Book More Jobs While Your Team Is Out on Site
Customers message a photo of the leak or the broken AC and want to know when someone can come. A Flowlines agent answers on WhatsApp, Instagram and your website, collects what needs doing, the area and a good time, and passes the visit or quote to your team.
No website? Get started without one
Why Home-Service Jobs Get Missed
- The owner is on a job when the phone rings, and enquiries wait until the evening.
- Every enquiry needs the same basics before anyone can quote: what is wrong, where, and when.
What a Conversation Looks Like
Your agent uses your own services and areas, and says only what you allow it to.
Read the full example conversation
- CustomerMy AC is leaking water indoors. Can someone come tomorrow?
- Flowlines agentSorry to hear that. Which area are you in, and is morning or afternoon better tomorrow?
- CustomerRiverside, afternoon is better, after 2.
- Flowlines agentThanks. I've requested a technician visit in Riverside tomorrow afternoon after 2pm. The team will confirm the time and the call-out charge here.
- FlowlinesVisit request added to the pipeline · Assigned to the scheduler with a summary
Your business knowledge
Ready on Day One for Home services
Pick this industry at sign-up and your workspace starts with this set. Everything is editable.
- An AI agent (Booking assistant), 5 forms, 7 WhatsApp drafts and the Service jobs pipeline.
- 8 automations. Each one starts off — you switch it on.
Your business knowledge
See everything in the pack
Your AI agent: Booking assistant
Answers questions about your services, areas covered and timings from your business profile, collects what needs doing, the address area and a preferred time, and passes quotes, diagnoses and anything it cannot confirm to your team.
Automations (8)
Each one starts off — you switch it on.
- Reply to quote and visit requestsWhen the quote request form is filled in, confirm on WhatsApp, to the number on the form, that the request was received. The new contact appears in your pipeline for the team to confirm a visit or quote.
- Site visit reminderReminds the customer a day before the time in their Site visit field. Your team fills in Site visit when confirming the inspection or quote visit.
- Job day reminderReminds the customer a day before the time in their Job booked for field. Your team fills in Job booked for when confirming the job.
- Review request after a jobWhen a contact is moved to Job completed, wait a few hours and ask customers who opted in to WhatsApp updates for a review. Your team moves the contact to Job completed when the work is done.
- Yearly service reminderAbout eleven months after the date in the Last service field (for example, an AC service before summer), invite customers who opted in to WhatsApp updates to book again. Your team fills in Last service after each job.
- Alert the team when a customer is waitingIf a message has had no reply for 15 minutes, leave a note that @mentions the assigned teammate, or flags it as unassigned. Never reassigns.
- Follow up when a contact goes quietIf your last message in a WhatsApp conversation has had no reply for a day, send one check-in (an approved template, since the 24-hour chat window may have closed) during daytime hours. Stops if they reply.
- Reply to new enquiry formsWhen someone fills in your enquiry form, confirm on WhatsApp, to the number on the form, that you have it. The new contact appears in your pipeline for the team to follow up.
WhatsApp message templates (7)
Drafts you send to Meta for approval.
- Home quote request receivedConfirms a quote or visit request form was received.
- Home visit reminderSite visit or job reminder, sent the day before.
- Home job reviewAsks for a review after a job is completed.
- Home service dueYearly service reminder, for example an AC service before summer.
- Enquiry receivedConfirms an enquiry form was received.
- Open request check inFollows up on an open enquiry when the 24-hour chat window has closed.
- Something newAnnounces a new service or offering to contacts who opted in to updates.
Forms (5)
- Quote or visit request
- Repeat service booking
- Enquiry
- Call-back request
- Feedback
Pipeline: Service jobs
- 1. New enquiry
- 2. Visit booked
- 3. Quote sent
- 4. Job booked
- 5. Job completed
- 6. Not proceeding
19 quick replies
Saved answers your team can drop into any chat.
From Sign-up to Live in Three Steps
- 01
Start with your website
Flowlines drafts your business's profile from it: services, areas covered, timings.
- 02
Check what it learned
Confirm the profile. The agent only uses what you confirm.
- 03
Test it, then go live
Test the agent, connect your channels, switch on automations.
How It Works for a Service Business
New enquiry2
Quote sent1
Job booked2
- 01
Every enquiry in one inbox
WhatsApp, Instagram, website chat and your quote form, in one place.
- 02
Job details collected
It asks what needs doing, the area and a preferred time.
- 03
Visit or quote requested
Your team confirms the visit or quote, or Cal.com books it.
- 04
Reminders and repeat jobs
Day-before reminders, review requests and yearly service invitations.
What Your Business Gets
Day-before reminders
Once your team sets the time, customers are reminded the day before.
Yearly service reminders
Opted-in customers are invited back a year after their last service.
Reviews after a job
Completed jobs send opted-in customers a review request.