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AI Appointment Setter for Home Services

Quote requests and job enquiries from homeowners get qualified and booked while your crews are still on site.

Homeowners want a quick answer, and while your crews are on jobs, quote requests sit in the inbox. This edition replies over chat or email, checks the job type and service area, and books estimates and site visits into your field service software or calendar. Follow-ups and review requests are drafted in your wording and wait for your approval.

Quote requests answered and booked while crews are on jobs
Service area and job type checked before anything is booked
Follow-ups and review requests drafted for your approval

$4,900 20–30 working days Optional maintenance $249/mo

Choose delivery and add to cart Talk to an expert

A brass spirit level beside a clipboard card and a work glove, showing a quote request booked while the crew works.

What it is

AI Appointment Setter for Home Services engages homeowners over chat or email, qualifies quote requests against your service area and job types, and books visits into your field service software or calendar, then handles follow-up and review requests with your approval. Bookings land straight in your schedule.

Why businesses buy it

In home services, the first business to reply often wins the job. Homeowners send the same request to several companies and book whoever answers first, and an office team cannot watch the inbox while answering phones and dispatching crews. This edition replies straight away, books only the jobs you want in the areas you serve, and keeps your schedule full. The written scope sets the channel, the field service connection and the Home Services workflows before you order, so you know exactly what you get.

Problems this solves

Quote requests arrive while crews are on site and go unanswered

The setter replies to homeowners on your chosen channel while your team is busy. It qualifies each request and books a visit into your field service software or calendar.

Requests come in from outside your area or for work you do not do

Your service area and job types are built into the qualifying rules. Requests that do not fit get a polite reply instead of turning into a wasted site visit.

Follow-ups and review requests after jobs are forgotten

After a job, the setter can prepare follow-up and review request messages. Each one waits for your approval before it goes out to the homeowner.

Scope card SKU UPM-I0040

AI Appointment Setter for Home Services

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,900 one-time build price

1. Choose your delivery speed

Standard 20–30 working days $4,900 Express 15–25 working days $5,750 Rush 10–20 working days $6,600

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel: 1 channel
Integrations: Up to 2 systems with read and write access
Knowledge: Up to 100 documents
Workflows: Up to 6 workflows with your approval rules; includes the Home Services workflow template
Languages: 1
Testing: 50 documented test scenarios
Revisions: 2 rounds
Handoff: 1 × 60-min handoff session (recorded)
Support: 30 days after launch

A good fit if

Quote requests arrive through your website chat or inbox while the team is on jobs, and replies go out hours later, if at all.

Not every enquiry is worth a visit: someone checks service area, job type and size by hand before anyone is sent.

You schedule work in field service software such as Jobber or ServiceTitan, or in a shared calendar, and bookings need to land there.

After a job you mean to follow up and ask for a review, but it slips once the next job starts.

Not the right fit if

Most enquiries come in by phone. See AI Voice Receptionist, or give this build a phone line with the Voice Channel add-on.

You want phone answering, booking, follow-up and review replies delivered as one project. See the AI Home Services Stack bundle, with one combined intake.

You only need phone follow-up after quotes, visits or missed calls. See AI Voice Follow-Up.

You mainly need replies drafted to reviews customers have already left. See AI Review Response Agent.

How it works

Your services, service area, pricing guidance and ten real homeowner enquiries are loaded as its knowledge, up to 100 documents.
A homeowner writes in on the one channel in scope, chat or email, describing the job, and the setter asks your qualifying questions on location, job type and timing.
Before acting it reads the contact's stage and history in HubSpot, so a repeat customer is recognized and routed to the right person.
Qualified quote requests and jobs are booked into Jobber, ServiceTitan or your calendar, inside the visit lengths and travel buffers you set.
Enquiries outside your area or services get a clear reply and are logged with the reason, rather than left unanswered.
Post-job follow-up and review requests are drafted and wait for a person's approval before sending, and 50 home services test scenarios run before launch.

