Keep the jobs moving.
Cut the busywork.

AI agents and workflow automation for home service businesses.

From the first inquiry to the follow-up after a job, Phantom connects your tools and automates the repetitive work: chasing estimates, arranging visits, updating records, and keeping customers informed.

Book my workflow audit

30 minutes · One bottleneck · A practical next step

Watch a workflow in action

For roofing, plumbing, HVAC, electricians, construction, landscaping, tree service, and more.

Illustrative scene of a technician and project manager coordinating work beside a residential heat pump

From first inquiry to finished job.Your people do the work.
Your systems keep it moving.

One connected workflowLead → estimate → schedule → follow-up

Capture the leadCalls, forms & messages

Move the estimateFollow-ups & CRM updates

Schedule the workBookings & reminders

Finish the handoffProject updates & follow-up

Put your everyday
workflows to work.

Choose the part of the business that needs attention first. Each workflow is built around your team, your software, and the decisions you want people to keep.

Turn new inquiries into a clear next step.

Calls, website forms, and messages

Collect the service address, job type, and customer details. Answer common questions, route the request, and follow up when your team is busy. AI answering and missed-call text-back are two ways to cover this step.

Lead follow-up & missed-call text-back

Keep open estimates moving.

Quotes sent. Replies still pending.

Follow up on estimates with messages your team approves. Route customer questions to the right person and stop the sequence when they reply or the job status changes. Your team owns pricing and scope.

Estimate follow-up

Make scheduling less manual.

Bookings, reminders, and changes

Book within approved availability, send reminders, and collect confirmations or rescheduling requests. Your dispatcher stays in charge of urgent work, crew assignments, and exceptions.

Scheduling & reminders

Get the right details to the crew.

From the office to the field

Keep CRM records, project stages, service addresses, and job notes in sync across supported tools. Assign follow-up tasks, notify the person taking over, and flag missing information before it turns into another callback.

CRM automation & project management

Keep your marketing follow-up consistent.

New leads, past customers, and seasonal work

Build approved email and text follow-up for inquiries, seasonal services, and past customers. Trigger messages from the right CRM stage, respect contact preferences, and route replies back to your team.

Marketing automation

Follow through after the job.

Completed work. More admin to finish.

Use an approved job status to trigger customer check-ins, invoice reminders, or a request for an honest review. Set the timing and stop rules around replies, payment updates, and the way your business works.

Customer follow-up & office tasks

See one workflow
in action.

This HVAC example shows AI answering a service inquiry and helping book a visit. It’s one part of what we can build around your business.

Try Phantom’s live AI guide(646) 594-1627

Ask about automation for your business, or request the fictional HVAC demo.

One example: AI answering and booking. 44 seconds. A scripted HVAC example with synthetic voices. Booking requires a connected calendar and approved availability.

Read the demo instead

A technician is working when a customer’s call goes unanswered. An AI receptionist answers an AC service request and books an available visit. In a separate example, AI sends a text after a missed call, continues the conversation, and books a time the customer accepts. The business and appointments are fictional.

Open the video directly

Your business.
Your rules.

We map how work moves through your business today. Then we connect the tools and build the automation around that process, with clear ownership at every handoff.

Find the bottleneck. Pick the task that keeps getting delayed, repeated, or lost between people.
Connect the workflow. Agree on the trigger, tools, approval steps, and person responsible for exceptions.
Test the handoff. Walk through real scenarios and exceptions before switching on the agreed flow.

Tool access and integrations determine what can be connected. We check those with you before agreeing on the build.

A few practical questions.

Do I need to replace my office staff?

No. Start with repetitive tasks that take time away from your team: copying job details, chasing estimates, sending reminders, or answering routine questions. People keep the judgment calls, customer relationships, and exceptions.

Can you work with the software I already use?

We review your CRM, scheduling, field-service, phone, and other relevant tools first. We use supported integrations where available and confirm access before agreeing on the build. You don’t need to assume a whole new software stack.

What happens with urgent or unusual requests?

You define when a request must go to a person. An automated booking is not a promise of emergency dispatch. Your team confirms urgent coverage, exceptions, and crew assignments.

What should I bring to the first call?

Bring the tools you use and one task your team keeps doing by hand. It could be following up on estimates, scheduling work, moving job details, or handling calls. We’ll use the 30-minute audit to map the workflow and discuss a sensible next step.

What’s slowing
your team down?

Bring the task you’re tired of chasing. We’ll look at what can be automated, what needs to stay with your team, and where to start.

Book my workflow audit

A 30-minute workflow audit with Phantom Workflow.