Six automations that fit around the tools you already run.

Any inbound call to the office line — during the day, after-hours, on a Saturday — gets picked up in under a second. The workflow classifies intent, books the appointment, escalates to a human when it should, and writes a structured note back to your system. The owner stops missing calls without growing the front desk.

Every new inquiry, from the website form or the phone, gets a structured intake: service needed, urgency, location, budget. Qualified leads land with the right tech or rep, with the context already attached — not a callback queue to chase on Monday morning.

Two-way booking that respects tech routing rules, drive time, and existing calendar slots. Reschedules, confirmations, and the back-and-forth that usually eats a dispatcher’s afternoon are handled on the customer’s side, not yours.

When a job is marked complete in ServiceTitan or Jobber, a timed SMS or email asks for the review at the right moment, with a follow-up nudge if it’s missed. More five-star reviews show up on the listing without your team nagging customers or remembering to send the link.

Every inbound touch — call, form, text — writes structured notes back to HubSpot, Salesforce, or ServiceTitan. Duplicates get merged, tasks get opened, and nothing falls into the gap that usually exists between “we took the call” and “the rep knew about it”.

A scheduled milestone — a booking confirmation, a reminder, a follow-up, a win-back nudge — fires a brand-voiced message through Twilio SMS or SMTP email, with two-way reply handling. Customers stay informed and the office stops sending manual reminders, one customer at a time.