What makes Proactive Home different? We focus on building successful partnerships between homeowners and service pros.
The partnership between a homeowner and service professional should last longer than a single gig. Ideally they last a lifetime, extend to neighbors and family, and are built on trust, respect, and quality. So we built something to help both sides of that partnership.
Scroll to check out some of the features of Proactive Home, and how they add value for both homeowners and service pros.
Manage Your Partnerships
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As a homeowner, you’ve already got a list. Companies that did a job. Your trusted tech. The person that comes year after year. Proactive Home gives you a simple tool to record and manage the list of your “crew” you already use.
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Your current client list is one of your most important assets. The customers that call on you time and again. The ones you have done great work for, who share your info and refer a friend. We’ll help you organize the list in a simple format, or integrate with the system you already use.
Connect Proactively
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You’re always looking for a reliable professional. Someone on the contact list you can call and know that a quality job will be done at a fair price. You can search online, but you’d rather ask a friend or neighbor you can trust. Proactive Home let’s you see who your contacts use and get referrals without cold calls and sales pitches.
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Getting new client is one of the most important, yet challenging, jobs a business owner has. And the way to do it is become more complicated and less reliable. Pay-per-leads, racing to call a prospect in minutes, and dealing with more dead-ends than you care to admit. You want referrals from clients you trust and you want to spend your time (and money) getting the job, not chasing it.
Handle An Emergency
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When the unexpected happens, It’s great if you already have someone to call. But often that’s not the case. It’s a scramble, searching reviews, asking around, and hoping it works out. With Proactive Home, you have the tools to make a more informed, immediate decision that you can feel good about when crisis hits.
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You’re there to help when people need your skills and expertise. And you’re more effective when you know what you’re walking into. The property and the people. The equipment details and service history. So Proactive Home gives you the tools to have the information you need to handle the emergency, whether with a client you know or someone new.
Get It Scheduled
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Managing calendars is complicated and time consuming. On top of work, activities, and everything else, trying to keep up with annual maintenance, recurring service, and getting someone on the books for one-off work is a major hassle. So Proactive Home works to make it as easy as possible. We coordinate directly with your service pros. We put all the annual service in one place, booked ahead of time without the back and forth. We make the one-off appointment easy, without asking you to check multiple calendars and coordinate it all yourself.
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Scheduling, rescheduling, miscommunication, chasing to get the next appointment on the books…all of it takes time and energy you shouldn’t have to give. Proactive Home can automatically coordinate and schedule recurring jobs, book annual maintenance checks, and eliminate the back and forth when trying to get something on both your and your client's calendars.
Communicate With Ease
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You need one place to manage all the messages. Not a text here and an email there. Not an email reminder for one and a call for another. You get one thread per job. You can see the discussions and the decisions. You can remember what was agreed. And you can reference it in the future to stay on the same page.
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When things aren’t clear between you and your client, frustration mounts, mistakes are made, and time is wasted, on both sides. Being clear and aligned is critical to get the job done right, on time and on budget. So Proactive Home built a simple to use messaging tool so everything is in one place, and everyone can stay on the same page.
Know What’s Been Done
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Keeping track of everything to do with your home is a huge task. There’s service history and maintenance records. Receipts and warranties. There’s a pile of papers, folders of emails, and a filing cabinet that has who knows what. But when you need that piece of paper, it’s critical you can find it. Proactive Home helps ease the pain by helping you and your service pros easily store all the records you might need in the future, without the mess of managing the mountain of files.
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It’s important to know what’s work has been done before, whether by you or someone else, to best provide service to your client. Lost work orders, partial receipts, and owners manuals that disappeared long ago are just some of the pain points of getting that record clear. So we help homeowners and service pros easily upload and store everything related to the property and equipment we can, so you have the knowledge you need to do the job right.
The Proactive Home Solution
Proactive Home provides a simple, comprehensive online tool that helps you better manage, monitor, and schedule your home services.
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A snapshot of your home with key details, service history and upcoming maintenance at a glance.
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Your trusted providers in one list. Rebook fast or share with a friend.
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Every job in one place. Invoices, photos, costs, and notes where you can actually find them.
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A record of any and all equipment in your home, along with warranties, manuals, and all the information you or your service pro could need.
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Book in minutes, without the hassle. No more phone tag, just your pro when and where you need them.
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One thread per job. Clear decisions, easy communication, nothing lost in a mountain of texts.
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