Storm-driven lead spikes and long estimate cycles. Speed-to-lead and estimate follow-up matter most.
Every new lead, whether a website form, Google Local Services Ads message, Angi, Thumbtack or Facebook, gets a personal-sounding reply within a minute, two or three qualifying questions, and a booking link. Qualified leads are pushed to the CRM and flagged for a callback.
Home Services · Contractors & Remodelers · HVAC · Plumbing · Roofing · medium complexity
After an estimate goes out, an automated, personal-sounding follow-up runs over two to three weeks: a check-in, an answer to common objections, a gentle deadline, and a 'should I close this out?' message. Replies stop the sequence and alert the estimator.
Contractors & Remodelers · Roofing · HVAC · Home Services · low complexity
The estimator records a voice memo and snaps photos on site. An AI workflow turns them into a structured scope of work with line items mapped to the company's price book. The estimator reviews and adjusts it before sending.
Contractors & Remodelers · Roofing · Home Services · high complexity
Techs already take job photos. Each week the best few, tagged with town and job type, become short Google Business Profile updates ('New heat pump install in Huntersville'). AI writes the captions and the owner approves them in a batch.
HVAC · Plumbing · Roofing · Contractors & Remodelers · Home Services · medium complexity