Book a 20-minute screen share
The system for roofing, HVAC and plumbing

Set up by Sam Briones, Anaheim, California

Every call answered, even up on a roof.

The phone and the chat answered from your services and service area, every lead and estimate on a card with a next step, a website with a call button, and post drafts from your real jobs. We run it with you.

Book a 20-minute screen share

For roofing, heating and air, and plumbing companies where the owner is on a job when the phone rings.

Setup included. Keep your field software. Your data, your website and your Google listing stay yours.

What doing nothing costs

Say two estimates a month go quiet.

Calls and estimates nobody followed up

  • Estimates a month that get no follow-up
  • ×%Share a follow-up would win back
  • ×$Average job from an estimate
  • ×12months in a year

Your hours on the phone, estimate follow-ups and posts

  • Hours a week you spend on them
  • ×$What an hour of your time is worth
  • ×52weeks in a year
$12,000a year

What quiet estimates cost, in this example.

Plus $8,320 a year: your hours on the phone, estimate follow-ups and posts, counted on its own.

The complete system, partner rate: $2,988 a year.

Example numbers, not results. Use your own numbers. If it is half that, it still pays for itself.

Sound familiar

The phone rings when you are on a job.

Sample data
What you get

Every piece, set up for a service company

A front desk on your phone and your siteso homeowners get an answer day and night, and an estimate time from your calendar.
One CRM for every lead and estimateso every call, chat and form lands on a card with the address, the problem and a next step.
A website with your services and service areaso your Google listing sends people to a call button. It is yours to keep.
We learn your services, area and rulesso the front desk, the site and the post drafts all answer the same way.
Call to Harbor Point9:12 PM
CallerOur AC quit tonight and my mom lives with us.
Front deskI am sorry. I have marked this urgent for the team. Can I book you tomorrow, 8 to 10?
  • Answered after hours
  • Marked urgent in your CRM
  • Summary to you
Sample data
What is true today

We run our business on it

  • (714) 583-9823 is our own line.Our AI front desk answers it. Call it now.
  • We run our own business on this CRM.Our own leads, tasks and follow-ups live in it.
  • Your data is yours.Export your CRM any time. Your website and your Google listing stay yours.
  • Customer reviews: coming as our first clients go live.
How we set it up

Three steps

  1. A 60-minute setup talk. Your services, service area, hours and estimate rules, with the owner.
  2. We set it up in your accounts. Your phone number, your calendar, your domain, your Google listing.
  3. You check it, then it goes live. Nothing answers as your company until you say so.
The price

Everything, one monthly price.

$249 a month

Partner rate, 12 months. Setup included.

$499 a month without our badge: a Powered by line on your site and our card at your desk.

That is $2,988 a year against the $12,000 a year the example above leaks. One hour of human help a month is included.

Or one piece at a time

Monthly pieces: no setup fee, month to month. A website or a Second Brain is bought once and is yours.

Seven questions owners ask

Before you book

Does it send a truck or promise a time?

No. It answers from your facts, offers an estimate or service time from your calendar, and marks urgent calls for your team. It never promises a crew sooner than you can send one.

What if a caller smells gas?

The setup starts with a safety rule: a gas smell or a carbon monoxide alarm means leave the home now, without switching anything on or off, and call 911 or the gas company from outside. It books nothing on that call. You set the rest of your emergency rules with us.

I already use Housecall Pro or Jobber.

Keep it. Your jobs and invoices stay there. We set up the calls, the follow-ups and the website around it, and on the call we check what your tool can connect to.

Is the front desk a robot?

Yes, an AI assistant. It tells callers so, then answers in English or Spanish from the facts you gave us.

What is the partner rate?

The same system for less. In return, your website footer carries a Powered by Custom Tailored Agents line and our card sits in your office. Stop the badge and the plain rate applies from the next month.

What if I want out?

Give 30 days' notice. Before month 12 you may owe part of the setup, capped in your agreement. After month 12, nothing. Your data, website and Google listing stay yours either way.

What is not included?

Dispatch and invoicing (keep your field software), ads and social media management, custom builds, text messages, and usage beyond what is included.

The system for roofing, HVAC and plumbing

Every call answered, even up on a roof.

Book a 20-minute screen share

What happens after you click

  1. 1Pick a time
  2. 2We meet on Google Meet
  3. 3You see the system run, and what changes for your company

No card. No pressure.

Systems by business

Set up for other businesses too

Gyms and martial arts BJJ, striking, dance Every call answered and a class booked, even mid-class. Barbershops and salons Chairs and suites Every call answered while you cut. Keep your booking app. Book a 20-minute screen share Restaurants Takeout, dine-in, catering Every call answered, your menu and specials on your own site. Every other business Shops and offices Start with one piece, set up from your facts. The complete system For every business Every piece, set up and run with you.