The AI Admin Assistant That Keeps Your Reps in Homes and Your Office Out of Chaos
Rep schedules, appointment confirmations, CRM logging, customer documents, and install updates, handled automatically. More sits, more closes, fewer dropped balls.
Your Sales Are Moving Faster Than Your Back Office
Your reps set the appointments. Then admin becomes the bottleneck.
Every admin delay costs you sits, deals, and cancellations.
- Office staff buried in assigning, confirming, and rescheduling appointments
- Door-knock leads scribbled down and never logged in the CRM
- Chasing homeowners for utility bills, photos, IDs, and signed agreements
- Customers calling to ask “when’s my install?” because no one updated them
- Permit, financing, and site survey steps tracked across spreadsheets and texts
- Reps doing paperwork at night instead of knocking and closing
What Your Home Services AI Admin Assistant Handles
Keep scrolling to see everything it handles.
- Rep Scheduling & Appointment Routing Assigns appointments to the right rep by territory and availability, confirms with homeowners, and handles reschedules.
- CRM Logging for Field Leads Logs door-knock and ad leads, updates records, tags status, and moves deals through your pipeline.
- Customer Document Collection Requests and follows up on utility bills, roof and site photos, IDs, and signed agreements until they’re in.
- Project & Install Coordination Tracks site surveys, financing approvals, permits, and install dates, and assigns tasks to your team at each step.
- Customer Status Updates Sends approved updates on project progress, install dates, and service visits, so homeowners stop calling the office.
- Service & Maintenance Reminders Books seasonal tune-ups, maintenance visits, and warranty check-ins for past customers.
Always with a human handoff: pricing, disputes, and urgent service go to your team.
Fewer Dropped Balls. More Closed Deals.
- Free your office team from schedule chaos
- Get every field lead into the CRM
- Collect homeowner documents without chasing
- Cut cancellations with proactive customer updates
- Keep projects moving from sale to install
- Turn past customers into repeat service bookings
How It Works
Start with one workflow. We set it up around your process and tools, then keep improving it.
We map your workflow.
Leads, rep schedules, documents, projects, installs, service.
We build your AI admin assistant.
Set up on your process, territories, and existing tools.
We set human handoffs.
Pricing, disputes, and urgent jobs go to your team.
We keep improving it.
Ongoing support and tuning through an agreed plan.
Built For
- Solar sales organizations & installers
- HVAC companies
- Roofing contractors
- Pest control
- Home security
- Windows and siding
- Water treatment
- Door-to-door sales teams
Solar, HVAC & D2D AI Admin Assistant FAQs
What is an AI admin assistant for solar and HVAC companies?
It’s an AI employee that handles rep scheduling, appointment confirmations, CRM logging, customer document collection, project tracking, and customer updates for home services and D2D sales teams.
Can it assign appointments to my reps?
Yes. It routes appointments by your rules, such as territory and availability, and confirms with the homeowner.
Can it collect utility bills and documents from homeowners?
Yes. It requests, tracks, and follows up on required documents until they’re received.
Can it reduce cancellations after the sale?
Yes. Proactive status updates on financing, permits, and install dates keep homeowners informed and engaged.
Does it work with my CRM and field software?
We configure it to work with your existing CRM and scheduling tools wherever integration is supported.
Let Your Reps Sell. Let AI Run the Admin.
Book your free AI admin assessment. We’ll find where your back office is slowing deals down and show you how your AI admin assistant keeps appointments and projects moving.
Free consultation. No obligation.