Field Service, Trades & Contractors
Answer every call, quote faster, and stop losing jobs to voicemail
When your team is on a roof or under a sink, the phone wins or loses the next job. We answer it, qualify it, book it, and make sure the quote gets followed up without anyone remembering to do it.
Where the time goes
The problems we hear every time
Calls come in while you are working
The busiest hours for inbound calls are the hours your crew cannot answer, and callers do not wait.
Quotes go out and go quiet
Follow-up depends on memory, so a meaningful share of quoted work simply never gets chased.
Job paperwork lags days behind
Photos, notes, materials and hours are collected on phones and reassembled in the office later, delaying invoicing.
Scheduling is a group text
Dispatch, changes and no-shows are coordinated ad hoc with no shared record.
- First ring
- Answering during jobs, evenings and weekends
- Every quote
- Followed up on a schedule, with outcomes recorded
- Same day
- Job documentation ready for invoicing
The playbook
What we automate here
Bought one module at a time, in the order that pays back fastest for this kind of operation.
24/7 AI reception and booking
Answer, qualify, quote ranges within your rules, book the visit into the calendar and text the confirmation.
Missed-call text-back
Any unanswered call gets an immediate SMS offering to book or call back, plus a task for the office.
Quote follow-up sequences
Automatic, polite, escalating follow-up on open quotes until they are won, lost or postponed — with a reason recorded.
Job documentation capture
Crew photos, notes and material lists are collected from the field, attached to the job and turned into invoice-ready summaries.
Review and referral automation
Review requests triggered after completion, with negative feedback intercepted for a human call first.
Launch package for new trades businesses
Phone, receptionist, CRM and website installed together for a fixed price so a new business looks established from week one.
Your existing stack
Nothing gets ripped out
We read what your systems produce and write back into them. The tools stay; the manual work between them does not.
Solutions
The systems behind this playbook
AI phone reception
AI phone reception for small and mid-size businesses: 24/7 answering, appointment booking, call summaries, smart routing and automatic follow-up on every missed call.
From $59 / monthDocument automation
AI document automation that reads fiscal notes, scale tickets, invoices and statements from email, PDF or a phone photo, validates them, and pushes structured data into your sheets and accounting system.
From $3,000 setup + $250 / monthEmail & order intake
AI email intelligence that reads incoming mail, extracts orders and quote requests, categorises everything, drafts accurate replies and notifies dispatch or sales automatically.
From $2,500 setup + $200 / monthLaunch package
A fixed-price launch package for new and newly-serious businesses: business phone system, AI receptionist, CRM with automated follow-up, and a fast, search-ready website.
From $4,900 one-time + $349 / monthOur own software
Products we built for this kind of operation
Questions we get asked
Can it quote prices on the call?
It can give ranges and standard rates within rules you define, and it will not commit to a firm price on complex work — it books the estimate instead.
We are a two-person shop. Is this overkill?
It is the opposite: small teams gain the most, because there is nobody spare to answer the phone.
Talk to someone who knows field service & trades
Bring one workflow that eats your week — calls you miss, documents you retype, reports you rebuild. We will map it, tell you what it costs to automate, and what we would do first.