Every automation below is one we have shipped, tuned, and are running on a retainer for an HVAC contractor today. The pitch is what it does, the tool is what it is built on, and the ROI hook is the missed-call or slow-response revenue the system is designed to recover.
Book a Discovery Call →An AI voice agent that picks up every inbound call to your main line — day, night, weekends, holidays. It greets the caller by name when the CRM has it, asks the three or four questions your office team actually uses to qualify a job (system type, urgency, address, callback preference), and either books the call onto your dispatcher's calendar in real time or hands a clean transcript to whoever is on call. The voice is conversational, not robotic; callers don't realise they're talking to a system until it offers to transfer them.
When a homeowner fills out a web form at 11:40pm — between the kids' bedtime and a Saturday AC failure — they do not want to wait until your office opens. The after-hours flow answers the form, qualifies the job, and offers a real available slot from your dispatch calendar before the lead goes cold. If the slot is rejected it offers the next one; if the lead goes quiet, a text-back sequence kicks in within 90 seconds so the conversation stays alive.
Every lead and every estimate lands in a structured pipeline with stages your team actually uses: new, qualified, estimate sent, won, lost. Estimate follow-ups go out on an automated cadence — day 2, day 5, day 10 — with the right nudge based on what the customer has or has not opened. Old customers who have not booked in 12+ months get a seasonal reactivation nudge. Nothing is sent that a human does not approve during the first month; after that, the cadence is tuned and your team only intervenes on edge cases.
After a job is marked complete in ServiceTitan or Housecall Pro, the customer gets a text the next morning with a one-tap review link to Google — timed for the moment they are most willing to share. Customers who indicate an issue — either by replying to the text or by leaving a 1–3 star review — get routed to a private channel so you hear about it before it hits your public profile. Happy customers get the public ask; unhappy customers get the recovery flow. Steady, compounding lift to your local-map ranking.
Monthly performance summary with end-to-end numbers — not vanity graphs. You see how many leads came in, how many were qualified, how many booked, how many estimates went out, how many closed, and where the funnel is leaking. The retainer uses that report to tune conversation flows, adjust follow-up cadence, and flag pricing or offer changes worth testing. New requests during the month — a new sequence, a holiday promo, a region-specific landing page — turn around within 24 business hours.
ServiceTitan · Housecall Pro · Jobber · GoHighLevel · Birdeye · Podium
Active retainer clients are on-call in 24 business hours — new sequences, copy changes, and integration tweaks turn around the next business day. Hosting and underlying API costs are bundled into the retainer; no surprise usage bills.
We'll look at your current lead flow, give you an honest assessment of where leads are slipping, and quote a setup cost up front. No commitment required from the call.
Book a Discovery Call →