It's Tuesday afternoon and a homeowner in your service area dials your business number. Maybe they found you on Google, maybe a neighbor recommended you — either way, the phone rings. Your dedicated business line picks up instantly, no hold music, no voicemail.
Features
Workflow Story
New Customer Call to 5-Star Review
The complete customer lifecycle
Workflow Story
The complete customer lifecycle
1
Step 1
Phone Setup
2
Step 2
AI Conversations
Your AI receptionist answers with a warm, natural greeting — using your company name, your tone of voice. It asks what kind of service they need, whether it's routine or urgent, and gathers the details your team needs to quote accurately. The caller has no idea they're talking to AI.
3
Step 3
Offerings & Services
Based on what the caller described, the AI pulls up your service menu — pricing tiers, add-ons, seasonal specials. It confirms exactly what the job includes and gives the customer a clear price range on the spot, so there are no surprises later.
4
Step 4
Calendar, Appointments & Routes
The AI checks your live calendar in real-time. It sees who's available, factors in drive time and service zones, and offers the customer two or three time slots that actually work — no double-bookings, no phone tag with your dispatcher.
5
Step 5
Contacts (CRM)
As the call wraps up, a new customer profile is automatically created. Name, phone, address, the service they need, how they found you — all captured and organized without anyone on your team typing a single note.
6
Step 6
Jobs
A job is created and assigned to the right technician based on skill set, location, and availability. The tech gets all the details — customer info, service type, any special notes — pushed straight to their phone before they even finish their current job.
7
Step 7
Invoices
The tech marks the job complete, and an invoice is generated and sent to the customer automatically. Line items, labor, materials — all pulled from the job record. No more scribbling on carbon copies or forgetting to bill.
8
Step 8
Transactions
The customer opens the invoice on their phone and pays with a tap — credit card, ACH, whatever's easiest. The payment is recorded instantly, your books are updated, and the customer gets a receipt. Done.
9
Step 9
Automations
Two hours after payment clears, an automation kicks in. The customer gets a friendly text thanking them for their business with a direct link to leave a Google review. If they don't respond, a gentle follow-up goes out the next day.
10
Step 10
Reviews & Reputation
The customer taps the link and leaves a glowing 5-star review. It shows up on your Google Business Profile within minutes — boosting your visibility for the next homeowner searching for your services in the area.
11
Step 11
Dashboard & Analytics
Back in your dashboard, the new revenue shows up in today's numbers. The review count ticks up. You can see exactly how this customer found you, what they paid, and that they're now a happy customer in your pipeline — all from one phone call you never had to answer yourself.
Explore More Workflow Stories
Ready to automate your business like this?
See exactly how these workflows would run for your business. We will show you a live demo with your actual services and scenarios.