Estimate follow-up
You send estimates and then silence. Manually following up with every prospect is inconsistent — and you're losing jobs to contractors who respond within hours, not days.
AI for Residential Contractors
You're losing jobs to contractors who follow up. You're not.A custom AI roadmap built around how residential contractors actually run their businesses.
Estimate follow-up. Job scheduling. Crew dispatch. Invoice collection. You're spending 15+ hours a week on the business instead of in it — and most contractors have a follow-up problem, not a lead problem. The estimates are there. The system to close them isn't.
Or start with the $99 Allie AI guided review — async, no scheduling required.
Here’s the problem
You built a contracting business because you're great at the work — not because you love spending your evenings manually following up on estimates, texting crews about tomorrow's schedule, and chasing homeowners for payments that were due two weeks ago. The average residential contractor loses 10–20 hours per week to administrative work and inconsistent follow-up. And the contractors growing fastest in your market aren't better at the trade — they've built systems that close estimates, coordinate crews, and collect payments without anyone on staff managing it.
The opportunity
AI can send a personalized follow-up within 24 hours of every estimate you send and keep following up until you get an answer, keep your job calendar and crew assignments synchronized across every active project, dispatch daily job briefings to your crews before they leave the yard, and send invoices and payment reminders automatically at every project milestone. You show up and do the work — AI handles everything around it.
The promise
Walk away with a prioritized roadmap of the specific automations that will grow your revenue and reclaim your time most — ranked by impact, with tools that integrate with your existing job management software and steps your office can implement this week.
We can build it for you
The roadmap is yours to implement — or hand it to our team. We've built workflow automation systems for field service businesses for 15+ years. We'll design sequences that fit your actual sales process, job types, and crew structure — not a generic template.
Where your time is going
The bottlenecks between you and your next growth stage
Job scheduling coordination
Coordinating crews, subcontractors, and material deliveries across multiple active jobs via phone, text, and whiteboard. One scheduling conflict cascades into days of delays and cost overruns.
Crew & field communication
Dispatching job assignments, communicating scope changes, and chasing site updates from the field through informal channels that create miscommunication and rework.
Invoice & payment follow-up
Chasing outstanding payments and progress billings manually. Slow invoicing and unpaid invoices create cash flow problems that limit your ability to take on the next job.
Customer review requests
You do great work but most happy customers never leave a review because nobody asked at the right time. A handful of one-star reviews can suppress your entire online presence.
Lead qualification & intake
Responding to every inquiry manually and scheduling site visits for jobs that don't fit your business. A qualification system means your time goes to the jobs most likely to close at your margin — and you stop leaving it on the table for the wrong ones.
What changes
What your business looks like with AI
✓
Automated estimate follow-up
AI sends a personalized follow-up 24 hours, 72 hours, and 7 days after every estimate — keeping you top of mind until the prospect decides, without you lifting a finger.
✓
Job scheduling automation
AI-assisted scheduling keeps your crew calendar, subcontractor coordination, and material delivery timelines in sync — with automated alerts when a conflict arises before it becomes a problem.
✓
Crew dispatch & field comms
Automated daily job assignments and scope change notifications reach your crew before they leave the yard. Structured check-ins flow back so you know status without making calls.
✓
Invoice & payment automation
Invoices go out automatically at project milestones with reminder sequences for outstanding payments — reducing your receivables cycle without awkward collection calls.
✓
Review generation on autopilot
An automated review request goes to every completed-job customer at the right moment with a one-click path to Google. Your reputation grows while you're on the next project.
✓
Lead qualification sequences
AI qualifies incoming inquiries with a structured questionnaire before you invest in a site visit — filtering for budget, timeline, and project fit so you spend time on winnable work.
Here's what you get
Step 1
Book Your Assessment
Pick a time on our scheduler. After checkout you'll receive a 5-minute pre-call form covering your current tools and the workflows eating most of your time.
Step 2
45-Minute Deep Dive
We walk through your actual day — the tasks you dread, where work piles up, and the automations you've tried and abandoned. We ask the questions you haven't thought to ask yourself.
