Go Paint, painting contractor
A website and custom CRM that carry every job from quote request to invoice
For a painting company serving Ottawa and Gatineau: a marketing website connected to a custom CRM for leads, estimates, scheduling and invoices, backed by ongoing advertising, photography and content.
- Client
- Go Paint
- Industry
- Painting contractor
- Services
- Website development, custom CRM, advertising & digital marketing and photography & content
What they needed
A service business needs more than a good-looking front door. New inquiries, estimates, active jobs, team schedules and customer documents all have to move together without staff re-entering the same information.
What we built
NorthPeak built one connected system. The public website brings in quote requests, and a private platform carries each opportunity through the sales pipeline, estimate approval, the job itself, invoicing and completion.
Services and scope
What customers see
- Homepage
- Service pages
- Service areas
- Project galleries
- Quote request
- Proposal approval
- Mobile experience
What the business uses
- Lead pipeline
- Customers and companies
- Jobs and projects
- Calendar
- Team scheduling
- Timesheets
- Estimates
- Invoices
- Tasks and follow-ups
Inside the project
- Public website
- Editable service pages, service areas, reviews, project galleries and clear calls to request an estimate.
- Lead pipeline
- A drag-and-drop board with each lead's source, estimated value, follow-up status and contact actions, across a 15-stage lifecycle.
- Customer records
- Connected customer and company profiles organize jobs, estimates, invoices, notes and activity.
- Job operations
- Jobs carry their status, progress, assignments, expenses, photos and tasks.
- Calendar and schedule
- Jobs, site visits, follow-ups, shifts, meetings and recurring events share one calendar.
- Estimates
- Line items, optional extras, Ontario or Quebec tax, deposits, revisions and customer approval online.
- Invoices
- Estimate-to-invoice conversion, payment records, balances and branded PDFs.
- Automatic follow-ups
- The system creates tasks for expiring estimates, unpaid invoices and post-job check-ins.
- Team operations
- Employee records, crews, commissions, timesheets, approvals and individual pay views.
- Project photos
- A public project gallery with before-and-after work, and private job photos with controlled access.
How it works, start to finish
- A homeowner finds Go Paint
- Requests a quote
- A new lead appears in the CRM
- Follow-up and site visit
- A professional estimate
- The customer approves online
- The job is scheduled
- Invoice and payment record
- The work is complete
The project up close
Private business screens aren't shown, to protect client and customer data.
What it does today
What each part of the finished project does day to day.
- The public website and private CRM work as one system
- Customers can review and approve proposals online
- Estimates handle Ontario and Quebec tax and convert to invoices
- Estimates and invoices download as branded PDFs
- Scheduling, timesheets and follow-ups run inside the same platform
Services used in this project
From the blog
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