Overflow and after-hours call capture
#1
Trigger Call unanswered after 4 rings or outside business hours
- AI voice agent answers and asks for system type, symptom and address
- Flags "no heat" with vulnerable occupants or a gas smell as urgent
- Urgent: warm-transfers to the on-call tech; routine: books into an open slot
Outcome Every call ends with a booked job or a callback task, not a voicemail
Typical stack: ServiceTitan or Housecall Pro, Twilio
Maintenance agreement renewal sequence
#2
Trigger Agreement end date 45 days away
- Pulls agreement and last visit from the FSM
- Sends a personalised renewal text and email with a pay link
- Creates a CSR call task if there is no response after 10 days
Outcome Renewals no longer depend on a monthly report
Typical stack: ServiceTitan memberships, Stripe or QuickBooks Payments
Replacement estimate follow-up
#3
Trigger Estimate marked "sent" with no sold status after 48 hours
- Sends the homeowner a plain-English summary of the options quoted
- Offers a call with the comfort advisor
- Escalates high-value estimates to the sales manager
Outcome Open estimates get a consistent follow-up cadence
Typical stack: ServiceTitan or FieldEdge, email/SMS
Job-complete to invoice and review
#4
Trigger Tech marks the job complete
- AI drafts the invoice summary from tech notes for office review
- Emails the invoice with photos attached
- Sends a review request 2 hours after payment
Outcome Same-day billing and steady review requests
Typical stack: Housecall Pro or Jobber, QuickBooks, Google Business Profile
Filter and parts reorder alerts
#5
Trigger Truck stock count drops below the minimum in the inventory sheet
- Compiles the reorder list by supplier
- Drafts the PO for approval
- Posts the approved PO to purchasing
Outcome Fewer second trips for missing parts
Typical stack: Spreadsheet or FSM inventory, email