Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.
Outreach
AI Follow-Up Engine for Home Services
Quotes that homeowners never answered get a follow-up about their actual job, sent while your crews stay on site.
You visit the home, send a careful quote, and then hear nothing. This edition follows up with every homeowner who went quiet, mentioning their actual job, the quote you sent and the questions they asked. It also handles seasonal maintenance reminders and repeat work for past customers, so your crews stay busy while the office stays on top of open quotes.
- Open quotes chased by job, not with a generic reminder
- Seasonal maintenance and repeat-work reminders sent to past customers
- Follow-ups keep running while your crews stay on site
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Follow-Up Engine for Home Services chases homeowners who requested a quote or asked about a job and then went quiet. It reads the job details from your field service software, such as Jobber or ServiceTitan, and follows up about that specific work. Every follow-up is logged on the job record.
Why businesses buy it
Unanswered quotes are one of the most expensive gaps in a home services business. You already paid for the lead, the travel and the estimate, yet the follow-up depends on whoever has a spare minute at the end of the day. Homeowners often just need a nudge and an answer to one question. This edition makes that follow-up consistent for every job. The written scope sets out the channel, the field service connection and the workflows before you order.
Problems this solves
Quotes go out and homeowners never reply or book the work
The engine reads each open quote in your field service software, such as Jobber or ServiceTitan. It follows up about that specific job, on the quote-stage timing and approval rules you set.
The office is too busy scheduling crews to chase old quotes
Follow-ups run in the background on one channel, so nobody has to keep a reminder list. Each message is logged on the job record, where your office already looks every day.
Chase messages sound generic and ignore what the homeowner asked for
Messages refer to the job details already on file, such as the work requested or the date of the visit. The Home Services sequence template is adjusted to your services before launch.
Nobody knows which quotes were chased and which were forgotten
Every follow-up and reply is written back to the job record. Owners can open any quote and see where the conversation stands, without asking the office for an update.
A good fit if
Your crews are on jobs all day, so quote requests and callbacks slip and homeowners hire whoever replied first.
You send quotes that sit unanswered, and no one has time to chase each one by name.
You run jobs in field service software such as Jobber or ServiceTitan, or keep leads in HubSpot.
You want a check-in or review request after a completed job to go out on a rule, not when someone remembers.
Not the right fit if
You need calls answered while crews are busy, not follow-ups later. See AI Voice Receptionist for Home Services.
You want quiet homeowners called back by phone. See AI Voice Follow-Up for Home Services.
You mostly need replies written to public reviews. See AI Review Response Agent for Home Services.
You want call answering, phone booking, follow-up and review replies bought together. See the AI Home Services Stack, which includes the core AI Follow-Up Engine.
How it works
- Quotes are watched from the moment they go out. Once a quote passes the wait you set with no reply, it joins the follow-up queue.
- The job record supplies the detail. Service type, the work quoted and who quoted it come from your field service software or CRM.
- Messages speak to homeowners plainly, using the Home Services intent library and your own sample emails rather than sales jargon.
- The workflow template covers quote requests, job booking, follow-up and review requests. Where your calendar is one of the two connected systems, a follow-up can offer a booking slot.
- Your rules set the limits. Price changes, discounts or anything outside approved policy wait for the owner or office manager you name.
- Results go back on the job. Replies, bookings and stopped sequences are recorded, so the office sees which quotes came back to life.
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 Jobber, ServiceTitan, HubSpot or whichever system holds your quotes and jobs.
- Your rules for how long a quote can sit before a follow-up, and how many to send before stopping.
- Service information, pricing policies and the areas you cover, as the engine's only reference.
- Ten real homeowner conversations or quote emails.
- The person who approves anything outside your rules.
- Admin access or API keys for each connected system.
- One decision-maker for approvals.
- 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 confirmed, quote follow-up rules agreed.
Weeks 1–2
Home Services template and quote and booking follow-ups built from your examples.
Week 3
Field service software or CRM plus the channel connected, job write-back tested.
Weeks 3–4
50 homeowner scenarios run, with results to review.
