Fictional demoDesign-build remodeling contractorHome Services
Oak & Stone RemodelingQualified remodeling leads, not tire kickers
Oak & Stone is a fictional design-build firm. It shows how a high-ticket service business uses its portfolio to attract leads, qualifies them with the right questions and tracks each one to a finished project.
Design-build remodeling contractor
Kitchens, baths and whole homes, drawn and built by one team.
- KitchensKitchen remodelFrom $45K
- BathroomsBathroom remodelFrom $25K
- Whole homeWhole home remodelFrom $150K
Try the demo
Five connected views of one business. What you do in one shows up in the others.
- View WebsiteThe public website Oak & Stone Remodeling customers see, in its own brand.
- Request an estimateTell us about the project, budget and timeline, add photos, and book a consultation.
- Project portalProposal, project phases, schedule, documents, invoices and messages.
- Admin DashboardLead pipeline from inquiry to completed project, lead scores, proposals and project status.
- AI project intakeTurns a rough project description into a qualified lead with scope, budget fit and next steps.
Try this
- Request an estimate
Use the sample customer when the form offers it: the project portal is signed in as that customer.
- See it in Leads
The admin dashboard already has it, next to the sample data.
- Open the Project portal
The same record from the customer's side.
Everything you enter stays in this browser, and nothing is sent to a real business. Reset demo in the top bar restores the sample data.
The business problem
What changes for Oak & Stone Remodeling
Before
Without a system
- Contact forms ask for a name and a message, nothing else.
- The owner spends evenings on estimates for projects that never fit the budget.
- Leads are tracked in an inbox and forgotten after one follow-up.
- Past projects are scattered across phones and social media.
After
With the Oak & Stone Remodeling system
- The estimate request captures scope, budget, timeline, ZIP and photos.
- Leads are scored so the best fits get a call first.
- Every lead moves from consultation to estimate, proposal and project.
- A before, during and after gallery sells the next project.
Workflows
What the system handles
The flows this business depends on, built on the shared platform and set up for how it works.
- 01
Estimate request
Project type, property, budget range, timeline, ZIP, description, photos and contact details.
- 02
Lead scoring
Rules weigh budget fit, timeline and service area so follow-up time goes where it matters.
- 03
Pipeline to project
Lead, consultation, estimate, proposal, project, completed.
- 04
Project gallery
Before, during and after for each project with scope, duration and budget range.
16 modules
Modules included
Each module is part of the same platform. This business turns on the ones below; another business turns on a different set.
What customers use
The website and the flows customers go through themselves.
- WebsiteFast, SEO-ready marketing site with the brand's own look.
- Quotes and estimatesRule-based pricing that stays consistent for every customer.
- Customer portalCustomers manage bookings, payments and details themselves.
- Project galleryBefore, during and after showcases that sell the work.
Running the day
Calendars, people, services and the work itself.
- StaffProfiles, services offered, schedules and performance.
- JobsWork orders with technicians, checklists, photos and status.
- PropertiesService addresses with size, access notes and equipment.
Customers and sales
Every customer and inquiry in one place, with follow-up.
- Customer CRMProfiles, history, notes, preferences and lifetime value.
- Lead managementCapture, qualify and follow up with every inquiry.
- Sales pipelineStage-by-stage board from first contact to paid.
- Review workflowRequest reviews after visits and respond with AI drafts.
- Marketing assistantPosts, captions, emails and promotions drafted from real services.
Payments
Deposits, invoices and prepaid plans.
- InvoicesItemized invoices with status tracking and online payment.
Automation and insight
Messages that send themselves, numbers the owner checks, and AI.
- SMS and email automationConfirmations, reminders, follow-ups and review requests.
- AnalyticsRevenue, bookings, conversion and staff utilization.
- AI assistantAnswers questions, qualifies leads and starts bookings using live business data.
Setup
How it's set up
Oak & Stone Remodeling isn't a one-off build. It's the shared platform set up for this business: its name, how customers start, its brand and the modules it runs on.
Runs on the same system
Other businesses that work the same way.
- Roofing
- Flooring
- Cabinets
- Countertops
- Windows
- Custom builders
- Landscape design
Different business, same idea? Tell us how yours works.
- Customers start with
- Request an estimate
- Portal
- Project portal
- Assistant
- AI project intake
- Brand colors
- Its own palette
Built by Root and Run
Want something like this for your business?
A website and system like this one, set up for your remodeling business with your own services, prices, staff and rules.