Industries
Stop losing jobs to the voicemail box
Most home services companies don’t have a lead problem. They have a follow-up problem, and it costs them real work every week.
What we build here
- Missed-call capture and text-back
- One lead list, owned by a person
- Same-day estimates from the tech’s photos
- Automatic follow-up on open quotes and aging systems
HVAC, plumbing, electrical and roofing companies where the phone is the business. We connect the phone, the CRM and the books so nothing goes cold.
- of inbound calls typically go unanswered at peak, all of them recoverable
30–40%
of inbound calls typically go unanswered at peak, all of them recoverable
- typical first response to a new lead after automated text-back
under 5 min
typical first response to a new lead after automated text-back
- of CSR and dispatcher admin time a week we typically take off the board
10–15 hrs
of CSR and dispatcher admin time a week we typically take off the board
Ranges from engagements and process maps in this sector. Your numbers are your numbers. We measure them before we quote, not after.
The work
Where the week actually goes.
None of this is exotic. It’s the ordinary friction that never makes it onto anyone’s priority list because it’s everyone’s job and no one’s project.
- 01
The call that rang out at 4:40 on a Friday
A homeowner with no heat calls, gets voicemail, and calls the next company on the list. Nobody at your shop ever knows it happened. The call log shows a missed call and nothing else: no name, no number worth chasing, no record that a $9,000 system replacement walked out the door.
- 02
Every lead goes to whoever answers the phone
One CSR takes the call and writes it on a sticky note. Another takes it into ServiceTitan. A third texts the dispatcher. There is no single list of who called this week, so nobody can say which leads were never called back, and “I thought Dave had it” is the standard answer on Monday.
- 03
The estimate that sat in someone’s truck
The tech takes photos, writes measurements on a job sheet, and drives home. The estimate gets built the next evening, if the tech remembers. By the time it reaches the homeowner it is three days old and two competitors have already been out. Most unsold estimates are lost on speed rather than on price.
- 04
Nobody chases the unsold estimates
You have hundreds of open quotes sitting in Jobber or ServiceTitan. Nobody calls them because nobody owns them. The 18-month-old maintenance customer whose system is failing gets no call either, because that list lives in a report nobody opens.
The fix
What we build, and what it replaces.
Every one of these runs in your accounts, against your real data, with a named person owning the exceptions. Nothing here needs your team to learn a new tool.
Missed-call capture and text-back
A Twilio number in front of your main line logs every call, answered or not. Any missed call triggers a text back within about a minute, in your company’s voice, offering to book. The reply thread lands in one shared inbox and creates a lead record in ServiceTitan or Jobber, so no call is ever just a missed call.
One lead list, owned by a person
n8n pulls calls, web forms, Angi and Google Local Service Ads into a single Postgres-backed lead board synced to your CRM. Every lead gets an owner and a next action with a due time. Anything untouched for four hours escalates by text to a named person, not to a group.
Same-day estimates from the tech’s photos
The tech uploads photos and a voice note from the driveway. Claude drafts the scope and line items against your real price book, a human approves it on a phone, and the estimate goes out by text with a Stripe deposit link before the truck leaves the street. Approved work writes back to the CRM and to QuickBooks.
Automatic follow-up on open quotes and aging systems
Every unsold estimate gets a scheduled sequence (text, then call task, then a final offer) that runs until it’s won or closed out. A second workflow watches equipment age and maintenance history and hands your CSRs a call list of homeowners whose systems are due, with the last three visits already summarised.
How it’s delivered
The services behind this work.
- Business AutomationYour systems talk to each other. Quotes, invoices, and follow-ups happen without anyone retyping anything.
- AI ConsultingA written plan that says which three things to automate first, what each one costs, and what you get back.
- Custom AI SolutionsAI built on your own documents, your own history, and your own rules, so it gives real answers instead of confident guesses.
Questions
What people in this sector ask first.
We already run ServiceTitan. Isn’t this what we pay them for?
ServiceTitan is the system of record and it’s good at that. It doesn’t text back a missed call, it doesn’t chase your unsold estimates on its own, and it doesn’t reconcile against QuickBooks without someone doing it. We build the connective work around it using its API. You keep ServiceTitan.
Will customers know they’re talking to a bot?
The text-back is an automated message and it reads like one: short, honest, offering to book. Real replies go to a human in your office. We don’t build systems that pretend to be your staff, because homeowners work it out sooner or later and it costs you trust you can’t buy back.
Our CSRs aren’t technical. Who runs this?
They keep using the phone and the CRM. The lead board is one screen with a list and a next action. We train your team in a single session and we own the workflows in n8n. If something breaks, it pages us, not your dispatcher.
What does this cost and how fast do we see it?
Missed-call capture is the usual starting point and it’s live in two to three weeks. Full lead routing and quote follow-up runs six to eight weeks. Most shops price the first phase against one saved system replacement a month, which is a low bar for a company running six trucks.
Let’s put a number on it.
Thirty minutes. We’ll ask where your week goes, tell you which of the above we’d automate first, and what it’s worth. You leave with a written summary either way.