it
- Both in every promotional email; job emails stay about the job
Accessibility
- Why it matters
- ADA claims against small business sites are common
- How the build handles it
- Built to WCAG 2.2 AA with an accessibility statement
| Rule | Why it matters | How the build handles it |
|---|---|---|
| Contractor license | Many states require the license number on advertising | License number in the footer of every page |
| Google review policy | Google bans paying for or filtering reviews | Every customer gets the same request, no incentives |
| Email marketing | Promotional emails need a real postal address and a working unsubscribe | Both in every promotional email; job emails stay about the job |
| Accessibility | ADA claims against small business sites are common | Built to WCAG 2.2 AA with an accessibility statement |
What you'll pay providers each month
Every account is in your name and you pay providers directly. Estimates of provider charges, not our fees.
Domain
- Est. cost
- ~$20/yr
Hosting
- Est. cost
- $20/mo
- Notes
- A business plan on Vercel
Database and email sending
- Est. cost
- $0 to start
- Notes
- Free tiers cover expected volume
| Account | Est. cost | Notes |
|---|---|---|
| Domain | ~$20/yr | |
| Hosting | $20/mo | A business plan on Vercel |
| Database and email sending | $0 to start | Free tiers cover expected volume |
Who owns what
You do. The domain, hosting, code, data and every login are in your name from the setup call on. When we hand off, our access is removed and everything keeps running without us.
Which towns do you want to show up in?
When are you busiest, and what do customers ask about most?
Ideas for later
Not part of this plan and not priced. Just tell us which sound useful, and we'll revisit them once things are running.
Comfort plan sign-ups
Customers join a tune-up plan online, with reminders each spring and fall
Quote follow-ups
A friendly email a few days after an install quote goes out
Tune-up reminders
An email when a system is due for its next checkup
Arrival-window emails
A heads-up with the tech's name and photo before each visit
All set?
On a real plan, this is where you’d let us know you’re finished. Within a few days you’d get the final plan, opening with a short “you said, so we changed” summary.
On a real plan, this lets Corey know you're finished.
What MAC Endeavors sees
Live, only in your browserNothing yet. Tap Love it or Not for me on anything above, or leave a note, and it shows up here the moment it saves.