Website + Lead Workflow
for Contractors & Service Businesses
Website + Lead Workflow
for Contractors &
Service Businesses

Capture enquiries, send estimates, collect e-signatures and move customers into scheduled work without bouncing between disconnected tools.

Workspace/Contractor Dashboard
Live demo
MR
Tuesday · Today

Good morning, Marco

New leads14↑ 21% this week
Estimates sent8$48,920 quoted
E-signatures4signed this week
Jobs this week63 in progress
Lead pipelineUpdated just now
CustomerServiceStatusValue
Daniel BrooksService Area AService requestNew lead$8.0k
Ava JohnsonService Area BService requestEstimate sent$12.8k
Luis MartinezService Area CRepair requestApproved$18.2k
Maya PatelService Area DInspection + repairScheduled$8.4k
New enquiry · Daniel BrooksNew service request
NOW
Lead Inbox

14 open enquiries

CustomerServiceSourceStatus
Job Board

6 jobs scheduled this week

Tue 15Wed 16Thu 17Fri 18
8 AM10 AM12 PM2 PM4 PM
Brooks · Service requestCrew A · Job site
Patel · Service jobCrew B · Job site
Martinez · Repair jobCrew A · Job site
Johnson · Service jobMarco · Job site
What you get

What You Get

A contractor website plus the customer workflow to capture leads, send estimates, collect e-signatures, schedule work and keep each job moving.

01

Conversion focused website

Capture urgent service enquiries with clear calls to action and simple intake forms.

02

Lead dashboard

Keep customers, job site details, urgency and next actions organized.

03

Fast estimates

Build estimates from the same customer and job site record.

04

Online approvals

Let customers review the scope, approve it and sign online.

05

Payments + deposits

Collect customer payments or deductibles online when needed.

06

Scheduling

Book assessments, mitigation visits and approved jobs.

07

Customer portal

Keep estimates, signatures, payments and next steps in one place.

08

Job updates

Add status, notes, project notes and job photos from the field.

How it works

Enquiry → Estimate → E-sign → Payment → Job

01

New Enquiry

Capture the customer, job details, service needed, preferred timing and any notes or photos.

CSS
Lead IntakeEnquiries automatically become leads
Live intake
Lead inbox

13 open enquiries

Service area
CustomerIssueStatus
Ava JohnsonService requestQuoted
Luis MartinezRepair requestApproved
Maya PatelInspection + repairBooked
Daniel BrooksService requestNew
DB
Incoming call Daniel Brooks
DB
Daniel Brooks · Live call 00:00
Daniel

CSS Intake

Daniel

Service request Customer job site High priority
✓
Call endedLead saved automatically
02

Estimate

Build the estimate from the same customer and job record.

Estimates/#EST-2041
Live demo
MR
Draft estimate

Service estimate

Daniel Brooks

Customer job site, FL

Draft
ScopeQtyRateTotal
Primary service1$1,650$1,650
Labor + materials1$2,450$2,450
Project work + monitoring4 days$575$2,300
Finishing + cleanup1$1,200$1,200
Subtotal$23,902
Additional allowance$698
Estimate total$24,600
Estimate sent

#EST-2041 · $8,000

Sent
Customer delivery

Email + customer portal link

Delivered 2:12 PM
→
Estimate sent to Daniel Brooks

daniel.brooks@example.com

✓
Customer portal link created

Secure agreement + e-signature flow

•
Waiting for customer

Automatic status tracking is active

Estimate deliveredDaniel Brooks · $8,000
2:12 PM
Customer activity

Estimate viewed

Viewed
Daniel Brooks opened #EST-2041

Viewed on mobile

Viewed 2:17 PM
Total$8.0kEstimate value
Customer due$1.2kDue on approval
Viewed2:175 min after send
NextApprovalCustomer action
03

Authorize + Sign

Let the customer approve the scope, sign the work agreement and pay online when needed.

Portal/Estimate #EST-2041
Live demo
DB
Customer portal

Review your estimate

Action required
Estimate #EST-2041
Service estimate

Customer project

Primary service + project work$4,100
Project work + monitoring$2,700
Materials + cleanup$1,200
Total project estimate$24,600
Approval complete

Work agreement signed online

Approved
Approved
Thanks, Daniel

Your estimate has been approved and the agreement is electronically signed.

