Building & Trade Services

Custom Trade Services

Customized services specifically designed for the Building & Trade industry. Choose a starting point and we’ll tailor service scope and pricing after a quick initial consult.

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Customer Experience

Typical starting range:

$500–$1,000

Prioritize your customer experience and retention.

  • Virtual Receptionist: Never miss another call! Works 24/7/365
     
  • Emergency Prioritization System: Triage of after-hours calls to determine true emergencies vs. next-day scheduling
  • Post-job Review Collector: Automated review requests via text with direct links
  • Warranty/service Reminder System: Automated outreach for annual maintenance, filter changes, inspections
  • Outcome: Happy customers with more repeat business.
     
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Sales & Lead Management

Typical starting range:

$500–$1,000

Land more jobs with faster response times!

  • Lead Response Automation: Instant text/email responses from web forms with qualifying questions, automatically routing quality leads
  • Follow-up Automation: Multi-touch campaigns for quotes that went cold, seasonal service reminders, past customer re-engagement
  • Estimate Tracking Dashboard: Automated follow-ups on pending quotes with tracking
  • GBP Responder: Auto-replies to reviews & messages, with alerts for negative feedback
  • Outcome: More qualified leads and less lost jobs due to delays
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Operations & Scheduling

Typical starting range:

$1,000+

Helps your business run more efficiently

  • Smart Dispatch System: Route optimization based on job locations, technician skills, and parts availability
  • Job Status Updates: Automated customer notifications (on my way, job started, job completed) reducing "where are you?" calls
  • Automated Punchlist Management: Give homeowners agency while reducing coordination headaches for the builder.
  • Vendor/Supply Automation: Compare pricing and stock levels across supply chain
  • Outcome: Save time and money through operational efficiency
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Financial and Admin

Typical starting range:

$1,000+

Backend office and administrative processes

  • Invoice-to-payment Automation: Automated invoice generation from completed job tickets, payment reminders, online payment processing
  • Assistive Quote Generation: Prepare and send quotes in minutes vs next day
  • Expense Tracking from Photos: Receipt capture and categorization for better job costing
  • Insurance Certificate Management: Auto-renewal reminders, certificate generation for commercial jobs
  • Outcome: Just because no one likes doing paperwork!

Example Solutions

Real-world problems we solve. Click Preview to see a demo or workflow. Full Demos will be added in the near future.

  • Lead Qualification Agent

    Problem:
    Too many unqualified leads clog your pipeline and waste sales hours.

    Solution:
    Smart intake chatbot filters leads in real-time → scores them → syncs to CRM → sends a warm intro email.

    Preview this solution
  • Invoice Reminder Workflow

    Problem:
    Chasing unpaid invoices manually wastes time and hurts client relationships.

    Solution:
    Automated reminder sequence nudges clients from invoice to payment — with grace, then escalation if needed.

    Preview this solution
  • Scheduling Assistant

    Problem:
    Manual booking back-and-forth eats time and kills momentum.

    Solution:
    Smart scheduling flow with auto-confirmations, calendar sync, and reminder logic built in.

    Preview this solution
  • Support and Ticketing

    Problem:
    Support requests pile up and get lost without triage.

    Solution:
    Automated intake and routing system that replies fast, resolves common issues, and escalates the rest.

    Preview this solution

We’re here to help solve your workflow problems!

Contact our team today to receive answers to your questions.