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 Voice Follow-Up for Home Services
Homeowners called back after a quote, a missed call or a finished job, while your crews stay on the tools.
Crews on a roof cannot answer the phone, and quotes go quiet while the office is busy. AI Voice Follow-Up for Home Services calls homeowners back after missed calls, chases open quotes, checks in after finished jobs and books the work into your schedule. You set the timing, the scripts and who takes a complaint, and every call is logged against the job.
- Chases open quotes before the homeowner hires someone else
- Calls back missed calls while your crews stay on the job
- Checks in after each job and asks happy customers for reviews
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Voice Follow-Up for Home Services phones homeowners after the moments contractors usually miss: a quote that went quiet, a call nobody could answer from a job site, and a finished job that deserves a check-in and a review request. Triggers come from your field service software or calendar.
Why businesses buy it
In home services, the contractor who calls back first often gets the job. Quotes sit unanswered, calls from job sites go to voicemail, and finished jobs never get the review request they deserve. Each one is work you already earned and then lost to a faster competitor. This edition makes those calls to homeowners with your timing and your words, books confirmed jobs into your calendar, and sends any complaint to a person. The Scope Card lists the call flows, the connected systems and the testing before you order, so nothing about the build is left open.
Problems this solves
Quotes go quiet and nobody has time to chase them
When a quote has been open for the period you set, the agent calls the homeowner. It answers simple questions from your approved information and offers to book the job or pass them to an estimator.
Calls missed on a job site are never returned
A missed call recorded in your field service software or calendar triggers a prompt callback. The agent finds out what the homeowner needs and books a visit or hands over to the office.
Finished jobs rarely get a check-in or review request
Job completion in your system triggers a friendly check-in call. Happy customers are asked for a review, and anyone with a problem is transferred to a person before it grows.
Follow-up depends on whoever remembers at the end of the day
Triggers come straight from your field service software, so follow-up no longer relies on memory. Each outcome is written back for the office to see the next morning.
A good fit if
Quotes go out and nobody calls back to ask if the homeowner has questions, because everyone is on a job.
Calls come in while crews are on roofs, under sinks or driving, and the callback happens the next day, if at all.
You want to check in after each completed job and ask happy customers for a review, but it never gets done consistently.
Quotes and jobs live in field service software such as Jobber or ServiceTitan, or at least a shared calendar.
Not the right fit if
You need inbound calls answered live while crews are busy. See AI Voice Receptionist for Home Services.
Homeowners call to book a job and you want it booked on that first call. See AI Voice Booking Agent for Home Services.
You would rather follow up by text and email than by phone. See AI Follow-Up Engine for Home Services.
You want replies to online reviews drafted for you. See AI Review Response Agent for Home Services.
How it works
- A trigger fires in your field service software or calendar: a quote sent a set number of days ago, a missed call logged, or a job marked complete.
- The call goes out from your number inside the hours you allow, and opens by naming the actual quote, missed call or completed job.
- On a quote follow-up it answers questions from your approved FAQs, such as what is included or how scheduling works, and books the job if the homeowner is ready.
- After a completed job it asks how the work went. A happy homeowner is asked if they would leave a review; a complaint goes straight to the transfer number you set.
- Anything outside the script, such as a price negotiation or a new problem, is passed live to your office or the owner, or a message is taken.
- Every call is logged with a transcript, summary and outcome against the quote or job, so the office can see which quotes turned into work.
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 telephony account in your name, such as Twilio, Vonage or Exotel, with the number calls will come from.
- Access to your field service software, such as Jobber or ServiceTitan, and your scheduling calendar.
- The FAQs homeowners ask about quotes, scheduling, warranties and payment.
- When each follow-up should happen, the hours calls are allowed, and how many retries.
- Transfer numbers for the office and for complaints, plus your call-recording disclosure wording.
- Your preferred voice, admin access shared securely, never by email, and one decision-maker.
- 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; quote, missed-call and job-complete triggers agreed.
Weeks 1–2
Home Services call flows, FAQs and voice built.
Week 3
Field service software and calendar connected and tested.
Weeks 3–4
50 test calls across every flow, transcripts sent to you.
