Service Business Automation
Turn every lead into a booking opportunity with automated intake, qualification, scheduling, and follow-ups. Perfect for home services, legal practices, dental offices, and coaching businesses.
Perfect for service-based businesses
If you rely on appointments and have leads coming from multiple sources, we can help
Home Services
HVAC, plumbing, electrical, landscaping, cleaning, pest control
Legal Practices
Personal injury, family law, estate planning, real estate law
Healthcare
Dental practices, therapy, chiropractic, veterinary services
Coaching & Consulting
Business coaching, life coaching, financial planning, fitness training
Common problems → Our approach
We've seen these challenges hundreds of times—here's how we solve them
❌ The Problem
- Leads sit in your inbox for hours before anyone responds
- Manual back-and-forth to schedule appointments
- No-shows happen without any follow-up system
- You can't tell which marketing channels actually work
- Staff spends 2+ hours daily on administrative tasks
✅ Our Solution
- Instant auto-replies with qualification questions
- Direct booking links based on service type and availability
- Automated reminder sequences and no-show recovery
- Lead source tracking and ROI reporting
- Staff focuses on service delivery, not data entry
Example automations we build
Real workflows that save hours every day
Smart Lead Intake
Web form → Auto-qualification → Service categorization → Instant response with next steps
Result: 80% faster response time
Automated Scheduling
Service type → Available technician → Calendar check → Booking confirmation → Calendar block → Customer SMS
Result: 40% more bookings
Follow-up Sequences
Appointment reminders → Post-service feedback → Review requests → Win-back campaigns for past customers
Result: 25% more repeat business
No-Show Recovery
Missed appointment → Auto-reschedule offer → Discount incentive → Available time slots → Easy rebooking
Result: 30% of no-shows rebook
Lead Source Tracking
Every lead tagged by source → Conversion tracking → Cost per lead analysis → Monthly ROI reports
Result: 20% better marketing ROI
Team Notifications
High-value leads → Instant Slack/SMS alerts → Assignment based on expertise → Escalation for delays
Result: No leads fall through cracks
Tools we integrate with
Work with your existing systems—no platform switching required
📅 Scheduling
- Calendly
- Acuity Scheduling
- Housecall Pro
- ServiceTitan
- Google Calendar
📧 CRM & Email
- HubSpot
- Pipedrive
- Mailchimp
- ActiveCampaign
- Gmail/Outlook
📱 Communication
- Twilio (SMS)
- WhatsApp Business
- Slack
- Microsoft Teams
- Zendesk
💰 Payments & Forms
- Stripe
- Square
- JotForm
- Typeform
- Gravity Forms
ROI & Timeline
What to expect when you work with us
📊 Typical ROI
Typical payback period: 2-3 months
⏱️ Implementation Timeline
Current process analysis, tool audit
Lead intake automation first
All automations + team training
Service business FAQ
Most likely, yes. We integrate with all major scheduling platforms (Calendly, Acuity, ServiceTitan, Housecall Pro, etc.) and can work with custom solutions too. We'll audit your current setup during discovery.
After-hours leads get immediate auto-responses with next available appointment times. High-priority leads (like emergencies) can trigger SMS alerts to on-call staff. Regular leads get added to your morning queue.
Absolutely. We set up intelligent routing based on keywords, service type, and urgency indicators. Emergency requests get immediate priority routing and instant staff alerts.
We integrate directly with your calendar system and check real-time availability before offering time slots. Buffer times are automatically included, and team schedules stay synchronized.
Complex leads get qualified through smart forms, then routed to the right person for custom quotes. We can automate follow-up reminders and proposal delivery too.
Ready to automate your service business?
Let's build a custom automation blueprint that turns every lead into a booking opportunity.