Home services
AI automation agency for home services
We build home services automation for HVAC, plumbing, electrical and roofing companies that want to book more of the calls they already get and spend less time on office admin. We connect ServiceTitan, Housecall Pro or Jobber to AI call answering, estimate follow-up, membership renewals and dashboards your owners and CSRs actually use.
Get a free proposal
Tell us what you need. A consultant replies within one business day.
Quick answer
How can AI automation help an HVAC or plumbing company?
AI automation helps HVAC, plumbing, electrical and roofing companies by texting back missed calls, answering after-hours calls with an AI voice agent that books jobs in ServiceTitan, Housecall Pro or Jobber, and following up on unsold estimates. It can also send membership renewal and tune-up reminders and request Google reviews after completed jobs.
- Missed and after-hours calls during heat waves and cold snaps are the biggest lost-revenue source
- Unsold estimates trigger text and email sequences that notify the comfort advisor on replies
- Roofing claim files collect photos, EagleView or Hover measurements and adjuster scope in JobNimbus or AccuLynx
- Owner dashboards track booking rate, average ticket, tech close rate and membership counts
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The biggest time sinks for HVAC, plumbing, electrical and roofing companies
In home services, the phone is the business. When a heat wave or a cold snap hits, call volume spikes, CSRs fall behind and calls roll to voicemail. Then the office spends the next morning returning missed calls, chasing unsold estimates and sending invoices that should have gone out from the truck.
These are the jobs that eat the most hours:
- Missed and after-hours calls, especially during peak season
- Booking, dispatch changes and "Where is my tech?" calls
- Unsold estimates and open options that nobody follows up on
- Maintenance agreement (membership) renewals and seasonal tune-up reminders
- Review requests, Google Business Profile replies and Angi or Thumbtack lead handling
- Roofing: insurance claim paperwork, inspection photos and adjuster follow-up
- Weekly KPIs like booking rate, average ticket and tech close rate pulled by hand
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Home services automation we build
Home services automation works best when it writes straight into your field service software. When a call is missed, an automation can text the customer back within a minute and offer booking times. When a technician leaves an estimate unsold, a follow-up sequence starts at day 2, 7 and 21, with the option details pulled from the job.
We set up rules around your business: service areas, job types, which trades handle which calls, and when a request needs a human. Your CSRs and dispatchers stay in charge of the board.
WHAT WE BUILD
What we automate for home services
Typical automations, each scoped and quoted at a fixed price after a free review.
Missed-call text-back
When a call goes unanswered, the caller gets a text within a minute with a booking link or a quick question, and the reply is logged against the customer record.
AI after-hours answering
An AI voice agent answers overflow and after-hours calls, triages the issue, books the job in your field service software and escalates emergencies to on-call.
Unsold estimate follow-up
Open estimates trigger a text and email sequence with the option details, and replies or acceptances notify the comfort advisor or sales tech.
Membership renewals and tune-ups
Maintenance agreements nearing renewal and customers due for seasonal service get reminders with booking times before the busy season.
Review requests and replies
Completed jobs trigger a review request, and new Google reviews get a drafted reply for the office to approve.
Roofing claim file builder
Inspection photos, EagleView or Hover measurements and adjuster scope are collected into one organized claim file in JobNimbus or AccuLynx.
Owner KPI dashboard
Booking rate, average ticket, close rate by tech and membership counts are pulled into a Looker Studio or Power BI dashboard each morning.
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AI voice agents and AI receptionists for home services
An AI voice agent can answer overflow and after-hours calls, ask the questions your CSRs ask (What is the address? Is the system completely down? Any water on the floor?), check availability and book the job in ServiceTitan, Housecall Pro or Jobber. True emergencies, like a gas smell, a burst pipe or sparking panel, follow your escalation rules and reach the on-call tech.
AI agents also help behind the scenes. An estimate assistant can turn a tech's notes and photos into a clean good-better-best proposal draft. For roofing companies, a document agent can organize inspection photos, measurements from EagleView or Hover, and the adjuster's scope into one claim file.
Calls and texts must follow TCPA and state rules, including consent for marketing messages and clear disclosure where required for recorded or AI-handled calls. We build consent and opt-out handling into every flow. This is practical guidance, not legal advice.
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Field service software and tools we connect
We regularly work with ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion and Workiz, and with roofing tools like JobNimbus, AccuLynx, CompanyCam, EagleView and Hover. On the marketing side we connect Google Local Services Ads, Google Business Profile, Angi and Thumbtack, CallRail and review tools. Accounting usually runs through QuickBooks Online.
Workflows run on n8n, Zapier, Make or custom Python, and voice agents run on a telephony provider in your own account. You own the numbers, the accounts and the code.
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How a home services automation project works
We start with a free review. We look at your call data, booking rate, unsold estimates and how many calls go unanswered by hour and day. That tells us where automation can recover the most work, whether that is after-hours answering, estimate follow-up or membership renewals.
We build the first stage, test it with your CSRs on real calls and texts, and tune the scripts before going live. Then we add the next stage. Most teams start before peak season so the system is ready when call volume jumps.
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What home services automation costs
Every project gets a fixed price after the free review. A missed-call text-back or review request workflow typically takes 1-2 weeks. An AI voice agent with booking into your field service software, plus estimate follow-up and a KPI dashboard, typically takes 4-8 weeks in stages.
Ongoing costs are your software, telephony minutes and AI usage, billed to your own accounts. If you want help tuning scripts each season, we quote support separately.
TOOLS
Tools we connect
FAQ
AI automation for Home Services questions
Can an AI answer calls for my HVAC company?
Yes. An AI voice agent can answer overflow and after-hours calls, ask triage questions, check availability and book the job. It follows your emergency rules and hands off to a person when a caller asks or the situation needs one.
Does home services automation work with ServiceTitan?
Yes. ServiceTitan has an API for approved integrations, which we use to create bookings, read jobs and estimates, and pull reporting data. We confirm your plan's API access during the free review.
Can you automate Jobber or Housecall Pro?
Yes. Both offer integrations and APIs that let us create clients and requests, read quotes and jobs, and trigger follow-up. Smaller shops on these platforms often start with missed-call text-back and quote follow-up.
How do I follow up on unsold estimates automatically?
We read open estimates from your field service software and send a timed sequence of texts and emails with the options the customer was shown. When someone replies or accepts, the right person on your team is notified.
Is it legal to text customers automatically?
Transactional texts about a job the customer requested are generally treated differently from marketing texts, which need clear consent. We build consent tracking and STOP handling into every flow, and your attorney should approve your messaging.
How long does it take to set up?
Simple workflows typically take 1-2 weeks. A full setup with an AI voice agent, booking and follow-up typically takes 4-8 weeks, and it is best started before your peak season.
GET A FREE PROPOSAL
Tell us what you want automated
Describe the process that eats your team's week. We reply within one business day with a first take on what can be automated, which tools fit and roughly what it would cost.
- Free 30-minute automation review
- Fixed quote before any work starts
- You own every workflow, account and line of code