Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Outbound
AI Outbound Calling Agent for Home Services
Homeowners who called while your crews were on a job get rung back, booked in, reminded, and asked for a review.
While your crews are up ladders, missed calls and quote requests stack up, and homeowners book whoever answers first. This agent rings them back, books visits into Jobber, ServiceTitan or your calendar, calls ahead to confirm, and follows up after the job to ask how it went and invite a review. Urgent problems go straight to your on-call number.
- Rings back homeowners you missed while crews were on jobs
- Confirms visits ahead of time so crews avoid wasted trips
- Asks happy customers for a review after each job
$8,400
20–30 working days
Optional maintenance $420/mo
What it is
AI Outbound Calling Agent for Home Services rings back homeowners whose calls or quote requests arrived while crews were on jobs, books visits into Jobber, ServiceTitan or your calendar, confirms appointments the day before and follows up once the work is done, inviting a review.
Why businesses buy it
Home services businesses lose work in two places: the call nobody returned and the visit nobody was home for. Both cost a crew slot you cannot get back. This agent calls back missed enquiries quickly, books the right visit type, confirms before the crew sets off and asks satisfied customers for reviews, which bring in the next job. Work needing an assessment gets an estimator visit, never a promised price. The Scope Card fixes the flows, systems and calling rules before you buy.
Problems this solves
Quote requests pile up while crews are out on jobs
The agent rings back homeowners whose calls or quote requests came in during the working day. It books a visit into Jobber, ServiceTitan or your calendar on the same call.
Homeowners forget appointments and crews arrive to an empty house
A confirmation call goes out the day before each visit. If the homeowner needs a new time, the agent moves the job in your connected system.
Finished jobs end without a check-in or review request
Once a job is marked complete, a follow-up call checks the homeowner is happy. Satisfied customers are invited to leave a review; problems go to the office.
The office spends its afternoons dialling instead of scheduling
The Home Services workflow template covers callbacks, confirmations and follow-ups. Office staff only take the calls the agent transfers to them. That leaves the office free to plan routes, order parts and handle the calls that need a person.
A good fit if
The phone rings while everyone is up a ladder or under a sink, and missed callers book whoever answers first.
Quote requests from your website sit in an inbox until the evening, when the office finally calls them back.
Homeowners sometimes forget appointments, and every wasted trip costs a crew a slot it could have filled.
You want a follow-up call after each job that asks how it went and invites happy customers to leave a review.
Not the right fit if
You want the phone answered live while crews are out, rather than calls returned. See AI Voice Receptionist for Home Services.
Homeowners mostly ring in to book, move or cancel slots themselves. See AI Voice Booking Agent for Home Services.
You need replies drafted for reviews already posted, not review requests made. See AI Review Response Agent for Home Services.
You only want a call after a quote has gone out, with no booking or reminders. See AI Voice Follow-Up for Home Services, the narrower build.
How it works
- Missed calls and web quote requests are picked up from Jobber, ServiceTitan or your call records and queued for a call back inside your calling window.
- The homeowner is asked what your estimator needs to know, such as the job type, the property and how urgent it is, using your own list of services.
- Where your rules allow, a visit goes straight into the right crew's schedule; jobs that need an on-site quote get an estimator slot instead.
- The day before, a reminder call confirms the visit and any access details, and a cancellation releases the slot in your schedule.
- After the job, a follow-up call asks whether everything was done as expected; satisfied homeowners are invited to leave a review, and any problem goes to the office as a callback.
- Each call is logged against the client record in your field service software with a transcript, a summary and the outcome.
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.
- A Twilio, Vonage or Exotel account in your business name, with the number homeowners will see.
- Access to Jobber, ServiceTitan or the calendar your crews are booked from.
- Your service list, areas you cover, call-out policy and opening hours.
- Which jobs can be booked directly and which need an estimator visit first.
- Where you want reviews left, and the wording for the review request.
- Calling windows, retry limits, opt-out handling, recording disclosure wording and the on-call transfer number.
- One owner or manager who approves the flows.
- Documented prior consent for every number we call, with your lists scrubbed against applicable do-not-call lists before each campaign. We do not give legal advice, so confirm your calling obligations with your own counsel.
- 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; booking rules, service areas and review wording agreed.
Weeks 1–2
Call-back, booking, reminder and post-job flows built from your service list.
