Trades and home services
Quotes, schedules and invoices, off your evenings.
Quotes, scheduling and invoices, off your evenings. You just say yes on your phone. For plumbers, electricians, heating and cooling, landscapers, cleaners and contractors.
What we can take off your desk
Jobs your agents can do. You say yes on your phone.
Anything that goes out waits for your yes.
- After-hours requestsNight and weekend requests get a reply drafted in minutes, with the next open slots, ready for your yes.
- Quotes from photosA customer's photos become a draft estimate; it goes out after your check.
- Quote follow-upsPolite follow-ups drafted for unanswered estimates on day 3 and day 7.
- Scheduling and dispatchThe day planned so the right technician with the right parts takes each job; you approve the plan.
- Job reportsThe technician's notes and photos turned into a report for the customer.
- Invoices and remindersInvoice drafted when the job closes, and reminders ready until it is paid.
- ReviewsA review request after payment, and a reply drafted for every review.
- Seasonal service remindersReminders drafted for past customers when their furnace, AC or system is due, with a slot to book.
A good first job: every quote sent and followed up. Start to finish: from a customer's request to a sent quote and a follow-up two days later. Live in two weeks.
Your agents
Agents set up for the trades, with the way your business runs.
- THE QUOTE DESK
Turns a call, a form or a photo into a quote and follows up until the customer answers.
- THE DISPATCHER
Books jobs, plans each crew's day and tells customers when to expect you.
- THE COLLECTOR
Sends the invoice when the job closes and polite reminders until it is paid.
A morning with your agents
The leak on Sunday night
Varnholt Plumbing & Heating, a fictional demo company with 9 technicians.
- A homeowner fills in your web form with a photo of a leaking water heater.
- Your agents draft a reply with the first two Monday slots, one question (gas or electric?) and an estimate from the photo.
- Monday's plan is drafted so the nearest technician with the right part takes the job.
- You tap yes on the reply, the plan and the estimate.
- The homeowner is booked before calling anyone else.
First Monday slot: 8:30 a.m., with the nearest technician. Send?
Result for the demo company: The job is booked before the homeowner calls a competitor; after-hours requests answered by 7 a.m.; 3 more jobs a week booked.
And then: Payment reminders on day 7 and day 14, and a review request when the invoice is paid.
Example
See it working.
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RESULTS VIDEO
A week of one agent team, in 80 seconds
Quotes, invoices and stock checks running, with a person approving every key step.
Watch the video →
Start with a Quick Audit
Free: a short conversation about where your hours go, and which option fits. We reply within two working days.