From missed calls to 5-star reviews — automate the jobs your office shouldn't be doing manually.
28 workflows available
Home service businesses run on speed and trust. A plumber who texts back in 60 seconds wins the job. An HVAC company that automatically follows up on estimates closes more deals. We've mapped the highest-ROI AI workflows for contractors, plumbers, electricians, roofers, cleaners, and landscapers.
Monitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.
Practices that respond to >90% of reviews within 24 hours rank materially…
Outbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.
A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…
24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.
A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…
Operators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.
A founder pulling 5-10 data questions a week (each previously a 30-min Slack…
Monitors unpaid invoices, sends personalized nudges with payment links, escalates intelligently, flags disputes for human attention.
Agencies running this typically reduce DSO (days sales outstanding) by 15-25…
Weekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.
Catching a competitor pricing change a week early is worth real money. For a…
Generate accurate price quotes in minutes instead of hours by using AI to analyze job details and pull from your pricing database.
AI-assisted quoting reduces quote turnaround from 2-5 days to same-day,…
Handle inbound calls and website inquiries 24/7 with an AI receptionist that books appointments, answers FAQs, and routes urgent requests.
An AI receptionist handling 30 calls/day at $0.10/minute averages $90/month vs.…
Turn happy customers into a predictable referral engine with automated ask, track, and reward sequences.
Businesses with automated referral programs see 2-4x more referrals than those…
Automatically check in after every job or appointment to catch issues early and build long-term loyalty.
Businesses with automated post-service follow-up see 25-35% higher rebooking…
Get instant alerts when someone mentions your business online and respond to reviews across platforms from one place.
Businesses that respond to reviews see 12% higher average ratings over time.…
Give clients real-time visibility into project or case status with automated updates — eliminating "what's the status?" calls.
Automated status updates reduce client inquiry calls by 70-80%, saving 1-3…
Respond to every Google, Yelp, and Facebook review within hours using AI-drafted, human-approved replies.
Businesses that respond to 100% of reviews see a 0.3-0.5 star improvement in…
Automate new client onboarding with welcome sequences, document collection, and setup instructions that run on autopilot.
Saves 3–5 hours per client onboarded. For a business onboarding 20…
Extract structured data from invoices, forms, contracts, and documents using AI-powered OCR and processing — eliminating hours of manual data entry.
Reduces document processing time by 70–85%. A business processing 500…
Track competitor pricing, reviews, content, and market moves automatically — so you spot threats and opportunities before they hit your bottom line.
Early detection of competitor moves lets you respond 2–4 weeks faster.…
Use AI-optimized scheduling to match staffing levels to demand patterns while respecting availability, labor rules, and overtime limits.
Reduces manager scheduling time from 4–8 hours/week to under 1 hour. Cuts labor…
Automate invoice creation, delivery, and payment reminders so you get paid faster without chasing clients manually.
Reduces average days-to-payment from 35+ to under 20 days. For a business…
Set up behavioral drip campaigns that nurture leads and re-engage customers based on their actions — not just arbitrary timers.
Behavioral email flows typically generate 25–40% more email revenue within 90…
Automatically text any caller who doesn't reach you — within 60 seconds of the missed call.
Businesses that implement missed-call text-back typically recover 20-35% of…
Sort, categorize, and prioritize your support inbox automatically — so nothing falls through the cracks.
Businesses that implement inbox triage report 40-60% reduction in time spent on…
Generate first-draft quotes and proposals in minutes using AI — then just review and send.
Teams that use AI for proposal drafting report saving 1-2 hours per proposal.…
Wake up your dead lead list with a 3-touch AI-powered SMS sequence.
A reactivation campaign to 500 cold leads typically generates 15-30 booked…
Answer your most common customer questions instantly — 24/7, without staff involvement.
Businesses that deploy FAQ bots report 40-60% reduction in routine inquiry…
Automatically ask happy customers for Google reviews at the perfect moment — right after the job.
Businesses that automate review requests typically see 3-5x more reviews per…
Reduce no-shows by 60% with automated multi-touch appointment reminders via SMS and email.
Practices that implement a 3-touch reminder sequence see 50-70% reduction in…
Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Speed-to-lead is the single biggest factor in conversion. Responding within 5…
Give your team instant answers from your internal docs — no more "where is that procedure again?"
Companies that implement internal knowledge assistants report 50-70% reduction…
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