Home Services use cases
Calls answered from the truck, estimates followed up, jobs confirmed, and emergencies triaged at 2am. Browse 44 workflows home services teams run on Frontdesk.
Every workflow is assembled from the same blocks: fields on tickets and contacts, sequences that react when they change, and an AI that talks on every channel. Pick one to see how it runs.
Field service operations
Dispatch, ETAs, parts, and emergencies coordinated over phone and text.
Emergency dispatch line
Emergency calls turn into severity-ranked dispatches with the address, access, and shutoff captured.
See the workflow →Job status update texts
En route, started, wrapped up: each stage texts itself and update calls disappear.
See the workflow →Parts arrival scheduling
The part lands, one field flips, and the install books the same morning.
See the workflow →Running-late notices
A long morning job texts the rest of the day their new windows.
See the workflow →Work order intake by phone
Intake calls capture symptoms, access, and photos so trucks roll with the right parts.
See the workflow →Missed calls and after-hours coverage
Answer what rings, rescue what does not, and keep nights, weekends, and holidays covered.
Missed-call text back
Calls missed from the crawlspace become booked estimates by text instead of competitor revenue.
See the workflow →Voicemail to ticket
The word leak in a voicemail routes the ticket urgent before anyone checks a mailbox.
See the workflow →After-hours emergency triage
The 2am burst pipe wakes the on-call tech; the dripping faucet books for 9am.
See the workflow →Overflow call answering
Storm-day call surges get absorbed with every job captured and queued by severity.
See the workflow →Holiday and weekend coverage
Long weekends keep booking the following week instead of filling a voicemail box.
See the workflow →Spam and solicitor screening
Supplier pitches and robocalls vanish while homeowners always reach help.
See the workflow →Scheduling and reminders
Fill the calendar, confirm it, and recover the slots that fall through.
Reminder cascade
Job reminders run email, text, and a morning call, so crews arrive to open doors.
See the workflow →No-show recovery
Nobody-home visits get a graceful rebooking text instead of a silent lost slot.
See the workflow →Waitlist backfill calls
A cancelled morning slot calls the standby list and the truck stays busy.
See the workflow →Recurring service reminders
Seasonal tune-ups book themselves from last year’s customer list.
See the workflow →Same-day confirmation calls
Morning sweeps confirm today’s jobs before dispatch finalizes routes.
See the workflow →Reschedule by text
Homeowners move appointments by text and the dispatch board stays true.
See the workflow →Speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
Estimate requests become scheduled site visits in the same browsing session.
See the workflow →Web chat to booked appointment
Pricing and service-area questions resolve in chat and end in a booked estimate.
See the workflow →New lead welcome sequence
Every lead gets the same disciplined first 48 hours, even mid-season.
See the workflow →Quote follow-up sequence
Open estimates get a timed cadence of texts and calls until the homeowner decides.
See the workflow →Ad lead qualification
Campaign leads get qualified on ownership, scope, and budget before a truck rolls.
See the workflow →Referral intake automation
Referred homeowners get same-day contact, and the referrer gets thanked toward the next discount.
See the workflow →Billing and collections
Polite, persistent money conversations that run themselves until a human needs to decide.
Payment reminder outreach
Invoice reminders run politely on schedule, and only disputes reach the office.
See the workflow →Failed payment recovery
Failed service-plan charges get a fix-it text before they become cancellations.
See the workflow →Invoice question hotline
Balance and charge questions get answered mid-call from your books.
See the workflow →Collections escalation ladder
Aging invoices climb a consistent ladder with promises recorded and followed.
See the workflow →Ticket buttons and field automations
Add a field to any ticket and let flipping it run the work. Your team makes the decision, Frontdesk does the follow-through.
One-click refund button
Deposit refunds for cancelled jobs go out the same day, with the confirmation text the office used to forget.
See the workflow →Escalation button
A job gone sideways flips one field, and the owner gets the full history while the customer hears help is coming.
See the workflow →Callback request button
Every promised callback actually happens, with retries on a schedule and transcripts on the ticket.
See the workflow →Approval status automation
Financing or permit approval flips a field, and the customer gets the news, the documents, and a start date.
See the workflow →Dispatch confirmation field
Flip Technician dispatched and the customer gets the window, the reminder, and the after-visit check.
See the workflow →Cancellation approval workflow
Cancelled service plans confirm cleanly, capture the reason, and seed a seasonal win-back.
See the workflow →Resolution follow-up
Completed jobs verify the fix held, and satisfied customers flow into review requests.
See the workflow →VIP flag routing
Property managers and repeat clients jump the queue with the owner pinged instantly.
See the workflow →Reviews and feedback
Ask at the right moment, and intercept problems before they go public.
Post-service review requests
Review requests fire per completed job, so the map listing grows with the schedule.
See the workflow →Negative feedback intercept
A bad job score calls the owner before it posts publicly.
See the workflow →CSAT surveys by text
Post-job scores by text, rolled up by crew and week.
See the workflow →Testimonial collection calls
Happy customers tell the story of the save, recorded with permission for the website.
See the workflow →Front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Call triage and transfer
Office calls route between dispatch, billing, and sales while the AI answers the rest.
See the workflow →Bilingual call answering
Homeowners get service in their language, end to end.
See the workflow →Known-caller recognition
Repeat customers get greeted with their service history loaded.
See the workflow →Phone intake forms
New-job intake completes by phone as structured fields, never a sticky note.
See the workflow →FAQ answering from your website
Service areas, pricing ranges, and warranty terms answered from your own site.
See the workflow →