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AI revenue operations for home services

Stop losing home-service leads before your team even replies.

RIKU Growth builds AI-powered follow-up, call handling, CRM, and booking workflows for HVAC, solar, roofing, plumbing, and other home-service companies.

Lead sources
Phone, form, chat, ads
CRM workflows
GHL, Jobber, ServiceTitan
Automation mode
Assist to booking

Example workflow data

Missed Lead Recovery Queue

Live handoff ready
Missed call capturedAI SMS sentLead qualifiedDispatcher alertedReview request scheduled

Missed call captured

Step 1

After-hours plumbing repair request

Inbound call

AI SMS sent

Step 2

Response sent in 12 seconds with intake questions

SMS follow-up

Lead qualified

Step 3

Urgent repair, owner occupied, service area match

CRM fields updated

Dispatcher alerted

Step 4

Recommend first morning callback and priority slot

Human handoff

Review request scheduled

Step 5

Trigger after job is marked complete

Post-job workflow

Recommended dispatcher note

Call first thing, confirm active leak, offer earliest emergency window, and keep CRM stage as urgent until booked.

Revenue leakage

Most contractors do not have a lead problem. They have a follow-up leak.

Most contractors do not need more software. They need the tools they already have to stop leaking revenue between first contact, CRM update, dispatcher action, and post-job follow-up.

Missed calls after hours

By morning, the customer with an active leak or broken AC may have already booked another company.

Slow website inquiry response

Quote requests sit in an inbox while the customer keeps checking search results and calling competitors.

Leads buried inside CRM

The owner opens the CRM and cannot tell which leads were missed, quoted, booked, or lost.

Manual urgency sorting

The CSR writes notes in one place, the dispatcher texts from another, and priority gets guessed.

No automated review requests

The technician finishes the job, but the review request never gets sent.

Dormant leads never reactivated

The customer says they need to check with a spouse after the estimate, then nobody follows up.

Industry benchmarks

The leakage problem is not imaginary.

Industry benchmarks, not RIKU Growth client results. These sources show why response speed, follow-up, and review workflows matter.

Missed calls are common

28%

of business calls go unanswered on average.

Source: CallRail

Answered calls still need booking discipline

42%

typical call booking rate in ServiceTitan's trade-business dataset.

Source: ServiceTitan

Benchmarks vary by industry, market, team size, and tracking method. These sources show why missed response, weak follow-up, and review workflows matter.

Starting points

Choose the starting point based on where revenue is leaking.

Start with the workflow causing the most leakage now, then expand when the handoffs are ready.

Workflow Audit

Find where missed calls, CRM handoffs, estimate follow-up, and post-job workflows are leaking.

Best for: Companies that need clarity before building automation.

  • Lead source review
  • CRM/pipeline review
  • Follow-up gap review
  • Recommended workflow map

Scope confirmed before build.

Lead Capture System

Capture missed calls, website forms, chat, and after-hours inquiries before competitors respond.

Best for: Companies losing inquiries before the team replies.

  • Missed-call SMS
  • Website form follow-up
  • Chatbot intake
  • CRM update

Scope confirmed after workflow audit.

CRM Cleanup System

Clean up stages, tags, tasks, lead source tracking, and dashboard visibility.

Best for: Teams whose CRM has become a junk drawer.

  • Pipeline cleanup
  • Tags and custom fields
  • Task rules
  • Reporting dashboard

Scope confirmed after workflow audit.

Dispatcher Assist System

Help staff triage, prioritize, and hand off jobs without losing control.

Best for: Teams that need better booking and dispatch handoff.

  • Urgency scoring
  • Booking rules
  • Approval modes
  • Exception handling

Scope confirmed after workflow audit.

Full Revenue Operations System

Connect lead capture, CRM cleanup, estimate follow-up, dispatch, post-job reports, and reviews.

Best for: Companies that want the full lead-to-review workflow connected.

  • Lead capture
  • CRM cleanup
  • Estimate follow-up
  • Post-job reports

Scope confirmed after workflow audit.

Compare Packages

Sample console

See the workflow before you buy anything.

The demo shows a sample Home-Service Revenue Operations Console for missed-call recovery, AI qualification, CRM update, dispatcher handoff, estimate follow-up, post-job reports, review automation, and owner visibility. It is not a client case study.

View Demo

Missed call captured

An after-hours caller gets an instant SMS instead of waiting until morning.

Lead qualified

The workflow asks service type, urgency, location, and preferred time.

Dispatcher alerted

Staff see the recommended action, CRM status, and next follow-up step.

What we actually build

RIKU Growth does not just install chatbots.

We map how leads enter the business, where they get delayed, who should act next, what the CRM should record, and what follow-up should happen before and after the job.

System bucket

Lead Capture & Response

Capture missed calls, forms, chat, and after-hours inquiries before competitors get the callback.

