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Home Services & Skilled Trades
For HVAC, plumbing, electrical, and roofing contractors
Small and mid-size service businesses live or die on dispatch speed and follow-through. Agents keep the schedule tight, the quotes out the door, and the warranty paperwork actually filed.
What's broken today
- After-hours calls ring out or go to voicemail — emergency jobs go to competitors
- Quotes take a day or two and customers book whoever answers first
- Dispatch is a whiteboard-and-texting operation that falls apart on busy days
- Warranty claims and rebate filings get forgotten until the customer asks
- Seasonal maintenance customers don't come back because nobody reached out
What automates
- 24/7 intake agent — answers calls and texts at any hour, triages urgency (water spraying vs. leaky faucet), books the next-available slot, collects photos for the tech
- Photo-to-quote agent — customer snaps the problem, agent identifies the issue, pulls historical pricing for a ballpark, schedules the in-person estimate
- Smart-dispatch agent — routes calls by tech skill, location, and drive time; re-optimizes when a job runs long or an emergency drops in
- On-site upsell agent — based on findings and the home's age/maintenance history, surfaces related services the tech can offer ("water heater is 11 years old, here's a replacement quote")
- Quote-follow-up agent — if a customer got a quote but didn't book, follows up at 3/10/30 days with just-enough pressure, tapers gracefully
- Warranty & rebate agent — when a job closes, checks manufacturer warranty and utility rebate eligibility, files paperwork same-day
- Seasonal-maintenance agent — knows every customer's HVAC/plumbing tune-up schedule, reaches out proactively with slots
- Review-request agent — customized review requests the day after a job (the highest-conversion window)
What you get back
- After-hours revenue recovered (often 15–25% of total monthly)
- Quote-to-close rate up 25–40%
- Tech utilization up 1–2 billable stops per day
- Customer LTV up with proactive seasonal outreach
- Google/Yelp review volume triples, driving local ranking
In practice
A 22-truck HVAC company lifted quote-to-close rate by 31% and booked $180K in after-hours jobs that previously went to voicemail.