Pipe burst at 6am
The missed-call text-back already replied while you were still asleep — 'Sorry we missed you! How can we help?' — and the emergency is on the board before the shop opens.
FOR HOME SERVICES
Every call answered. Every estimate followed up.
You're on a roof, under a sink, or driving between jobs. Pinnacle Ai answers the phone you can't, follows up on estimates, and asks for the review while the work is still fresh.
crm.getpinnacle.ai/jobs
Pipeline
New Call
3 new
Estimate Sent
2 active
Scheduled
—
Job Done
—
Paid
—
Conversation
Sorry we missed you, how can we help?
Water heater is leaking. Can someone come today?
We can be there between 2 and 4. Address?
A day with Pinnacle Ai
First 90-degree week of the year
A pre-summer AC tune-up campaign goes out to every past HVAC customer, and the calendar fills with maintenance work you didn't have to chase.
The job wraps at 4:15
A review request lands in their texts while they're still standing in the clean kitchen, and the invoice is one tap to pay.
The five stages, mapped to home services
- 1CaptureMissed-call text-back & call tracking
- 2NurtureEstimate follow-up & reminders
- 3CloseText-2-Pay invoices & Tap-2-Pay
- 4EvangelizeReview requests after every job
- 5ReactivateSeasonal maintenance campaigns
Growth playbook
The Home Services Growth Playbook
Five plays that grow home services — all of them built into Pinnacle Ai.
01
Get found where locals look
Home service work starts with a problem and a phone. Someone types the trade plus "near me," and the map pack decides who gets the call. That makes your Google Business Profile more important than your website: set the right primary category, list every service you actually perform as its own item, add a starting price or range where you're comfortable, and keep hours and service area accurate.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "Before & after: deck rebuild"
- Use a tracked number so you know which listing rang
google.com/search
Cardinal Home Services
187 reviews
Home services contractor · Open now · Raleigh
02
Answer first, win the job
The single biggest revenue leak in the trades is the call nobody answers. Homeowners call three companies in a row and hire whoever picks up, and you're under a sink or on a roof. Missed-call text-back closes that gap: the moment a call goes unanswered, an automatic text goes out, and most people will type what's wrong rather than dial the next number.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book estimates
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Missed call — 7:20am
Sorry we missed you! What do you need a hand with?
Water heater is leaking.
Booked
03
Turn great work into reviews
Ask while the customer is still standing in the room you just fixed. Trigger the review request automatically when the job is marked complete — inside the hour, not next week — and send a direct link that lands straight on the form, because every extra tap costs you a review. A card or sticker with a QR code catches the people who prefer to do it later.
Steal these plays
- Ask for the review the hour the crew packs up
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“Texted me back in seconds and had a crew out that afternoon.”
Homeowner, Raleigh
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Ads that don't waste money
Buy intent, not attention. The searches worth paying for have a problem attached — emergency repair, replacement, a specific system failing — while broad "home improvement" audiences cost more and book less.
Steal these plays
- Send each ad to a service-specific quote page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where quote requests actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
Google
Local ads
Maintenance plan
Every lead attributed
05
Stay top of mind
Your customer list is the most underused asset in the business. Segment it by the work you did and by how long it's been, then set reminders that read like service rather than marketing: a six-month checkup after a major install, a seasonal note before the weather turns, a "you're due" message tied to whatever you installed. Those texts book work in the weeks when the phone is quiet, and nobody on your team has to remember them.
Steal these plays
- Remind last year's customers it's service season
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Maintenance plan due63 customers
Quoted, never booked28
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from home services
Missed-call text-back. Homeowners call several companies and hire whoever responds first, and you can't always pick up. An automatic text within seconds keeps the conversation alive and turns a missed call into a booked job more often than any ad you could run.
Day 0, day 1, day 3 — automatically. A short text asking whether they have questions about the estimate restarts most stalled conversations. It's the cheapest work you'll ever win, and it regularly beats being the lowest bid.
Ask within the hour of finishing, and ask for a private rating first. Anything low routes to you for a same-day "let's make it right" call; anything happy goes straight to a public link. You'll gather more reviews and hear about problems before your customers' neighbors do.
For most trades, yes. A yearly membership with a scheduled inspection, priority scheduling, and a repair discount is easy to sell in person, renews on its own, and smooths out the slow season. It also gives you a reason to be back in the home once a year.
Yes — we have dedicated playbooks for electricians, HVAC, plumbing, and cleaning companies, with trade-specific funnels, seasonal campaigns, and follow-up cadences. Use the "Built for your trade" links on this page to jump to yours.
Made for home services
- Missed-call text-back tuned for the field
- Quote follow-up sequences: day 0, day 1, day 3
- Seasonal maintenance campaigns (pre-summer AC, pre-winter heating)
- Estimate-to-invoice in one thread
- Job-done review request automations
Hear the AI answer a real service call
This is Voice AI picking up a live pest-control call — answering questions, taking the details and getting the visit on the calendar while the crew is out on a job.
Built for your trade
Same platform, tuned to the way your trade sells. Pick yours for the full growth playbook.
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“Pinnacle AI has been a great addition to our business and helped us get rid of multiple other software that we were using due to all of the capabilities that are built right in! The support team is also great at responding and resolving issues quickly.”