Every lead becomes an appointment at the homeowner's house.

Two jobs, one agent

Sales and customer service, with the same agent.

1. Sales

Every lead qualified, all the way to the expert's home visit.

• This year's federal and state incentives, and who qualifies, explained right away
• The profile checked: homeowner, heating system, type of home
• The expert's home visit booked right in the conversation
• A follow-up for the lead who didn't finish

2. Example: heat pump service call

His heat pump is down: he gets an answer and a service call, 24 hours a day, 7 days a week.

• The customer describes the breakdown and what he needs, by tapping the diagram of his system
• He gets an answer right away and the technician's visit is scheduled
• He can talk to a technician, a real person, at any time
• Everything is logged and saved in his file

While your office is closed

10 p.m.: a lead. The next day: the expert's home visit.

1. 10:04 p.m.

   A homeowner sees your ad

   Heat pump, insulation, 2026 incentives: he has a question, and your office is closed.

2. 10:04 p.m.

   Your agentic AI agent answers

   Right away, on the channel he picked, with your offers and this year's federal and state incentives.

3. 10:06 p.m.

   His profile is checked

   Homeowner, heating system, type of home: woven into the conversation, with no questionnaire.

4. 10:07 p.m.

   The expert's home visit is booked

   At his house, on the day and at the time he chooses.

5. 10:07 p.m.

   The confirmation goes out

   By SMS or WhatsApp, with a reminder the day before.

6. 8:30 a.m.

   Your sales rep finds the lead card

   The project, the profile, the conversation, the visit: all that's left is to drive over.

More service, more appointments

Your customers get served right away. Your crews only make visits that matter.