Step 3
Custom Report in 48 Hrs
A tailored roadmap: top opportunities ranked by Impact vs. Effort, specific tool recommendations, estimated time savings per week, and a 7-day quick-start plan.
Step 4
Review Call & Launch
We walk through the report together, answer every question, and build your implementation plan. You leave with a concrete first action — not a PDF to figure out alone.
Is this a fit for you?
This IS for you if…
- ✓You're running $500K–$5M+ in annual revenue and losing hours to scheduling and admin every week
- ✓Your crew is running off text threads and whiteboard schedules with no systematic coordination
- ✓You're sending estimates but not following up consistently — and losing jobs because of it
- ✓You want to grow revenue without hiring more office staff
- ✓You're using Jobber, Housecall Pro, or ServiceTitan but most of your communication is still manual
This is NOT for you if…
- ✕You're a solo operator with fewer than 5 active jobs at a time — not enough volume yet
- ✕You want us to run your crew or manage your projects — this is a roadmap you implement
- ✕You're not willing to change how your office handles estimates and follow-up
Your investment
$999
If this assessment helps you close two additional jobs this month, it pays for itself many times over. Most contractors recover 8–15 hours per week and close 15–25% more estimates.
100% Satisfaction Guarantee — if you don't find it valuable, we refund you.
1
Book Your Assessment
Pick a time on our scheduler. After checkout you'll receive a 5-minute pre-call form covering your current tools and the workflows eating most of your time.
2
45-Minute Deep Dive
We walk through your actual day — the tasks you dread, where work piles up, and the automations you've tried and abandoned. We ask the questions you haven't thought to ask yourself.
3
Custom Report in 48 Hrs
A tailored roadmap: top opportunities ranked by Impact vs. Effort, specific tool recommendations, estimated time savings per week, and a 7-day quick-start plan.
4
Review Call & Launch
We walk through the report together, answer every question, and build your implementation plan. You leave with a concrete first action — not a PDF to figure out alone.
Why trust us with your business?
AI advice is everywhere. What's rare is someone who connects it to your actual workflows and makes it stick.
We know your workflows.
We've worked across dozens of industries and we know the difference between generic AI advice and automation that actually fits how your business runs day to day.
15+ years of enterprise delivery.
Through our parent studio, Agents of Play, we've shipped AI and automation systems for some of the largest brands in the world — applied now to independent operators and growing businesses.
Roadmaps that get implemented.
We don't hand you a slide deck. Every recommendation is specific, tool-named, and sequenced so you can start the week you receive it — or hand it to our team to build.
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What business owners are saying
Got questions?
Does this work with Jobber, Housecall Pro, or ServiceTitan?+
Yes. We design workflows that integrate with or automate alongside your existing job management software. We know which tools have native automation and which need a workflow layer on top.
My business is built on referrals. Why do I need automation?+
Referral businesses are the best candidates for automation. Automated review requests multiply referrals. Systematic past-client outreach keeps you top of mind without manual effort. Referrals compound when you have a system.
I'm not technical — can my office manager implement this?+
Yes. Every recommendation comes with plain-English instructions. Most tools we recommend require no coding. If you can use a smartphone, you can run these workflows.
What about jobs that go sideways — will automation make it worse?+
Automation handles the systematic, repeatable parts. When jobs go sideways, a human is still in the loop. AI just makes sure nothing falls through the cracks when you're focused on solving the problem.
How quickly will I see ROI?+
Estimate follow-up typically shows results within the first week — most contractors close 1–3 additional jobs per month just from consistent follow-up. Invoice automation usually improves cash flow within 30 days.
What results can I realistically expect?+
Residential contractors we work with typically recover 8–15 hours per week and close 15–25% more estimates through consistent automated follow-up.
Every unanswered estimate is a job your competitor is closing.
The assessment is $999. One additional job closed through consistent follow-up covers it. Two covers it and funds the next crew day.