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Use cases · Service OS Pro

Every new lead gets a drafted reply in < 45 seconds, and each tech fits 3.5 jobs a day.

No lead waits on a callback. Routes are built around verified job scope and geography, for +1.1 billable jobs per van a day.

The challenge

Leads waited 4.2 hours for a callback, because the techs were on ladders and missed the calls. By then the homeowner had booked whoever called back first. Routes were drawn from memory, so techs doubled back across town.

What we built

  1. An AI employee that drafts a reply and triages the intake for every new lead
  2. Routing built around verified job scope and geography
  3. Booking that turns an inquiry into a time slot in one pass
  4. Payments built in, with automatic follow-up on open bids

The results

A new lead gets a drafted reply in < 45 seconds instead of 4.2 hours, and 0 leads are left waiting on a callback. Each tech went from 2.4 to 3.5 jobs a day: +1.1 billable jobs per van.

How we did it: Configured, not custom-coded, and live in three weeks. We mapped their service area and dispatch habits into Service OS Pro, then trained the office on intake first: speed-to-lead is a habit before it's a feature.

  • Service OS Pro
  • Speed-to-lead intake
  • Dynamic routing
  • Online booking
  • Integrated payments
  • Bid follow-up

“We drifted off Housecall Pro: too complicated, everything in different places. Service OS Pro we configure ourselves, and it grows as we grow.”

Owner, JNK Electric

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These use cases are documented by Corporate Synergy Solutions, in our words. Figures come from client or CSS records, and estimates say so. Client quotes appear only with the client's approval.

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