Services

Automation built for the way local trades actually work.

For HVAC, plumbing, roofing, electrical, and similar trades — where every missed call is a lost job, every no-show burns a slot, and every disorganized customer record costs you a follow-up. Here's what I build.

Lead Response Automation

Instant follow-up to inbound inquiries from website forms, calls, and texts — so leads don't go cold before a competitor calls back first. The first responder wins most local service jobs; this makes sure that's you, every time.

New form submissions, voicemails, and missed-call texts trigger an instant reply within minutes — any hour of day.
Every lead gets a personalized follow-up sequence running on schedule until they book or opt out.
Leads that went quiet get re-engagement messages automatically, so nothing falls through the cracks.
You see a simple pipeline view of where every lead stands without manually updating a CRM.

Appointment Scheduling & Reminders

Automated booking confirmations and reminder sequences that cut no-shows and double-bookings. Customers book their own slots from a live calendar, reminders go out without you remembering to send them, and your schedule stays clean without phone tag.

Customers self-book from a live calendar that respects your existing jobs and travel time.
Automated SMS and email reminders cut no-shows without you remembering to send them.
Same-day reminders go to both your tech and the customer so nobody's surprised.
Cancellations trigger automatic waitlist outreach to fill the slot, not leave it empty.

Customer & Job Data Organization

Automatically logging and organizing customer and job info so nothing falls through the cracks between the field and the office. Every interaction, every job detail, every follow-up — captured in one place, accessible from your phone in the truck or your laptop at the office.

Customer info captured from forms, calls, and texts lands in one organized record — no manual entry.
Job details, photos, and notes sync between field and office without retyping or photographing paperwork.
Job history per customer is one tap away when they call back six months later.
Follow-up tasks generate themselves based on job status, so you stop forgetting the small things.

Review & Follow-up Requests

Automated post-job review and follow-up messages that build reputation without manual chasing. The job finishes, the request goes out, the review lands — on the platforms that matter for local search, on the schedule that actually works.

Post-job review requests sent automatically to the platforms that matter for local search.
Smart timing — request goes out after the customer has had time to use the work, not the second you leave.
Follow-up sequences for maintenance, warranty checks, and seasonal tune-ups run on their own.
Repeat-business outreach goes out without you maintaining a spreadsheet of who to contact when.

Pricing & process

Every business is different — let's talk about what fits yours.

No fixed pricing, no off-the-shelf packages. The first call is free: we map what's eating your week, I tell you what I can automate and what I can't, and if it makes sense to work together I send a fixed-scope proposal with a clear price. No retainers unless you want ongoing support.

Book a free consultation

Tell me what your week looks like. I'll point you to the right place — even if that turns out to be a recommendation to do nothing yet.

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