Each entry covers what it does, the tools, what setting it up actually involves, and a prompt you can copy. Outcomes are labeled as typical goals, not promises.
20 use cases
An AI voice agent answers calls when the office is closed. It sorts true emergencies (no heat, no AC in summer heat, gas smell) from routine requests, collects the address and system details, books routine work into open slots, and pages the on-call tech for emergencies.
HVAC · Plumbing · Electrical · medium complexity
When a call goes unanswered, the caller gets a text within a minute ('Sorry we missed you, this is {Company}. What can we help with?'). An AI assistant handles the first few replies, asks for the job details, and gives the lead to a person or a booking link.
Plumbing · HVAC · Home Services · Contractors & Remodelers · Auto Repair · low complexity
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
When a job is marked complete and paid, the customer gets a short text (and email backup) asking for a Google review with a direct link. Unhappy responses go to the owner privately so they can fix things. Every customer gets the same request, as Google's policy requires.
HVAC · Plumbing · Home Services · Dental · Auto Repair · Contractors & Remodelers · Med Spas & Salons · low complexity
New Google reviews are pulled automatically. AI drafts a specific reply in the owner's voice, mentioning details from the review, and sends it to the owner by email or Slack to approve, edit or reject. Approved replies are posted to Google Business Profile.
Restaurants · Dental · HVAC · Home Services · Auto Repair · Med Spas & Salons · Contractors & Remodelers · medium 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
Patients get text reminders they can reply to (C to confirm, R to reschedule). When someone cancels, the system texts patients on the ASAP list offering the opening, first come first served, and writes the booking back to the practice management system.
Dental · Med Spas & Salons · Medical & Chiropractic · low complexity
A monthly job pulls patients who are overdue for hygiene or have unscheduled treatment, then sends a personalized text and email sequence with a booking link. Responses go to the front desk for scheduling.
Dental · Med Spas & Salons · low complexity
An AI voice agent picks up when the front desk is busy or closed. It answers common questions (hours, location, insurance networks accepted, parking), collects new-patient details and books into allowed slots or creates a callback task. Clinical questions always go to staff.
Dental · Med Spas & Salons · Medical & Chiropractic · medium complexity
New buyer and seller leads get an immediate, conversational text that asks timeline, area (e.g. Ballantyne, Fort Mill, Mooresville), price range and financing status. Hot leads go to the agent right away. Everyone else enters a long-term nurture with new listing alerts.
Real Estate · medium complexity
During service, an AI voice host answers the phone. It handles reservations through OpenTable or Resy, answers questions about hours, parking, the menu, allergens (from an approved list) and private dining, and texts takeout or catering links, so staff can stay with guests in the room.
Restaurants · medium complexity
Google, Yelp and TripAdvisor reviews are pulled into one place. AI tags each one by theme (wait time, a specific dish, staff, cleanliness, price) and sends the owner a short weekly digest: what's improving, what's slipping, and which reviews need a reply today.
Restaurants · Med Spas & Salons · Auto Repair · medium complexity
For standard, priced services (recurring cleaning, lawn care, pest control, gutter cleaning, pressure washing), a website chat assistant asks the questions needed to price the job (home size, frequency, add-ons), gives a price range from the company's actual rate card, and books into the schedule.
Home Services · Cleaning Services · Lawn Care & Pest Control · medium complexity
Before spring cooling and fall heating seasons, the system finds members due for a tune-up and customers whose plans are about to expire. It sends personalized texts and emails with self-booking, and an AI assistant handles replies and rescheduling.
HVAC · Plumbing · Home Services · Lawn Care & Pest Control · low complexity
Customers get text updates at each stage (checked in, inspected, waiting on approval, parts ordered, ready). The digital inspection with photos goes out by text, and AI writes the explanation in plain English so the service advisor spends less time on the phone.
Auto Repair · low complexity
Calls and web chats outside office hours are answered by an AI or AI-plus-human intake service. It collects the matter type, key dates, opposing party names (for conflict checks) and contact details, books a consultation if the matter fits the firm's practice areas, and politely refers out if it doesn't. No legal advice.
Law Firms · medium complexity
Tenant requests come in by text, portal or after-hours call. An AI assistant asks follow-up questions, asks for photos, sorts the request as emergency, urgent or routine using the company's rules, gives basic troubleshooting where safe (e.g. GFCI reset, breaker check), and creates a work order assigned to the right vendor.
Property Management · high complexity
Reminders go out with an easy reschedule option and a clear deposit or cancellation policy. After each visit, clients get a 'book your next appointment' text timed to their usual interval. Lapsed clients get a win-back message. AI handles reschedule texts in conversation.
Med Spas & Salons · Gyms & Fitness Studios · low complexity