Guides / Getting started with AI

Getting started with AI

Last updated · Reviewed by Jacob Campos

Plain-language starting points for owners who haven't used AI in the business yet.

Workflows in this guide

HVAC, Plumbing +2Lead Capture

LSA & Google Ads Lead Qualifier

Paid leads include renters, out-of-area, wrong service; reps waste time calling all equally.

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RoofingLead Capture

AI Missed-Call Text-Back for Roofers in Storm Season

Set your phone system to send an automatic text within a minute of any missed call, then let an AI assistant collect the address, damage type, and insurance status by text.

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RoofingFollow-up & Estimates

Roofing Estimate Follow-Up After the Inspection

Use AI to draft a short follow-up sequence tied to where the homeowner actually is: waiting on insurance, comparing bids, or ready but busy.

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RoofingReviews & Reputation

Review Requests After a Roof Install

Trigger a review request the day final cleanup and the walkthrough are done, while the homeowner is happiest.

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HVACFollow-up & Estimates

HVAC System Replacement Estimate Follow-Up

Have AI draft a follow-up sequence that recaps the options the homeowner saw, answers the common questions (financing, rebates, timing), and asks for one decision step.

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HVACReviews & Reputation

HVAC Review Requests After Service Calls

Send a review request automatically when the tech marks a job complete, using the tech's name and the work done.

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SolarLead Capture

Solar Speed-to-Lead Follow-Up for Web Leads

Text every new web lead within minutes and have AI ask the few questions that decide fit: ownership, roof age and shade, average electric bill, and timeline.

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PlumbingReviews & Reputation

Plumbing Review Requests and Reply Drafts

Ask every customer for a review right after the job with a personalized text, and use AI to draft thoughtful replies to every review, good or bad.

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ElectricalFollow-up & Estimates

EV Charger Install Lead Follow-Up

Have AI text new EV charger leads to collect the photos you need (panel, panel label, garage or parking spot, distance) and the charger model they own or want.

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Tools for this topic

Prices are from vendor pricing pages. See the full comparison for checked dates and sources.

Questions this guide covers

We're answering these one at a time. Answered questions link to their page.

Free calculators: missed-call cost · AI receptionist ROI