Six core automations

Field Service Automation: Missed Calls, Quotes, Technicians & More

AI for field service businesses that runs on its own, 24/7. No dashboards to monitor. No apps for your team to learn. Missed calls get recovered. Quotes get followed up. Technicians get routed. Revenue stops slipping through the cracks.

Missed Call Recovery Quote Follow-Up Appointment Reminders Technician Coordination Review Requests Owner Visibility

Use Case 01

Missed Call Recovery

<60 sec

Automated SMS response

See Your Number →

HVAC · After-hours emergency call

8:04 PM Customer calls about no heat. Nobody answers — office is closed.

8:04 PM Valley AI detects the missed call. Automated SMS sent in 42 seconds.

8:05 PM Job classified as urgent. On-call tech receives a press-1 claim SMS.

8:06 PM Tech accepts. Customer and tech connected automatically.

RESULT Emergency job booked. Customer never called a competitor. Zero manual work.

24/7 coverage No missed revenue after hours Works for HVAC, plumbing, electrical, roofing

Use Case 02

Quote Follow-Up

Day 2 · 5 · 10

Automated follow-up sequence

Estimate Revenue At Risk →

Roofing · $11,200 estimate gone quiet

Day 0 Estimate sent to homeowner after inspection. No response.

Day 2 Light check-in text fires automatically. Still no reply.

Day 5 Second follow-up goes out. Homeowner replies — has a warranty question.

Day 5 Rep answers the question. Estimate re-sent with clarification.

RESULT Job closes. Nobody chased it manually. Sequence ran itself.

Sequences stop when customer responds Works on any estimate size HVAC, roofing, plumbing, electrical

Use Case 03

Appointment Reminders

Near zero

No-show rate with reminders

Run The Full Estimate →

Plumbing · Scheduled maintenance appointment

3 days out Reminder sent with appointment details and a confirm/reschedule link.

3 days out Customer taps confirm. Dispatcher notified automatically.

Morning of Day-of reminder sent with tech name and arrival window.

9:00 AM Tech arrives. Customer is home and expecting them.

RESULT No wasted truck roll. No manual reminder call. Tech showed to confirmed job.

Two-touch confirmation sequence Tech notified of confirmation automatically Reschedule handled without staff

Use Case 04

Technician Coordination

Instant

Job details delivered via SMS

See What Falls Through →

Electrical · New job assigned mid-morning

10:14 AM Dispatcher assigns job in the system. Tech is in the field.

10:14 AM Tech receives an SMS with job address, customer name, and scope.

12:40 PM Job complete. Tech replies DONE via SMS.

12:40 PM Review request sent to customer. Job logged. Owner notified.

RESULT Zero dispatcher calls. Zero missed handoffs. Everything documented.

No app install for techs SMS-native — works on any phone Completion triggers next workflow

Use Case 05

Review Requests

Within minutes

Request sent after job closes

Calculate Your Losses →

HVAC · Post-install follow-up

2:18 PM Technician marks job complete in the system.

2:19 PM Valley AI sends the customer a review request SMS with a direct Google link.

2:31 PM Customer taps the link and leaves a 5-star review.

2:31 PM Owner receives a notification. Review count updated.

RESULT Review posted 13 minutes after job close. Staff did nothing.

Sent at the highest-intent moment Direct Google review link Better local SEO over time

Use Case 06

Owner Visibility

1 daily

Morning digest, zero manual pulls

Get Your Estimate →

Any trade · Morning report

Overnight 3 calls came in after hours. 2 claimed by on-call techs. 1 still open.

Overnight 4 follow-up sequences ran. 1 roofing estimate replied — moving toward close.

7:02 AM Owner receives morning digest with everything that happened overnight.

7:03 AM Owner replies to the open missed call lead. Beats them to it by 2 hours.

RESULT Owner saw the problem before the business day started. No report prep required.

No manual data pulls Problems surface before they compound Owner stays informed without babysitting

Available now

Find out what each missed call is actually costing you.

Use the calculator to see your exact revenue exposure based on your business type, call volume, and job value.

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