AI Agent for Home Services: Lead Intake That Prices Jobs

Description and use

An AI agent for home services triages emergencies, collects intake data for instant pricing, applies geographic rules, and hands off to dispatch with a structured payload, reducing missed jobs and improving after‑hours coverage.

Problem

A plumbing firm lost 11 new jobs to competitors because its phone log was not triaged, priced, or dispatched efficiently, especially for emergencies and geographic constraints.

Outcome

The agent captures all necessary data in one pass, enabling instant pricing and dispatch without callbacks, improving job capture and after‑hours response.

Workflow

• 1. Capture caller details and emergency triage using a predefined list.
• 2. If emergency, provide approved safety line, call‑out fee, and page on‑call van with payload.
• 3. If routine, run six intake questions to gather job facts.
• 4. Apply service area rules to determine in‑area or out‑of‑area status and travel fee.
• 5. Offer next available booking window from facts file.
• 6. Hand off to dispatch with a five‑field payload for emergencies or calendar booking for routine jobs.

Evidence

I audited a two-van plumbing firm's phone log last autumn. In one week: 34 missed calls, 29 of them landing on voicemail, and 11 that were clearly new jobs.

Source

The first job of a home-services agent is not answering questions. It is deciding, fast, whether the message is an emergency.

Source

Run the six intake questions against your last ten real enquiries and check the owner could have quoted from the answers alone.

Source