OnePath™ AI CRM & Lead Management

OnePath™ AI CRM & Managed Lead-to-Job Services for Home Service Businesses

Most plumbing, HVAC, and electrical companies don’t struggle with getting leads — they struggle with managing them. Leads come in from too many places, follow-up is inconsistent, systems don’t talk to each other, and opportunities fall through the cracks. OnePath™ by Contractor In Charge was built to solve that problem.

OnePath™ is a fully managed AI-powered CRM and lead-to-job system designed specifically for home service businesses. It combines intelligent automation with live, trained agents to ensure every lead is captured, worked, followed up, and converted into a booked job — whether that lead comes from paid ads, organic search, referrals, or inbound calls.

This is not just software. OnePath is delivered as a Service + Software solution, where CIC actively manages the entire lead lifecycle for you.

Built for Plumbing, HVAC & Electrical Contractors

Home service leads behave differently than ecommerce or B2B leads. Customers need fast responses, clear communication, and confidence that someone is actually handling their request. OnePath is designed around the realities of service businesses, where speed, accountability, and follow-through determine whether a lead turns into revenue.

We support:

• Plumbing companies
• HVAC service and installation businesses
• Electrical contractors
• Multi-trade home service operations

Whether you run a single location or multiple crews, OnePath scales with your growth.

A Fully Managed Lead-to-Job System

OnePath covers the entire lead lifecycle, not just pieces of it.

Lead Procurement & Channel Management

Contractor In Charge manages paid and organic lead sources, including:

• Paid advertising channels
• Website forms and booking tools
• Call, chat, and text leads
• Third-party lead providers

All lead sources are unified into a single system, eliminating disconnected tools and manual handoffs.

Lead Strategy Development & Optimization

We don’t just collect leads — we actively manage performance. Our team:

• Develops lead and conversion strategy
• Adjusts workflows based on performance data
• Optimizes response timing and follow-up sequences
• Continuously improves conversion rates and cost efficiency

AI CRM Delivered as a Managed Service

OnePath is a CIC-native AI CRM, but you don’t have to configure, maintain, or manage it.

Service + Software Model

The platform combines:

• AI automation for speed and consistency
• Live, trained CIC agents for human follow-through

This ensures leads don’t stall due to automation limits or staff bandwidth.

Rapid Onboarding

Onboarding is designed to be fast and structured, depending on:

• Website readiness
• Existing systems and data
• Lead source connections

CIC handles setup, integrations, and workflows so you’re operational quickly.

Omnichannel Lead Engagement

Customers reach out in different ways — OnePath meets them where they are.

Unified Communication Channels

All interactions are managed through a single system, including:

• Text messaging
• Website chat
• Email
• AI voice interactions
• Online booking

Every conversation is tracked, logged, and accountable.

Lead Intake, Qualification & Follow-Up

Each lead is:

• Captured instantly
• Qualified based on your rules
• Engaged through automated and human follow-up
• Escalated or booked as appropriate

No lead is ignored. No follow-up is forgotten.

Appointment Booking & Job Conversion

OnePath is designed to turn leads into booked jobs, not just conversations.

• Appointment booking for paid and organic leads
• Scheduling based on availability and service rules
• Job readiness verification
• Seamless handoff to operations

Leads are worked until they convert or are properly closed out — with a clear audit trail.

Lead & Job Accountability

Visibility and accountability are built into the system.

Lead & Job Scoring

• Lead quality scoring
• Job outcome tracking
• Full audit trails for every interaction

You can see exactly:

• Where leads came from
• How they were handled
• What converted and what didn’t

Journey Tracking & Reporting

OnePath provides:

• Lead journey tracking
• Conversion accountability
• Marketing, lead, and booking dashboards

No guessing. No black box.

Personalized Customer Journeys & Campaigns

OnePath supports tailored customer engagement based on:

• Lead source
• Service type
• Customer history
• Behavior and responsiveness

Campaigns and follow-ups are personalized, relevant, and consistent — improving customer experience and lifetime value.

Why Contractors Choose OnePath™

• Built specifically for plumbing, HVAC, and electrical businesses
• Fully managed lead-to-job service, not DIY software
• AI automation backed by live agents
• Unified system replacing multiple disconnected tools
• Improved conversion rates and lower cost per job

OnePath removes the chaos from lead management and replaces it with structure, accountability, and results.

Turn Every Lead Into an Opportunity

If leads are slipping through the cracks, costing you money, or overwhelming your team, OnePath™ delivers a done-for-you solution that captures, manages, and converts demand into booked work.

Talk to Contractor In Charge today to see how OnePath™ can transform your lead-to-job process and revenue performance.