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Exa for lawn care & home services

Quote faster, book more visits and keep customers coming back every season.

Home service businesses live on quick quotes and repeat customers. Exa turns website forms, calls and texts into booked estimates, then keeps in touch so customers come back season after season.

Start free trial See a day with Exa
  • Website quote form to booked estimate
  • Appointment confirmations
  • Seasonal win-back
  • Quotes customers accept from their phone
A lawn care business owner checking his phone beside a mower on a freshly striped lawn

The problem

Sound familiar?

What gets in the way for lawn care & home services — and what Exa is built to fix.

Quote requests pile up during busy season

Spring brings a flood of inquiries, and the businesses that respond first usually win the job.

Scheduling estimates takes too many texts

Back-and-forth messaging to find a time eats into your day and still leads to no-shows.

Customers drift away between seasons

Without a reminder system, last year's customers forget to book again.

A day with Exa

What a better day looks like for lawn care & home services

  1. 6:45 AM

    Quote request from your website

    A form submission becomes a lead with its source attached, and a quote-request reply goes out right away.

  2. 8:30 AM

    Estimate booked

    Book the estimate into an open slot with no double-booking, synced to Google Calendar.

  3. 11:00 AM

    Quote accepted from their phone

    The customer opens the quote link, accepts with a typed-name signature and the deal can be marked won automatically.

  4. 3:15 PM

    Every channel in one inbox

    Texts, WhatsApp messages, emails and call notes from every customer sit on one timeline.

  5. 5:30 PM

    Invoices that chase themselves

    Overdue invoices trigger a reminder automatically, and payments sync with QuickBooks Online.

A lawn care crew loading a mower onto a trailer while one crew member checks a tablet

How Exa helps

Workflows built for lawn care & home services

1

Website quote form to booked estimate

Embed a lead capture form on your website. Each submission creates a lead with consent recorded, sends a reply and assigns it to the right person.

2

Appointment confirmations

When an appointment is booked — by your team or the AI receptionist — an automation can send a confirmation text right away.

3

Seasonal win-back

Use tags like "spring-cleanup" and inactivity triggers to remind you to reach out before the next season starts.

4

Quotes customers accept from their phone

Price your services once in the price book, then send a quote by text or email. Customers open the link, review the line items and accept with a typed-name e-signature.

5

Invoices that keep your books current

Turn an accepted quote into an invoice in one click, with your payment instructions on every invoice, overdue tracking and QuickBooks Online sync.

6

Every channel in one inbox

Texts, WhatsApp messages, emails and calls land in one shared inbox with assignments and saved replies.

Example pipeline

A pipeline that speaks your language

Start from stages lawn care & home services actually use. Rename, reorder or add stages any time.

  1. Stage 1Quote requested
  2. Stage 2Estimate booked
  3. Stage 3Quote sent
  4. Stage 4Scheduled
  5. Stage 5Active customerWon
  6. Stage 6LostLost

Example automations

Set it up once. Let it run.

Each example uses Exa's built-in triggers and actions. Turn them on as-is or tweak them — or ask the AI assistant to build them for you.

Quote request reply

When

Form is submitted

Then

  1. Send a thank-you text with next steps
  2. Assign the lead round robin
  3. Create a task to send the quote

Overdue invoice reminder

When

Invoice becomes overdue

Then

  1. Send the customer a friendly payment reminder
  2. Create a follow-up task for the owner

Seasonal check-in

When

Lead has no activity for 60 days

Then

  1. Create a follow-up task
  2. Add the "win-back" tag

Text messages are only sent to people with SMS consent and wait for your quiet hours to end.

Ask the AI

Questions lawn care & home services ask every day

Ask in plain English. The assistant answers from your data and asks before it changes anything.

  • “Which new leads haven't been contacted?”
  • “How many new leads did we get this week?”
  • “What tasks are overdue?”
  • “How much is outstanding right now?”

Custom fields

Track what matters to you

Add custom fields to leads, contacts, companies and deals — text, numbers, currency, dates, yes/no, dropdowns and more. Teams like yours often track:

  • Service type
  • Property size
  • Frequency
  • Gate code

Learn more

Guides and data for lawn care & home services

Sales statisticsOctober 19, 2026

Home services industry statistics

Verified home services statistics from the Census Bureau, BLS and labeled industry surveys: market size, workforce, seasonality, reviews and phone leads.

7 min readRead FeaturesGuide

Lead capture forms: turn website visitors into leads

How to design lead capture forms with fewer fields, clear consent checkboxes, spam protection and hidden attribution, then follow up fast.

7 min readRead Sales playbooksOctober 6, 2026

How to reduce appointment no-shows

A practical system to cut sales appointment no-shows: book sooner, confirm, send reminders on a simple cadence, make rescheduling easy and follow up fast.

6 min readRead FeaturesGuide

Invoicing in your CRM: from accepted quote to paid

Why invoicing belongs next to the deal, how to set due dates and terms, track overdue invoices, record partial payments and keep your accounting in sync.

6 min readRead

FAQ

Exa for lawn care & home services: common questions

Short answers for lawn care & home services weighing up Exa.

Still have questions?

Start a free trial and see Exa with your own leads and pipeline, or email our team.

Start free trial Email us
Can Exa reply to quote requests automatically?

Yes. When your website form is submitted, an automation can text customers who gave SMS consent, tag the lead and create a follow-up task.

Can customers accept quotes on their phone?

Yes. Each quote has a link that opens on any device, where the customer can view the PDF and accept with a typed-name e-signature.

Does Exa help with repeat seasonal customers?

Yes. Tags, custom fields such as service type and frequency, and check-in automations help you reach past customers before the season starts.

Does Exa work with QuickBooks?

Yes, with QuickBooks Online. Customers, invoices and payments sync to QuickBooks, and payments recorded there update the invoice balance in Exa.

More industries

Exa works across industries

Built for lawn care & home services. Ready today.

Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.

Start free trial