WORKFLOW 01
Inbound call capture
Industry
Skilled Trades
Organize estimate requests, schedule service calls, follow up on quotes, and keep customers informed through every job.
01
MFG
02
Pro
03
Home
04
Retail
05
Field
Shared workflow needs
VisibilityFollow-upAutomation
The reality
Trades businesses run on urgent calls, booked installs, and repeat service agreements. When a customer calls about a broken HVAC or a plumbing emergency, whoever answers fastest usually wins the job. The challenge is not the technical work — it is the intake process, the follow-up on open estimates, and making sure the team knows what needs attention without someone checking in constantly.
The pain
Where this team's workflow gets harder than it should be.
Inbound calls, open estimates, service scheduling, and customer follow-up often run through the same person who is already in the field.
WORKFLOW 02
Estimate follow-up
WORKFLOW 03
Job scheduling
WORKFLOW 04
Post-service review requests
What the data says
35%
of inbound calls to trade businesses go unanswered during peak hours.
One in three callers hits voicemail on a busy day — and most do not try again.
Source: ServiceTitan Field Service Benchmark Report 2024The solution
Build the workflow around the way the team actually works.
Build intake workflows, estimate tracking, automated scheduling, and job follow-up that run without requiring the owner or office manager to touch every step.
Example path
01
Capture the request
02
Assign the next step
03
Automate the repeatable touchpoint
04
Report the result
How we solve it
Solutions built for the way this industry works.
SOLUTION
AI Employee
Handles inbound calls around the clock so no service inquiry goes unanswered while the team is in the field.
Learn more →SOLUTION
Appointment Scheduling
Lets customers book service calls and handles confirmations, reminders, and follow-up automatically.
Learn more →SOLUTION
Reputation Management
Requests reviews automatically after each completed job and monitors feedback across platforms.
Learn more →Direct impact
What changes for skilled trades.
01
Every inbound call gets a response even when the team is on a job.
02
Open estimates receive automatic follow-up so they do not go cold.
03
Service scheduling runs with reminders and confirmations built in.
04
Reviews go out automatically after jobs are completed.
Get started
Need a clearer workflow for skilled trades?
Tell us which page, lead process, customer touchpoint, review flow, or report needs to work better.