AI Front Desk + Lead Recovery

Book more jobs without hiring another office person.

The average HVAC, plumbing, or electrical shop loses $4–8K/mo to missed and unreturned calls. We install the AI Front Desk that answers 24/7, qualifies, and books straight to dispatch.

Replaces a $5K/mo lead-gen agency, a $1.5K/mo CSR, and the calls you are missing right now.

Built for contractorsWorks with your current toolsOffice-approved before launch
Customer service representative answering a home services lead in a dispatch office
Lead desk
Inbound callsAnswered 24/7
Qualified leadsBooked to dispatch
Dead leadsRecovered by SMS
MISSED CALL RECOVERY24/7 AI FRONT DESKQUOTE FOLLOW-UPDISPATCH BOOKINGPAST CUSTOMER REACTIVATIONREVIEW REQUESTSLOW SEASON FIXWEEKLY ATTRIBUTION
01 / Missed-call math

The work is there. The leak is the office.

Demand is won or lost when the phone rings during a job, after 6pm, or while your CSR is already talking. At a $250–$500 average ticket, even a handful of missed calls becomes real money fast.

P.01

Phone rings during a job

Tech misses it. So does your CSR. Customer calls the next shop on Google.

P.02

Agency spend is fuzzy

You are paying $5–6K/mo to a lead-gen agency that cannot prove which jobs it booked.

P.03

Past customers go cold

The reactivation SMS that would book the annual tune-up never gets sent.

P.04

Slow season sneaks up

January is empty because nobody worked the database before December.

02 / Revenue anchors

SIGNAL.01$4–8K

monthly revenue leak from missed and unreturned calls at many shops

SIGNAL.0230–40%

inbound calls missed by home service shops when the office is slammed

SIGNAL.03$5K + $1.5K

agency plus CSR cost this wedge is designed to replace

SIGNAL.0421d

private agent install path from kickoff to live

03 / Productized wedge

Start with the Front Desk wedge.

We install the two agents that pay for themselves first: AI Front Desk for 24/7 call answering and dispatch booking, plus Lead Recovery for missed-call SMS, quote follow-up, reviews, and past-customer reactivation.

04 / Guarantee

Zero missed calls + 5 recovered jobs in 30 days. Or we work for free until you hit it.

We underwrite the outcome. If the system is not lifting your bookings inside 30 days, we do not bill the retainer until it is.

05 / Office OS architecture

One Office OS. Six specialized roles. Land with two.

The owner approves and decides. The orchestrator runs the daily dispatch brief, weekly KPI review, and anomaly routing. Four subagents hold the system together.

Owner / office manager
approves, decides
Orchestrator
daily brief · weekly review · anomaly routing
Front Door

Lead Responder + CSR Copilot

Answers 24/7, qualifies by service type, urgency, address, and books straight into dispatch.

Ops

Dispatcher

Protects the schedule with route notes, capacity flags, reminders, and clean field handoffs.

Money

Estimate Follow-up

Revives unsold quotes, tracks booking gaps, and shows calls → jobs → revenue every Friday.

Retention

Review Builder

Requests reviews, catches unhappy signals, and reactivates past customers before slow season.

A.01

Lead Responder

Answers new web, phone, and ad leads fast enough to protect the spend.

A.02

CSR Copilot

Drafts intake notes, job summaries, and next-best questions before the call ends.

A.03

Dispatcher

Preps routes, capacity notes, handoffs, and exception alerts for the office.

A.04

Estimate Follow-up

Turns unsold quotes into structured follow-up sequences your team can approve.

A.05

Review Builder

Requests reviews, catches unhappy signals, and keeps reputation work moving.

A.06

Ops Analyst

Surfaces callback patterns, source quality, booking gaps, and crew bottlenecks.

Land with two

Front Desk + Lead Recovery first. Dispatch, finance, and retention expand after the wedge proves ROI.

The full Office OS is the path; the wedge is how we earn the right to install it.

06 / Field reality

Built around the real work your team already does.

Leads, calls, dispatch notes, technician handoffs, estimates, and reviews. We install AI where the office is already losing time.

