Home Services Business Start Checklist
Launch a home services business — plumbing, HVAC, cleaning, landscaping, or handyman — with the right licensing, tools, and scheduling setup.
Home Services Business Start Checklist This free checklist covers 18 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
18 items across 4 sections
1Licensing & Insurance5 items
- Business license obtained for your municipality
- Trade-specific license or certification secured
- General liability insurance active
- Workers compensation insurance (if hiring employees)
- Vehicle insurance updated for commercial use
2Operations & Tools4 items
- Service vehicle equipped and branded
- Tool and supply inventory stocked
- Service area and travel radius defined
- Job management or dispatch software selected
3Scheduling & Client Management4 items
- Online booking page with service types and areas
- Travel time and buffer between jobs configured
- Automated confirmation and day-of reminders set up
- Invoicing and payment collection integrated
4Marketing & Lead Generation5 items
- Google Business Profile created and verified
- Website live with booking widget and service areas
- Listed on HomeAdvisor, Thumbtack, or Angi
- Referral program designed for existing customers
- Review request automation active
Tips for Success
Set generous buffer times between jobs to account for travel and overruns — running late is the #1 complaint in home services.
Add service area information to your booking page so clients know immediately if you cover their location.
Get your Google Business Profile verified before launching — it is the single most important marketing channel for home services.
Photograph your completed work for portfolio pages and social media. Before-and-after photos convert leads.
Frequently Asked Questions
Do I need a website to get started?
A Google Business Profile and hosted booking page are enough to start. A website helps with SEO as you grow.
How do I handle scheduling for a mobile service team?
Use scheduling software with travel time buffers and service area settings so jobs are spaced realistically.
What is the most effective marketing channel?
Google Business Profile and word-of-mouth referrals drive the most leads for home services businesses.
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First 100 Clients Checklist
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