AI & Automation Engine
Five AI tools — Copilot, Business Insights, Call Auto-Booking, Chat Widget, and Campaign Generator — plus a custom automation builder with 12 triggers and 6 actions. All included free.
AI Copilot & Business Insights
5 featuresConversational AI Copilot
Ask questions in plain English: "How much revenue did we make this week?" "Which techs are available tomorrow?" "Show me overdue invoices." Instant answers.
Six Insight Categories
Booking Trends, Revenue Forecast, Pricing Recommendations, Tech Performance, Customer Churn Alerts, and Upsell Opportunities — surfaced automatically.
Revenue Forecasting
30/60/90-day revenue projections with confidence scores based on your booking pipeline, recurring plans, and seasonal patterns.
Customer Churn Detection
Automatic alerts when customers go inactive beyond configurable thresholds. Re-engage before they switch providers.
Upsell Opportunity Identification
AI flags aging equipment, expiring warranties, and properties due for seasonal service. Turn data into proactive outreach.
AI Call & Chat Booking
5 featuresAI Call Auto-Booking
AI listens to inbound calls and auto-detects service type, urgency, and address. Creates a job and suggests the nearest available tech.
Call Transcription
Every call transcribed and attached to the customer record. Search past conversations by keyword.
AI Chat Widget
Embeddable website chatbot that qualifies leads, answers FAQs, and books jobs autonomously. Works 24/7 while you sleep.
Chat-to-Booking Conversion
Track how many website visitors convert to booked jobs through the chat widget. Measure your chatbot's ROI.
Fallback Lead Capture
When no slots are available, the chat widget captures contact info and creates a lead for follow-up.
AI Campaign Generator
5 featuresPrompt-to-Campaign
Type "Remind HVAC customers about spring tune-ups" and get a complete campaign: subject, body, audience, and optimal send time.
Email & Postcard Campaigns
AI generates both email and direct mail campaigns. Design, target neighborhoods, print, and mail postcards from one screen.
Audience Segmentation
AI suggests the right audience: by service type, last booking date, location, or custom tags.
A/B Testing
AI generates variant versions of subject lines and body copy. Test which message resonates and auto-send the winner.
Campaign Analytics
Open rates, click rates, bookings generated, and revenue attributed. Know exactly which campaigns are worth repeating.
Custom Automation Builder
5 featuresTrigger → Condition → Action
Visual builder: select a trigger, add conditions, and choose actions. No code, no developers needed.
12 Field-Service Triggers
Job status changed, estimate approved/declined, payment received/overdue, warranty expiring, plan renewed/cancelled, review received, customer inactive, assessment completed, chemical applied.
6 Automation Actions
Create task, send notification (email/SMS/both), update job status, generate invoice, send review request, assign to tech (specific, nearest, or round robin).
Configurable Conditions
Add field, operator, and value conditions to filter when automations fire. Only trigger on high-priority jobs or specific service types.
Enable/Disable Without Deleting
Pause automations for testing or seasonal changes. Resume with one click — no rebuilding.
Your Business Advisor, Always On
AI Copilot answers "How did we do last month?" in seconds. Business Insights surface trends, churn risks, and upsell opportunities you'd otherwise miss.
Book Jobs While You Sleep
AI Chat Widget on your website qualifies visitors and books appointments 24/7. AI Call Auto-Booking converts phone calls into scheduled jobs without human intervention.
Automate the Repetitive Stuff
12 triggers and 6 actions let you automate review requests, late-payment reminders, warranty alerts, and tech assignments. Build once, run forever.