From the moment a lead submits your form to the day you collect the final payment — and the Google review after — every step has an agent handling it.
These four agents handle everything from the first form submission to the booked appointment — scoring leads, writing personalized outreach, following up on silence, and managing every inbound email that comes in.
Scores the lead 0–100 based on project type, stated budget, timeline urgency, and service area. Sends a personalized outreach email that references their specific project — not a generic "thanks for reaching out." Hot leads (75+) also trigger an SMS to the lead and an instant alert to you. All CRM fields update automatically.
A phone notification when a hot lead comes in — and the knowledge that every single submission, no matter the time, got a real, thoughtful response in under 3 minutes.
Follows up 3 times over 7–10 days, and each message is different. First is a casual check-in. Second is a project-specific tip relevant to what they described. Third is a soft close with a clear call to action. The moment they reply — to any message — the sequence stops permanently. It never sends another message after that.
Leads that were about to go cold coming back warm — without you writing a single follow-up yourself.
Sends the lead a confirmation email with appointment details and what to expect on the call. Sends them a text reminder. Fires an alert to you with the lead's project summary so you walk into the call prepared. Updates the CRM to reflect "Appointment Scheduled" status and logs the booking details.
A text notification with a full summary of who you're meeting and what their project is — so you never go into a call blind.
Reads the full email thread for context — not just the latest message — to understand what they're actually asking. Then replies like a real person: answering questions, addressing concerns, moving the conversation forward. If the message is complex, urgent, or shows signs of frustration, the agent holds its response and routes the thread directly to you instead.
An inbox that handles itself — and a flag in your notifications when something genuinely needs your attention.
Enter your notes after a walkthrough and these agents take it from there — building a full estimate, turning it into a polished proposal document, and following up automatically if it sits unanswered.
Pulls from your pricing settings — labor rates, material costs, markup rules — and generates a full itemized estimate for the job. Breaks it down by labor, materials, and overhead. Applies your standard markup and flags any line items that need review. No spreadsheet hunting, no manual math.
A complete cost estimate ready to review the moment you close the site visit form — typically in under 60 seconds.
Turns your raw estimate into a complete, branded proposal document: full scope of work in plain language, project timeline, itemized pricing, payment schedule, and what's explicitly included versus excluded. Formats it in Google Docs with your company branding and emails it directly to the client.
A professional proposal in the client's inbox the same afternoon as the walkthrough — not three days later after chasing someone to write it up.
Sends up to 3 follow-up messages with completely different angles. First is a simple check-in. Second addresses the most common objection for that project type. Third creates gentle urgency around scheduling and availability. Each message stops the moment the client responds or declines — no chasing someone who already said no.
Jobs that would have quietly died coming back to life — and no more wondering whether a proposal was even read.
The moment a proposal is accepted, the system takes over — generating the contract, sending it for signature, and welcoming the client with everything they need to know before day one.
Generates a complete contract pre-filled with the client's details, the exact scope from the proposal, agreed pricing, payment schedule, and standard legal terms. Sends it directly to the client for digital signature. If the contract sits unsigned for more than a day, sends a follow-up reminder. Updates job status automatically when the signature is received.
A notification that the contract was signed — without you having written a single word of it or chased anyone to sign it.
Sends the new client a warm, professional welcome email that outlines exactly what happens next — when work starts, what the first week looks like, how to reach someone if they have questions, and what to expect throughout the job. Simultaneously triggers the deposit invoice so billing starts immediately without a separate manual step.
A client who feels confident and informed from day one — and a deposit invoice already in their inbox before you've left the driveway.
Once a job kicks off, two agents take over — one keeping the work organized and subs informed, the other keeping the client happy and informed all the way through completion.
Breaks the job into phases with task lists and realistic timelines based on project type. Notifies each subcontractor with their specific scope of work, start date, site access information, and any special notes. Logs all assignments and timelines into the CRM so everything is in one place and nothing gets communicated verbally and forgotten.
A fully planned job in your dashboard before the crew shows up on day one — and subs who already know exactly what they're doing and when.
Sends weekly progress updates to the client so they always know where things stand without calling you. Reads and responds to any messages they send in during the job. Runs a mid-job satisfaction check to catch issues before they become complaints. If a client message shows any sign of frustration, urgency, or a complaint — the agent skips the automated response and routes it directly to you immediately.
Clients who feel informed and cared for — and an alert in your pocket the moment anything starts going sideways on a job.
From deposit to final payment, one agent handles the entire billing cycle — including the uncomfortable follow-up calls you've been avoiding.
Generates and sends the deposit invoice automatically when the contract is signed. Generates and sends the final invoice when the job closes. If either invoice goes unpaid, sends up to 3 follow-up reminders on a scheduled cadence — each escalating slightly in tone. Marks the payment received and updates the job record when confirmed. All invoice data syncs to QuickBooks in Tier 3.
Money hitting your account faster — because invoices go out the moment they should, and someone always follows up when they don't.
The agents that run after the job is done — collecting reviews, staying in touch, running your marketing, and making the next job cheaper to estimate and easier to plan.
Sends the client a job closeout summary — a recap of what was completed, final photos if available, and a thank-you note. Within 24 hours, sends a Google review request with a direct link that takes one tap to leave a review. Schedules a 30-day check-in to follow up on how everything is holding up and open the door for any punch-list items or future work.
Google reviews coming in consistently after every job — and clients who remember you a month later when their neighbor asks for a recommendation.
Runs re-engagement campaigns to past clients who haven't heard from you in 90+ days. Sends referral outreach to recent happy clients — personalized based on their job type. Re-engages cold leads at 30, 60, and 90-day intervals with fresh messaging. Generates a full monthly performance report — lead volume, conversion rates, revenue, and team performance stats — and emails it directly to you.
Inbound leads from past clients and referrals — and a clean monthly report sitting in your inbox every first of the month.
Reviews every completed job for three things: timeline accuracy (estimated vs. actual), cost accuracy (estimate vs. final invoice), and client satisfaction score. Synthesizes patterns across all jobs over time — flagging project types that consistently run over budget, job phases that take longer than planned, and lead sources that convert at higher rates. Feeds insights back into estimate templates so your numbers get sharper with every job.
Estimates that get more accurate over time — and a monthly flag if a specific project type or subcontractor is quietly draining your margins.
Tier 1 gives you the core lead and sales layer. Tier 2 unlocks the full 15-agent system.
Start with the automation layer and scale up as you grow — or go full system from day one.
No proprietary black box. Every integration uses widely-adopted tools — your data stays portable and your team isn't learning something new.
Powered by Claude AI — every agent thinks, writes, and decides using Anthropic's Claude model.
Book a discovery call and we'll walk you through a live demo — your business type, your specific pain points, your agents. You'll know exactly what this looks like for you before the call is over.
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