01
Investor Pitch Deck · 2026

The operating system
for field service

One platform that runs the entire field service business — from the first phone call to the final payment.

25,000+
Active pros
$2.5B+
Processed
$50B+
Market TAM
SCROLL ↓
02

The Problem

Field service businesses run on disconnected tools and manual workarounds

Leads die in voicemail

After-hours calls go unanswered. 62% of callers hang up and call the next business on Google.

Money trapped in the field

Techs finish jobs but invoices wait days. The average SMB chases payments for 23 days.

A dozen tools, none connected

Calendar here, CRM there, invoicing somewhere else. Owners spend hours stitching data together.

03

The Solution

One platform. Every workflow, fully integrated.

LeadZ replaces a dozen disconnected tools with a single, vertically-integrated platform — built for the owner with three trucks and the franchise with three hundred.

From the first inbound call to the final payment, every workflow lives in one system of record. No integrations to maintain, no data to reconcile.

All-in-oneNative AIMulti-tenantMobile-first
Client CRM
Smart Scheduling
Real-time Dispatching
Estimates & Invoicing
Payments & Financing
Inventory & Warehouses
24/7 Online Booking
Field Mobile App
Advanced Reporting
+ 15 more modules
04

Market Opportunity

A $50B+ market, still unwon

TAM
$50B

Global field service management software market

SAM
$18B

North America SMB + mid-market field service

SOM (5yr)
$1.2B

Realistic capture with current trajectory

The market is highly fragmented — the top 5 vendors hold under 15% combined share. The winner will be the platform that's easiest to adopt, not the one with the most features.

05

The Product

15 pillars. 130+ capabilities. One platform.

LEAD-Z replaces 8–10 disconnected SaaS tools with one mobile-first, AI-native operating system for residential home service.

PILLAR 01

AI Receptionist & Call Handling

24/7 AI Phone AnsweringAutomatic Lead CreationAuto-Job BookingCallback RequestsEscalation EngineCall Transcription & SummariesElevenLabs SyncMultiple AI PlansCustom Agent Builder
PILLAR 02

Phone System & Telephony

Number Porting & PurchaseSmart Call RoutingLive Call QueuesCall MaskingVoicemail-to-TextTwo-Way SMSWhatsApp BusinessOutbound DialerTelephony WalletA2P 10DLC & E911
PILLAR 03

Dispatch & Scheduling

Drag-and-Drop CalendarSmart Tech AssignmentRoute OptimizationLive GPS TrackingJob Kanban BoardRecurring JobsCapacity-Aware Scheduling
PILLAR 04

Job Management

Full Job LifecycleJob Types & PriorityScope of WorkJob MaterialsPhoto DocumentationWork OrdersTech NotesJob→InvoiceCustomer Job Tracker
PILLAR 05

CRM — Customers & Leads

Customer DirectoryLead PipelineAI Lead ScoringLead Aging AlertsRevenue ForecastingLead Distribution MarketplaceAdditional ContactsCustomer Portal
PILLAR 06

Estimating & Invoicing

Estimate BuilderVisual Estimate BuilderDeposit CollectionEstimate ApprovalInvoice GenerationBranded PDFsMulti-Processor PaymentsDunningFinancingAccounting SyncGL Mapping
PILLAR 07

Billing & Subscriptions

Multi-Plan SubscriptionsPhone System Add-OnAI Receptionist PlansLead Distribution PricingStripe BillingTrial ManagementUsage-Based BillingAdmin Billing Dashboard
PILLAR 08

Customer Communications

Unified InboxTwo-Way MessagingEmail ComposerAI Communication AnalyzerCanned ResponsesSmart ComposerAppointment RemindersReview Requests
PILLAR 09

Reports & Business Intelligence

Executive DashboardTechnician ReportsRevenue IntelligenceUsage AnalyticsChurn PredictionDemand ForecastingDynamic PricingCustom ReportsProfitability Dashboard
PILLAR 10

Marketing & Growth

Google Business HubReputation ManagementAd Campaign ManagerEmail & SMS CampaignsPostcard MarketingReferral ProgramLead Source AttributionGMB Content Library
PILLAR 11

