FAQs

We specialize in automating lead follow-ups, appointment scheduling, and paperwork for service based businesses. Our systems ensure that every lead is contacted instantly, appointments are booked automatically, and administrative tasks are streamlined – so you can focus on closing more deals.

The accounts in your automation system are owned by you, the client. During the implementation and training phases, we manage and oversee the setup to ensure everything runs smoothly. Once the system is fully set up and your team is trained, you will have full control and ownership of the accounts. We’ll continue to offer ongoing support as needed, ensuring you maximize the value of your automation system.

Our system integrates with your existing tools like your CRM, email, SMS, and calendar. When a lead comes in, it triggers automated responses, follow-ups, and appointment bookings. We also automate paperwork processes like estimates and job documentation, saving you 10+ hours a week.

We focus on service businesses like roofing companies, contractors, HVAC, plumbers, and other home services. Our automation systems are built specifically to handle high lead volumes, appointment scheduling, and administrative tasks that overwhelm service businesses. So its adaptable for many other businesses and industries as well.

Our AI technology automates a wide range of tasks commonly found in roofing, contracting, and service-based businesses. These include :
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✅ Lead Follow-Ups: Instantly respond to inquiries and follow up with leads via text, email, or WhatsApp—ensuring no opportunities slip through the cracks.
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✅ Appointment Scheduling: Automatically book appointments, send reminders, and reduce no-shows—all without lifting a finger.
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✅ Estimate & Proposal Generation: Create professional estimates and proposals quickly using pre-set templates and AI-assisted data entry.
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✅ Customer Updates: Send project updates, invoice reminders, and payment confirmations to keep customers informed.
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✅ Data Entry & Document Processing: Automate data extraction from invoices, contracts, and forms—reducing manual data entry errors.
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✅ Job Scheduling & Crew Assignments: Coordinate teams and schedule jobs based on availability and project timelines.
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✅ Follow-Up Sequences: Implement multi-step nurture sequences to convert leads into paying customers.
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✅ Review Requests: Automatically request reviews from satisfied customers upon project completion to boost your online presence.
Our systems are designed to save you time, reduce errors, and improve customer satisfaction—all while helping you close more deals.

After your trial, you can:
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- Continue with your system. (one time setup and monthly support)

- Go Month to Month with system updates & Maintenance.

- Walk away. No pressure. No Risk.

We build everything with transparency and guaranteed ROI.

Yes! We offer a 2-Week Free Trial so you can see exactly how our system works in your business. If you love the results (most do), we’ll discuss custom setup options and ongoing support. If it’s not for you, there’s no obligation.