Missed-call text-back
- Trigger
- A call goes unanswered
- Outcome
- The caller gets a text right away with a way to book or describe the job, and the office sees it as a lead
- Twilio
- ServiceTitan/Jobber/Housecall Pro
HVAC, PLUMBING, ELECTRICAL & ROOFING
Answer every lead, even when your team is on a job.
We automate the follow-up that slips when your techs are on a roof or under a sink: missed calls, open quotes, reminders and reviews, all connected to the field software you already run.
- TriggerA call goes unanswered
- ActionCaller gets a text back
- CheckJob details captured
- AlertOffice or on-call tech alerted
- UpdateLead logged in field software
THE PROBLEM
Where the time goes
Missed calls go to competitors
When nobody picks up, the customer calls the next company on the list.
After-hours leads wait until morning
Evening and weekend enquiries sit unanswered.
Quotes go quiet
Estimates go out, then nobody follows up.
“When will the tech arrive?” calls
Customers ring the office because they don’t know what’s happening.
WORKFLOWS
Workflows we build for home service businesses
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
After-hours capture & booking
- Trigger
- A call or form arrives after hours
- Outcome
- Job details are captured and a booking request is created for the morning; urgent jobs go to whoever is on call
- Twilio
- Google Business Profile
- Field software
Quote follow-up
- Trigger
- An estimate is sent but not approved
- Outcome
- Timed follow-ups go out and the estimator is alerted when the customer responds
- Field software
- Email/SMS
Reminders & on-my-way updates
- Trigger
- A job is scheduled or a tech is dispatched
- Outcome
- A reminder the day before and an on-my-way text with the arrival window
- Field software
- Twilio
Review requests
- Trigger
- A job is marked complete
- Outcome
- Every customer is asked for a Google review the same way; replies that mention a problem are flagged to the owner
- Field software
- Google Business Profile
- Twilio
Invoice & payment reminders
- Trigger
- An invoice is unpaid
- Outcome
- Polite reminders on a schedule that stop automatically once it’s paid
- QuickBooks
- Field software
INTEGRATIONS
Works with your field service stack
Field service software
- ServiceTitan
- Jobber
- Housecall Pro
Communication
- Twilio
Reviews & listings
- Google Business Profile
Accounting
- QuickBooks
Email & calendar
- Gmail
- Google Calendar
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for home services
Will this replace ServiceTitan, Jobber or Housecall Pro?
No. We connect to the platform you use and fill the gaps around it.
Can missed calls really get an automatic text back?
Yes, when your phone numbers run through a provider that supports it, such as Twilio, or through a field platform with call tracking. We check this during the review.
Do automated texts follow messaging rules?
Business texting has consent and registration requirements (in the US, for example, A2P 10DLC registration). We set workflows up to work within those rules and your provider’s requirements.
What happens with emergencies after hours?
Urgent requests go to whoever is on call, under rules you set. Automation captures the details; a person decides.
RELATED INDUSTRIES
Explore similar workflows
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