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Home Services · Service intake and dispatch

Turn every service request into coordinated work.

Claire helps home-service teams answer demand, collect the right job details, apply service-area and urgency rules, schedule permitted work, update systems, notify customers and involve dispatchers when judgment is required.

See Claire book and route a service call

Claire is orchestrating● Live workflow
Incoming request“My furnace stopped working and it is 14 degrees outside.”
  1. 1Identify customerMatch caller and service addressClaire
  2. 2Capture jobCollect equipment, symptoms and access detailsClaire
  3. 3Apply rulesCheck service area, urgency and business hoursClaire
  4. 4Find availabilityRetrieve permitted appointment windowsSystem
  5. 5Book and confirmCreate the job and send SMS confirmationClaire
  6. 6Escalate exceptionBring in the on-call dispatcher when requiredHuman
FSM or CRMSchedulingPhoneSMS / email
The operational problem

Answering is only the first step.

The real cost appears after the conversation: incomplete context, disconnected systems, repeated follow-up and exceptions that reach people too late.

01

Missed and after-hours calls

Claire keeps the request and its next action visible, governed and moving.

02

Incomplete job information

Claire keeps the request and its next action visible, governed and moving.

03

Scheduling and dispatch handoffs

Claire keeps the request and its next action visible, governed and moving.

Human control

Decide where Claire acts and where people step in.

Configured permissions determine what Claire can retrieve, prepare, update or communicate. Exceptions route to the right person with context already assembled.

Claire coordinates

Intake, retrieval, rules, communication, follow-up and permitted system actions.

People decide

Exceptions, approvals, safety, coverage, pricing, relationships and consequential judgment.

Systems of record

Work with the operating environment you already have.

Common systems in this market include ServiceTitan, Housecall Pro, Jobber, FieldEdge. Connection status must be validated per deployment; these names identify systems to work around, not claimed native integrations.

Integration language

  • Configurable connection: API or workflow access evaluated during implementation.
  • No unsupported claim: a system name does not imply a production integration.
  • Human fallback: when an action is unavailable, Claire can prepare context and route the next step.
Frequently asked questions

What buyers need to know.

Is Claire only an AI receptionist?

No. “AI receptionist for HVAC and home services” describes the initial buyer problem. Claire can coordinate communications, rules, system actions, follow-up and human handoffs across the wider workflow.

Does Claire replace the people in this workflow?

No. Claire handles configured coordination work. People remain responsible for judgment, relationships, approvals and exceptions.

Does Claire already integrate with every system listed?

No. These are common systems to evaluate during implementation. Connection may require API access or configuration. No native integration is claimed unless separately confirmed.

How does implementation start?

Start with one painful workflow. We map the request, required data, permitted actions, rules, systems and human checkpoints before deployment.

How the operation fits together

Claire for home services: conversation, context, systems and people.

Organizations in home services do not need another disconnected bot. They need a reliable way to move repetitive coordination across dispatchers, customer-service staff, technicians, owners, and homeowners. Claire can begin with a phone call, message, form, campaign, or event and use configured workflow primitives to collect information, retain state, branch, wait, communicate, call authorized APIs, and hand work to a person.

High-value workflow candidates include new-customer booking; emergency service intake; after-hours calls; rescheduling; dispatch coordination; technician ETA; missed-call recovery; estimate follow-up. Each workflow must be mapped separately because the trigger, permissions, system access, normal path, exception policy, human owner, and completion definition are different. A deployment should begin with one bounded workflow and expand only after the team can observe its behavior and verify the result.

Context the workflow needs

customer identity, service location, trade and equipment context, urgency, membership, service area, appointment type, availability, dispatch status, and confirmation. Claire should collect or retrieve only what is authorized and relevant to the current job.

Where people remain essential

People retain professional judgment, relationship management, high-impact commitments, overrides, approvals, and unusual exceptions. Human handoff is a designed workflow outcome, not a failure.

System-of-record strategy

Claire is designed to orchestrate around existing systems. Named vendors are evaluated only where their documented access can support the required read or write. No system name on this page implies a native integration.

Commercial starting point

Choose a workflow with meaningful volume, repeated manual touches, clear rules, a visible human owner, and measurable completion. Establish the baseline before claiming savings or revenue improvement.

See the priority workflow in detail

How home services teams describe the problem

Build around the language of the people doing the work.

These are representative operational questions synthesized from live search results, competitor coverage and practitioner discussions. They are not customer testimonials.

Owner
“How many calls are we losing after hours or when the office is already on another line?”
CSR
“Can this collect enough detail that I do not have to call the homeowner back before I can book?”
Dispatcher
“Will it follow our service area, job type, membership and emergency rules?”
Technician
“Will I get the equipment, symptoms, access notes and urgency—not a vague transcript?”
Commercial workflow cluster

Different searches. Different jobs to be done.

Each page below addresses a distinct operational intent. They share Claire's orchestration platform, but not a swapped template: the inputs, rules, system actions, human owners and completion states differ.

After-hours answering

Emergency classification, on-call routing and honest customer expectations after the office closes.

AI dispatch

Skill, location, schedule and urgency rules with acknowledgement and exception handling.

Missed-call recovery

Immediate text-back, intent capture and follow-up ownership before the lead calls a competitor.

Capability boundary. Claire's calling, messaging, collection, variables, branching, decision routing, waits, API actions, sub-workflows, parallel execution, human handoff, runtime, operations and quality capabilities are built. Customer-specific rules and system connections still require configuration, access validation and testing.

Bring us one service intake and dispatch workflow.

We will map the request, systems, rules and human checkpoints with you.

See Claire book and route a service call
Claire Research

The call-to-job gap is measured in fragments.

Our 58-row evidence review separates what is measured about missed calls, after-hours demand, booking and capacity from what AI receptionist vendors market.

Read the home services research →