Electronic signature
Daniel Brooks
Signed Sep 15 · 2:26 PM
Initial payment due$1,200Amount due before scheduled work
Estimate authorizedElectronic signature completed
2:26 PM
Payment complete

Agreement signed

Paid
Payment receipt
$1,200 received

Visa ending in 1842 · Receipt #PAY-8841

Paid$1,200.00
DateSep 15 · 2:31 PM
ProjectBrooks Residence
Next stepSchedule the job
Agreement signed$1,200 added to the customer record
2:31 PM
04

Active Job

Schedule the crew and post status, notes, project notes and job photos.

Jobs/Schedule
Live demo
MR
Weekly schedule

Job board

Tue 15Wed 16Thu 17Fri 18
8 AM10 AM12 PM2 PM4 PM
Brooks · Service requestCrew A · Job site
Patel · Service jobCrew B · Job site
Martinez · Repair jobCrew A · Job site
Johnson · Service jobMarco · Job site
Job #J-7814

Customer project

In progress
Live job statusCrew A · 4 members
Started8:06 AMOn schedule
Progress42%Current stage
StageWork in progressNext check scheduled
Photos8Uploaded today
Overall progress42%
Before
Work in progress
Deck check
Job status changedIn progress · customer notified
8:06 AM
Job #J-7814

Project stage complete

68% complete
Brooks ResidenceNext: final project check
Overall progress68%
Current stageCurrent stage completeReady for final project verification
Next stageFinal project checkScheduled this afternoon
Photos13Job record
Updates4Customer portal
Customer update

The current work stage is complete and the next project check is scheduled.

Customer update postedProject stage complete · 3 photos attached
12:42 PM
Why CSS

From scattered tools to one connected workflow.

Keep each customer, estimate, agreement and active job in the same flow.

Disconnected tools
With CSS
Disconnected tools×Website form lands in an inbox
With CSS✓Every enquiry enters one lead record
Disconnected tools×Estimate lives in another tool
With CSS✓Estimate stays with the customer and job site record
Disconnected tools×Approval, signature and payment use separate links
With CSS✓Estimate, agreement, signature and payment stay connected
Disconnected tools×Scheduling happens in another app
With CSS✓Approved work moves straight into scheduling
Disconnected tools×Job updates happen through calls and texts
With CSS✓Status, notes and photos stay visible in one place
Built for service businesses

One system, adapted to the way your business works.

CSS can work for restoration companies, roofing contractors, refinishing businesses, pressure washing companies, cleaners, landscapers, remodelers and other service businesses that handle enquiries, quotes, approvals, payments, bookings and job updates.

Not tied to one niche
Pricing

Simple pricing. One setup fee + one monthly fee.

Your website and customer workflow, with one clear price.

Contractor Success Solutions
$800one time setup

Custom contractor website + workflow setup

$85/monthHosting, workflow, maintenance + support
Book a Demo

Included

Website build
New lead capture + dashboard
Estimate workflow
E-signature agreements
Payments + deposits
Booking flow
Customer portal
Service job updates
Hosting + maintenance
Ongoing support
Already paying for multiple tools?

Compare your current monthly software spend with CSS.

Calculate your costs
Proof

Built by the Young Web Solutions team

While we build CSS case studies for this industry, here’s what previous Young Web Solutions clients say about working with our team.

Reviews are from previous Young Web Solutions website and development projects.

Wix Legend Partner badge
Wix Legend Partner

Recognized partner status for advanced Wix website delivery.

Top Web Development Companies recognition
Industry recognition

Recognition among top web development companies.

Wix Studio web designer certification
Wix Studio certified designer

Certified in Wix Studio website design and delivery.

Wix Studio developer certification
Wix Studio certified developer

Certified in Wix Studio development and advanced implementation.

FAQ

Questions Before You Book

What does the $800 setup include?

The setup includes a custom website designed around your services and brand, plus the workflow for lead capture, estimates, e-signatures, the customer portal, payments and the core lead-to-job journey.

What’s included in the $85 monthly fee?

The monthly fee covers hosting, maintenance, ongoing support and access to the connected CSS workflow, including the lead dashboard, estimates, e-signatures, customer portal, scheduling and job updates.

Can CSS replace my current website?

Yes. CSS can be used as your new customer-facing website while connecting new enquiries to the workflow behind it.

Can I use my existing domain?

Yes. Your existing domain can be connected to the new website.

Can customers approve estimates and sign agreements online?

Yes. Customers can review the estimate, approve the scope, sign the work agreement and make an online payment when needed as part of the same connected journey.

Can my technicians update jobs from their phones?

Yes. Job status, notes, project notes and job photos can be added from a phone so the customer record stays current.

Do I have to replace the software I already use?

No. CSS does not need to replace every tool in your business. Accounting, estimating, industry-specific software and other specialist tools can stay in place while CSS handles the website and customer workflow.

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