Case Study · Home Services
Automated dispatch and follow-up for a plumbing company
Automated intake, dispatch, and follow-up captured every call, filled the schedule efficiently, and recovered revenue from unbooked estimates.
- Client
- A plumbing company, 14 techs
- Market
- Remote, US
- Timeline
- 3 weeks to launch
Anonymized and illustrative of a typical engagement.
- 100%
- of calls captured
- +19%
- schedule utilization
- 23%
- more estimates booked
- 3 wks
- to launch
01 / The challenge
Where the time was going
- 01Like most trades, the company lost calls when techs were on jobs, and lost revenue when estimates went without follow-up. The office manager was overwhelmed juggling phones, scheduling, and dispatch.
- 02Scheduling was inefficient: jobs were slotted as calls came in, not optimized by location or tech skill, so techs spent extra time driving.
- 03Estimates that did not convert immediately were rarely followed up, so quoted revenue quietly walked away.
02 / The build
What we shipped
We captured every call, optimized the schedule, and made follow-up automatic.
- 01AI call answering and intakeEvery call is answered, the job captured, and routine bookings made automatically, with emergencies escalated.
- 02Optimized dispatchJobs are scheduled by location and tech skill to cut drive time and raise utilization.
- 03Estimate follow-upEvery estimate enters an automatic follow-up sequence until it is won or closed.
- 04Customer reminders and reviewsAppointment reminders cut no-shows, and review requests fire after completed jobs.
03 / The results
What changed
The phones stopped leaking and the schedule got tighter.
Every call is now captured, schedule utilization rose 19% from smarter routing, and 23% more estimates converted purely from consistent follow-up. The office manager stopped being the bottleneck.
- 100%
- calls captured
- +19%
- schedule utilization
- +23%
- estimates booked
“We're booking jobs we used to miss and finishing days with less driving. The office finally runs calm.”
Owner, plumbing company
04 / The stack
Built with, and what you own
The company owns the call flows, dispatch logic, CRM, and follow-up sequences on its own field-service software and accounts.
- Voice AI & Phone SystemsTransform your phone system with AI that handles calls, takes messages, and assists customers naturally.
- AI Appointment SchedulingSmart scheduling that optimizes calendars, reduces no-shows, and lets customers book effortlessly.
- AI Lead GenerationFind and convert more local customers with AI that identifies, engages, and qualifies prospects automatically.
05 / FAQs
Questions about this build
Does it work with our field service software?
Yes. We build around the scheduling and CRM tools you already use.
How are emergencies handled?
Emergencies are identified and escalated to the on-call tech immediately, while routine jobs are booked automatically.
06 / More
Other builds
Want a result like this for your team?
Name the work that is costing you the most time. We will map the build, show what is worth doing first, and what it costs. If there is no fit, we will say so.