Answer the call, book the job and get paid while the team is on the tools.
Measure-up: Maya Chen
- Where
- On site
- With
- Sam Ortiz
- CRM stage
- Booked
Each pain, and what answers it.
Calls missed on the roof or the road
AI ReceptionistBuilt to orderQuote requests wait until night
Speed-to-Lead and Follow-UpLive in productionQuotes go out with no follow-up
Invoices chased by hand on Friday
Automation SprintBuilt to orderDetails retyped between the app and the accounts
Invoice and AP AutomationBuilt to order
How each one is answered
AI Receptionist
An agent answers while you work, books the job and logs the call.
Speed-to-Lead and Follow-Up
Each quote request gets a reply in about a minute, day or night.
Automation Sprint
A three-touch follow-up sequence runs itself. You approve the wording.
After an invoice is sent, polite reminders go out until it is paid.
Invoice and AP Automation
Supplier bills are read and land in your accounts as drafts.
Watch it in Trades and Home Services
Speed-to-Lead and Follow-Up, on sample data.
A new enquiry at 7:12 pm
Website enquiry
- Name
- Maya Chen
- maya.chen@example.com
- Phone
- 0491 570 156
- Job
- Kitchen renovation
- Message
- We would like to redo our kitchen before Christmas. Can someone come and measure up? Roughly what would it cost?
She wants a new kitchen before Christmas and asks roughly what it would cost.
Tools we connect
ServiceM8, simPRO, Tradify, AroFlo, Jobber, ServiceTitan, Xero, MYOB, QuickBooks Online, Google Business Profile, Twilio.
No endorsement implied.
Questions
Does the agent quote jobs over the phone?
No. It answers, takes the details and books a time. Quotes and prices stay with you.
Can it send texts without breaking the rules?
Follow-up sequences are built with opt-out handling from the start, and consent rules for your country are checked in scoping. General information, not legal advice.
Will it work with ServiceM8 or simPRO?
We connect to the job software you already run, for example ServiceM8, simPRO or Tradify. The exact integration is confirmed in scoping.
Regulatory context
- Automated texts and calls to customers must follow consent and opt-out rules, such as Australia's Spam Act 2003 and Do Not Call Register and the TCPA in the United States. Follow-up sequences are built with opt-out handling from the start.
General information, not legal advice.
Answer the call while you are on the tools.
Tell us where jobs slip through. We will say what an agent can pick up.
Book a call (opens in a new tab)or email contact@strategicaiinnovations.com
