Implementation for businesses of every size

AI implementation for small, mid-size and large businesses.

Your own CRM with the automations around it, assistants that draft, sort and summarise the repetitive work, and connections to the tools you already use, in any industry. A person on your team approves anything that reaches a customer.

For businesses of any size and any industry; home services is one example. The paid Ops Assessment maps how work moves through your business and ends in a fixed-price build plan; the rest is scoped after the Assessment. Smaller ways to start include the Free Missed-Job Check, which takes about 48 hours and uses your own call and quote records. Owner-operator? See websites.

Your business, backed by better systems.

Example setup
  1. Missed callthe phone rings out
  2. Text backwording you approve
  3. On-callafter hours, straight away
  4. Bookyour team calls back
  5. Follow upopen quotes (coming soon)
  6. Reportmonthly, your numbers
Sample activity log: An example of the steps the system records, such as: a call is missed, a text goes back to the caller, and it is logged.

Illustration — not client data

An example system: a call nobody picked up gets a text back in your wording, after-hours calls go to your on-call tech, your team calls back and books it, and a plain report arrives each month. Diagram, not live data.
What we build

Three systems, each with a job to do.

Each one takes named work off your team, on top of the tools you already use. A person on your team approves anything that reaches a customer.

  • CRM & automations

    The job: keeping every enquiry, quote and job in one place, with the follow-ups on time. Your own CRM, plus quote follow-up, intake forms, scheduling, and invoice and review reminders, in wording you approve.

    Part of an Implementation

  • Assistants

    The job: the repetitive desk work. Sorting the inbox overnight so the office starts on the urgent ones, drafting quotes from the job notes, writing up each call. A person approves anything before it reaches a customer, and none of them answers your phone.

    Part of an Implementation

  • Connections to your tools

    The job: getting the software you already pay for to work together. Your CRM, phones, scheduling, accounting and email connected, so the same details aren’t typed in twice.

    Part of an Implementation

Ways to start: a paid Ops Assessment; the Free Missed-Job Check; or, for businesses that live on the phone, Missed-Call Rescue, a small entry offer. See everything we build

What we’d build

Examples of scope, not client projects

Four examples of the kind of work an Implementation covers. Your Assessment decides what yours includes, and your build plan lists it in writing.

  • Example

    A plumbing shop with a small office

    Where it slips
    Quotes are chased from memory, and finished jobs are retyped into the accounting software.
    What we’d build
    A CRM pipeline from enquiry to paid invoice, quote follow-up on a set schedule, and a connection that sends finished jobs to QuickBooks, where its access allows.
    Who approves
    The office manager approves the follow-up wording before anything is sent.
  • Example

    An HVAC company with one shared inbox

    Where it slips
    Service requests, supplier emails and invoices land in one inbox, and the urgent ones are found late.
    What we’d build
    An assistant that sorts the inbox overnight by urgency and drafts a reply to each service request.
    Who approves
    The office reviews each draft and sends it, or doesn’t.
  • Example

    A restoration contractor with long estimates

    Where it slips
    Each estimate takes an evening to write up from the tech’s site notes.
    What we’d build
    An assistant that drafts the estimate from the site notes, in the contractor’s own format and price list.
    Who approves
    The estimator edits the draft and sends it under their own name.
  • Example

    An electrical shop that forgets to ask for reviews

    Where it slips
    Review requests depend on someone remembering after each job.
    What we’d build
    A review request sent once an invoice is paid, by email, or by text where the customer has agreed to texts.
    Who approves
    The owner approves the wording once, and can switch it off at any time.

Examples of scope only, written to show what a build can include. No client names, and no results are implied.

See it from your customer’s side

The quote form your customers would get

Every website we build has a quote form that comes straight to your phone. Try it: nothing is sent.

Get a free quote Demo

What lands on your phone

New quote request

Sam Rivera · AC not cooling
ZIP 85251 · As soon as possible

Tap to call back
And they get, from your number, 8am–8pm

Thanks Sam, we got your request. A tech will call you shortly to book a time.

Example wording; you approve your own. The text back to the customer is part of Missed-Call Rescue, if your website form can be connected.

How websites work

From complexity to clarity

Turn disconnected tools into a system that works.

