All-in-One AI CRM for Local Service Providers
Book more jobs, respond faster, and simplify operations with AI-driven automation and a CRM built for home and local service businesses
Whether you’re running a plumbing company, HVAC service, or cleaning crew, managing incoming leads, scheduling, job updates, and payments can quickly overwhelm your team. With intelligent automation, real-time communication tools, and AI-powered workflows, you can turn missed calls into bookings, streamline daily operations, and grow your service business—without adding more admin work to your plate.
Common Use Cases for Local Service Providers
Lead Capture & Instant Response
Capture leads from your website, Google Ads, and social pages. AI engages them instantly via text, email, or call—so no inquiry is left unanswered.
Job Scheduling & Route Optimization
Let clients self-book jobs through your calendar. Automatically assign team members, send confirmations, and plan efficient routes for in-field workers.
Estimate Requests & Quote Follow-Up
Send branded quotes through SMS or email, and follow up automatically to close more jobs. AI detects interest signals and nudges clients to take action.
Missed Call Handling
AI receptionist captures lead details after hours, answers FAQs, and books jobs directly—keeping your phone line working 24/7 even when you’re not.
Review & Referral Automation
After a completed job, happy clients receive personalized messages asking for a review or referral. Build your online presence on autopilot.
Payment & Invoice Automation
Send invoices, accept payments via Stripe or PayPal, and set auto-reminders for unpaid bills. No manual chasing or lost revenue.
How Agentli's Features Help Your Local Service Business
AI-Powered Lead Workflows
Every lead that comes in—whether from your website, ads, social media, or phone calls—is automatically added to a smart AI-driven workflow. The system sends personalized text messages, emails, and even voicemail drops to engage the prospect immediately. It answers common service questions, shares your availability, and encourages them to book. If they don’t respond, the AI continues following up using logic based on their behavior—such as clicking a link, opening an email, or replying to a text. This ensures you’re not losing hot leads due to delays or distractions, and it keeps your calendar consistently full without you lifting a finger.
Automated Scheduling & Job Confirmation
Forget the endless back-and-forth of scheduling jobs. With the built-in online calendar, clients can self-book appointments based on your availability. Once a job is booked, the system sends automatic confirmations, pre-visit instructions, and reminders leading up to the appointment. If something changes, clients can easily reschedule, and your team is updated in real time. This reduces scheduling errors, cuts down on no-shows, and creates a smooth, modern booking experience that keeps clients happy and your team efficient.
Voice AI Receptionist
Missed calls often mean missed revenue. The AI receptionist ensures that never happens again. It answers calls 24/7, greets customers professionally, asks the right qualifying questions, and collects contact details and service needs. For urgent jobs, it can even book appointments directly into your calendar or send instant alerts to your team. It handles routine inquiries like hours, pricing, and service areas—all without you having to pick up the phone. Whether you're out in the field or closed for the day, your business stays responsive and professional around the clock.
Real-Time Dashboards & Smart Alerts
You’ll have full visibility into every aspect of your business with real-time dashboards that track leads, jobs, quotes, payments, and more. Visual pipelines help you see where each client is in the process—from first contact to completed job. Smart alerts notify you when something needs attention—like a new lead that hasn’t been contacted, a job that’s overdue, or a payment that’s still pending. This keeps you ahead of potential issues, improves your response time, and helps you manage more clients without losing track of anything important.
Quotes, Invoices & Payment Automation
Creating and sending estimates is fast and professional with built-in quote tools. You can customize branded proposals, send them by text or email, and track when clients view or accept them. Once a job is done, the system automatically sends an invoice, accepts payments through Stripe or PayPal, and sends gentle reminders for unpaid bills. This entire billing process is seamless, freeing up your time and improving cash flow without chasing payments or switching between multiple apps.
Built-In Review Booster
After every job, the CRM automatically detects when the service is complete and sends a friendly, branded message to your client asking for a review on Google, Facebook, or other platforms. If they don’t respond, it follows up with a personalized reminder. You can even offer incentives like coupons or discounts for referrals, all automated within the system. Over time, this builds a steady stream of positive reviews that increase your credibility, boost your SEO, and help attract new business—without awkwardly asking every client yourself.
