Lead Generation
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Lead Generation
AI Sales Agent for Home Services
Service requests get job details gathered while crews are out, and quote appointments get booked without anyone picking up a phone.
Service requests come in while your crews are on jobs, and the homeowner who waits often books someone else. This edition answers each request whenever it arrives, gathers job details and urgency, gives a rough cost range from your approved pricing, and books a quote appointment in your field service schedule. It also follows up unanswered quotes and brings past customers back.
- Every service request answered while crews are on jobs
- Rough cost ranges given from your approved pricing only
- Quote appointments booked straight into your schedule
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Home Services answers a service request whenever it arrives, gathers job details and urgency, gives a rough cost range from your approved pricing, and books a quote appointment directly in your field service scheduling system. Every request is logged for your office team.
Why businesses buy it
Homeowners usually contact several companies and go with whoever responds first with a clear answer. For a busy trade business, that means the office phone and inbox decide how much work you win. This edition responds immediately, sets honest expectations with your own price ranges and books the visit, so more requests turn into jobs. The written scope covers the channel, the field service and calendar connections and the Home Services workflows before you order, so there are no surprises.
Problems this solves
Homeowners want a rough price before agreeing to a visit
The agent gathers job details and gives a rough cost range from your approved pricing. Homeowners know what to expect, and the quote appointment is booked on that basis.
Urgent jobs get treated the same as routine requests
The agent asks about urgency as part of every request. Your workflow rules decide how urgent jobs are prioritized when booking into your field service scheduling system.
Requests missed during jobs turn into lost work
The agent answers each service request whenever it arrives, including while crews are busy. Every request is logged for your office team, so nothing is left in a voicemail.
A good fit if
Calls and quote requests come in while crews are out on jobs, and the ones that go to voicemail often become a competitor's next customer instead.
Most requests fall into a handful of service types, and a rough cost range from your own pricing would answer most callers' first question.
You need to tell an emergency request from a routine one quickly, and route each differently rather than treating every call the same.
Your field service software already handles scheduling, and you want booked appointments landing there directly instead of on a sticky note by the phone.
Not the right fit if
Your work is closer to larger project-based jobs with site visits and estimates than routine service calls. See AI Sales Agent for Construction.
You don't need job-detail and urgency triage and would rather have a general qualifying agent for a simpler sales motion. See the AI Sales Agent, our base build.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example dispatching technicians in real time based on GPS location. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your service types, approved pricing ranges, and the questions that tell an emergency job apart from one that can wait for a scheduled slot.
- The agent answers a service request the moment it arrives, asking what's needed, repair, install or maintenance, and gathering the property and job details behind it.
- Urgency is checked directly, so an emergency gets treated differently from a routine request rather than both landing in the same queue.
- Service area coverage is confirmed before anything else proceeds, so a caller outside your territory is told that honestly rather than booked into a slot you can't fill.
- A rough cost range comes from your own approved pricing, giving the caller a real answer instead of a vague 'it depends' before a technician even visits.
- The appointment is booked directly into your field service scheduling system, with job details and urgency attached, so the technician arrives already knowing what the job involves.
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 your field service software, such as Jobber or ServiceTitan, with sandbox or test records if available.
- Your service types, approved pricing ranges, and the questions that separate an emergency from a routine job.
- Ten real customer calls or messages so tone matches how your best staff actually talk to homeowners.
- Your service area boundaries and the technicians or crews assigned to each service type.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm pricing ranges and urgency rules before we build.
- 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 and your service types, pricing ranges and urgency rules confirmed.
Weeks 1–2
Job-detail, urgency and pricing conversation logic built against your service types and playbook.
Week 3
Field service software and calendar connected, with quote appointments booked automatically.
Weeks 3–4
50 documented test scenarios run against real service requests and emergencies, with results sent to you.
Week 4
Your review and two rounds of changes to pricing ranges or urgency rules.
Go-live
Live, recorded handoff session, 30 days of 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 AI Sales Agent configured on one channel and connected to your field service scheduling system
- A Home Services intent library and workflow templates, including your approved pricing ranges
- A test report covering 50 home-service sales scenarios
- Admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can turn more service requests into booked quote appointments.
- Helps homeowners arrive at the visit with realistic price expectations.
- Requests booked as quote appointments
- In your field service software, compare quote appointments with incoming requests for the month before and after launch.
- Quotes accepted after a visit
- Compare accepted quotes with completed quote visits, for matching periods before and after.
- Missed or unanswered requests
- Count requests with no reply within your target time, using call and message logs, before and after.
Before you start: Record last month's service requests, quote appointments and accepted quotes. Estimate how many calls or messages went unanswered.
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-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing field service software and calendar plans. Because service requests tend to be short and answer-focused rather than long conversations, usage tends to sit toward the lower end of that range.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For home services businesses, monthly maintenance covers monitoring, fixes and change hours for seasonal pricing updates, new service types or revised urgency rules. It starts after the 30 days of included support and can be cancelled any month.
$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 home services answering service charges a monthly fee per call | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Pricing answers | An answering service usually just takes a message for a callback | An agency build depends on what was agreed | Ours gives a rough cost range from your own pricing |
| Urgency handling | Most answering services treat every call the same | An agency build depends on what was agreed | Ours tells an emergency apart from a routine request |
| Delivery | A home services answering service needs weeks of script setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for Home Services cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: job-detail gathering, urgency triage, pricing ranges from your approved list and scheduling. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift.
Can the AI Sales Agent for Home Services tell an emergency apart from a routine request?
Yes, that's built into the conversation from the start. It asks urgency-specific questions you define during intake and routes an emergency differently from a job that can wait for a scheduled slot, so a burst pipe and a routine maintenance request don't end up treated the same way or landing in the same queue.
Does the AI Sales Agent for Home Services quote an exact price on the call?
It gives a rough cost range from your own approved pricing, based on the job details gathered, but a final price still depends on what a technician finds on site. That distinction is set during intake, so callers get a real, honest answer without the agent committing to a number that a site visit might change.
What should we budget monthly to run the AI Sales Agent for Home Services?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing field service software and calendar plans, billed to your own accounts. Because service requests tend to be short and answer-focused rather than long conversations, usage for most home services businesses sits toward the lower end of that range.
What does a technician see when the AI Sales Agent for Home Services books an appointment?
The service type, property and job details, and urgency level, all logged in your field service software before the visit. The technician arrives already knowing what the job involves and what the homeowner was told about cost, instead of starting the visit from scratch on both counts every single time.
Can we update pricing after the AI Sales Agent for Home Services goes live?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers seasonal pricing updates or new service types once you're live, which matters for businesses whose pricing shifts with demand and the season. Larger changes are scoped separately as a Change Quote.
Does the AI Sales Agent for Home Services check whether we actually cover a caller's area?
Yes. It confirms service area coverage before booking anything, using the boundaries you set during intake, so a caller outside your territory is told that honestly rather than scheduled into a slot your crews can't actually reach. That check runs on every request, not just the ones that sound unusual.
Answer every service call, even while your crews are out.
Order AI Sales Agent for Home Services and every service request gets an answer and a booked visit, even while crews are out.
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