Week 4
Your review and two rounds of changes to scripts and timing.
Go-live
Live, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The Home Services voice follow-up agent, configured and live on one phone number
- The Home Services intent library and workflow templates for quiet quotes, missed calls and completed jobs
- Connection to up to two agreed systems, such as your field service software and calendar
- A test report on home services scenarios, with transcripts of 50 test calls
- An admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- More open quotes can turn into booked jobs.
- Homeowners who called during a job can still get a quick reply.
- Review requests can go out after every finished job.
- Quote acceptance
- Compare accepted quotes against quotes sent in your field service software, for two months before and after launch.
- Missed calls returned
- Use your phone report to compare how many missed calls received a callback across the same periods.
- New reviews per month
- Count reviews on your main review profile each month, before and after follow-up calls start.
Before you start: Export open and accepted quotes for the last two months. Note missed calls, callbacks 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 paid once. Calls are billed in your own accounts at roughly $0.13 to $0.31 per connected minute all in, covering the voice platform, AI model and telephony, plus number rental. Follow-up calls are short, so a busy contractor making a few hundred a month usually sits in the low hundreds of dollars.
AI usage during build and testing also goes to your accounts.
Ask about running costsCustom requirements
A second number for another branch, Spanish-language calls, or a sixth call flow such as seasonal maintenance reminders sits outside this Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates and change hours to change follow-up timing for a busy season or update FAQs when prices move. It begins after the 30 days of support.
$345/mo (5% of the build price a month, includes 3 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 contractor marketing tool bundles follow-up into a monthly plan | A call center charges per call or per hour | Ours is one fixed price, shown on this page before you buy |
| Channel | Usually texts and emails homeowners skim past | People call, but on their schedule | Ours calls at the moment the trigger fires |
| Job context | Depends on how the tool syncs your jobs | Agents work from a script and a list | Ours names the specific quote or completed job |
| Delivery | Self-serve but slow to set up well | A call center needs onboarding and scripts | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
When does AI Voice Follow-Up for Home Services call a homeowner about a quote?
When you decide. A common rule is a first call a few working days after the quote is sent, inside daytime hours, with one retry if nobody answers. Each trigger has its own timing, calling window and retry rule, all agreed at intake and adjustable during the two rounds of changes.
Can it book the job if the homeowner says yes on the call?
Yes, within the rules you set. It checks open slots in the connected calendar or field service schedule, offers times, and confirms the booking before the call ends. If the job needs a site visit first or a price change, it passes the homeowner to your office instead of committing to something it cannot.
Does it ask homeowners for a review after a job?
Yes, as part of the post-job check-in. It asks how the work went, and if the homeowner is happy, asks whether they would leave a review and logs the answer. Sending a review link by text needs the SMS Channel Add-on, $1,500. Unhappy homeowners are transferred to a person rather than asked for a review.
What happens if a homeowner raises a problem with the work?
The call is transferred live to the complaint number you set, with a short summary of what was said. If nobody answers, it takes a message, tells the homeowner when to expect a callback, and logs the call against the job so it shows up for whoever handles warranty or callback work.
How much does the home services follow-up edition cost, including rush delivery?
There are three delivery speeds, and each one's fixed price and timeline appear in the price and delivery panel on this page. Whichever you pick, the build covers the Home Services call flows, up to two connected systems, fifty test calls and two rounds of changes. Call minutes and number rental are paid separately in your own telephony accounts.
Is the AI disclosed when it calls a homeowner?
Yes. Each call opens with a short disclosure in the wording you approve, along with your call-recording notice. Rules on automated calls differ by state and country, so we ask for your approved wording at intake rather than writing it for you, and it can be updated later through monthly maintenance.
Guides on this topic
All guides Turn more quotes into booked jobs without leaving the job site.
Order AI Voice Follow-Up for Home Services and on a fixed delivery date quotes, missed calls and finished jobs get a follow-up call from your number, with every outcome logged.
Works well with
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Call Intelligence
AI Call Summarization
Summarizes calls into notes, outcomes and next steps in your CRM.
Reviews & Reputation
AI Review Response Agent
Drafts on-brand replies to Google and platform reviews for approval.