Stop losing jobs to missed calls and estimates nobody followed up on.
When a homeowner needs a roof, a furnace, or a remodel, they contact a few companies and go with the one that responds. We build the automations that make sure that is you, without adding work for your office.
Not ready for either? Send us a message.
What is home services automation?
Home services automation is a set of workflows that text back missed calls, reply to new leads within minutes, follow up on open estimates, remind customers about appointments, and ask for reviews after the job. Trailheadbiz builds one focused workflow at a flat rate, with 48-hour delivery available after scope approval and access.
Six automations home service companies start with
- Missed-call text backA caller who reaches voicemail gets a text within a minute, so the conversation continues instead of moving to a competitor.
- Instant lead replyInquiries from your website, ads, and listing sites get a personal reply and a link to book an estimate.
- Estimate follow-upOpen quotes receive timed check-ins until the customer says yes or no.
- Appointment remindersConfirmations and reminders go out before every visit, which cuts down on no-shows and wasted drive time.
- Review requestsA finished job triggers a polite request for a review while the work is fresh.
- Seasonal reactivationPast customers hear from you when it is time for maintenance, a tune-up, or an inspection.
Built around your office and your crews
We connect to what you already run on: your phone system, your CRM, and field service software such as Jobber, Housecall Pro, or ServiceTitan where an integration is available. Nobody has to learn a new tool.
You approve every message. Replies go to a real person, and anything unusual becomes a task for your office instead of an automated guess.
Why it pays for itself quickly
In roofing, HVAC, remodeling, solar, and similar trades, a single job is worth thousands of dollars, and most leads are paid for through ads or listing sites. Every missed call or forgotten estimate is money already spent with nothing to show for it.
Recovering even a few of those jobs covers the cost of the build. The work is not complicated. It just has to happen every time, which is what automation is for.
A fixed quote on a free call, before you commit.
48-Hour Pipeline
Flat rate
One focused automation, scoped, built, tested, and deployed. 48-hour delivery is available after scope approval and access.
Automation Buildout
Fixed scope
Up to 5 workflows with an audit, implementation, documentation, and team training.
Automation Retainer
Monthly
Ongoing builds, monitoring, and optimization with priority response.
Full details are on the packages section. Software subscriptions are billed separately by their providers.
Common questions
What should a roofing or HVAC company automate first?
Start with missed-call text back and instant lead reply. They protect the leads you are already paying for, and they are fast to set up. Estimate follow-up is usually next.
Does it work with our field service software?
In most cases, yes. If your software offers standard integrations, we can build on it. We confirm compatibility on the discovery call before you commit.
How much does home services automation cost?
One focused workflow, such as missed-call text back, is a flat rate, and buildouts of up to 5 workflows are also available. Every project gets a fixed quote on a free discovery call, so you know the exact price before any work begins. Phone, text, and software subscriptions are billed separately by their providers.
How long does it take to set up?
A single workflow can be live within 48 hours of scope approval and access to your tools.
Will customers feel spammed by automated texts?
Not when it is done properly. Messages go only to people who contacted you or agreed to hear from you, they are short and written in your voice, and every one includes a way to opt out.
Tell us what you are dealing with.
No sales pitch. Send a few lines about what is slowing your team down and we will reply with a plan.
Prefer to talk it through? Book a free discovery call.
Not sure where to start?
Take the free 2-minute scorecard to see your automation score and the 3 builds to start with, or book a call and we will map it out together.