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The Peak System

One connected system. A better way to run your business.

Your website, leads, customer conversations, estimates, follow-ups, and reviews — all working together in one place.

The Peak System connects the tools your business needs to capture opportunities, turn more inquiries into customers, and build lasting relationships.

Book a Demo → Explore the Platform

Demo content • Not a real customer

01 / The Platform

Everything connected. Nothing falling through the cracks.

Running a home-service business means managing dozens of moving parts. Phone calls, website inquiries, customer messages, estimates, appointments, and follow-ups.

The Peak System brings everything together. Every inquiry has a place. Every conversation has a history. Every opportunity has a next step.

One platform. One connected customer record. Complete visibility.

Your Customer Touchpoints

  • Phone CallsIncoming and missed calls
  • Website FormsNew lead inquiries
  • Customer MessagesTexts and online chats
The Peak SystemYour Business. Connected.

Automated Actions

  • Missed Call RepliesInstant text response
  • Estimate Follow-UpsKeep quotes moving
  • Review RequestsBuild your reputation
  • Customer RetentionBring back past customers
02 / How it works

Here’s what happens behind the scenes.

The Peak System connects three essential parts of your business.

  • 01Your Customer Touchpoints

    Customers reach your business through phone calls, website forms, and messages. The Peak System captures these inquiries and organizes customer information so you know who’s reaching out and what they need.

  • 02Your Central Platform

    Your conversations, contacts, estimates, and opportunities live in one organized workspace. See new inquiries, manage active opportunities, track outstanding estimates, and review previous interactions without searching through multiple tools.

  • 03Your Automations

    The system responds to specific events in your business. A missed call can trigger an immediate text. An outstanding estimate can trigger a follow-up reminder. A completed job can trigger a review request. Everything is connected, with the timing and messaging configured around your business.

03 / See it in action

Experience The Peak System.

Select a scenario to see how the system responds and keeps your business moving.

10:24
10:24
Phone
Missed call

Jason Smith · (705) 555-0123

Peak System
Text sent automatically

Hi! Sorry we missed your call. How can we help? Reply here or book a time that works for you: yoursite.ca/book

Peak System
New message · Jason Smith

Hi, I need a quote for a new water heater. Are you available this week?

Peak System
New website inquiry

Emily Rogers · Furnace tune-up

Peak System
Text sent automatically

Hi Emily, thanks for your request! We’ll be in touch shortly to book your furnace tune-up.

Peak System
New message · Emily Rogers

Great, mornings work best for me.

Peak System
Follow-up sent automatically

David Wilson · Bathroom remodel estimate · Day 3

Peak System
New message · David Wilson

Thanks for checking in! Can we start in November?

Peak System
Follow-ups stopped

David replied, so the reminders stopped on their own.

Peak System
Job marked complete

Lisa Brown · Kitchen plumbing repair

Peak System
Review request sent automatically

Thanks for choosing us, Lisa! Would you leave us a quick Google review?

Peak System
New Google review

★★★★★ “Fast, friendly and tidy.”

ConversationContactOpportunityActivity

A customer calls and nobody answers: the missed call gets an automatic text back, the customer replies asking for a water heater quote, and a new opportunity is created.

JSJason Smith(705) 555-0123New Inquiry
Missed call · 10:24 AM
Hi! Sorry we missed your call. How can we help? Reply here or book a time that works for you: yoursite.ca/bookSent automatically · 10:24 AM
Hi, I need a quote for a new water heater. Are you available this week?10:31 AM
Absolutely! We have openings on Thursday or Friday. Which works better for you?You · 10:37 AM
Contact Details
  • Jason Smith
  • (705) 555-0123
  • jason@email.com
  • Orillia, ON
Opportunity
New InquiryWater heater replacementValue: $ —Created todayMove to Estimate

A customer submits an inquiry through the website: the form lands in the inbox, an automatic text confirms it, and the customer replies with a preferred time.

