Stop Losing Customers. Start Automating Your Business.
We help HVAC and plumbing teams turn customer inquiries into clear next steps—with less chasing, less scheduling back-and-forth, and less office busywork.
Scripted example. No messages sent or real appointments booked.
HVAC TEAMSOn site. On the next call.Keep incoming requests organized while your crew is in the field.PLUMBING TEAMSA busy day needs a clear next step.Stay on top of repair requests, open estimates and appointment details.
Illustrative AI-generated trade imagery.
01 / Services & starting prices
Three workflows for less office busywork.
Start with one office task that eats up time. We’ll map it, build one workflow and test the handoff with your team.
STARTING PRICES · USD · FINAL SCOPE QUOTED BEFORE WORK STARTS
01
AI Lead Management
Collect requests from one channel, pull out service details, and send eligible leads to one supported inbox or CRM.
What the base price covers: one location, one defined workflow, one supported connection, setup testing, and routine maintenance of that workflow. Final scope and support terms are agreed before work starts.
Quoted separately: Third-party software, message or call charges, taxes, extra channels, calendars, and custom connections cost extra. Starting prices depend on the agreed scope; no payment is due when you submit an inquiry.
02 / How it works
From the first request to the next step.
Start with one task. Add another when it helps.
01 / CAPTURE
Take in the request.
Collect requests from the channel your team chooses.
02 / ORGANIZE
Get the job details.
Record the service, contact details and preferred time. Send unusual requests to a person.
03 / FOLLOW UP
Follow up when it’s allowed.
Send only the reminders your team approves. Stop when the customer replies or opts out.
04 / SCHEDULE
Check for an open time.
Check the calendar and follow your team’s booking rules.
Use the tools your team already has.
Tell us what you use for calls, email, calendars and customer records. We’ll confirm which tools we can connect before quoting.
Your inbox↔Your calendar↔Your CRM
03 / A demo built around your day
Let’s talk about your next bottleneck.
Tell us how the office handles requests today. We’ll map one task, show a matching demo and outline a possible pilot.
Each service has a starting price above. If you need more than one, we’ll quote the shared tools and extra work together.
05 / Common questions
Questions, answered.
We’ll explain what the workflow can do, what it can’t, and what it will cost.
Will this replace my office team?
No. It can handle agreed intake steps and reminders. Your staff handle exceptions, customer relationships and decisions that need judgment.
Can it work with the software I already use?
Tell us which phone, inbox, calendar and customer system you use. We’ll confirm which ones we can connect before quoting. If a tool isn’t supported, we’ll say so.
Does the assistant confirm appointments automatically?
Only after you approve the rules and we confirm the calendar connection works. Your team sets booking and handoff rules; we test them before launch.
How will customer messages and consent be handled?
Before follow-ups start, we’ll agree who can be contacted, which channel and message to use, when to stop, and when a person should take over.
Do you guarantee more jobs or revenue?
No. Fieldline has no customer results to report yet. For a pilot, we’ll agree what to measure and review what happened. We won’t promise more jobs or revenue.
What about urgent or safety-related requests?
No diagnosis or emergency advice. We’ll route urgent requests to a person under rules your business sets. The sample on this page isn’t monitored.
06 / Contact Fieldline
Tell us what’s slowing the office down.
Describe one task your office repeats or has to chase. We’ll reply to arrange a short conversation, then show a demo for that workflow.
Website preview: this form prepares an inquiry draft for you to copy or download. Contact delivery will be connected before the site goes live.