Estimates go quiet.
You sent the quote. Nobody followed up. The next job took over.
AI back office · Built for the trades
Estimate follow-ups, unpaid invoices, reviews and the office work that eats your evenings. For small HVAC, plumbing, electrical and roofing shops across the US.
Book your free Missed Revenue AuditFree audit. Three-month minimum if you decide to continue.
What slips through
You sent the quote. Nobody followed up. The next job took over.
A reminder is overdue, but chasing it keeps falling to the bottom of your list.
Your customer is happy. Without a request, that review may never happen.
What we do
We do the follow-through in the tools your shop already uses. You stay in charge of your prices and customer wording.
Texts on days 2, 5 and 10, using wording you approve.
Follow up on unpaid work without making it your evening job.
Ask after the job and help keep up with customer feedback.
Tidy Housecall Pro or Jobber records and price books. No price changes without your OK.
For owner-run HVAC, plumbing, electrical and roofing shops across the US, especially teams of 2–15 using Housecall Pro or Jobber. ServiceTitan access and scope are confirmed before setup.
Three plans: $497, $997 or $1,797 a month. Three-month minimum. Founding clients (first 5): price locked for 12 months.
Compare the three plans →A free Missed Revenue Audit looks at open estimates and unpaid invoices. No need to pick a plan first.
Your monthly fee pays for administrative services we perform, not access to our internal tools. You keep and pay for your own Housecall Pro, Jobber or other shop tools. We use only the staff access you authorize. We email reports about the work completed for your shop.