Trades & home services

What installs

1. 01

   Reception

   Answer FAQs, take job details, capture address and urgency, create the lead

   voicesmsemailchatTwilioVapiGoogle CalendarGmail
   ~34hDetails
2. 02

   Quote AI

   Draft quotes from job notes and your price list rules

   emailchatGmailGoogle DriveXeroHubSpot
   ~31hDetails
3. 03

   Booking

   Propose slots, confirm appointments, keep the calendar honest

   smsemailGoogle CalendarTwilioVerbalCRM
   ~29hDetails
4. 04

   Reschedule & cancel

   Handle changes, release and refill the slot, notify everyone affected

   smsemailTwilioGoogle CalendarVapi
   ~12hDetails
5. 05

   SMS reminders

   Appointment reminders and on-the-way texts

   smsTwilioGoogle CalendarGmail
   ~9hDetails
6. 06

   Invoice follow-up

   Polite, persistent chasers on overdue invoices

   smsemailXeroTwilioGmail
   ~18hDetails
7. 07

   Payment collection

   Send pay links, confirm receipt, update the invoice status

   smsemailStripeXeroTwilioGmail
   ~14hDetails
8. 08

   Stock & materials

   Log parts used, raise low-stock alerts, draft the supplier order

   emailchatXeroGoogle SheetsGmail
   ~11hDetails
9. 09

   Stock report

   Weekly usage, shortfalls and what to order

   emailchatGoogle SheetsXeroGmail
   ~8hDetails
10. 10

    Job follow-up

    Post-job check-in and review request

    smsemailTwilioGmailHubSpot
    ~8hDetails
11. 11

    Dispatch notes

    Turn call notes into a crew briefing

    emailchatVerbalCRMSlackTwilio
    ~11hDetails