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!

Ramon Estrada runs Estrada Plumbing & Heating in Fort Lauderdale, FL. Before Agentli, he relied on a mix of apps to manage quotes, job scheduling, and customer follow-ups. Now, with everything in one place, Ramon’s streamlined his operations, automated reminders, and stays fully booked without the daily juggling.

“I used to lose track of follow-ups and job requests. Agentli handles it all for me. It’s like having a dispatcher, scheduler, and marketing team in one.”

Ramon Estrada

Operation Manager

Estrada Plumbing & Heating | Fort Lauderdale, FL:

Ramon Estrada runs Estrada Plumbing & Heating in Fort Lauderdale, FL. Before Agentli, he relied on a mix of apps to manage quotes, job scheduling, and customer follow-ups. Now, with everything in one place, Ramon’s streamlined his operations, automated reminders, and stays fully booked without the daily juggling.

“I used to lose track of follow-ups and job requests. Agentli handles it all for me. It’s like having a dispatcher, scheduler, and marketing team in one.”