Home Services Company Closes 40% More Quotes with AI Follow-up

!The Challenge

A family-owned plumbing and HVAC company was sending 60–80 quotes per month and following up on only a fraction of them. The owner was spending 8+ hours per week on scheduling back-and-forth — customers calling to book, cancel, or reschedule. Half of sent quotes expired without any follow-up contact.

→What We Built

We built a quote follow-up automation that sends a personalized sequence 24 hours, 3 days, and 7 days after a quote is sent — with a direct booking link. We also deployed an AI scheduling assistant that handles inbound appointment requests, checks technician availability in real-time, and confirms bookings automatically.

The Results

• Every quote now gets a 3-touch automated follow-up sequence
• Customers can self-book appointments 24/7 via AI assistant
• Scheduling back-and-forth eliminated — owner freed from calendar management
• Automated job reminders sent to customers 24 hours before appointment
• Monthly revenue reporting automated from job management system

Technologies Used