CALLS & FOLLOW-UPS
Calls and
follow-ups
- Answer after-hours calls
- Collect job details
- Follow up on estimates
PRACTICAL WORKFLOWS FOR THE TRADESBUILT AROUND YOUR BUSINESS / 01
Make your workday
easier with AI.
Calls and
JOB INFORMATION
Job details,
together
- Keep photos with the job
- Organize notes and updates
- Find the next step
DRAFTING HELP
Drafts, ready
for your team
- Write email replies
- Prepare proposals
- Draft invoices
Get help with calls, follow-ups and everyday office work, using the tools you already have.
SCROLL TO EXPLOREFOR THE PEOPLE WHO KEEP THINGS WORKING
Electricians, Plumbers, HVAC teams, Roofers, General contractors, Carpenters, Painters, Landscapers, Concrete crews, Excavation crews, Septic services, And other trades.
A USEFUL PLACE TO START01 / THE APPROACH
Your business
already works.
Let’s make the
busywork easier.
Start with one task you’d like to make easier. We’ll build a solution around your business and the tools you already use.
A practical way to get there
One useful improvement.
Then the next, when it helps.
Illustrative exampleCHOOSE AN EXAMPLE
After-hours call
Give your office the details it needs to return a missed inquiry.
Skip to ways we can help ↓01 / IT STARTS HERE
Someone calls after closing.
Sam calls about a kitchen outlet that keeps tripping. The office is closed. It is a non-emergency request, and Sam asks for a callback tomorrow morning.
02 / WE HELP WITH THIS
Take down the details.
An AI phone assistant asks where the job is, what needs attention and how to reach Sam. It puts those answers together for the office.
03 / YOUR TEAM TAKES OVER
Ready for a morning callback.
Your office sees Sam’s number, the problem and the preferred callback time. Someone checks the details and calls back to discuss a visit.
FIND THE FRICTION02 / WAYS WE CAN HELP
Sound
familiar?
Pick one thing you’d like help with.
What happens to calls after your office closes?
An AI phone assistant can answer agreed basic questions, collect job details, and leave your team an organized summary.
Are estimates getting sent, but not followed up?
Track outstanding estimates and prepare or send approved reminders under your business rules.
Does your office type the same details into several systems?
Move agreed information between compatible tools instead of entering it again.
Does the office spend time chasing job updates?
Keep job photos and notes together, so the office can find them.
Are finished jobs waiting for the paperwork?
Prepare invoice information from approved job records for office review.
Do new requests arrive in too many places?
Collect relevant requests from supported forms and inboxes so the office can see who needs a response.
NO FORCED BUNDLE03 / MAKE IT FIT
Keep what works.
Join up
the rest.
We look at where information gets lost or entered twice, then agree on a way to make that part easier.
Choose what fitsoffice
one usefulworkflow
field
YOUR EXISTING TOOLS · AGREED PERMISSIONS · CLEAR HANDOFFS HOW WE GET THERE04 / THE PROCESS
Understand it.
Build it.
Keep it useful.
Walk through the work.
Tell us what takes up your time. Together, we choose one thing that would help.
Try it before relying on it.
Try the change with your team. Check everyday requests and the ones that need more attention.
Make room for real life.
Talk about what’s helping and what needs adjusting. Agree on support as your business changes.
CLEAR SCOPE. SEPARATE COSTS.One setup.
One setup.
Ongoing clarity.
Setup, monthly support, usage and third-party charges are explained separately. Shared connections can affect combined pricing.
Pricing being finalized.
How pricing will workWhat’s taking up
too much of your time?
Tell us what slows you down. We’ll explore how AI and automation could help.
Talk through your workflow