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Tell us what you want to automate. A senior engineer replies within one business day with scope, timeline and cost.

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Done For You

Every call booked and every job invoiced for trade contractors

In the trades, the company that answers first usually gets the job. These automations answer and book every call, get estimates out the same day and invoice jobs as soon as the technician finishes.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

HVAC, plumbing & electrical

The 3 automations that matter most

Automation 1

Missed-Call Capture & Job Booking

Texts back missed callers within a minute, finds out what they need and books the visit into an open slot.

See the outcome
  • Calls turn into booked jobs

    Callers get a real appointment window on the first call instead of a promise that someone will call back, so the job stays with you rather than the next name on Google.

  • Emergencies reach a person fast

    No-heat, no-cooling, active-leak and gas-smell calls are flagged during the call and passed to the on-call tech or dispatcher with a summary, not left in a voicemail box.

  • A clear record of every caller

    Each call leaves a transcript, a short summary, the customer record and the booking in your field service software, so the office starts the day knowing exactly what came in overnight.

Automation 2

Quotes & Estimates

Builds good-better-best estimates from your price book, sends them the same day and follows up until the customer decides.

See the outcome
  • Faster estimates after the visit

    Estimators review and send a draft built from their own notes and your price book, instead of starting from a blank quote at the end of a long day.

  • No quote left without a next step

    Every open estimate has an owner, a scheduled follow-up and a recorded status, so quotes stop dying quietly in the pipeline.

  • Real reasons for lost work

    Customer replies are sorted into price, timing, financing, scope or competitor reasons, giving you data to adjust pricing and offers instead of guessing.

Automation 3

Job Completion, Invoicing & Review Requests

Turns completed jobs into accurate invoices with photos and notes, sends them and follows up on unpaid balances.

See the outcome
  • Invoices out the day the job closes

    Clean jobs are invoiced as soon as the tech marks them complete, with the work summary and photos attached, so the payment clock starts right away.

  • Balances chased without office hours

    Customers get friendly, timed reminders with a pay link, and only disputes or payment-plan requests reach your office.

  • More reviews from the right customers

    Customers who had a good experience are asked for a review while the visit is fresh, and anyone with a complaint is routed to a manager first.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • How many calls did we miss last week, and how many of those did the agent book?
  • Which emergency calls came in overnight, and how long did each one wait for a tech?
  • Which estimates over our average job size are still open, and when was each customer last contacted?

HVAC, plumbing & electrical: questions

Straight answers to what clients ask us most.

Ask our team

Does it work with ServiceTitan?

Yes. ServiceTitan is one of the systems we connect to most, along with Housecall Pro and Jobber, using their published integration options.

Can it book maintenance agreements and tune-ups?

Yes. It can contact members due for a tune-up, offer times and book them into the schedule following your rules.

Which field service software do you work with?

ServiceTitan, Housecall Pro, Jobber, FieldEdge and Workiz are the most common, along with QuickBooks for accounting, where they offer integration options. We confirm your setup during discovery.

Can it answer the phone after hours?

Yes. Missed and after-hours calls get a text or voice reply, the agent books the job into open slots and follows your rules for emergencies and on-call technicians.

More in Home & Field Services

Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only