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 or API access to your field service software, such as Jobber or ServiceTitan, or the calendar where visits are booked.
Admin access to HubSpot or your CRM.
Your qualification rules: service area, job types you take, minimum job size and lead times.
Your service list, pricing guidance and the wording you use for follow-up and review requests.
Ten real homeowner enquiries or emails.
The person who approves follow-up messages and borderline jobs, plus one decision-maker for sign-off.
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 approver confirmed.

Weeks 1–2 Quote request, job booking and follow-up flows built from your enquiries and service list.

Week 3 Field service software or calendar and HubSpot connected, visit buffers applied.

Weeks 3–4 50 home services test scenarios run, covering in-area, out-of-area and borderline jobs.

Week 4 Your review and two rounds of changes.

Go-live Live, recorded handoff, 30 days of support starts.

Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
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 setter configured on one channel and connected to your field service software or calendar
A Home Services intent library and workflow templates covering your service area and job types
A test report covering 50 home-service booking scenarios
An admin guide and recording of the 60-minute handoff session
30 days of post-launch support

Expected benefits and how to measure them

Can turn more quote requests into booked visits while crews stay on the tools.
Helps cut visits to jobs you would never take.

Visits booked from online requests: Compare booked visits with incoming quote requests in your field service software, for the month before and after launch.
Wasted visits: Count visits outside your area or to unsuitable jobs, using job notes, for matching periods before and after.
Review requests sent after jobs: Compare review requests sent against completed jobs for the month before launch and the month after.

Before you start: Note how many quote requests came in last month, how many were booked, and how many review requests went out.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

One payment covers the build. Running costs of roughly $50 to $250 a month for AI model usage and hosting sit in your own accounts, on top of your field service software and HubSpot plans. Seasonal peaks push usage up for those months.

AI usage during build and testing is billed to your accounts too.

Ask about running costs

Custom requirements

If you want phone and chat covered together, a third system connected, or more than six workflows, add a note at checkout. A written Change Quote follows, and that work starts only after you accept it. Larger or bespoke projects go through the Custom AI request form.

Request a custom version

Keep it running

We recommend monthly maintenance: monitoring, fixes and a monthly allowance of change hours, for things such as a new service, an expanded service area or seasonal booking rules. It starts 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 works

How this compares

	Do it yourself with a SaaS tool	Hire a custom agency	Upmark Labs
Price	A booking widget for trades bills monthly per user	A web agency quotes a custom chatbot after calls	Ours is one fixed price, shown before you buy
Qualification	Takes any request, in or out of your area	Depends on what was agreed	Ours checks area, job type and size before booking
Follow-up and reviews	Usually a separate tool and fee	Depends on the scope	Ours drafts them for your approval in the same build
Delivery	Quick to embed, blind to your schedule	Usually several weeks	Ours has a fixed delivery time shown before you buy, with faster options

Questions about this product

Can the Home Services setter book straight into Jobber or ServiceTitan?

Yes, where your account allows API access, your field service software counts as one of the 2 systems with read and write access. Qualified jobs are booked inside the visit lengths and buffers you set. If you schedule in a shared calendar instead, that calendar becomes the booking system.

Does the Home Services setter answer phone calls?

Not on its own, because this build covers one channel, chat or email. The Voice Channel add-on gives it a phone line with voice conversations. If calls are your main source of work, AI Voice Receptionist is built to answer the line and book appointments.

Can the setter give homeowners a price?

It shares the pricing guidance you load, such as a call-out fee or a typical range you are happy to publish, and nothing beyond it. Anything that needs a site visit to price is booked as a quote visit, so the estimate always comes from your own team.

How do the follow-up and review requests work?

After a job, the setter drafts a follow-up and a review request in your wording. Each one waits for a person's approval before it is sent, so nothing reaches a customer unchecked. Replying to reviews that are already posted is a separate build, AI Review Response Agent.

How long does the Home Services setter take to go live?

Delivery takes a fixed time shown next to this page, with express and rush options for a busy season. The clock starts from a verified intake, due within 72 hours of ordering. Each day late moves delivery by 3 working days, so access to your field service software matters most.

What does the setter cost to run in busy season?

Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your field service software and HubSpot plans. Busy months with more enquiries sit nearer the top of that range. Monthly maintenance is optional.