Tell me who to text or email on your team, or ask about your customers, your jobs or your day.
The Motherboard
A whole home service business runs inside it, already connected.
Agent Nonstop · Reporting for DutyWorking every lead, every job
Today- 0Leads answered
- –Avg speed to lead
- 0Jobs booked
- 0Handed to you
- 0Follow-ups sent
- 0Reviews asked
Inside: nine jobs, one memory, millions of parts, already connected. In a CRM, the lead follow-up alone is 57 steps.
✕ No CRM step can do this
> agent_nonstop · live
Agent Nonstop
For Summit Heating & Air
- A new lead is coming in…
Tasks I completed
Things I need help with
Not everything should be AI. These take a person, and each one makes me smarter.
0 of 10 done-
Answer what it couldn’tAs they come
I was asked: “Do you work on tankless water heaters?”
- Why you: Only you know if you go to Pflugerville, or do financing.
- Helps me: Answer once and I never ask again: the next customer gets the answer on the spot.
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Call back anyone who asks for youSame hour
Jordan M. wants a full roof replacement and asked for the owner.
- Why you: Someone who asks for the owner wants a real voice.
- Helps me: I tell you the moment they ask, and keep them warm till you call.
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Call anyone who’s upsetSame day
The Ortega house replied: “Tech was late, never called.”
- Why you: An upset customer wants the owner, not a text.
- Helps me: When a reply comes back upset, I stop, don’t answer for you, and tell you.
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Ask for the review at the jobEvery job
Finished today: the Patel water heater, the Brooks tune-up.
- Why you: A handshake and “would you mind?” lands better than any text.
- Helps me: I send the link that evening, while they still remember you asked.
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Keep your calendar honestWeekly
Friday afternoon is still open. Is your crew in?
- Why you: Only you know a crew is out or a job will run long.
- Helps me: I book only times you can really keep: no reschedule calls.
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Walk the big jobs yourselfBig jobs
Estimate visit Thursday: whole-home repipe, the Nguyen family.
- Why you: A $15,000 job is won in the driveway, not in a text.
- Helps me: I book the visit and follow up on the estimate after.
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Tell it what’s newWhen it changes
Fall tune-up special ends Sunday.
- Why you: Prices, a new service, this month’s special: that’s your call.
- Helps me: Everything I say stays true, and your specials go out on their own.
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Send it job photosAfter jobs
Before and after: the Brooks attic insulation.
- Why you: Only the crew on site can shoot the before and after.
- Helps me: Real work in my follow-ups and review asks.
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Thank whoever sends you workEach referral
The Morales family sent you two neighbors this month.
- Why you: A call or a note from you keeps them sending more.
- Helps me: I track who sent who and send their gift card.
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Coach it for ten minutesWeekly
12 conversations this week. Two are flagged for a look.
- Why you: You know how your business sounds.
- Helps me: Read a few of my conversations, flag anything off, and I learn.
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