Home services owner reviewing dispatch and lead activity in a service office
Owner dashboard
Customer service representative answering a home services lead in a dispatch office
CSR call desk
Home services technician receiving a job update at a homeowner doorway
Field handoff
Home services technician reviewing job notes on a tablet beside a service van
Truck notes
Dispatcher desk with route map and home services job queue
Dispatch queue
Home services owner reviewing lead and estimate dashboards with an office manager
Revenue view
Home services team reviewing the day before morning routes
Morning route
Homeowner speaking with technician after a completed service visit
Review loop
07 / A day installed

More jobs move without more chasing.

07:05

Lead caught

The AI Front Desk responds, qualifies urgency, captures photos, and creates a clean booking handoff.

09:40

Route protected

Dispatch sees capacity risk, drive-time conflicts, and missing job details before the field calls back.

14:15

Quote revived

Open estimates get a timely, brand-safe follow-up draft with financing or option reminders.

17:45

Revenue loop

Completed jobs trigger review requests, service recovery alerts, and next-service reminders.

08 / Process

From messy workflow to private agent team.

01

Map the leak

We audit lead sources, call handling, scheduling, dispatch, estimates, reviews, and current software.

02

Install the agents

We connect the Front Desk + Lead Recovery wedge around your CRM, forms, inboxes, phones, calendars, and field process.

03

Run the cadence

Your team approves the sensitive work while agents handle calls, drafts, reminders, routing, and reporting.

21-day launch path

We install around your real stack, then tune it with your team.

Bring your call flow, lead sources, quote process, dispatch workflow, and CRM. We will show you what belongs with agents and what should stay human.

09 / Brightway Roofing

From 80+ missed calls a week to zero.

Jordan Ramirez stopped being the bottleneck in his own company when the front desk and follow-up work moved into a managed agent team.

“I was the bottleneck in my own company.”
0missed calls / week from 80+
+34%appointments booked in 90 days
$0added headcount
10 / FAQ

What owners ask before the first install.

Q.01I already have a CSR.

Great, keep her. We cover what she cannot: after-hours, weekends, lunch, and overflow when you are slammed. She handles the complex stuff and customer relationships; the AI Front Desk books the missed ones.

Q.02I tried an answering service. Customers hated it.

Two reasons answering services fail: they are scripted and they do not book. Ours knows your services, pricing rules, and dispatch flow, then books straight into your calendar.

Q.03$1,500/mo is too high.

Compared to what? A CSR is $1.5–2K/mo plus payroll tax and sleeps at night. An answering service is $300–500/mo and usually does not book. We do both at one price, 24/7.

Q.04I do not have time to set software up.

Setup is on us. We need your forwarding number, dispatch access, service area, scheduling rules, and price list. Total time from you is usually about 20 minutes; day 7 your phone is being answered.

Q.05What if it misroutes a call?

Every call is logged with transcript and audio. In week one we review calls together; after that, by exception only. If a call gets mishandled, we fix the flow that week.

Q.06What about ServiceTitan, Jobber, Housecall Pro, or FieldEdge?

We plug into ServiceTitan, Jobber, Housecall Pro, FieldEdge, and other common dispatch systems. If you run on Google Calendar or something custom, we wire around that too. We feed your CRM; we do not replace it.

Q.07How do I know it will book actual jobs?

We underwrite the 30-day outcome: zero unattended calls, 70%+ booking rate on qualified inbound, and +5 jobs/mo from missed-call recovery alone. If we miss, we work for free until we hit it.

Q.08Will this lose the personal touch?

Most homeowners do not want a personal touch on the booking call. They want an appointment fast. The personal touch is your tech in their kitchen doing great work.

Clear next step

Bring your missed-call count, average ticket, and current dispatch software.

We will map the first install, the 30-day target, and the approval rules before anything goes live.

Apply

Find the revenue leaking from your phone line.

Bring the messy parts: missed calls, average ticket, lead sources, quote follow-up, dispatch notes, reviews, callbacks, and the software your team already lives in.

Apply for the Front Desk wedge

30 minutes. We will calculate the missed-call math and identify the first workflow your private agent team should own.

Reviewed within one business day.