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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.

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