Front office

Front office for the HVAC shop.

Intake writes the job the board already knows — so the office that books it and the truck that runs it never diverge.

One native job. Office to dispatcher to back office.

01Capture

Every lead lands in one thread.

Bring Angi, Thumbtack, the website, SMS, and the phone into one thread so the office works the lead once.

Fold every side channel into the same HVAC job — not a lead in one tool and a visit in another.

Open unified inbox

The gain is one native job object from front office through the dispatcher into back office — not an Avoca layer on another platform, not a ProBook overlay the office reconciles later.

Angi, Thumbtack, web, SMS, and a call fold into one job thread.
02Voice agents

Voice CSR takes the first pass.

Run inbound and outbound voice as the CSR surface — press-1 trees are what the agent replaces, or the flow it already sits on.

Take the no-cool, or work an unsold list, and write the job instead of a transcript someone retypes.

Open voice agents

Voice CSR takes inbound and outbound. Press-1 is the tree the agent replaces or already sits on.
03Contact center

The desk hosts agents and people.

Configure the flows that hold both. A voice agent or a person on the desk writes the same job.

Put no-cools, memberships, and after-hours on one contact-center record the truck will open — not a phone stack the office reconciles later.

Open the contact center

Contact-center flows host a voice agent and people on the desk, each writing the same job.
04Online booking

Customers book a window the shop can keep.

Let a customer pick a slot by service area, zone, and tech capacity — a clean booking that is already a job, before it hits the board.

Attach the property and the zone before anyone retypes the window onto dispatch.

Open online booking

Online booking by zone and tech capacity. An open slot is a job only when the zone has cover.
05The brain

The AI dispatcher is the brain of the job.

Front office intake writes the same job. The AI proposes who takes it and when; a person still applies the dispatch.

Nothing goes to the field until the shop says yes. That applied assignment is what back office and the truck run.

A job record moves through the AI dispatcher and lands in a person's hand to apply.
Who

Match the visit to a tech who is free, in zone, and cleared for that work — then propose the name instead of guessing from a whiteboard.

When

Fit the visit into a real open slot on that tech’s day so the promise time is something the shop can keep.

Which job

Keep the same job record from intake through the truck — no second ticket reinvented in dispatch.

Apply

A person accepts the proposal so nothing goes to the field until the shop says yes.

The AI dispatcher proposes who, when, and which job. A person still applies the dispatch. Open the AI dispatcher

06Also on the job

Scheduling, quotes, and the property stay secondary here.

They live on the same record. This page owns intake to the board.

07Book a demo

See intake write the job. Book a demo.

A walkthrough of the inbox, a voice turn, the contact-center desk, a booking, and the dispatcher proposing — a person still applies it. One conversation, not a self-serve signup.

Who this is for
  • ResidentialRun every lead into one thread and let the board see the same job.
  • CommercialKeep voice agents and bookings on the record the truck opens.
  • EnterpriseGovern intake across branches so every location writes the same kind of job.
What a demo covers5 rooms
  1. Unified inbox

    Leads

    Angi, web, SMS, and the call in one thread.

  2. Voice agents

    Voice

    Inbound and outbound — press-1 is what they replace or sit on.

  3. Contact center

    Desk

    Flows that host agents and people on the same job.

  4. Online booking

    Book

    A window by zone and capacity — already a job.

  5. AI dispatcher

    Brain

    The AI proposes. A person still applies it.

Before you book
  1. Where do Angi, forms, texts, and calls land today?
  2. Does a voice agent write the job, or a second ticket?
  3. Does a booking become a job the dispatcher can propose on?