Your phones, website, Google profile and estimates already hold what you need. We connect them and keep a person in charge of the wording.

Where jobs come from

  • Phone calls
  • Missed calls
  • Website forms
  • Google profile
  • Ad tracking lines
  • Estimates you send

Your Backed system

  • capture
  • sort
  • alert
  • log
You approve the wording

What happens next

  • Texted back, 8am–8pm
  • On-call tech alerted
  • Emergencies to a person
  • Quote follow-up (coming soon)
  • Booked by your team
  • Dashboard & report
How it fits together: where jobs come from on the left, the system we set up in the middle, what happens next on the right. Diagram, not live data.
How we work

Check, set up, go live, report

The same four steps for every shop. See a sample monthly report (a fictional shop).

  1. Check

    In about 48 hours we go through your own call log and open quotes and show you where jobs slip away. If not much is slipping, we’ll say so.

  2. Set up

    Around your phones and software (Jobber, Housecall Pro, ServiceTitan or none). If your software already does the job, we switch that on instead.

  3. Go live

    You approve every message first. Your go-live date is written into your proposal.

  4. Report

    We fix what breaks and send a plain monthly report in your own numbers, including quiet months.

  • Written price
  • Month to month
  • No per-lead fees
  • You approve the wording
  • You own your data and accounts
Your tools

Alongside the tools you already use

No new software. We work inside your existing setup, switching on the texting and follow-ups you already pay for, and build connections where a tool allows it. See everything we build.

Tools you may already run

Phones & texting

  • Your business phone provider
  • Call tracking lines
  • Business texting
  • Missed-call alerts

Field service software

  • Jobber
  • Housecall Pro
  • ServiceTitan

Listings & reviews

  • Google Business Profile
  • Yelp (listing details only)
  • Facebook
  • Apple Business
  • Bing

Email & calendar

  • Gmail
  • Outlook / Microsoft 365
  • Google Calendar

Accounting & payments

  • QuickBooks
  • Stripe

Websites, forms & sheets

  • Your website’s quote form
  • WordPress, Squarespace, Wix
  • Google Sheets

Named as examples only. What we can set up with any tool depends on its access, which we confirm before you pay. Tool names belong to their owners; we’re not partnered with or endorsed by them.

Who it’s for

Small, mid-size and large businesses, in any industry

One industry example: home services

Established HVAC, plumbing, electrical, restoration, pest control and septic shops, 3+ trucks. Calls nobody picks up ring the next shop.

Missed-Call Rescue or Booked Solid. More for shops.

Teams whose software doesn’t connect

Any industry, any size: the work lives in inboxes, spreadsheets and tools that don’t talk to each other.

An Ops Assessment, then an Implementation. Brand undersells the work? Built to Book.

Owner-operators and small crews

Landscaping, lawn, pool, cleaning, handyman, tree service, junk removal, moving and roofing.

A website that gets the call.

Which one fits?

Three questions, one suggestion

A quick way in; the free check confirms it with your own numbers.

What kind of business are you?
What costs you the most jobs?
How’s your website?

Our suggestion

Answer the three questions

The short version: owner-operators usually start with a website; shops with 3+ trucks usually start with Missed-Call Rescue or Booked Solid; shops whose brand undersells the work look at Built to Book; and shops whose software doesn’t connect start with an Ops Assessment.

Packages & pricing

Five packages. Start with one.

Setup plus a monthly fee, with the price in writing. Half the setup when you sign, half at go-live; monthly from go-live. Month to month, 30 days’ notice. No per-lead fees.

  1. First installs: November

    Missed-Call Rescue

    Between 8am and 8pm, every missed caller gets a text from your business within seconds; after hours, your on-call tech gets the lead straight away.

    • Text-back from your business number, in wording you approve
    • On-call alerts with the caller’s answers so far
    • Emergencies flagged to a person straight away
    • A tracking number for each ad source you choose
    • Owner Dashboard and a plain monthly report
    Setup
    $750
    Monthly
    $297/mo
    Note
    Setup waived if we only switch on the text-back your Jobber or Housecall Pro already includes.

