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SolutionsLocal & home services

Answer every lead before the next company on the list does.

An AI front desk that replies to texts, web chats and missed calls in seconds, gathers the job details and lines up the visit, so your crew can stay on the job.

Built for: HVAC, plumbing, electrical, roofing, cleaning, landscaping and other local service businesses.

Sample conversation · Home servicesAI active

New contact

via Text message

Hi, my AC is blowing warm air. Can someone come out Saturday?

Riley · AI

Sorry to hear that. We do have Saturday morning openings. What's the service address, and is the unit making any unusual noise?

1420 Bayview Dr. It's buzzing but the fan runs.

Lead qualified: Hot · Deal opened: AC repair
Riley · AI

Thanks! I've requested a Saturday 8–10am window at 1420 Bayview Dr. Our coordinator will confirm by text shortly.

Task created: Confirm Saturday visit
Riley is handling this conversationTake over

The problem

What this pack solves

01

Missed calls turn into lost jobs

When the phone rings mid-job, callers move on to the next listing. Missed-call text-back starts a conversation instead of a voicemail.

02

After-hours leads go cold

Form fills and texts that arrive at night sit until morning. Your AI employee replies the moment they arrive.

03

The office answers the same questions all day

Service area, hours, trip fees, warranties. Put the answers in the knowledge base once and let the agent handle them.

04

Repeat business slips away

Maintenance reminders and seasonal check-ins rarely go out on time. Scheduled campaigns send them for you.

Your AI employee

Meet Riley, your front desk & dispatch assistant

The pack's persona is a starting point. Rename it, change the tone, and edit every rule and answer.

  • Replies to inbound texts, chats and missed calls using your service area, hours and policies
  • Asks for the service address, the problem, how urgent it is and the best time to come out
  • Hands emergencies like gas smells, flooding or no heat straight to a person
  • Qualifies each lead as hot, warm or cold and opens a deal in your pipeline
  • Creates follow-up tasks for estimates that haven't been approved yet
  • Sends seasonal tune-up and maintenance reminders on a schedule
Agent builderDraft approval: on

Riley

Front desk & dispatch assistant

Tone

ConversationalProfessional

Never say

Exact prices before an inspection

Always do

Ask for the service address

Hand off when

Gas smell or carbon monoxide

Knowledge

Services & areaHours FAQyourcompany.com/warranty

Pipeline

Suggested pipeline: Service jobs

The AI opens deals and qualifies leads as it talks. Your team moves them forward.

  1. New lead
  2. Qualified
  3. Estimate scheduled
  4. Estimate sent
  5. Won
  6. Lost
Pipeline · Service jobs

New lead

Water heater leak

hot

Gutter cleaning

warm

Qualified

Maintenance plan

warm

Estimate scheduled

Attic insulation

cold

Estimate sent

A/C tune-up

hot

Campaigns

Templates included

  • Spring A/C tune-up reminder
  • Fall furnace check
  • Estimate follow-up after 3 days
  • Review request after a completed job
  • Win-back for past customers

Campaigns respect quiet hours and opt-outs automatically.

FAQ

Home services questions

Can it book appointments on its own?

Yes. Set your hours, visit length and how many crews can be booked at once. It offers real open times, books the one the customer picks, and texts a reminder before the visit. Bookings appear on the Calendar page and in Google, Outlook or Apple Calendar through a subscription link. Prefer a person to confirm every slot? Turn booking off for that AI employee and it creates a follow-up task instead.

What happens with emergencies?

You write the hand-off rules. When a message matches one, such as a gas smell or water pouring through a ceiling, the agent stops, tells the customer a person is on it, and flags the conversation for your team with a summary.

Will it quote prices?

Only what you allow. Add pricing you're comfortable sharing to the knowledge base, and add anything it should never say, such as exact repair prices before an inspection, to its guardrails.

Do I need a new phone number?

You connect a number from your own Twilio or Telnyx account. Calls to that number can ring your existing phone first; if nobody answers, the caller gets a text back and the AI takes it from there.

Put Riley to work.

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