Home Services CRM
When the AC dies, homeowners hire whoever answers first. MapleConnect texts back every missed call in seconds, answers the phone around the clock, chases open estimates, and books jobs onto your calendar - CRM, AI voice, SMS, email, and booking in one system.
One system runs the whole front office of a service company: the CRM holds every customer and job, AI voice answers the phone, SMS and email chase estimates and reviews, and online booking keeps the route full.
A home services CRM is software that captures every call and web request for HVAC, plumbing, electrical, roofing, and cleaning companies, organizes them into a job pipeline, and runs the follow-up a crew never has time for. The mechanics are unforgiving in the trades: when a furnace dies or a pipe lets go, the homeowner calls three companies and hires the one that answers. Everything downstream - the estimate, the schedule, the review - depends on winning that first minute.
MapleConnect is an AI-native home services CRM. A missed call gets a text back in seconds, a form lead is asked what the job is, where it is, and how urgent it is, and the AI voice agent answers the line when the whole crew is under a house. Customers book real slots on your calendar, reminders cut the no-shows that kill a route, open estimates get a steady chase, and a review request goes out the moment a job is marked complete.
It stays out of the truck. MapleConnect handles capture, response, scheduling, follow-up, and the record of every touch. Diagnosing the fault, pricing the work, pulling permits, and doing licensed trade work stay with you and your techs - the CRM makes sure the phone gets answered and the estimate gets chased while you do the part that actually earns the money.
The problem
None of these feel like emergencies from inside the truck. They are quiet leaks - and each one is a job that went to a competitor who simply answered.
The burst-pipe caller does not leave a voicemail and wait. They dial the next company on the list, and the tech who was elbow-deep in a crawl space never knows the job existed. You cannot answer a phone and sweat a fitting at the same time.
You drive out, measure, write the quote, send it - and hear nothing. Every silent quote has a site visit already sunk into it, and while the crew is out on paying work nobody circles back - so the homeowner signs with the company that did.
Jobs booked through three rounds of voicemail tag fall apart. A homeowner who forgets the window costs a truck roll and a dead two-hour slot in the middle of the route - and you find out at the curb.
The furnace you fixed in January needs a tune-up in the fall, but without a reminder system the homeowner just searches again and calls whoever ranks first. Your past-customer list is the cheapest work you will ever win, and it sits untouched.
A working day
A representative working day for a service company on MapleConnect. The AI moments happen without anyone touching a phone; your moment is the wrench.
A 9 PM missed call about a leaking water heater got an instant text back and picked the first morning slot. A website form lead was asked the job type, the address, and how urgent it is - the answers sit on the job card.
Two customers self-booked open slots from the booking link overnight. Confirmations went out immediately and reminder texts are queued, so today’s route starts full and stays full.
You diagnose the fault, quote the fix face to face, and do the job right - the part that builds the reputation. The customer’s whole history is on one timeline in your pocket, not scattered across text threads.
Three quotes sent last week receive a polite check-in text over lunch. One homeowner replies to go ahead, and the job lands in the Scheduled column before you finish eating.
The morning drain job is marked complete, so the customer gets a thank-you text with a review link while the good impression is fresh. The record closes with every call and message attached.
A caller with no heat reaches the AI voice agent, which captures the address and the urgency, flags the job, and books the first morning slot. It is on the board before you pour your coffee.
What you get
Each capability maps to a specific leak in a service company - the phone that rings at dinner, the route that cannot afford a dead window, the quote waiting on an answer, the season that comes back around.
Missed calls get an instant text back, and website or ad leads get an immediate reply asking the job type, location, and urgency - so the homeowner with water on the floor is talking to you, not the next listing.
An AI voice agent answers 24/7, captures the job details and callback number, flags emergencies, and books the visit. Diagnosis and pricing questions route to you - it never guesses at trade work.
Customers pick from real open slots on your calendar, then get confirmations and reminder texts automatically - fewer voicemail loops to book a job, and fewer dead windows from no-shows.
Every request moves through visible stages - new, estimated, scheduled, complete - with all calls, texts, and photos on the customer timeline, so a dispatcher or a second tech can pick any job up cold.
The moment a quote goes out, a follow-up cadence starts: a check-in text, a second touch offering to answer questions, and a task for you only if a personal call is what closes it.
Completed jobs trigger a review request while satisfaction is highest, and maintenance and tune-up campaigns go to past customers each season - so your own list feeds the calendar before search ads do.
Hear it work
A representative evening call answered by the AI voice agent (illustrative, not a recording). Diagnosis and pricing always come from the tech on site.
Thanks for calling Blue Spruce Plumbing and Heating, this is the virtual assistant. How can I help you tonight?
Our water heater is leaking all over the garage floor and we can’t get the little valve on it to close.
That needs attention quickly, so let’s get you set up. Can I have your name and the address of the property?
Marcus Bell, 214 Alder Court.
Thanks, Marcus. Is this number good for text messages, and will someone be home to let the plumber in?
Yes to both. Roughly what is something like this going to cost?
Pricing is the plumber’s call once they see the tank - they will quote it on site before any work starts, so there are no surprises. In the meantime, if you can safely reach the main water shutoff for the house, closing it will limit the damage.
Okay, we found the main shutoff and it’s off. How soon can someone come out?
The first available slot is 7:30 tomorrow morning, and I have flagged your job as urgent in case a tech frees up tonight. Shall I lock in 7:30?
Yes, book it please.
Done - you are booked for 7:30 AM, and I have texted you a confirmation with the plumber’s name. Is there anything else I should note for the visit, Marcus?
No, that covers it. Thanks for picking up this late.
The shift
Playbooks
Automations pre-shaped for service work, not blank workflows you have to invent. Each is a trigger, a sequence, and an outcome you can check.
Trigger A call is missed or a web request arrives
You are the company the homeowner actually reached.
Trigger A quote is marked sent on the job board
Every site visit you invested in gets an answer, not silence.
Trigger A season changes or months pass since the last service
The shoulder-season calendar fills from your own list first.
Honest scope
Trade work is licensed, permitted, inspected work. MapleConnect is deliberate about which side of the truck door it operates on.
MapleConnect captures requests, responds, schedules, follows up, and logs every touch. Diagnosing faults, pricing jobs, pulling permits, meeting code, and performing licensed work stay with you and your techs - the software feeds you the work, it never does the work.
Calls, texts, emails, and bookings are logged to each customer automatically, giving you a consistent history for callbacks, warranty questions, and disputes. That supports your record-keeping; your legal and licensing obligations remain defined by your own counsel and regulators.
Contact consent can be captured and recorded, and opt-outs are honored across SMS and email, so reminder and reactivation campaigns run inside the permissions customers actually gave. Confirm your specific TCPA and state obligations with counsel.
Pricing
Most field software charges per user, so adding a dispatcher or a second tech raises the bill. MapleConnect is flat: one monthly price covers the whole crew.
$199/mo flat
The full CRM plus automation - priced flat, not per seat.
$299/mo flat
The most popular plan: deeper automation and campaigns.
$399/mo flat
Everything, including native AI voice agents on your line.
Start on the free plan and upgrade when the pipeline pays for it. See full pricing
Keep exploring
MapleConnect for neighboring industries
Win the job by being the company that picks up. There is a free plan to start, one flat monthly price covers the whole crew after, and migration from your current setup is guided and free.