    For shops with 3+ trucks that pay for their calls

  2. First installs: November Quote Follow-Up coming soon

    Booked Solid

    Missed calls covered from go-live; open estimates followed up automatically once Quote Follow-Up switches on. You pay $297/mo until it does.

    • Everything in Missed-Call Rescue
    • Quote Follow-Up (coming soon): day 1, 3, 7 and 14
    • Follow-ups stop the moment the customer replies
    • One Owner Dashboard and one monthly report
    Setup
    $2,000
    Monthly
    $497/mo
    Until then
    $297/mo until Quote Follow-Up switches on.

    For shops losing jobs to calls and quotes

  3. Preview first

    Website

    A real website for your business, and you see it before you pay anything.

    • A free preview first; you decide after you’ve seen it
    • Your services, towns, photos and a tap-to-call button
    • A tracking line that rings straight through to you
    • A plain monthly report
    • Small edits whenever you need them
    Setup
    $1,500
    Monthly
    $99/mo

    For owner-operators and small crews

  4. Scoped per client, after an Ops Assessment

    Implementation

    The system your business runs on, built to a written plan, then looked after month to month by Care.

    • Your own CRM, so every enquiry, quote and job lives in one place
    • Automations: quote follow-up, intake forms, scheduling, invoice and review reminders
    • Assistants that each do one job, such as drafting quotes or sorting the inbox; a person approves anything a customer sees
    • Connections to the tools you already use, such as Jobber, Housecall Pro, QuickBooks or Google, confirmed in writing in your plan

    One fixed price and one fixed monthly Care fee, both in your build plan. It starts with a paid Ops Assessment, credited in full if you sign the build within 30 days. Every Implementation is scoped to your business in the Assessment. Nothing is installed until you sign the build plan, and your go-live dates are written into it.

    For established shops with 5+ staff, office staff or open quotes

Founding clients: first installs start in November and your price is locked. Your go-live date is written into your proposal; if we haven’t gone live within 30 days of it, you can cancel and we refund the setup you’ve paid.

In writing

What you can hold us to

We won’t promise

  • A number of jobs, calls, bookings, reviews or dollars.
  • Rankings on Google or anywhere else, or what any search or chat tool says about you.
  • To lock you in. There’s no annual contract.
  • A connection your software doesn’t allow. If it has no usable access, we tell you before you pay.
  • To replace your staff. The system texts, sorts and alerts; your people call back and book.

We will

  • Measure before we fix, and tell you if nothing much is slipping.
  • Deliver every item in your written proposal, at the price we agreed.
  • Report every month in your own numbers, including quiet months.
  • Let you approve every message before it goes out.
  • Keep your accounts and data in your name, and hand everything over if you leave.
  • Tell you plainly when something isn’t worth doing.
Questions

Common questions

Do I have to change my software?

No. We work around your phones and what you already run, such as Jobber, Housecall Pro or ServiceTitan, or no software at all. If your software already has a feature that does the job, we switch it on rather than sell you ours.

Will it text people without me knowing?

It only texts people who just called you or asked for a quote, with wording you approved, from your registered business number, between 8am and 8pm; after hours, your on-call tech gets the lead straight away instead. Anyone who replies STOP is opted out. Every text shows up in your Owner Dashboard.

Is this an AI answering service?

No. It’s a text-back with a few set questions and wording you approve, and a person on your team makes the call-back. It doesn’t answer your phone or pretend to be a person.

Do you only do missed calls?

No. Missed-Call Rescue is one small way to start for businesses that live on the phone, because the free check can measure it. We also build websites and rebrands with the systems on top (Built to Book). For a bigger office, a paid Ops Assessment leads to an Implementation: your own CRM, automations, assistants that each do one job, and connections to your tools, with a person approving anything that reaches a customer.

Do you record my calls?

No. We count calls and missed calls so the report is accurate; we don’t record what’s said.

When could we go live?

Your go-live date is written into your proposal. First installs start in November, about 6–10 weeks from signing including carrier approval; after that, a new install usually takes 2–4 weeks. The second half of the setup and the monthly fee only start at go-live.

Start with a short call

Tell us what’s eating your team’s time. If we can build it, the next step is an Ops Assessment and a fixed-price plan.

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