01 / RESPONSE
Missed-call recovery
Detect a missed call, suppress existing customers and emergencies, send the right reply, create the lead, and escalate if nobody responds.
Field service automation ยท Built around your operation
We connect the systems behind HVAC, plumbing, roofing, sign fabrication, construction, auto repair, and other field service businesses. Your crews keep using the tools they know. The handoffs, follow-ups, updates, and reporting happen automatically.
The operating layer
Most field service software handles records. It does not reliably handle every handoff between a caller, estimator, dispatcher, crew, bookkeeper, and owner. We build those handoffs and the exception queues around them.
01 / RESPONSE
Detect a missed call, suppress existing customers and emergencies, send the right reply, create the lead, and escalate if nobody responds.
02 / SALES
Follow unapproved estimates on a controlled schedule, stop after acceptance or rejection, and surface high-value quotes that need a person.
03 / DISPATCH
Send confirmations, arrival windows, delay notices, and job-stage updates from the same status changes the office already makes.
04 / FINANCE
Create invoices after verified completion, reconcile payments, prevent duplicates, and route exceptions instead of hiding failures.
05 / REPUTATION
Ask at the right completed-job moment, suppress complaints and open issues, track delivery, and write the result back to the customer record.
06 / CONTROL
Turn activity across the FSM, phone system, accounting platform, and CRM into one weekly view of leads, estimates, jobs, cash, and exceptions.
Built for the field
The workflow changes by trade. Emergency calls matter in plumbing. Permit and milestone updates matter in signs and construction. Parts status matters in auto repair. We start with the operation, not a generic template.
Missed calls, maintenance renewals, dispatch, invoicing
Emergency intake, estimates, dispatch, customer updates
Storm leads, photos, estimates, insurance milestones
Lead scoring, design approvals, fabrication, install updates
Bids, documents, subcontractors, draws, milestones
Estimate approvals, parts status, reminders, reviews
Lead response, bids, scheduling, permit tracking
Recurring routes, estimates, weather, seasonal outreach
Route reminders, recurring billing, inspection intake
Quote follow-up, pre-move reminders, reviews, referrals
For The Cube Signs, we replaced a template website, text-message follow-up, and a pipeline held in the owner's head with one owned system.
Public intake with automatic HOT, WARM, and COLD lead scoring.
Project Kanban from design through fabrication, permitting, and install.
Automatic email and WhatsApp updates when a job changes stage.
Owner-editable stages, scoring rules, form options, and message templates.
Code, database, hosting, domain, and connected accounts handed to the client.
Works with your stack
We integrate directly with supported APIs and use workflow platforms only when they are the right operational fit.
Start with the broken handoff
In a free 30-minute audit, we map the workflow, identify the first automation worth building, and tell you what should stay manual. If there is a fit, you get a fixed scope and price in writing.
Book a Free Workflow Audit