Starter
For an owner who answers their own phone.
- Pipeline, customers and jobs
- Estimates, invoices and payments
- AI agent answers 24/7 and books jobs
- Every call recorded on its lead
- Website chat and Telegram alerts
- 1 business number, 3 team members
The phone rings out. A homeowner with a dead AC in 110-degree heat does not wait. They call the next company on the map.
The agent answers in your company name, hears "no AC", marks the call urgent, offers your next opening and books it into your schedule.
The family leaves a voicemail you hear at 6 AM. By then they have booked whoever picked up.
The agent takes the name, address and what the furnace is doing, offers your earliest slot and sends you a Telegram alert, so you decide on a night call.
Nobody answers, and the homeowner moves on to the next company in the Google results before you see the missed call.
When a phone lead comes in while your team is off duty, the agent calls it back within a few minutes and tries to book the tune-up or repair visit.
One board for leads, estimates, jobs and invoices. You name the steps; this is a common setup for HVAC companies.
The AI answers, asks your questions and creates the lead with the recording and summary.
Booked into your calendar or Housecall Pro once the caller confirms the time.
The job card has the address, history and the caller's own words.
Turn the estimate into an invoice in one click.
Record the payment. Money shows on your dashboard.
You pick the words that mean urgent. When a caller says one, the agent skips the routine questions, gets the address and what the system is doing, and sends an alert to your phone as soon as the call ends. The HVAC list below is a starting point you can edit anytime.
The lead is marked urgent on your board and in the call summary, so it is the first thing you see.
Heating, cooling or both, what the unit is doing in the caller's words, and the address. For returning customers it confirms the one on file.
It books the soonest slot on your schedule if the caller wants it, or takes a detailed message when nothing fits.
If the caller asks for someone while your team is on duty, it transfers the call. After hours it takes the message and you get the alert.
Leads come in from every channel. Bookings, jobs and alerts go out to where you already work.
3-day free trial with 25 minutes. No credit card.
For an owner who answers their own phone.
For a busy team with a front desk.
For high call volume and bigger teams.
Several locations, a custom AI agent and call flows, unlimited numbers and team. Priced for you.
Something else on your mind? Talk to us.