Integration Services Spec Sheet
A transparent, step-by-step breakdown of what we build, how long it takes, what we need from you, and the tools running under the hood. No surprises, just solid work.
Web Design & Redesign
We construct clean, speed-optimized digital storefronts. We focus on showcasing your craft (portfolios for remodelers, reservation lists for clinics, booking paths for trades) rather than generic corporate templates.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Standard Delivery Time | 3 - 4 Weeks |
| Core Page Layouts Included | Home, Services, Portfolio, Contact |
| Under the Hood (Tech Stack) | HTML5, CSS3, Pure JS, Netlify/Vercel CDN |
Your Preparation Checklist:
- High-res project photos or shop shots
- Brand colors & existing logo assets (if any)
- Domain registrar login (e.g. GoDaddy)
Local SEO & Map Growth
Being the best in your neighborhood doesn't help if Google Map packs list your competitors first. We rewrite directory descriptions, map service zones, align NAP coordinates, and run local citation scripts.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Initial Rank Report Time | 5 Business Days |
| Core Directory Listings Managed | Apple Maps, Bing, Yelp, Google Business |
| Under the Hood (Tech Stack) | Google Maps API, Citation Matrix scripts |
Your Preparation Checklist:
- Google Business Profile manager access
- Correct business phone number, address & service zipcodes
- List of top 3 local competitors
Custom Operations CRM & Dispatch Hub
A streamlined operations command center built specifically for service businesses. Build line-item proposals with digital customer signatures, promote signed bids into active jobs with 1 click, dispatch field operators on a 5-day workweek calendar, flag site hazards (powerlines, septic, gate codes), and capture before & after job-site photos directly from the field.
No Monthly Seat Charges: Unlike Jobber or Housecall Pro that charge $200+/month, your custom CRM is included with zero per-user subscription lock-in.
| Specification Details | Parameter |
|---|---|
| Core Workflows Included | Proposals, 1-Click Dispatch, Scheduler, Reviews, Photos |
| E-Signature Portal | Dedicated mobile client signing page |
| Calendar Views | 1-Day, 5-Day Workweek, 1-Month Grid |
| Review Booster Automation | Google Business Maps review link tracking |
| Under the Hood (Tech Stack) | SvelteKit 5, Directus BaaS, PostgreSQL, Cloudflare Edge |
Your Preparation Checklist:
- Existing customer CSV export (if migrating from old software)
- List of field operators and service pricing rate cards
Self-Serve Asset & Portfolio CMS
Never pay a web developer just to add job pictures or update service prices again. Our self-serve CMS allows you or your staff to upload job photos, update business hours, and publish new portfolio case studies live to your website in under 2 minutes directly from your phone.
Unbreakable Architecture: Because content is managed headlessly, your team can update photos and text safely without risk of breaking layouts or slowing down website speed.
| Specification Details | Parameter |
|---|---|
| Publishing Speed | 1–2 minutes to live edge CDN |
| Media Optimization | Automatic WebP/AVIF compression |
| User Roles & Permissions | Admin, Field Staff, Dispatcher |
| Under the Hood (Tech Stack) | Directus Headless API, Webhook Deployer, Cloudflare R2 |
Your Preparation Checklist:
- Initial portfolio photos or project showcases
- Staff email addresses for portal invitations
Email Auto-Responders
If a prospect submits a message on your site and doesn't get a confirmation within minutes, they often move to the next site. We set up reliable server hooks to mail them instantly to confirm receipt.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Trigger Delay | < 3 Seconds |
| Spam protection filter | Cloudflare Turnstile captcha integration |
| Under the Hood (Tech Stack) | Resend Mail API, Secure SSL Webhook |
Your Preparation Checklist:
- Business email account (e.g. hello@mybusiness.com)
- DNS settings registrar access (to authenticate email sending domain)
SMS Notifications (Twilio)
If customers choose "Prefer text", email responses go unread in their spam. We map forms to trigger a direct SMS notification to the customer's phone so they get an immediate text connection.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| SMS Credits included | 100 SMS Credits ($50) |
| A2P 10DLC Registration | Included (Ensures messages aren't blocked by carriers) |
| Under the Hood (Tech Stack) | Twilio Messaging API, Node.js listener |
Your Preparation Checklist:
- Business EIN or Tax registration ID (required for carrier text registration)
- Twilio Account creation credentials
Unified Messaging Feed
No more checking five different mobile apps on your dashboard. We channel messages from Facebook Messenger, WhatsApp Business, Telegram chats, and Twilio SMS into a single dashboard panel.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Integrated Channels | FB, WhatsApp, Telegram, Twilio |
| Dashboard Seat capacity | Unlimited seats |
| Under the Hood (Tech Stack) | n8n Router, Webhooks gateway, SQLite Database |
Your Preparation Checklist:
- Meta Business Manager admin credentials (for WhatsApp/Facebook)
- Telegram channel manager access
Automated FAQ & Intake Setup
Let automated routines answer pricing questions, check availability, and intake details (address, project scope) over chat. We map customized paths that pass the collected details directly to your email or CRM.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Maximum FAQ branches | Up to 15 customized routes |
| CRM sync target integrations | Google Sheets, HubSpot, or Email |
| Under the Hood (Tech Stack) | n8n Workflow Host, JSON databases |
Your Preparation Checklist:
- Written list of your top 10 customer questions (with correct answers)
- CRM or database access credentials
Missed Call SMS Rescue
If you miss a call on your virtual shop line, we trigger a webhook that immediately texts the customer back: "Sorry we missed your call! How can we help you today?". Saves leads on jobsites automatically.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Trigger speed | < 5 Seconds after ring ends |
| Forwarding options | Forwards voice call to your personal mobile |
| Under the Hood (Tech Stack) | Twilio Voice XML forwarding webhooks |
Your Preparation Checklist:
- Valid business phone number (to forward calls to)
- Custom text script template selection
Performance Summaries
No complicated technical analytics portals that require hours to parse. We send a clean weekly/monthly dashboard summary to your email detailing new lead signups, ranking spots on search maps, and recovered text conversations.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Email delivery schedule | Weekly (Monday AM) & Monthly (1st) |
| Primary metrics tracked | Form Conversions, SEO Map impressions, Saved Calls |
| Under the Hood (Tech Stack) | n8n metrics cron script, Resend mailer |
Your Preparation Checklist:
- Target email address list to forward reports to
Bespoke Custom Solutions
For business operations that need more than standard notification routines. We build custom administration portals, link databases, construct automated billing loops (Stripe), and orchestrate complex automated workflows.
Prefer no hassle? If you'd rather not deal with granting account access or uploading files, we can guide you live over a video call or handle the setup remotely together.
| Specification Details | Parameter |
|---|---|
| Codebase Architecture | Custom Node.js / React / Python |
| Integration Support | Stripe, Custom CRMs, External REST APIs |
| Under the Hood (Tech Stack) | n8n Router, Webhooks gateway, SQLite Database |
Your Preparation Checklist:
- Clear workflow step diagram or written system requirements
- Existing software API credentials (if integrating current tools)
Services & Technical FAQ
Learn more about our web templates, map search strategies, and code hosting. Or reach out to shaw@guidistech.com.