Follow Up On Every Estimate While Your Crews Work
HVAC, plumbing, electrical, pest control, landscaping: the trucks are busy and the office is one person. Your agent works in your field service software and inbox with your login, so estimates, invoices and reviews get followed up.
From $10/month 30 days free No credit card
Where The Day Goes
-
Estimates Go Quiet
You send an estimate, the homeowner stops answering, and nobody calls back because the next job is waiting.
-
The Office Is One Person
The same person answers the phone, books jobs, sends invoices and chases payments, and something always slips.
-
Reviews Decide Whether The Phone Rings
An unanswered one-star review on Google costs calls, and asking happy customers for reviews gets forgotten.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
-
Follow Up On Open Estimates
It lists estimates with no answer after a few days and drafts a friendly follow-up in your field service software.
-
Gmail - Jobber
- Housecall Pro
- ServiceTitan
-
-
Reply To Google Reviews
It drafts a reply to each new review on your Business Profile, and you approve every one before it posts.
-
Chase Unpaid Invoices
A weekly task lists overdue invoices and drafts reminders. It never charges a card on its own.
-
QuickBooks -
Square -
Stripe - Jobber
-
-
Check Tomorrow’s Schedule
It reads tomorrow’s jobs for missing addresses, gate codes or parts and lists what the office needs to confirm.
-
Google Calendar - Housecall Pro
- ServiceTitan
-
-
Book Maintenance Plan Visits
It lists plan members due for a seasonal tune-up and drafts booking emails with your open slots.
- Gmail
- Google Calendar
- ServiceTitan
- Jobber
-
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Which estimates from last week haven’t been accepted? Draft follow-ups in Jobber, but skip the Thompson job, I already called them.
- We got a two-star review from Dave M. about being late. Draft a reply that apologizes and asks him to call me.
- List invoices more than 30 days overdue in QuickBooks and draft a reminder for each.
- Check tomorrow’s jobs in Housecall Pro for anything missing an address or a part.
- Who on our maintenance plan is due for a fall furnace tune-up? Draft booking emails with next week’s openings.
- Remind me Friday to order filters for the three Henderson rentals.
The Plan That Fits
An owner and an office manager sharing the same jobs is the common setup; techs only need a seat if they use the app.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Home Service Businesses
Can it answer the phone and book jobs?
No. Octopus Prime has no phone line. Keep your CSR or answering service; the agent handles the written follow-up.
Does it work with Jobber, Housecall Pro and ServiceTitan?
It uses them in its own browser with your login, the way your office manager does. There’s no special connection to set up.
Can it ask customers for Google reviews?
It can draft a thank-you with your review link for jobs you pick, one at a time. No bulk requests and no rewards for reviews.
Will it post review replies by itself?
No. It drafts each reply, and posting waits for your OK.
Will it dispatch my techs?
No. Dispatch stays with your office. The agent flags jobs missing information before the day starts.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
