The Service Call System
You’re on a roof when the phone rings. The caller still hears from you.
Missed calls, quote follow-ups and site-visit notes, handled by AI workflows we build and run. You see every one.
Northgate Heating and Air
0 new
Yolanda D.7:41Urgent
Texted back, bookedMissed call. No heat, two kids at home.
Today 11amWesley V.8:33Customer
Sent to youYouYour invoice charged me twice.
Curtis B.7:55Lead
Replied, asked for photosCan I get a quote on a new AC unit?
Joanne P.8:18Follow-up
Followed upStill thinking about the furnace quote.
Lead Rocket8:02Spam
RemovedExclusive HVAC leads, first ten free!
Calls handled.
3 answered · 1 job booked · 1 sent to you
What’s in your system
Calls, forms and emails from homeowners answered, sorted and booked while you’re on the job.
- Missed callsA caller you can’t answer from a ladder gets a text back, and you see what the job is before you climb down.
- Lead responseA homeowner who fills in your form or answers your ad gets an approved first reply while they’re still calling around.
- Email assistantQuote requests, invoice questions and supplier emails are sorted before you get home, the routine ones answered and the rest drafted for one tap.
- Follow-upsQuotes get followed up on the timing you approve, and the sequence stops the moment the homeowner replies.
- Call notesRecorded calls and site visits become notes and action items, filed where your team works, instead of written up at night.
The Service Call System
How it runs
- 1
Missed calls texted back
A call you can’t take from a roof gets a text back asking what the job is.
- 2
Sorted by urgency
A leak or a no-heat call comes first, quote requests next, sales pitches out.
- 3
Visits booked
Our AI assistant offers your open slots and books the visit from the rules you set.
- 4
Quotes followed up
Open quotes get a follow-up on your timing, and it stops the moment the homeowner replies.
On the job
You’re on a roof, or under a sink, or in a crawlspace.
The phone buzzes in your pocket. You let it go.
The voicemail is a homeowner with water coming through the ceiling.
Tonight you’ll write up today’s quotes from memory and a few photos.
Last week’s quotes are still waiting on a follow-up.
And somewhere in all that, the leads from your ads need calling back too.
Hector G.7:48
Missed call
Wendy S.9:05
Question
Your phone, mid-day. Sample notifications, invented.
Where it stops
- Safety questions go to you. It never tells anyone a leak, a spark or a gas smell can wait.
- It never quotes a price you haven’t given it, and complaints or disputes about a job go to a person.
- Quiet hours in your time zone. Nobody gets a text at midnight about a quote.
Questions
Can it give quotes?
It can share the prices you approve, like a service-call fee or a standard service. Anything that needs a look at the job comes to you.
What if someone has an emergency?
Safety questions are on the list it must not answer. It hands them to you instead, and you see the handoff in your dashboard.
Do I need to learn new software?
No. We build it, we run it, and you watch it in your dashboard. If you want something changed, you tell us.
How long does it take?
Live in one to two weeks, depending on how quickly we get what we need from you, like your number’s carrier registration.
Stay on the job
Start with a free audit. You’ll see which calls, quotes and notes a workflow can take, and which stay with you.
Get a free audit