Capture the job while you are on the roof.
Trades businesses win work by answering first and following up. But the person who answers the phone is usually on site. AI agents reply to missed calls, follow up every quote and chase late payments, so you can get on with the job.
Who this is for: Plumbers, electricians, builders, solar and HVAC installers, pest control, cleaning, security installers and other home services.
Where time and money leak.
Calls missed on site
You cannot answer from a ceiling or a trench, and the caller rings the next number.
Quotes not followed up
Quotes go out and nobody checks back, so jobs you could have won go quiet.
Late payments
Chasing invoices after a long day is the job nobody wants.
Scheduling
Fitting jobs, call-outs and site visits into the week takes evenings.
After-hours emergencies
Some callers need help now; others can wait until morning. Telling them apart takes time.
The AI agents that fit, and what each one does here.
Add the ones you want to your plan as you read; they are collected on the pricing page for you.
Missed-Call Text-Back
Every missed call gets a WhatsApp within a minute: what do you need, and where are you?
AI Receptionist
Answers calls, captures the job details and urgency, and books site visits.
AI Follow-up Agent
Follows up every quote after a few days, and again, until the customer decides.
AI Booking Agent
Customers book site visits and call-outs into your free slots.
Payment Reminder Agent
Polite reminders for unpaid invoices with a payment link.
Review Request Agent
Every customer is asked for a review after the job.
Daily Owner Briefing
Each morning: new jobs, quotes waiting, invoices overdue, today's schedule.
Step by step, for each agent.
Missed-Call Text-Back
- Starts withA call to your number goes unanswered
- The agentWithin a minute the caller gets a WhatsApp or SMS from your business
- The agentTheir reply is answered by your assistant, which can book or take details
- You getThe missed call and the conversation are logged for your team
You stay in control: A service message to someone who just called you, not marketing. Your phone system must report missed calls.
AI Receptionist
- Starts withA customer calls your business number
- The agentThe AI receptionist answers, says it is an AI and asks how it can help
- The agentIt answers, books, or takes a message
- A personUrgent or complex calls are put through to the right person
- You getEvery call is logged in your CRM with a summary
You stay in control: Inbound calls only. Callers are told they are speaking to an AI, and recording is never used without notice.
AI Follow-up Agent
- Starts withA new enquiry, booking or quote arrives
- The agentIt creates or updates the lead, deal and follow-up task in your CRM
- The agentFollow-up emails go out on schedule, only with consent, each with an opt-out
- You getReplies and bookings move the deal on; opt-outs are permanent
- A personYour team sees every lead, note and task, and steps in at any point
You stay in control: You approve the email wording. Anyone who opts out is never emailed again.
AI Booking Agent
- Starts withA customer asks to book, on your site or in the chat
- The agentIt shows only the times you are open, in the customer's time zone
- You getConfirmation and calendar invite go out at once; you are notified
- The agentReminders go out before the appointment; changes and cancellations update your diary
- A personYou set the hours, limits and blocked days; your team sees every booking
You stay in control: Your hours, your limits, your blocked dates. One upcoming booking per person, and no double bookings.
Payment Reminder Agent
- Starts withAn invoice passes its due date in your accounting system
- The agentA polite reminder goes out on your schedule, with a payment link
- A personQueries, disputes and payment arrangements go to a person
- You getPayments are matched and reminders stop automatically
You stay in control: Your wording and schedule. Fair, lawful collection language; never threatening.
Review Request Agent
- Starts withA visit, job or sale is completed
- The agentThe customer gets a thank-you and a review link
- A personAny complaint in a reply goes straight to you
- You getMore recent reviews, and problems caught early
You stay in control: Every customer is asked, never only the happy ones: Google's rules forbid choosing who gets asked.
Daily Owner Briefing
- Starts withEach night it gathers yesterday's activity from your systems
- The agentIt writes a short summary: leads, bookings, calls, payments, problems
- You getOne message reaches you at the time you choose
- A personItems needing your decision are listed first, with one-tap links
You stay in control: Only you choose who receives it. It reports; it does not act on its own.
How each benefit pays.
No invented statistics. These are the mechanisms; the calculator below puts your own numbers to them.
Income created
- Missed calls turn into booked jobs
- More quotes become jobs because every one is followed up
Money collected
- Invoices chased consistently, without you making the calls
Time saved
- No evenings spent on scheduling and chasing
Customer experience
- Customers hear back in a minute, not tomorrow
What are missed calls and forgotten quotes costing you?
Change the example values to your own. Nothing you type here is sent anywhere unless you choose to book a call about it.
Example values, to replace with yours.
What this is costing you, a month
- Jobs lost to missed callsR0
- Jobs lost to quotes not followed upR0
How this is worked out
Missed calls a week x your estimate of how many become jobs x average job value x 4.33 weeks. Quotes not followed up each month x the extra share you would win x average job value.
Your figures and chosen agents are added to the booking notes for you to edit before you send anything.
What a day looks like with AI agents in place.
Your morning briefing: two new jobs, three quotes waiting, one invoice 14 days overdue.
You miss a call while fitting a geyser. The caller gets a WhatsApp, describes a leak and books a 15:00 visit.
Quotes from last week get a follow-up. One customer accepts.
Reminders go out for two overdue invoices, each with a payment link.
An illustration of how the agents work together, not a client story.
Built for the rules your industry works under.
- You set the prices. The agent never gives a binding quote or a completion date on its own.
- Emergencies are directed to the right place first, for example a gas leak to leave the building and call the gas emergency line.
- Compliance certificates and technical advice come from you, not the AI.
- Follow-ups go to people who asked for a quote; marketing needs consent.
- In the UK, EU and US the same care applies under their own laws (UK GDPR and PECR, the EU GDPR, and US rules such as CAN-SPAM). We confirm the rules for your country before any build.
Our recommendation for trades.
Start on Starter or Growth, then add what you need.
Suggested add-ons: Missed-Call Text-Back, Payment Reminder Agent, Daily Owner Briefing, Review Request Agent. You can start small and add agents one at a time.
Try it before you call
Every missed call becomes a message back, in a minute.
Book a 30-minute call and we will show you what we would build first for your trades business.
