The Home Service SHARE Stack, powered by Shopify, Google Analytics, and Housecall Pro, is tailored for trades and service-based businesses that want to modernize their operations without complicating their workflow. It’s all about making it easy for customers to book you, easy for your team to stay organized, and easy for you to track what’s working.

Why It Works

From HVAC to landscaping, mobile detailing to electrical—this stack turns your website into a lead machine while keeping everything connected to your dispatch and sales systems.

Web + SEO Setup (Strategic Design + Shopify)

• Shopify-integrated website setup

• Strategic design review (3 revisions)

• Final design approval

• SEO audit + on-page optimization

• Launchpoint intake form

• Automated review request system

CRM + Scheduling (Housecall Pro)

• Housecall Pro account setup + data import

• Job pipelines + scheduling automation

• Customer tagging + service history

• Online booking integration with website

• Estimate, invoice, and payment flow configuration

• Testing and QA

Analytics + Performance Tracking (Google Suite)

• Google Analytics account setup

• UTM tracking and campaign creation

• Google Search Console integration

• Booking source + lead attribution

• Conversion + event tracking

Marketing Automation & Customer Engagement (Mailchimp + Manychat)

• Mailchimp account setup + list segmentation

• Branded email template creation

• Welcome + nurture automation sequences

• Signup form + pop-up integration on website

• Audience behavior tracking + analytics

• Manychat account setup + Facebook/Instagram connection

• Comment-to-DM automation setup

• Lead tag creation + CRM sync

• Campaign-specific flows + keyword responses

SMS & Communication Infrastructure (Twilio)

• Twilio account setup + number verification

• SMS automation flows (reminders, follow-ups)

• CRM or Manychat integration for seamless texting

• Keyword triggers + opt-out compliance setup

• Delivery and response rate tracking

Workflow Integration & System Automation (Zapier)

• Zapier account setup + connected apps

• Custom workflows (Zaps) to automate key tasks

• Integration between tools (e.g., Shopify > Mailchimp)

• Automation testing + failure alerts setup

• Documentation for all workflows

Finance, Contracts & Admin Ops (QuickBooks + PandaDoc)

• QuickBooks account setup + business profile

• Sync with CRM or booking platform

• Branded invoice + payment template creation

• Recurring payment + invoice automations

• Reporting + bookkeeping integrations

• PandaDoc account setup + brand assets upload

• Custom proposal + contract templates

• Signature + payment fields configuration

• CRM or Zapier integration for auto-send

• Status tracking + reminders for sign-off

Action Tool Recommendation

• For service-based businesses, we recommend pairing with Calendly for consultations or Housecall’s native booking tools.

This stack is ideal for home service pros, tradesmen, and mobile crews who want to simplify booking, streamline scheduling, and capture more leads from their online presence. Whether you’re a solo operator or managing multiple trucks, this setup keeps your pipeline full and your operations tight.

Want more advanced automation or industry-specific tools? Every SHARE Stack is tailored to your workflow. Check out our Product Reviews to compare platforms and find what fits best.