Megan is an AI coworker that handles follow-ups, missed calls, and customer communication so your team can stay caught up and your schedule stays full.
Plugs into the tools you already use:
Calls come in while your team is booking jobs, answering tech questions, and updating the CRM. Open estimates sit too long. Follow-ups get pushed to tomorrow. Not because your team is bad, because there's too much to do.
Your Day
Calls come in while you're booking a job. Estimates sit in the CRM untouched. Follow-ups get pushed to tomorrow. Your team handles what they can, but the overflow costs you jobs.
MeganMegan catches the repetitive work. Estimate follow-ups, customer texts, after-hours calls, and routine CRM tasks, so your team can stay focused on what actually needs a human.
Revenue Leaks
15 open quotes sitting in your CRM. Customers meant to call back but didn't. Every day they sit, your close rate drops.
MeganTurns open estimates into booked work. Megan follows up automatically by text and email, answers common questions, and keeps customers moving toward scheduling.
Capacity
Calls, texts, reminders, reschedules, and follow-ups eat the entire day. Your team is great, they just need more hands.
MeganMegan gives your office more capacity. She handles the repeatable work so your team can focus on the jobs that actually need a human touch.
Phone, text, email, chat. Megan answers 24/7, qualifies leads, books jobs, and follows up. Customers talk to her like a real person.
CALLS + TEXT + EMAIL + CHAT
Plugs into your CRM, email, calendar, and 3,000+ integrations. Books jobs, updates records, sends invoices. She works inside your systems so your team doesn't have to juggle another tool.
3,000+ INTEGRATIONS
Daily briefings, estimate follow-ups, appointment reminders, lead nurturing, review requests. You set the rules once. Megan runs them every day so your team can focus on higher-value work.
YOUR OFFICE ON AUTOPILOT
Learns your pricing, service area, customer preferences, and business rules. Text her from the truck. She remembers everything and gets better every week.
LEARNS YOUR BUSINESS
Megan helps everyone do their best work, starting with the office.
No more buried voicemails or forgotten follow-ups. Megan handles overflow calls, chases open estimates, and keeps the CRM current so you can focus on running the office.
Stop being the backup plan. Megan handles after-hours calls and follow-ups so you can focus on growing the business.
Jobs land on your board automatically. Megan books from calls and texts. You optimize the routes.
Every lead gets touched. Megan nurtures and follows up so your closers only talk to warm prospects.
Megan follows your pricing, your service area, and your communication style. Nothing goes out that you haven't approved.
Every call, text, and CRM update is logged. Your team can see exactly what Megan did and why.
When something needs a human, Megan flags it and routes it to your team. She knows what she doesn't know.
Megan handles the repetitive work so your team can focus on the work that actually needs their expertise.
Text Megan a task. She executes it in your CRM, makes the calls, sends the texts, and reports back. Like having an extra set of hands on your team.
“Megan, follow up on all unsold estimates over $1,000”
Done. Called 4 customers, texted 2 more. Mrs. Garcia wants to schedule her $2,400 AC install for next Thursday. I booked it. Updated all 6 leads in ServiceTitan.
“Assign the 2pm water heater job to Mike”
Done. Assigned to Mike Thompson. He has no scheduling conflicts. I texted him a heads-up with the address.
“We don't service the 90210 zip code anymore”
Got it. I'll decline any leads from 90210 going forward and let callers know we don't cover that area. Updated my rules.
“Text all of tomorrow's customers to confirm their appointments”
Sent. 6 customers confirmed via text. Mrs. Patterson wants to reschedule from 9 AM to 2 PM. Want me to move it?
Scans open estimates in your CRM, flags 3 for follow-up today.
Sends automated text messages to remind today's customers of their appointments.
Your office manager is already on the phone. Megan picks up the overflow, qualifies the lead, gets the address, and books a drain cleaning directly into ServiceTitan.
Texts the team: "Good morning. 3 jobs today, 1 new lead came in overnight. It's on your board."
"Follow up on all estimates over $1,000." Megan calls 4 customers, texts 2 more, books 1 job, updates all leads in CRM.
Automatically calls a customer whose estimate has been sitting open for 5 days to check in. Updates CRM with the outcome.
The office is closed, but a call comes in. Megan answers, applies your $150 emergency dispatch fee, and books the dispatch.
Sends you a quick text summary of everything booked and handled today so you can sleep easy.
Megan adapts to your trade, your CRM, and your way of doing business.
Megan runs your ServiceTitan. She books drain calls, follows up on sewer line estimates, sends appointment reminders, and handles after-hours emergencies with your dispatch fee. She knows a dripping faucet from a burst pipe and triages accordingly.
| What Happens | Today | Megan |
|---|---|---|
| Missed calls after hours | Lost revenue | Answered 24/7 |
| Open estimate follow-up | When someone remembers | Automatic |
| Tomorrow's schedule prep | Scramble in the morning | Ready the night before |
| Customer reminders | Manual texts | Sent automatically |
| Reschedules and callbacks | Sticky notes and memory | Tracked and followed up |
| CRM updates | End of day (maybe) | Real-time |
| Maintenance rebooking | Gets pushed to next week | Scheduled automatically |
| After-hours coverage | Voicemail | Live AI conversation |
| Daily office briefing | Doesn't happen | Every morning |
| Works in your CRM | Copy-paste between tabs | Natively |
Every row is revenue your office is leaving on the table.
/01
We get on a 30-minute demo. You tell us your pricing, your service area, your CRM, and how your office runs.
/02
We connect Megan to your CRM, email, and phone. She starts learning your business immediately. That's the entire setup process.
/03
Tell Megan “follow up on all open estimates over $500” and she does it. In your CRM. Automatically. Your team just sees the results.
She pays for herself after one booked job.
See how Megan helps your office team.
30-Minute Demo • No Commitment