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Home Services

Confirms the address is in your service area before it ever promises a visit.

Built for HVAC, plumbing, electrical, and cleaning businesses that live on the phone: direct, practical, and honest about what it can promise before your team confirms it.

A real conversation

No heat, it's freezing. Can someone come today?

That sounds urgent - I want to get this to our team right away. What's the address or ZIP code for the service?

78704

Got it. Are you the homeowner or a tenant? And is anyone else there able to let a technician in today?

Workflows that matter here

Estimate booking by ZIP

Confirms service area before promising a visit - never books outside where you actually work.

Emergency triage

No heat, a leak, no power: flagged and prioritized instead of queued behind routine requests.

Technician ETA texts

Once you're on the roadmap for automations, this becomes an automatic status text - today it's a workflow the AI captures the details for.

Review after job

Sets up the ask for a review once the visit is marked complete, once Reviews ships.

Qualifying questions the AI asks

  • What's the address or ZIP code for the service?
  • What's happening, and is it urgent (no heat, leak, no power)?
  • Are you the homeowner or a tenant?
  • When are you available for a visit window?

What to load into Knowledge

  • Service area by ZIP code or city
  • Pricing: estimate visit, service call/diagnostic, maintenance visit, emergency service
  • Whether estimates are free, and your emergency fee if one applies
  • Hours, including after-hours emergency availability

Compliance notes for home services

  • The agent tone for this template is explicit: direct, helpful, and practical - and it confirms service area before promising a visit.
  • It captures urgency and routes accordingly, but dispatch and actual arrival windows are your team's call, not a promise the AI makes.

Home Services FAQ

Will it promise a same-day visit it can't deliver?

No - it captures urgency and the address, and flags it for your team; it doesn't commit to a specific arrival time on its own.

Does it know if we service a given ZIP code?

Only if you've loaded your service area into Knowledge. Without it, the question is captured but not answered with a guess.

What happens with an after-hours emergency call?

If it matches an escalation keyword or your emergency hours policy, it's flagged for immediate human attention rather than queued normally.

Start with the home services template.

Built for dental, med spa, home services, and the businesses that live on the phone.