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Office 168/52 for Home Services

A smarter front office for HVAC, plumbing, and electrical: Bob learns your business, answers by chat or phone, and handles the repetitive customer conversations that steal hours from techs and dispatch—always from what you approved.

📚 Learns Your Policies 🔒 Governed Responses 📞 Chat + Voice + Phone

Three front-office pains every trade owner knows

📵

Missed after-hours calls

Every ring that goes unanswered is a job—and margin—walking to the next truck on Google.

🚨

Emergency vs. routine chaos

True emergencies get lumped with “it can wait” calls. Your on-call burns out—or misses the one real crisis.

💬

Repeat questions + booking friction

Service area, financing, warranties, what’s included—the desk answers them all day while dispatch and techs wait.

How Bob fits home services

What he learns

Your site, service areas, published offers, maintenance vs. repair language, emergency criteria, and FAQs you approve—not generic HVAC trivia from the web.

What he answers

Coverage, hours, tune-up vs. repair framing, approved price ranges, financing pointers, warranty language exactly as you documented.

What he routes and escalates

True emergencies to on-call with context; bookings and leads to your process; anything outside approved content to a human—without guessing.

Phone vs. web

Web widget: Starter and up—great for site visitors. Phone / SMS / WhatsApp: Professional tier and above—same governed context, channels aligned to your plan.

Works alongside ServiceTitan (companion workflows)

Example customer questions Bob can handle

Grounded in your approved content—if it’s not there, Bob hands off instead of inventing.

Internal workflow assists

Escalation examples

Why this isn’t “just another HVAC chatbot”

Capability snapshot (home services)

📚 Learns Your Business

Ingests your website, service areas, pricing guidelines, and policies.

In Progress

🎯 Evidence-Based Answers

Responds only from your approved content. Refuses safely when unsure.

In Progress

📞 After-Hours Coverage

Answers calls 24/7 via chat, voice widget, or phone integration.

In Progress

🚨 Emergency Triage

Follows your criteria to identify true emergencies vs. routine requests.

In Progress

📋 Booking & Lead Capture

Collects customer info and schedules appointments (integration dependent).

Coming Next

🔒 Governed & Auditable

Full conversation logs, refusal tracking, and exportable traces.

In Progress

How Bob Works

1

Learn

Bob ingests your website, service areas, pricing, and policies from approved sources.

2

Answer

Customers ask questions via chat, voice, or phone. Bob responds with evidence-grounded answers.

3

Act

Bob captures leads, routes emergencies, and logs everything for your review.

See Bob in Action

📅 Booking a Tune-Up

I need an AC tune-up before summer
I'd be happy to help schedule your tune-up! Our seasonal maintenance runs $89-129 and includes a 21-point inspection. What day works best for you?
Do you have anything Thursday afternoon?
Let me capture your info and we'll confirm a Thursday afternoon slot. What's the best phone number to reach you?

🚨 Emergency Triage

My AC is making a loud grinding noise!
I'm sorry to hear that. Is the unit still running, or has it stopped completely? Also, do you smell any burning?
It stopped and there's a slight burning smell
That sounds like it could be urgent. I'm routing this to our on-call technician now. They'll call you within 15 minutes. Please turn off the unit at the breaker as a precaution.

🗺️ Service Area Check

Do you service the Pooler area?
Yes! Pooler is within our service area. We serve all of Chatham County plus parts of Effingham and Bryan counties.
Great, what about Richmond Hill?
Richmond Hill is in Bryan County, so yes, we service that area too. Would you like to schedule something?

💰 See Your Potential ROI

Bob could conservatively capture:

$2,500/month ($30,000/year)

Frequently Asked Questions

Yes. Bob triages calls based on your emergency criteria (you define what counts as urgent), collects key information like symptoms and customer contact details, and routes truly urgent issues to your on-call team while capturing non-urgent requests for next-day follow-up.
Bob learns your service area from your website and any approved materials you provide. When customers ask, Bob can confirm coverage and politely decline out-of-area requests based on your policies — no guessing.
Bob can share price ranges you've approved (e.g., "A tune-up typically runs $89-129") but won't make up prices or commit to specific quotes without authorization. For complex jobs, Bob captures details and schedules a follow-up estimate with your team.
When Bob encounters a question outside your approved content, he refuses safely rather than guessing. Bob will acknowledge the question, explain that he can't provide specific information on that topic, and offer to connect them with your team or capture a callback request.
Scheduling integrations are on our roadmap. Currently, Bob captures appointment requests and customer details, which your team can then process. We're building integrations with popular field service tools — join our waitlist to be notified when your tools are supported.
Bob shares your warranty policies exactly as you've documented them. For questions about specific warranty status (which requires looking up customer records), Bob captures the details and routes to your team for verification.

Bring a governed front office to your trucks

Join the waitlist for rollout, ask for a white-glove onboarding slot, or request a live site teardown—we’ll show you what Bob would learn from what you already publish.

Join the waitlist Book white-glove onboarding Request a live site teardown

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