These are just a few examples of how Agentli's CRM and AI features can help marketing and digital agencies run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!
“We Never Miss a Lead Anymore” ⭐⭐⭐⭐⭐
“Before, if I missed a call while on a job, that was a lost client. Now, the AI answers, books the job, and even collects the client’s address and service need. We’ve grown faster in 6 months than in the last 2 years.”
Tyler Rhodes, Owner, Rapid Flow Plumbing, Raleigh, NC
“Jobs Booked While We Sleep” ⭐⭐⭐⭐⭐
“People call at all hours—especially with emergency HVAC issues. With Agentli.ai, we wake up to booked jobs and leads already followed up. It’s like having a full-time office manager that never sleeps.”
Timothy Cruz, Operations Manager, ArcticAir Heating & Cooling, Phoenix, AZ
“Fewer No-Shows, More Reviews” ⭐⭐⭐⭐⭐
“Our booking reminders and review requests run automatically now. No more forgetting to follow up or awkwardly asking for a review. It all feels professional, and our 5-star ratings have doubled.”
James Fitzgerald, Owner, SparkleClean Homes, Tampa, FL
“We Run Everything from One Dashboard” ⭐⭐⭐⭐⭐
“Quotes, invoices, payments, client communication—it’s all in one place. I used to juggle 5 apps. Now we just use this CRM, and it’s made everything 10x smoother.”
Marcus Hayes, Co-Founder, ProGreen Lawn Care, Fort Worth, TX
“Our Small Team Feels Huge” ⭐⭐⭐⭐⭐
“We’re just a team of three, but our clients think we have a big office staff. The AI follow-ups, auto-booking, and 24/7 call handling make us look and feel more professional—and it’s helping us win bigger clients.”
Jared Williams, Owner, PureGuard Pest Solutions, San Jose, CA
No More Missed Payments or Late Invoices” ⭐⭐⭐⭐⭐
“We used to forget to follow up on unpaid jobs. Now, invoices go out automatically and the system follows up until we get paid. Cash flow is way more consistent now.”
Ben Garcia, Founder, Peak Window Services, Salt Lake City, UT
“We Never Miss a Lead Anymore”
⭐⭐⭐⭐⭐
“Before, if I missed a call while on a job, that was a lost client. Now, the AI answers, books the job, and even collects the client’s address and service need. We’ve grown faster in 6 months than in the last 2 years.”
Tyler Rhodes, Owner, Rapid Flow Plumbing, Raleigh, NC
“Jobs Booked While We Sleep”
⭐⭐⭐⭐⭐
“People call at all hours—especially with emergency HVAC issues. With Agentli.ai, we wake up to booked jobs and leads already followed up. It’s like having a full-time office manager that never sleeps.”
Timothy Cruz, Operations Manager, ArcticAir Heating & Cooling, Phoenix, AZ
“Fewer No-Shows, More Reviews”
⭐⭐⭐⭐⭐
“Our booking reminders and review requests run automatically now. No more forgetting to follow up or awkwardly asking for a review. It all feels professional, and our 5-star ratings have doubled.”
James Fitzgerald, Owner, SparkleClean Homes, Tampa, FL
“We Run Everything from One Dashboard” ⭐⭐⭐⭐⭐
“Quotes, invoices, payments, client communication—it’s all in one place. I used to juggle 5 apps. Now we just use this CRM, and it’s made everything 10x smoother.”
Marcus Hayes, Co-Founder, ProGreen Lawn Care, Fort Worth, TX
“Our Small Team Feels Huge”
⭐⭐⭐⭐⭐
“We’re just a team of three, but our clients think we have a big office staff. The AI follow-ups, auto-booking, and 24/7 call handling make us look and feel more professional—and it’s helping us win bigger clients.”
Jared Williams, Owner, PureGuard Pest Solutions, San Jose, CA
No More Missed Payments or Late Invoices” ⭐⭐⭐⭐⭐
“We used to forget to follow up on unpaid jobs. Now, invoices go out automatically and the system follows up until we get paid. Cash flow is way more consistent now.”
Ben Garcia, Founder, Peak Window Services, Salt Lake City, UT
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