Week 4
Two rounds of changes on timing and wording.
Go-live
Live, handoff recorded, 30 days of support under way.
| 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 engine configured on one channel and connected to your field service software, plus one more system if needed
- Home Services follow-up sequences and quote-stage rules, set to your approval rules
- A test report covering 50 home-service scenarios
- An admin guide plus the recorded 60-minute handoff session
- 30 days of support after launch
Expected benefits and how to measure them
- Can win back quotes that would otherwise go cold.
- Makes it easier for the office to focus on today's jobs instead of last month's quotes.
- Quote acceptance rate
- In Jobber, ServiceTitan or similar, compare accepted quotes with quotes sent for the eight weeks before launch and the eight weeks after.
- Time from quote to booked job
- Use the quote date and job created date in your field service software. Compare the average gap before and after launch.
- Homeowner replies to follow-ups
- Count replies logged on job records in the first month, against replies your team got from manual chasing the month before.
Before you start: Record how many quotes you sent and how many were accepted over the last two or three months. Note how the office follows up today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid for once. Afterwards, plan on roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus your existing Jobber, ServiceTitan or CRM subscription. The figure rises with how many open quotes the engine reviews each day.
AI usage while we build and test is charged the same way.
Ask about running costsCustom requirements
Need a second channel, telephony connected as a third system, or more than six workflows for separate trades? Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
Once the 30 days of support end, optional monthly maintenance covers monitoring, fixes, model and platform updates and a monthly health report. Change hours handle small jobs like a seasonal service menu or a new quote wait time. Bigger changes get a Change Quote. Cancel any month.
$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 field service app's marketing add-on bills monthly | A lead-generation agency charges a retainer | Ours is one fixed price, shown before you buy |
| Quote follow-up | A reminder template goes to every open quote | Depends on the campaign agreed | Ours mentions the actual job and quote each homeowner received |
| Reviews | Review requests often run from a separate tool | Often billed as an extra | Ours includes review follow-up in the Home Services template |
| Delivery | Instant sign-up, but the messages are yours to write | Weeks of setup, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Does AI Follow-Up Engine for Home Services work with Jobber or ServiceTitan?
Yes. Either can be one of the two connected systems, with read and write access set up from the admin access you provide. The second system can be your calendar or sending channel, and HubSpot works too if that is where your leads live. A third connected system is quoted as a Change Quote.
Can AI Follow-Up Engine for Home Services ask for a review after a job?
Yes. Follow-up and reviews is one of the workflows in the Home Services template, so a completed job can trigger a check-in and review request on the timing you choose. Replying to the reviews themselves is a separate product, AI Review Response Agent for Home Services.
How does AI Follow-Up Engine for Home Services handle a homeowner who disputes a quote?
It passes the conversation to a person. Price objections, discount requests and anything outside your approved policies wait for the owner or office manager you name, with the job history attached, so the homeowner hears from someone who can actually change the quote rather than from an automated reply.
How much is the Home Services edition, and how fast can it start?
The price and standard delivery time are shown next to this page before you order, with express and rush options for a busy season. The core AI Follow-Up Engine costs less but comes without the Home Services workflow template and homeowner intent library. Send intake items within 72 hours, because each late day moves delivery by 3 working days.
Can AI Follow-Up Engine for Home Services follow up while my crew is still on a job?
Yes, that is the point of it. Follow-ups run on the rules you set rather than when someone is free, so a quote sent on Monday is chased on schedule even if every technician is booked solid. Anything needing judgment still waits for the person you name.
What does a contractor need to provide for AI Follow-Up Engine for Home Services?
Admin or API access to your field service software or CRM, your quote follow-up rules, service and pricing policies, ten real homeowner conversations and the name of your approver. Everything is due within 72 hours of ordering, and each late day moves delivery by 3 working days.
Win back the quotes that went unanswered.
Order AI Follow-Up Engine for Home Services and open quotes get chased by name while your crews keep working on site.
Works well with
Reviews & Reputation
AI Review Response Agent
Drafts on-brand replies to Google and platform reviews for approval.