Service Socket features
An office that never closes, from the first call to the frontline.
Calls and website chat get answered and booked around the clock. The back office answers your questions, and every technician gets their own bot in the field. You make the calls that matter.
- First response on calls
- 24/7Calls and website chat
- Per-technician fees
Starter from $99/mo, billed monthly. Unlimited technicians. See plans
job 2207 · water heater leak
- voice answered: Tom R. · after hours
- voice qualified: leak · in service area
- booking confirmed: Mon 8:00
- dispatch suggested: Dev K. · 6 min away
- you approved: Dev K.
- Dev K. on the way: eta 6 min
- field bot saved a note: by voice
- invoice paid: $2,010 · synced to QuickBooks
After-hours call to paid invoice · you approved the tech
At a glance
Everything your business runs on, connected
Eight areas that share one customer record, one schedule, and one team of agents. Jump to any of them.
- Every planVoice and chatAnswers, qualifies, and books 24/7
- Pro+Schedule and dispatchOne board, suggestions you apply
- Pro+Field appA push-to-talk bot for every tech
- Every planQuotes to paymentsOptions, invoices, payment links
- Pro+Back officeAsk by chat or voice, get answers
- Pro+Ad StudioAds, video, posting, and results
- Pro+BetaBid deskCited analysis, takeoff, proposals
- Every planTradecraft NetworkPost jobs and bid on work
Win work
Every call and chat answered, qualified, and booked
Who decides
You set what the agent asks, which windows it can book, and when it hands the call to a person. Your office reviews every booked job.
The Customer Agent answers your business line and website chat with your services, hours, and service area. It asks the questions you set, books into real availability, and hands your office a complete lead.
- Voice that answers in about half a second
- One agent across phone and website chat
- Books, reschedules, and cancels against real availability
- Works for on-site visits, in-shop work, or both
- Leads land with the transcript attached
- Hands the call to a person when the caller needs one
- Google Calendar
- Outlook Calendar
chat 4471 · kitchen drain backup
- chat answered: Priya S. · on your website
- chat qualified: drain · in service area
- booking confirmed: Fri 9:00
- crm new lead: chat transcript attached
- manager researched: homeowner · built 2004
- office confirmed: the 9:00 booking
Late-night chat booked for 9:00 · on the board by morning
Win workAll 11 capabilitiesShow allHide
Run the day
See the whole day and send the right tech
Who decides
The copilot suggests; it never assigns on its own. A person on your team applies every assignment, and each one is recorded with who made it.
Jobs, the schedule board, and the live dispatch map show the whole day at once. When new work lands, the dispatch copilot ranks your techs and explains why. Your dispatcher makes the call.
- Jobs with status, priority, and full details
- Drag-and-drop schedule board
- Live dispatch map with opt-in tech locations
- Suggestions scored on skills, distance, and workload
- Team records and field controls in one place
- On-my-way texts when the tech heads out
board · Fri Apr 3
- board unassigned: Drain backup · Priya S.
- dispatch suggested: Maya R. · pending you
- dispatcher applied: Maya R.
- board updated: Maya R.'s morning
- notify on my way: eta 8 min
Maya R. assigned by your dispatcher · nothing auto-assigned
Run the dayAll 7 capabilitiesShow allHide
Field app
Every technician gets their own bot in the field
Who decides
Techs see only their assigned work. Closeout invoices go to the office for review before anything reaches the customer.
Each tech carries a push-to-talk bot that knows their jobs. They ask about the customer, add notes by voice, snap photos, and close out the job. Work queues offline and syncs when the signal comes back.
- Push-to-talk bot plus typed chat on every job
- Assigned jobs cached for reading without signal
- Notes and photos queue offline and sync later
- Job photos analyzed and attached to the work
- Navigation, on-my-way texts, and a field clock
- Closeout that sends the invoice to office review
field app · Maya R.
- Maya R. opened: 3 jobs today
- Maya R. on the way: customer texted
- field bot answered: unit history
- field bot saved a note: by voice
- Maya R. took photos: before and after
- Maya R. closed out: invoice to the office
- office reviewed: invoice sent to the Garcias
Notes and before-and-after photos synced · invoice sent after office review
Field appAll 15 capabilitiesShow allHide
Get paid
From quote options to a paid invoice
Who decides
Your team sets the scope and prices and decides what goes out. Service Socket carries the numbers from quote to invoice so nobody retypes them.
