Missed call → text-back → booked job
Easy-Medium- Call not answered
- auto text: "Sorry we missed you! Reply here or book: [link]"
- customer replies
- AI/staff asks 3 intake questions
- booking link or a call back
- confirmation text
Workflows
How the pieces connect.
Common hand-offs from first call to paid invoice, with the tools that run each step.
Job done → invoice → payment → review request
Easy- Tech marks job complete
- invoice + pay link sent
- payment received
- 2 hrs later review request
- reminder at day 3 if no review
Estimate sent → follow-up → won/lost
Easy- Estimate sent
- day 2 helpful check-in
- day 7 value/incentive
- day 14 close-the-loop
- mark won/lost
- monthly lost-reason review
After-hours call → triage → on-call or morning slot
Medium- After-hours call
- AI receptionist answers
- safety/emergency questions
- emergency? transfer to on-call : book first morning slot
- summary email to owner
Tenant request → work order → vendor → close-out
Medium- Tenant calls/texts/portal
- triage (emergency/urgent/routine)
- work order
- vendor notified
- photos on completion
- tenant notified
- invoice
Snow event → dispatch → client updates → invoice
Medium- Snow forecast hits trigger depth
- routes generated by priority
- crew notified
- "en route" text
- "complete" text with photo
- per-push invoice