  • Missed Lead Capture
  • AI Receptionist
  • Website Chatbot
  • After-hours response

Faster first response and fewer warm leads stuck in voicemail or inboxes.

View bucket

System bucket

CRM & Pipeline Management

Clean up stages, tags, source tracking, task rules, and reporting views.

  • CRM Automation
  • Internal Workflows
  • Lead source tracking
  • Reporting views

Owners see where leads stand and staff know the next action.

View bucket

System bucket

Estimate & Sales Follow-Up

Keep estimates, quote objections, and old opportunities from going cold.

  • Pre-Estimate Qualification
  • Estimate Follow-Up
  • Dormant Lead Revival
  • Quote recovery

Open estimates get timed tasks and clearer next steps.

View bucket

System bucket

Dispatcher & Booking Support

Support dispatchers with urgency scoring, booking rules, approval modes, and handoff notes.

  • Dispatcher Assist
  • Mode options
  • Urgency scoring
  • Exception handling

Dispatchers receive cleaner notes and priority recommendations.

View bucket

System bucket

Post-Job Reviews & Reporting

Turn completed jobs into summaries, CRM updates, review decisions, and follow-up tasks.

  • Review Automation
  • Post-Job Reports
  • Job completion summaries
  • Warranty/check-ins

The workflow continues after the technician finishes.

View bucket

System bucket

Full Revenue Operations System

Connect lead capture, CRM, estimates, dispatch, post-job reporting, review automation, and owner visibility.

  • Lead capture
  • CRM
  • Estimates
  • Dispatch

The full lead-to-review workflow becomes easier to track.

View bucket
View all specific workflows

Industries

Built for home-service workflows, not generic B2B forms.

The intake questions, urgency logic, and handoff rules change by trade. RIKU Growth designs the workflow around the way each service category actually books work.

HVAC

AI follow-up and CRM workflows for emergency calls, seasonal spikes, tune-ups, and replacement opportunities.

  • After-hours repair calls
  • Maintenance follow-up gaps
  • Replacement opportunities
View industry workflow

Solar

AI intake and CRM workflows for consultation booking, homeowner qualification, and proposal follow-up.

  • Homeowner vs renter filtering
  • Roof and utility bill details
  • Proposal follow-up
View industry workflow

Roofing

Automation for storm leads, inspections, insurance details, bid packages, and estimate follow-up.

  • Storm lead surges
  • Inspection scheduling
  • Insurance/document collection
View industry workflow

Plumbing

Missed-call and booking workflows for urgent leaks, clogged drains, emergency jobs, and after-hours requests.

  • Emergency leak calls
  • Drain/sewer inquiries
  • After-hours booking gaps
View industry workflow

Cleaning

Quote intake and follow-up workflows for one-time jobs, recurring service, and review requests.

  • Quote details missing
  • One-time jobs not recurring
  • Slow inquiry response
View industry workflow

Electrical

AI intake and CRM workflows for urgent issues, panels, EV chargers, inspections, and estimate follow-up.

  • Urgent issue routing
  • Panel/EV questions
  • Estimate follow-up gaps
View industry workflow

How the workflow runs

Lead In to Review Request, without scattered handoffs.

The point is not to add another isolated tool. The point is to connect intake, qualification, CRM, dispatcher action, booking, and post-job follow-up.

1

Inquiry comes in

Website, phone, form, ad, or chat starts the workflow.

2

AI responds

SMS, chat, or call flow starts while the lead is still warm.

3

Lead is qualified

Service, urgency, location, ownership, and preferred time are captured.

4

CRM is updated

Contact, opportunity, stage, tags, and notes are cleaned up.

5

Dispatcher handoff

Staff receive the recommended action and key lead details.

6

Booking moves forward

Human-confirmed or rule-based booking depends on the mode selected.

7

Estimate follow-up

Sent estimates receive timed follow-up, rep tasks, and lost reason tracking.

8

Review request triggers

Post-job review and internal summary workflows run after completion.

Dispatcher automation modes

Mode 1: Assist Only

AI collects details and recommends the next action. A human dispatcher still books.

Mode 2: Semi-Automated

AI qualifies the lead and suggests appointment windows. A human confirms.

Mode 3: Automated Booking

AI books only inside approved services, service areas, calendar rules, and escalation limits.

Calculator

Estimate how much follow-up leakage could be costing you.

Use a simple calculator to estimate missed-call, form-response, quote follow-up, and dormant-lead leakage. The result is an estimate, not a guarantee.

Calculate Revenue Leakage

Missed calls

Calls that never receive a fast text-back or dispatcher alert.

Slow form response

Website requests that sit in an inbox while the customer keeps shopping.

Old estimates

Quotes sent once, then left without timed follow-up or lost reason tracking.

Next step

Find the leaks before another lead goes cold.

Book a workflow audit and identify where missed calls, slow follow-up, CRM leakage, and post-job review gaps are costing the business.