Follow up on estimates while you’re on the job.
An estimate goes out, then the next job takes over. We check your tools and set up the follow-up messages they support, with wording and timing you approve.
Count the follow-ups you do by hand.
Review one week of estimates. Count how many need a reminder, how long each reminder takes, and which steps your existing software already handles.
Illustrative example, not a client result: 15 minutes of manual work per weekday adds up to 75 minutes per week, or five hours across four weeks. Use your own time records to decide whether a setup is worthwhile. Time freed up isn’t automatically cash saved.
Your tools should work while you work
We start by checking the features and connections in the tools you already use. Your proposal identifies the workflow, supported integrations, and any plan upgrades or running costs. You don’t need the strategy service first.
Phone Answering
Handle routine questions and capture caller details when your team can’t pick up. We agree on routing, escalation, and any supported booking connections before the build.
Learn moreConnect Your Tools
Your scheduling app doesn't update your invoicing. Your CRM doesn't know about yesterday's jobs. You're entering the same customer info twice, sometimes three times. We connect your tools so data moves between them without you touching it.
Learn moreAutomatic Follow-Up
That estimate you sent last Tuesday? The customer hasn't responded. Without follow-up, that job is gone. We send timed messages after every estimate, every completed job, every missed call. Review requests, check-ins, re-engagement. It happens automatically.
Learn moreAppointment Reminders
Set up reminders with timing and wording you approve. Customers get a clear next step to confirm or ask to reschedule. Availability depends on your scheduling tool.
Learn moreHands-On AI Help (Hourly)
Want to set up ChatGPT for your own estimate write-ups? Figure out how to build a quick quote template yourself? Book an hour and we'll work on your actual problem together. No minimum, no package. Good for contractors who want to try one thing themselves before committing to a full build.
Learn moreAn example of the work before and after setup
Illustrative workflow, not a client result or a guarantee. Available features depend on your tools and the agreed setup.
Before
- ✗8:15am. Three missed calls from last night. You listen to two voicemails while loading the truck. The third didn't leave one.
- ✗10:30am. You're replacing a water heater. Phone buzzes four times. Can't answer.
- ✗1:00pm. Lunch break. You call back the morning numbers. Two already booked someone else. One doesn't pick up.
- ✗3:45pm. You remember you sent an estimate last week. Pull it up, realize you forgot to follow up. Text the customer. No response.
- ✗6:30pm. Home. You enter today's jobs into QuickBooks. Then update your schedule for tomorrow. Then realize you double-booked Friday.
- ✗8:00pm. Your wife asks if you're done working. You're not.
After
- ✓8:15am. AI answered three calls overnight. Booked two estimates. Texted you the summaries.
- ✓10:30am. Phone buzzes during the water heater install. AI picks up, qualifies the caller, books a Thursday estimate. You get a text with the details.
- ✓1:00pm. Lunch. You check your phone. All calls handled. Tomorrow's jobs confirmed. One customer rescheduled to next week. Already on the calendar.
- ✓3:45pm. Last week's estimate? The follow-up went out automatically on day 3. Customer replied this morning. Job booked for Monday.
- ✓6:30pm. Home. Today's jobs already synced to invoicing. Tomorrow's schedule is set. Nothing to enter.
- ✓6:35pm. Done.
Common questions
We’ll check what your tools support before quoting the work. Some connections are straightforward. Others need custom work or a different approach.
We configure the greeting, questions, and routing around your business. You can test example calls before launch and review how the system handles questions it can’t answer. Call capacity and booking features depend on the selected provider and plan.
One-person shops are actually the best fit. You're the one missing calls because you're the one doing the work. There's nobody else to pick up the phone. That's exactly the problem we solve. Most of our contractor clients are 1-5 person companies.
Most contractors are fully running within 1-2 weeks. Phone answering can be live in a few days. More complex setups with multiple tool integrations take 2-3 weeks. You don't configure anything. We handle all of it.
Related reading
What it costs
There aren’t packages. You pay for the hours we work, and we’ll discuss rates directly once we know the scope. Software and usage costs are billed separately.
How billing worksStart with one task.
Tell us which task is taking too much time. Chris will email you within 24 hours to set up a call. We’ll review your tools and explain the options and costs.
- Start with a conversation. No commitment.
- After your call, you get a short email with a practical next step and what your current tools can do.
- You get guidance on setup and ongoing costs, with anything that still needs checking clearly marked. If automation isn’t worth it, we’ll say so.
Or call us directly: (802) 404-1443
Start with the task and the software you use.
Chris will email you within 24 hours.
Loading the form. You can also call (802) 404-1443.