EREmily Rogers(705) 555-0188Website Form
Website form · “Our furnace is making a rattling noise. Can someone take a look?”
Hi Emily, thanks for your request! We’ll be in touch shortly to book your furnace tune-up.Sent automatically · 2:05 PM
Great, mornings work best for me.2:12 PM
Perfect. We can be there Tuesday at 9:00 AM. Does that work?You · 2:20 PM
Contact Details
  • Emily Rogers
  • (705) 555-0188
  • emily@email.com
  • Barrie, ON
Opportunity
New InquiryFurnace tune-upSource: WebsiteCreated todayBook Appointment

An estimate remains unanswered: a friendly follow-up goes out on day 3, the customer replies, and the follow-ups stop automatically.

DWDavid Wilson(705) 555-0147Estimate Sent
Estimate #1042 sent Monday · $6,000
Hi David, just checking in on the bathroom estimate we sent Monday. Any questions?Sent automatically · Day 3
Thanks for checking in! Can we start in November?11:48 AM
David replied · follow-ups stopped
Contact Details
  • David Wilson
  • (705) 555-0147
  • david@email.com
  • Midland, ON
Opportunity
Estimate SentBathroom remodelValue: $6,000Sent 3 days agoMark as Won

A job is marked complete: a review request goes out automatically, the customer thanks the team, and a new Google review comes in.

LBLisa Brown(705) 555-0162Job Complete
Job marked complete · Kitchen plumbing repair
Thanks for choosing us, Lisa! If you have a minute, a quick Google review would mean a lot: g.page/reviewSent automatically · 4:30 PM
Done! Thanks again for the quick fix.6:02 PM
New Google review · ★★★★★
Contact Details
  • Lisa Brown
  • (705) 555-0162
  • lisa@email.com
  • Gravenhurst, ON
Opportunity
WonKitchen plumbing repairValue: $850Completed todayView Job

Demo content • Not a real customer

04 / Your workspace

Your entire customer pipeline. One clear view.

Open The Peak System and see exactly what’s happening across your business. Less searching. Less manual administration. More time for the work that matters.

  • ConversationsManage all customer messages from one inbox.
  • OpportunitiesTrack customers from inquiry to completed job.
  • ContactsKeep customer details and history in one place.
  • Calendar & AppointmentsStay on top of your schedule.
  • AutomationsSee follow-ups running behind the scenes.
A technician in a Northern Peak Systems cap servicing a rooftop unit
05 / Automation

The right action. At the right time.

Not every task needs your attention. The Peak System handles repetitive communication through automations designed specifically for home-service businesses.

  • Missed Call Recovery

    When you can’t answer the phone, an automatic text starts the conversation so the customer isn’t left waiting.

  • Estimate Follow-Up

    Friendly reminders keep outstanding estimates from being forgotten, and stop when the customer responds.

  • Reputation Management

    Automatic review requests make it easy for customers to share their experience.

  • Customer Retention

    Seasonal reminders and reactivation campaigns help you reconnect with people who’ve already done business with you.

06 / Built around your business

Automation where it helps. Control where it matters.

The Peak System isn’t designed to replace how you run your business. It’s designed to support it. You still decide which jobs to take, how to price your work, when to schedule appointments, and how to communicate with your customers. We configure the system around your existing processes, including your messaging, follow-up timing, and customer communication preferences.

Your relationships stay personal. Your business stays under your control. The repetitive work just gets easier.

You stay in control.
  • Choose which jobs to take
  • Set your own pricing
  • Decide your schedule
  • Keep your customer relationships
  • We configure the system around you
07 / Explore the platform

Powerful on their own. Better together.

Explore the systems working behind your business. Each feature works as part of one connected platform.

See what happens when everything works together.

Discover how The Peak System can help you capture more opportunities, reduce manual follow-ups, and stay connected with your customers.

Book a Demo → See Pricing →
  • Built for home-service businesses
  • Designed to grow with you
  • Direct support when you need it