Contractors, trades, field service
Roofing, Plumbing & Home Services
Stop losing the emergency call you were up a ladder for.
- Leaks we see5 in a typical week
- Taken off you6 jobs
- First automation liveusually inside a month
Trades lose money in two places: the call that went unanswered because everyone was working, and the quote that went out four days late.
Both are fixable without hiring an office manager. A voice agent that qualifies and books, plus a quote builder that runs off your own pricing, changes the shape of the week — and the crew never has to stop working to answer a phone that turns out to be a supplier.
Before and after
What the week looks like now, and what it looks like once this runs
The short version. Each of these is unpacked further down, next to the automation that removes it.
Costing you money today
- The phone rings while the whole crew is on a roof — and the caller rings the next number.
- Estimates are written in the evening, days after the site visit.
- Customers are not reminded, so someone drives to an empty driveway.
- Job photos, measurements and notes live in four different phones.
- Reviews only get asked for when someone remembers.
Handled without you
- Every call answered and qualified — job type, address, urgency — while you work.
- Emergency jobs flagged and pushed to whoever is closest.
- Estimates built from your rate card the same day and sent for signature.
- Confirmations, reminders and “tech is on the way” messages sent automatically.
- Job photos and notes filed against the right job without anyone sorting them.
- Review requests fired the moment a job is marked complete.
What we would automate
4 automations, and the problem each one takes off the table
Not a menu — this is the order we would actually build them in. Start with the one costing you the most, prove it pays, then add the next. The panels are diagrams of the run, not screenshots: every automation is built inside your own systems.
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+1 (415) 555 0148 21:40 · after hoursAI receptionist answered on the first ring
01 Voice
AI Voice Receptionist
The problem todayThe phone rings while the whole crew is on a roof. It rings out. They ring the next number on the list and that job is gone.
Once this is runningHow this one worksEvery call answered and qualified — job type, address, access, how urgent — with genuine emergencies pushed to whoever is closest instead of going to voicemail.
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Estimate 1042from your rate card
- Strip and dispose existing felt640.00
- Warm deck build-up, 90m²3,150.00
- Edge trim and outlets415.00
Total ex. tax4,205.00awaiting signature02 Sales
Quote & Estimate Builder
The problem todayThe estimate gets written at nine at night, three days after the site visit, if it gets written at all. The customer has already had two others.
Once this is runningHow this one worksEstimates built from your own rate card the same day, sent for signature, and chased on their own if they go quiet — without an office evening.
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MonTueWedThuFriBookedThu 09:30 — confirmed by SMS
03 Booking
Appointment Setter & Reminder Engine
The problem todayA technician drives forty minutes to an empty driveway because nobody reminded the customer the day before.
Once this is runningHow this one worksConfirmations, reminders and "your engineer is twenty minutes away" messages sent automatically and logged against the job, so the van is never wasted.
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Turned up when they said, cleared everything away. Would use again.
Reply draftedThanks Marie — glad the timing worked. We will pass that on to Danny and the crew.
Caught privately2★ — routed to you before it was posted anywhere.
04 Reputation
Review & Reputation Engine
The problem todayFifty jobs done well and eleven Google reviews, because asking is technically somebody's job and nobody remembers at the end of a long day.
Once this is runningHow this one worksA review request fires the minute a job is marked complete. The crew never has to ask, and a low score reaches you before it reaches your profile.
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Practices, dental, specialist clinics
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Shopify, WooCommerce, marketplaces
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