Build Good, Better, and Best options, turn the chosen one into the invoice, and send a secure payment link. Quotes, invoices, and payments sync to QuickBooks or Xero.
- Good, Better, Best quote options
- The chosen option becomes the invoice
- Invoice emails with online payment links
- Payments recorded on the invoice automatically
- QuickBooks and Xero sync on every plan
- Stripe payouts to your bank
- QuickBooks Online
- Xero
quote 1904 · water heater replacement
- office built a quote: from your services
- quote sent: 3 options
- customer picked: Better · $2,010
- invoice created: from the chosen option
- payment received: $2,010 online · Stripe
- accounting synced: invoice and payment
Quote to paid invoice · $2,010 · synced to QuickBooks
Get paidAll 6 capabilitiesShow allHide
Back office
Ask your business a question. Get an answer you can use.
Who decides
The assistant only works with what the person asking is allowed to see. Training runs in a sandbox and never touches live customers.
The Back Office Agent reads your jobs, quotes, invoices, and schedule by chat or voice and answers with tables and cards. The Manager Agent watches for quiet leads and unpaid invoices on every plan.
- Ask by chat or voice, get tables and cards
- Daily board, key numbers, and owner reports
- Manager Agent monitoring on every plan
- Outbound follow-up texts and calls on Pro
- Training coach with scored roleplay calls
- Private document search and drafting
- Slack
- Zapier
- HubSpot
- Salesforce
back office · Monday
- you asked: which quotes are still open
- back office answered: 3 open quotes · $5,240
- you asked: after-hours bookings last month
- back office answered: 41 jobs · by week
- manager followed up: Lee residence · by text
- training scored: Jess · 8.5 out of 10
Answers you can act on · follow-ups running on your rules
Back officeAll 9 capabilitiesShow allHide
Grow
Make the ad. Book the job.
Who decides
Nothing runs until you post it. Meta and Google campaigns are created paused, so you review them in your ad account before they spend.
Pick a service and an offer. Ad Studio writes the copy and creates the image in every size, and every ad links to a page where your Customer Agent answers questions and books the job.
- Ads from a ready-made look or your own photo
- Change anything by describing it in plain English
- Every size made at once, from feed posts to Stories
- 5 to 10 second videos with your text kept sharp
- Publish to Business Profile; set up Meta and Google campaigns
- See the visits, chats, leads, and bookings each ad brings in
- Google Business Profile
- Facebook Ads
- Google Ads
ad · emergency plumbing
- you started: emergency plumbing ad
- Ad Studio created: 3 ad options
- you picked: the burst-pipe look
- Ad Studio animated: 10s video
- you posted: to Business Profile
- results tracked: 7 jobs booked this week
You posted it · 7 jobs booked from one ad
GrowAll 12 capabilitiesShow allHide
Bid the work
Upload the package. Confirm the facts. Price the bid.
Who decides
The desk highlights facts. Your estimator confirms them, sets the price, and submits. It never sends a bid.
The bid desk reads the package, cites every fact to its page, flags what the addenda changed, and drafts the proposal after you approve.
- Private package upload with page-level evidence
- Cited analysis: every fact links to its page
- Spec takeoff with export and inventory matching
- Addenda comparison that shows what changed
- RFIs, estimate versions, and quotes from the estimate
- Proposal PDF after your approval
bid · Lakeside apartments, repipe
- estimator uploaded: package + 1 addendum
- bid desk cited: pipe spec · page 9
- bid desk counted: 4 takeoff items
- bid desk flagged: 2 addendum changes
- estimator confirmed: 9 facts · rejected 1
- proposal ready: $186,400 · you submit
Cited, reviewed, and priced by your estimator · ready to submit
Bid the workAll 10 capabilitiesShow allHide
The Network
Post jobs. Bid on work.
Who decides
You choose who sees a job and who wins it. Nothing is a public listing.
An invite-only network of contractors, subcontractors, and service businesses. Post a job and invite members to bid, or bid on work you're invited to. Awarded work lands in the winner's own workspace.
