Outreach
AI Meeting Booking Agent
Converts interested replies into booked meetings on reps' calendars.
Lead Generation
AI Lead Qualification Agent for Home Services
Quote requests get answered while your crews are on jobs, and only the work you want reaches the office.
Quote requests arrive while your crews are on a roof, under a sink or driving between jobs, and by evening the homeowner has booked someone else. This agent replies straight away, checks the job type and your service area, asks about urgency, property and budget, and scores each request. Emergencies are flagged at once, and sorted jobs land in your field service software.
- Every quote request answered while your crews stay on the job
- Out-of-area and undersized jobs filtered before anyone calls
- Emergency call-outs flagged at once to the person you name
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Lead Qualification Agent for Home Services replies to quote requests while your crews are busy, checks the job type and service area, asks about urgency, property and budget, and scores each homeowner's request before it reaches whoever books the work. Urgent jobs are flagged straight away.
Why businesses buy it
In home services, the first business to reply usually wins the job. Owners and office staff cannot answer every form while running crews, so good work slips to competitors and time goes on calls for jobs you would never take. This agent responds immediately, checks fit against your area and minimum job size, and puts urgent work at the top. Your office books the jobs worth having. The channel, service areas and connected systems such as Jobber or ServiceTitan are written on the Scope Card before you order.
Problems this solves
Quote requests sit unanswered while the crew is on a job
The agent replies to quote requests while your crews are busy. Homeowners get a response straight away, and the office picks up qualified requests when it is free.
Time goes on quotes for jobs outside your service area
It checks the job type and service area before anything else. Requests outside your area or trade can be declined politely, following the Home Services workflow template.
Emergency jobs get buried among routine quote requests
The agent asks about urgency, property and budget, then scores each request. Urgent jobs are flagged straight away to whoever books the work, so they are not left waiting in the queue.
A good fit if
Quote requests arrive while everyone is on a roof, under a sink or driving between jobs, and by evening the homeowner has booked someone else.
You turn down work outside your area or below a minimum job size, but only find out after a phone call.
Emergency call-outs and routine quotes arrive mixed together, and the urgent ones need to stand out.
You run jobs through field service software such as Jobber or ServiceTitan, and want new requests to land there already sorted.
Not the right fit if
Most homeowners phone rather than fill in a form, and you want those calls answered. See AI Voice Receptionist for Home Services.
You already know every request is worth booking and just want visits scheduled. See AI Appointment Setter for Home Services.
Quotes go out and nobody replies, so the gap is chasing, not qualifying. See AI Follow-Up Engine for Home Services.
You want replies written to the reviews homeowners leave after a job. See AI Review Response Agent for Home Services.
How it works
- A quote form, website chat or email starts a conversation on the one channel you choose, while your team stays on site.
- It confirms the job is one you do and the address sits inside your service area, using the postcodes or towns you list.
- It asks what is wrong or what is wanted, how urgent it is, the type of property, and any budget the homeowner has in mind.
- Anything that matches your emergency rules, such as a burst pipe or no heating, is flagged at once to the person you name for urgent work.
- Routine requests are scored against your criteria and written into Jobber, ServiceTitan or your CRM, with the answers and the reasoning attached.
- Out-of-area or unsuitable jobs get a polite reply in your wording, so the homeowner is not left waiting for a call that never comes.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to Jobber, ServiceTitan or your CRM, with test records if you have them.
- The jobs you take on, your service area as postcodes or towns, and any minimum job size.
- Your emergency rules and the person or number urgent jobs should reach.
- Ten real quote requests from recent months, good and bad.
- The wording you want for out-of-area or unsuitable jobs.
- Calendar access if estimate visits should be offered, shared securely and never by email.
- One decision-maker who approves the questions and scoring.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; service area, job types and emergency rules agreed.
Weeks 1–2
Home Services template, homeowner questions and scoring built.
Week 3
Field service software or CRM connected, plus a calendar if used.
Weeks 3–4
Fifty scenarios tested, from emergencies to out-of-area requests.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session for the office, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- The AI Lead Qualification Agent for Home Services, replying to quote requests in your agreed channel
- A Home Services intent library and workflow templates, including service-area and urgency rules
- Connections to up to two agreed systems, such as your job management software and CRM
- A test report built on home services scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can stop quote requests going cold while crews are working
- Helps the office spend time on jobs you actually want
- Makes urgent work stand out from routine requests
- Time to first response on quote requests
- Compare request time with first reply time for the month before launch and the month after.
- Quote visits for unsuitable jobs
- Ask whoever books visits to tally out-of-area or wrong-trade visits before and after launch.
- Quote requests that become booked jobs
- Count requests and booked jobs in your job software for comparable months before and after launch.
Before you start: Note how quickly quote requests are answered today and how many become booked jobs. Record any recent wasted visits.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-off. Running costs go to your own accounts: roughly $50 to $250 a month for AI model usage and hosting, plus whatever you already pay for Jobber, ServiceTitan or your CRM.
AI usage during the build and testing is charged the same way, so your business keeps every account in its own name.
Ask about running costsCustom requirements
If you cover several branches with different areas and teams, the Multi-Location Setup add-on configures the build for each. Anything else past the Scope Card, such as a third system, comes as a written Change Quote of your checkout note. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
We recommend monthly maintenance for this edition: monitoring, fixes and monthly hours for changes, such as a new service, a wider area or seasonal emergency rules. Maintenance begins after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A lead-capture app charges monthly, sometimes per lead | A home services marketing agency bills a monthly retainer | Ours is one fixed price, shown before you buy |
| Service area | Most forms accept any postcode | Depends on what was set up | Ours checks your area before a lead is scored |
| Emergencies | Usually sit in the same queue as routine quotes | Depends on the call-handling agreed | Ours flags urgent jobs at once to the person you name |
| Delivery | Same day, with a generic form | Usually several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Does AI Lead Qualification Agent for Home Services check our service area?
Yes. You give it your area as postcodes, towns or a list of districts, and it checks the homeowner's address before scoring anything. Requests from outside the area get a polite reply in your wording, so nobody waits for a callback, and your office never spends time on jobs you would not take.
How are emergency jobs handled by the home services edition?
They are flagged straight away. You define what counts as an emergency during intake, for example a leak, no heating or a security problem, and who should hear about it. Those requests skip the normal scoring queue and reach that person with the conversation attached, so urgent work is not missed.
Can it put new requests into Jobber or ServiceTitan?
Yes, when that tool is one of the two connected systems with read and write access. Each qualified request is written in with the homeowner's answers, the score and the reasoning. It also reads existing history, so a returning customer is recognized instead of being treated as a new enquiry.
Will it answer the phone for us?
No. The included channel is the one you choose at intake, such as your quote form, website chat or email. To qualify callers by phone as well, add the Voice Channel Add-on. If calls are your main source of work, AI Voice Receptionist for Home Services is the better starting point, since it answers every call.
What does every Home Services lead qualification build include?
Every build includes the Home Services template, 50 documented test scenarios, two rounds of changes and 30 days of support. Standard, express and rush delivery times are shown in the delivery panel before you buy, and the clock starts from a verified intake, so you can go live before your busy season.
What will it cost a home services business each month?
Roughly $50 to $250 a month for AI model usage and hosting, in your own accounts, plus your field service software or CRM plan. There is no fee per quote request or per job. Monthly maintenance is optional, and we recommend it for seasonal changes such as emergency rules.
Win the quote while the crew is still on site.
Order AI Lead Qualification Agent for Home Services and quote requests are checked for area, urgency and fit, then scored straight into your job software.
Works well with
Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.