Week 3
Jobber, ServiceTitan or calendar connected; crew schedules read and written in tests.
Weeks 3–4
50 test calls, including urgent jobs and reschedules, transcripts sent.
Week 4
Two rounds of changes after your review.
Go-live
Calls go live, handoff recorded, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $8,400 |
| Express | 15–25 working days | $9,450 |
| Rush | 10–20 working days | $10,500 |
What you receive at handover
- The Home Services outbound calling agent, configured and live on one phone number
- The Home Services intent library and workflow templates, covering up to five call flows with live transfer
- Connection to up to two agreed systems, such as Jobber or ServiceTitan plus your calendar
- A test report from home services scenarios, with transcripts of 50 test calls
- An admin guide and a recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Homeowners can get a callback before they phone another contractor.
- Day-before confirmations can cut wasted trips.
- Completed jobs can lead to more reviews without extra office work.
- Callback speed
- Compare time from missed call or quote request to callback in your field service software, before and after launch.
- No-access visits
- Count jobs where nobody was home, from crew notes, for a month on each side of go-live.
- Reviews received
- Track new reviews on your main review site per month, before and after follow-up calls begin.
Before you start: Note how many quote requests arrive each week and how long callbacks take. Record no-access visits and monthly review counts.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Day to day, you pay your own voice, AI and telephony providers roughly $0.13 to $0.31 per connected minute all in, plus number rental. Seasonal peaks, such as heating or cooling season, raise the bill because more homeowners are called back.
Your field service software plan and AI usage during build and testing are also billed to you directly.
Ask about running costsCustom requirements
Need more than five call flows, such as a separate maintenance-plan renewal call, or a third system such as a quoting tool? Add a note at checkout for a written Change Quote, started only once you accept it.
Request a custom versionKeep it running
When 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 edits like a new calling window or an added service. Bigger requests get a Change Quote. Stop any month you like.
$420/mo (5% of the build price a month, includes 4 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 | An answering service bills per call or per minute every month | A virtual assistant firm bills a monthly block of hours | Ours is one fixed price, shown on this page before you buy |
| Missed calls | Messages are taken for you to return | Returned when the assistant is on shift | Ours calls the homeowner back and books the job |
| Scheduling | Rarely sees your field service software | Books by hand in your system | Ours writes visits into Jobber, ServiceTitan or your calendar |
| Reviews | Not part of the service | Only if you brief it | Ours asks for a review after a job that went well |
Questions about this product
Does the Home Services calling agent work with Jobber or ServiceTitan?
Yes. Either one can be a connected system, typically paired with a calendar. The agent reads open quote requests and crew availability, books visits within your rules, and writes the outcome and transcript back to the client record. If you use different field service software, check its API access during intake.
Can it book a job straight into a crew's schedule?
Only the job types you mark as directly bookable. For those, it offers slots from the right crew's schedule and confirms the visit on the call. Work that needs an on-site assessment first gets an estimator appointment instead, so nothing is promised that your team has not priced.
What happens if a homeowner reports something urgent like a leak?
It follows the urgent-job rule you set. Usually that means a live transfer to your on-call number straight away, and if nobody picks up, a message with the transcript is logged and flagged. The agent does not give repair or safety instructions beyond the wording you approve.
How does the post-job review request work?
At the timing you choose after the job, the agent calls to ask whether the work was done as expected. If the homeowner is happy, it invites a review and explains where to leave it, in your wording. If not, it logs the issue for the office to call back and no review is requested. Add the SMS Channel Add-on, $1,500, to text the link.
What will home services call minutes cost us?
About $0.13 to $0.31 per connected minute all in, plus number rental, billed by your own providers. Reminder and review calls tend to be short, while call-backs on new quote requests run longer. Retries on missed numbers also count toward telephony time, so set sensible retry limits.
When will the Home Services outbound agent be ready?
The delivery panel on this page shows the timeline for each speed. Intake is due within 72 hours of ordering, and late items push the date, so arrange Jobber or ServiceTitan access first. Fifty test calls then cover call-backs, visit bookings, confirmations and review requests, with two rounds of changes before any homeowner is called.
Guides on this topic
All guides Keep the crew on the job and still win the next one.
Order AI Outbound Calling Agent for Home Services today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
Works well with
Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.