Security, Compliance & Multi-Tenancy

Company-Level IsolationRow-Level SecurityIsolation Audit DashboardRole-Based Access2FA / TOTPAPI KeysWebhook ManagerAudit LogsGDPR Export & DeletionSOC 2 Readiness
PILLAR 12

AI & Automation Engine

In-App AI AssistantAI Job CreationAI Field Photo AnalysisAI Quality InspectionsAI Escalation DetectionAutomation BuilderSmart Follow-UpsSlack AlertsScheduled Tasks
PILLAR 13

Operations & Inventory

Inventory ManagementStock TransfersPurchase OrdersEquipment & AssetsVehicles & FleetTechnician CertificationsService AreasQuality Inspections
PILLAR 14

Mobile & Field Experience

Technician Mobile AppOffline-FirstGPS PingerHeadcam VerificationField Invoice & Estimate BuilderTime TrackingExpense LoggingTeam Chat
PILLAR 15

Enterprise & Platform Admin

SuperAdmin PanelMulti-Company SwitcherCustom Domains & White LabelUser MigrationSystem Health MonitorFunction Security ManagerEnterprise HubIncident Response

Powered by a modern, enterprise-grade stack

React + Tailwind PWABase44 BaaSTwilio TelephonyElevenLabs AI VoiceStripe BillingQuickBooks & XeroGoogle Maps & GMBSendGridSlack AlertsCustom LeadZ Auth
06

The AI Edge

Native AI, not a chatbot sticker

AI Receptionist

Answers every after-hours call, qualifies the lead, and books the job — automatically. Never miss revenue again.

AI Dispatcher

Optimizes routes, matches the right tech to the right job, and re-balances the schedule in real time as conditions change.

AI Upsell Engine

Analyzes every job and recommends the next service — driving 18% higher ticket value on average.

AI Insights

Auto-generates job summaries, performance reports, and growth recommendations owners can act on today.

07

The Differentiator

Multi-tenant by design.
One login, many businesses.

Most FSM tools serve one business at a time. LeadZ was built multi-tenant from day one — agencies, franchises, and multi-brand operators manage their entire portfolio from a single dashboard.

Unified reporting across every brand
Per-brand roles, billing, and branding
The only platform built for the operator-of-operators
Agency HQ
HVAC Co.
Plumb Pro
Volt Electric
GarageFix
LockWorks
JunkOut
6 brands · 1 login · unified revenue
08

Traction

The numbers say it's working

25,000+
Active pros
across 7 trades
$2.5B+
Invoices processed
through the platform
4.9★
Average rating
2,500+ reviews
142%
Net revenue retention
expansion-driven
<3%
Monthly churn
industry-leading
18%
Avg. ticket lift
via AI Upsell
2.3yr
Avg. customer life
and climbing
7
Trades served
HVAC, plumbing, electrical...
SOC 2 Compliant
256-bit SSL
5★ on G2 & Capterra
99.9% Uptime SLA
09

Business Model

SaaS + usage. Predictable, expandable.

Starter
$59/mo

Solo & small teams

Most PopularPro
$99/mo

Growing teams

Growth
$199/mo

Scaling operations

Agency
$499/mo

Multi-brand operators

Subscription revenue

4 tiers, transparent pricing. 142% NRR driven by seat expansion.

Usage add-ons

Phone System ($129) + AI Receptionist ($99) — high-margin, sticky, growing attach rate.

Land & expand

Start at $59. Expand to multi-location + AI as the business grows. Natural upgrade path.

10

Competitive Landscape

Why we win

PlayerNative AIMulti-tenantOur edge
Generic FSM ToolsBolt-onNo
Single-Trade AppsNoneNo
SpreadsheetsNoneNo
LeadZNativeYes
11

The Team

Built by people who lived the problem

Founder & CEO

10+ yrs running field service businesses

Head of Product

Ex-product lead, multi-tenant SaaS scale

Head of Engineering

Distributed systems & AI infrastructure

Field service operators first
Shipped, not slideware
Customer-obsessed support
Profitable growth
12

The Ask

Let's build the
category leader together

We're raising to scale go-to-market, deepen the AI moat, and capture the fragmented $50B field service market before anyone else does.

investors@lead-z.ca (647) 692-6498

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