Technician round-robin
The qualified request goes to the next technician in the queue, who has 2 hours to reply. An emergency, like a major leak or a short circuit, calls the technician right away.
For service, renovation, and maintenance companies
AI SDR on WhatsApp for services and remodeling: from request to approved estimate
Anyone who asks for an estimate gets a reply in seconds, at any hour. The AI finds out the service needed, the neighborhood, whether the property is in a condominium, and how urgent it is, then hands off to the next technician in line to schedule the visit. The final estimate always comes from the technical visit.
- Replies in seconds, 24/7
- Emergencies alert the technician right away
- Quote only after the visit
Where the job slips away today
People who need a repair call three companies and hire the first to answer
The technician is on a job, and the quote request waits until the end of the day.
Half of the visits are for jobs outside your service area or for people just shopping around on price.
A quote that's sent goes unanswered, and nobody contacts the customer again.
The order's journey
A straight line from request to approved estimate
Today, the request waits for the technician to leave the job site. Here, the AI replies right away, understands the service, and logs every step on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationService, location, and urgency
- Round-robinThe next technician in the queue
- Technician2 hr to reply
- Technical visitIn the connected calendar
- Quote sentThe amount on the card
- ApprovedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for service businesses
The technician going only to the visits that become jobs
The pipeline the company uses
New order, qualified, in progress, technical visit, quote sent, and approved. The visit requires the service type and location; the quote, the amount; approved, the start date.
Safeguards already on
The AI gives only a reference range, never a final quote. It points out that work in a condominium requires a renovation plan and never says a job doesn't need a responsible technician.
From Spend to Approved Quote
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each request, each visit, and each approved estimate cost.
Teach your ads to bring in people who get approved
With conversions on, every qualified request, visit, and approved quote is sent back to Meta, with its value. Campaigns start looking for people similar to those who approved, not just those who clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Services and renovations” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New order
- Qualified
- In progress
- Technical visit
- Quote sent
- Approved
The qualification questions
- The service“Tell me: what service do you need?”
- Spend“Do you already have a budget in mind for this service?”
- Property and who approves“Do you own the property or rent?”
- Urgency and deadline“Is it urgent, like a leak, or can it be scheduled?”
- Location and visit“Which neighborhood is the property in?”
By the numbers
- Pipeline stages
- 6
- Deal fields
- 7
- Qualification items
- 5
- Re-engagement messages
- 3
Industry considerations: The AI gives only a reference range, never a final quote, and doesn't promise that the work can go ahead without a responsible technician.
Book a demoHow it starts
In one afternoon, without changing the way you work
Connect the company's WhatsApp
The official account, with approved templates. The customer gets the first reply within seconds.
Choose the Services and renovations template
In Pipeline → New board, the board comes with the stages, the visit fields, and round-robin already on. Then just set up the technician queue.
Build the company's knowledge base
Services, neighborhoods served, reference price ranges, warranty, and visit schedule. The AI answers only what's in the knowledge base.
Does the AI quote service prices?
Only the reference range registered in the knowledge base, with a note that it's not an estimate. The final estimate comes from the technical visit.
What about work in an apartment?
The AI points out that renovations in a condominium require a renovation plan signed by a responsible technician, delivered to the building manager before work starts.
What about emergencies?
Major leaks, short circuits, or the smell of gas bring in a technician right away. If there's a gas smell, the AI tells the customer not to turn on any lights, to open the windows, and to call the fire department at 193.
Watch your next request get a reply in seconds
We'll show you with your own ads and pipeline.