One agent. Pick the jobs you need.

Missed calls

Texts back every missed call and books the simple ones.

• Texts the caller back fast, in words you approved, and asks what they need.
• Sorts it: emergency, repair, quote, or spam. Emergencies ping you right away.
• Books simple service calls into open slots on rules you set. Everything else lands as a callback with the details filled in.

Stays with you: any price, promise, or discount.

Runs in: your phone system and field service software.

Best for: HVAC and plumbing shops that miss calls when everyone's out. Roofers after a storm.

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Open estimates

Follows up on every open estimate.

• Follows up on every open quote on a schedule you set (we start with day 2, day 7, and day 21).
• Picks the right note for the job: repair or replace, the options you offered, financing if you offer it.
• Flags quotes that go quiet, biggest first. Signed ones drop off the list.

Stays with you: prices, discounts, and scope changes. You approve each send at first.

Runs in: the estimates in your field service or roofing software.

Best for: replacement-heavy HVAC, roofing, remodel, and solar shops.

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Speed to lead

A reply to every new lead within minutes, then follow-ups on your schedule.

• Drafts a reply to every new web, form, Google, and email lead within minutes, in your words.
• Follows up on a schedule you set. If the lead asked a question, it answers that before any nudge.
• Keeps a list of every live deal: last touch, next step, dollar value, and which ones are going cold.

Stays with you: any price or promise. You approve sends until you trust them.

Runs in: your email, calendar, and CRM or field service software.

Best for: shops paying for leads that sit until the evening: HVAC, plumbing, roofing, remodel, and pest control.

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Morning brief

A text every morning with the state of the shop.

• Yesterday's calls: answered, missed, booked.
• Open estimates over the dollar amount you pick.
• Invoices past due, and today's schedule and crew gaps.

Stays with you: everything. This job only reads. It never messages a customer.

Runs in: your field service software and accounting, delivered by text.

Best for: owners who check five apps before 7 a.m., or don't check at all.

Unpaid invoices

Reminders on unpaid invoices, so you don't have to ask.

• Sends polite reminders on a schedule you set.
• Stops and sends it to you if a customer pushes back or says the work isn't done.
• Anything past the second reminder waits for your OK.

Stays with you: disputes, discounts, write-offs, and payments. Your agent never moves money.

Runs in: QuickBooks or your field service software.

Best for: shops where the bookkeeping happens at night, or not at all.

Reviews

Asks for reviews after a job and drafts the replies.

• Sends a review request after a closed job, in words you approved.
• Asks every customer with a closed job, not just the happy ones, and never offers anything for a review.
• Drafts a reply to each new review.
• You approve every public reply before it posts.

Stays with you: every public reply.

Runs in: your Google Business Profile and field service software.

Best for: shops that know reviews matter and never get around to asking.

Renewals

Keeps maintenance plans and tune-ups on the calendar.

• Builds the list of plans coming due and tune-ups that are late.
• Drafts a short note to each customer.
• You approve the message once. It goes out on schedule after that.

Stays with you: the message, and any price or discount.

Runs in: the memberships or service plans in your field service software.

Best for: HVAC and plumbing shops with maintenance plans.

Permits

Keeps permit, inspection, and utility status current.

• Reads permit, inspection, and utility emails.
• Updates each job's status and tells you what's stuck and for how long.
• Anything sent to a homeowner waits for your OK.

Stays with you: every message to a homeowner.

Runs in: your email plus your field service software or job sheet.

Best for: roofing, solar, remodel, electrical, and HVAC change-outs.

Claim packets (roofing)

Checks a storm job has the photos, measurements, and notes you require before the estimator starts.

• Goes through each storm job against your own checklist.
• Lists what's missing, job by job.
• Never writes the scope or the price.

Stays with you: the scope, the price, and anything sent to an adjuster.

Runs in: your photo app, email, and shared drive.

Best for: roofing shops doing insurance work.