AI team for service businesses
Every lead handled. Every job coordinated.
Answer, book, assign, invoice, and follow up with coordinated AI agents trained on how you actually run.
- Answer
- Book
- Assign
- Invoice
- Follow up
Act 1 · Capture
From first contact to confirmed job
Voice and chat share one Customer Agent. Callers and website visitors never start over.
Customer Agent
Inquiry to booked appointment
Caller
AC is out. Can someone come tonight?
Qualify
Oak Ridge · No-cool · Power on
Book
Tonight 4:30 · Calendar synced
Confirm
SMS sent · Tech notified
Voice
A dedicated line answered in about half a second. Qualify the job and book while you are still on the call.
Website chat
Same business context as voice. Capture the lead, check the service area, and offer a real appointment window.
Booking
Availability-aware scheduling that lands on your calendar. Field, shop, or hybrid service models.
Act 2 · Coordinate
From booked lead to field-ready
Background follow-up and dispatch recommendations keep work moving. Context stays shared the whole way.
Shared context · one lead, one thread
01
Inbound lead
Call or chat captured
02
Job booked
Slot confirmed
03
Follow-up
SMS when quiet (Pro)
04
Tech suggested
You approve
05
Office action
Quote or note ready
Background follow-up
Monitors quiet leads and business events on every plan. Pro adds outbound SMS and AI follow-up calls so cold leads get a second chance.
Outbound SMS and calls · Pro+
Dispatch suggestions
Ranks techs by skill, certification, proximity, and workload. AI suggests. You approve. Nothing auto-assigns.
Example recommendation
Mike R. · HVAC · 4.2 mi · Available
Skill match · Cert · Proximity
Act 3 · Operate
Run the office in plain English
The Back Office Agent is your command layer for jobs, quotes, invoices, and reports. Pro and Enterprise.
Back Office Agent
Text or voice · Live artifacts
- “What's on the board today, and who still needs a quote?”
- “Which invoices are overdue this month?”
- “Any parts below the low-stock alert before Friday's jobs?”
What you get
Structured answers instead of tab-hopping
Ask in plain English. Get live data as jobs, quotes, invoices, and call summaries you can act on.
Knowledge grounding
Services, pricing, hours, and FAQs keep every agent honest about how you run. Customer-facing answers and back-office work stay aligned.
Training
Roleplay and scoring before anyone goes live. Isolated from customers.
Inventory
Parts on an audited ledger. Low-stock alerts before a job stalls.
Documents
Find, generate, revise, and send private office files. Isolated from the public knowledge base.
Act 4 · Bid
Packages you can cite. Overflow you invite.
Pro adds a cited bid desk. Every paid plan can join invite-only Tradecraft Network.
Cited bid desk
Upload a package. Get cited analysis of scope, requirements, dates, and risks, plus spec takeoff and addenda review. You confirm, price, and submit.
Proposal Studio PDF after you approve the facts
Tradecraft Network
Invite-only. Shops bid with an @handle. BidBook for GCs is early access. Service Socket is how you run what you win.
See the NetworkIntegrations
Keep the same AI team informed
Calendars, accounting, CRM, messaging, ads, and webhooks stay in sync with bookings, follow-up, and office work.
We integrate with the tools you already use, and we will work with you on any custom connection you need.
Put a coordinated AI team on the shop, not just the phone
Connect your business, configure how you run, and go live. The office and the Service Socket field app stay on the same thread.