- Your business gets an @handle others can invite
- A member directory by trade and region
- Post overflow jobs or invite bids on projects
- Bid on invitations from contractors and businesses
- Awards create the job in the winner's workspace
- Joining and bidding are free
overflow · commercial drain jetting
- you posted: overflow drain job
- you invited: 3 trusted members
- members bid: 3 responses
- you awarded: @oak_and_main · $1,450
- network created: the job in their workspace
Awarded to a member you invited · the job lives in their workspace
The NetworkAll 8 capabilitiesShow allHide
Your agents
Specialist agents do the work. A person decides.
Each agent has one job and a clear limit. Here is what each one does and who makes the call.
- Customer Agent
- Answers calls and website chat, captures leads, and books into real availability.
- Who decides: You set what it asks, which windows it books, and when it hands off to a person.
- Manager Agent
- Watches quiet leads, upcoming appointments, and unpaid invoices; sends reports and follow-ups.
- Who decides: You turn each trigger on and set the rules. Outbound texts and calls are Pro.
- Back Office AgentPro+
- Answers questions about jobs, quotes, invoices, and the schedule by chat or voice.
- Who decides: It only sees what the person asking is allowed to see.
- Dispatch copilotPro+
- Ranks techs by skill, certifications, distance, and workload.
- Who decides: You approve every assignment. Nothing auto-assigns.
- Field botPro+
- Each tech's push-to-talk helper for job details, notes, photos, and closeout.
- Who decides: Techs see only their assigned work. Closeout goes to office review.
- Training coachPro+
- Runs roleplay calls and scores them against your playbook.
- Who decides: A sandbox that never touches live customers.
- DocumentsPro+
- Finds, drafts, and revises private office files.
- Who decides: Revisions add a new version; your team chooses what to send.
- Inventory
- Keeps parts on an audited ledger and flags low stock.
- Who decides: Stock only moves through recorded ledger entries.
- Bid deskPro+Beta
- Reads bid packages, cites facts to the page, and drafts proposals.
- Who decides: Your estimator confirms facts, prices, and submits.
- Ad StudioPro+
- Writes ad copy, creates images and video, and tracks results by source.
- Who decides: Nothing runs until you post it. Paid campaigns start paused.
Plans
Starter or Pro: what's in each
Flat platform fees billed monthly. Technicians are unlimited on every plan, and each plan includes a monthly pool of AI credits. Usage beyond the pool is metered, and card processing fees apply to online payments.
| Feature | Starter$99/mo3 office seats500 AI credits / mo | Pro$299/mo10 office seats2,500 AI credits / mo |
|---|---|---|
| Win work | ||
| 24/7 inbound call and website chat agent | Included | Included |
| Phone lines | 1 | Up to 3 |
| Leads, booking, and customer records | Included | Included |
| Knowledge base and services catalog | Included | Included |
| Outbound follow-up texts and calls | Not included | Included |
| Run the day | ||
| Jobs | Included | Included |
| Schedule board, dispatch map, and suggestions | Not included | Included |
| Field app with a bot for every tech | Not included | Included |
| Get paid | ||
| Quotes, invoices, and online payments | Included | Included |
| QuickBooks and Xero sync | Included | Included |
| Back office and growth | ||
| Manager Agent monitoring and reports | Included | Included |
| Inventory ledger and alerts | Included | Included |
| Back Office Agent | Not included | Included |
| Training coach and document tools | Not included | Included |
| Ad Studio | Not included | Included |
| Business Profile review replies | Not included | Included |
| Bid and Network | ||
| Tradecraft Network: post and bid free | Included | Included |
| Bid desk | Not included | Beta |
| Seats and support | ||
| Technicians | Unlimited | Unlimited |
| Support | Priority | |
Enterprise adds unlimited office seats, custom AI credits, and dedicated support. Full plan details and annual billing
Integrations
Connected to the tools you already use
Calendars, accounting, CRM, messaging, and ads stay in sync with bookings and office work.
On every plan
- Google Calendar
- Outlook Calendar
- QuickBooks Online
- Xero
Pro and upPro+
- Slack
- Zapier
- Custom Webhook
- Salesforce
- HubSpot
- Google Business Profile
- Google Ads
- Facebook Ads
Also connects
- Google Sheets
- Google Local Services Ads
Put Service Socket to work in your business
Bring a real week from your business. We'll walk through the calls, the board, the field app, and the invoices with your scenario.