Call Handling

Never miss another call. Your phones get answered 24/7 — nights, weekends, holidays. Callers get qualified, appointments get booked, and you wake up to a full schedule instead of a full voicemail box.

  • 24/7 live call answering — no voicemail, no hold music
  • Caller qualification (service needed, location, urgency)
  • Appointments booked directly into your calendar or CRM
  • Call summaries and transcripts sent to your team instantly
  • After-hours emergency routing to on-call techs
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Automated Scheduling & Dispatch

Stop playing Tetris with your schedule. Jobs get slotted based on location, tech skills, and priority — automatically. Routes get optimized. Customers get reminders. No-shows drop.

  • Smart job assignment based on tech location and skillset
  • Route optimization that cuts windshield time
  • Automated customer reminders via text and email
  • No-show reduction through confirmation sequences
  • Real-time schedule visibility for your whole team
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Review Generation System

You do great work — your Google profile should reflect that. After every completed job, your customer gets a review request at exactly the right moment. No awkward asking. No forgetting.

  • Automated review requests triggered by job completion
  • Timing optimized for highest response rates
  • Direct links to Google, Yelp, or wherever you need reviews
  • Negative feedback intercepted before it goes public
  • Monthly review volume tracking so you can see the growth
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Customer Follow-Up Automation

The money is in the follow-up, and most service businesses don't do it. We build systems that check in after every job, re-engage past customers, and make sure nothing falls through the cracks.

  • Post-job follow-ups sent automatically
  • Seasonal re-engagement campaigns (tune-up reminders, spring checks)
  • Unsold estimate follow-ups that actually get sent
  • Win-back sequences for customers gone 6+ months
  • Every touchpoint logged in your CRM
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Revenue Dashboards & Reporting

Most owners check their numbers once a month — if that. We build dashboards you can pull up on your phone and see exactly where you stand. Revenue, lead sources, close rates, marketing ROI.

  • Real-time revenue and job volume dashboard
  • Lead source tracking — know which channels produce jobs
  • Close rate and average ticket by tech, service type, or location
  • Marketing ROI broken down by channel
  • Weekly or monthly email summaries to your inbox
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Workflow Automation

Your tools don't talk to each other, so your team fills the gaps manually. We connect your existing software — CRM, accounting, scheduling, email — so data flows automatically.

  • Connections between CRM, QuickBooks, scheduling, and comms tools
  • Automatic data sync — enter it once, it shows up everywhere
  • Custom triggers (new lead, quote approved, job completed)
  • Elimination of copy-paste workflows and manual handoffs
  • Documentation of every automation so your team knows how it works
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CRM Setup & Integration

A CRM only works if it's set up right and your team actually uses it. We configure it for how your business runs — not the generic template it shipped with.

  • CRM selected and configured for your business (or existing CRM cleaned up)
  • Custom pipelines for leads, estimates, jobs, and follow-ups
  • Integration with your phone system, email, and scheduling
  • Team training so everyone actually uses it
  • Contact import and data cleanup from spreadsheets or old systems
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Ad Management & Lead Routing

You're spending money on ads. Do you know which ones are bringing jobs? We track every lead from click to closed job so you can see exactly what's working.

  • Lead source tracking from first click to completed job
  • Automated lead routing — new leads go to the right person instantly
  • Cost-per-lead and cost-per-job reporting by channel
  • Google Ads and LSA management with transparent reporting
  • Underperforming campaigns flagged and paused before they waste budget
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24/7
Calls Answered
No more missed opportunities
15+
Hours Saved Per Week
Reclaimed from manual admin
Faster Follow-Up
Automated, same-day every time

Ready to automate?

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