A request is not booked
A missed call, form, or voicemail has no clear owner before the customer moves on.
Revenue operations for home-service companies
Make every qualified opportunity count.
Automation Genie helps HVAC, plumbing, and roofing teams close the gaps between first request, estimate, job, and payment—without replacing the software they already rely on.
Built around your real office workflow. No outbound prospecting. No software rip-and-replace.
The shared problem
Revenue gets stuck in the handoffs.
Not because your people do not care. Because the phone, field, office, and software each see only part of the job.
An estimate has no real next step
A recommendation or proposal goes out, then follow-up relies on someone remembering.
A job does not turn into cash
The work is complete, but notes, photos, invoices, or payment steps are incomplete.
The office only sees expensive problems
Issues become visible after they have aged—not while there is still an easy recovery move.
✦ Your field-service platform remains the source of truth. We make the next owner and next action visible around it.
Built for the way your trade works
Recover the work you have already earned.
Each system targets a measurable gap in the customer journey. We begin with HVAC, plumbing, and roofing because the handoffs overlap—while the details still matter.
Stop repair and replacement opportunities going quiet.
Make sure repair recommendations, unsold replacement estimates, and after-hours inbound requests do not quietly age out without a next action.
Talk through this offer ↗32–41%
of HVAC inbound calls were missed in LeadRecover’s 2026 local-service benchmark; average follow-up on missed calls was 8.4 hours.
Source: LeadRecover 2026 benchmark, HVAC sample (≥15 businesses) ↗The system we build
01Missed call → office alert02Repair flagged → sales task03Nightly leakage → morning queue
- ✓ Transcribe and classify missed calls, forms, chats, and voicemails
- ✓ Create or enrich the field-service record and flag urgent language
- ✓ Check replacement records for photos, notes, and system details
- ✓ Deliver one prioritised leakage brief each morning
Human owns the judgment.
Your team retains booking, diagnosis, pricing, financing approval, and every customer commitment.
We measure: Lead-to-contact time · repair-to-replacement appointment rate · aged pipeline value
Keep urgent work and cash from slipping through.
Rescue emergency requests, give unsold estimates an owner, and stop completed jobs reaching the office with missing notes, photos, or invoice steps.
Talk through this offer ↗28–38%
of plumbing inbound calls were missed in the same 2026 local-service benchmark; fast responders converted 51% versus 18% after four hours.
Source: LeadRecover 2026 benchmark, plumbing sample (≥15 businesses) ↗The system we build
01Emergency call → booking rescue02Unsold estimate → action queue03Job complete → invoice check
- ✓ Extract urgency, address, customer status, and preferred time from requests
- ✓ Segment unsold estimates by value, urgency, and service type
- ✓ Pause outreach when the customer replies and route high-value work to a human
- ✓ Validate notes, photos, parts, invoice, payment link, and accounting-sync status
Human owns the judgment.
Your dispatcher owns booking and dispatch; your team owns pricing, discounts, refunds, and every customer promise.
We measure: Missed-call callback time · quote follow-up completion · completion-to-invoice time
Turn every inspection into a production-ready contract.
Ensure every inspection becomes a complete proposal, every high-value estimate has an owner, and every signed contract reaches production with the right information.
Talk through this offer ↗16%
of roofing and exterior contractors consistently follow up with homeowners the same day on unsold estimates, according to ServiceTitan’s 2026 study of 1,000+ companies.
Source: ServiceTitan 2026 Roofing & Exterior Market Report ↗The system we build
01Inspection → proposal pack02Unsold proposal → pursuit board03Signed contract → handoff check
- ✓ Check every inspection for photos, measurements, scope, proposal, financing option, and next follow-up
- ✓ Rank open proposals by value, age, lead source, financing status, and assigned rep
- ✓ Create action tasks instead of blasting repeat messages
- ✓ Validate contract, deposit, measurement files, permits, and production requirements
Human owns the judgment.
Your sales and production teams retain diagnosis, scope, pricing, insurance language, negotiation, permits, and scheduling.
We measure: Inspection-to-proposal time · same-day follow-up rate · signed-to-scheduled time
Why automation, not another platform
Your software stays.
We close the gaps.
We connect the calls, forms, messages, field records, accounting, and payments you already use—then surface exceptions to the person who can act.
Keep your system of record
Jobber, ServiceTitan, Housecall Pro, QuickBooks, and the tools around them remain where your team works. We build around them—not on top of them.
Fit the work that actually happens
A SaaS feature is designed for the average contractor. Your recovery system reflects your handoffs, rules, people, and exceptions.
Use AI where it is useful
AI can sort calls, summarise notes, and flag incomplete work. It never replaces your team’s judgment, pricing, or customer commitments.
✦
Automation is connective tissue between your existing tools and people—not another platform for your team to learn.
Clear commercial models
Start small. Build what matters. Keep it dependable.
Platform and AI usage costs are scoped separately, so you only pay for the tools your workflow actually needs.
Start here
Lead-to-Cash Conversion Audit
$1,500fixed scope
A focused review of one revenue leak, ending in a clear recommendation—not a generic automation report.
- ✓ Workflow and system map
- ✓ Recent lost, delayed, or incomplete opportunity review
- ✓ Native-feature versus real-gap assessment
- ✓ One prioritised recommendation and 30-day baseline
Most popular
Build & launch
From $5,000per project
A fixed-scope automation build for a defined operational workflow—designed, tested, documented, and handed over.
- ✓ Workflow design & implementation
- ✓ Tool connections & exception paths
- ✓ Team training & documentation
- ✓ 30 days of launch support
Keep it improving
Automation ops
From $1,500per month
Ongoing optimisation for teams with live automations that need a dependable owner and a steady delivery rhythm.
- ✓ Monitoring & issue response
- ✓ Monthly improvement capacity
- ✓ Performance review
- ✓ Priority support
A few useful answers
Made for a real operation—not a software demo.
Is this an AI receptionist?
No. We may use AI to help classify, summarise, or prioritise information, but we build the operational layer that makes sure the right person can act.
Do we need to replace our field-service software?
No. Your existing platform remains the system of record. The goal is to close the handoffs it does not fully cover.
Do you need to know our trade?
You know the trade. We learn how your office actually handles requests, estimates, job completion, and payment—then build around that reality.
A good place to start
Find the revenue leak worth fixing first.
In a Lead-to-Cash Conversion Audit, we map one gap, check what your existing tools already cover, and recommend the smallest worthwhile fix.