Built inside a real contracting company — not a software lab

AI employees for
home service companies.

We run a roofing, HVAC & solar company in Tampa. We built AI that answers every lead in seconds, revives dead estimates, books tune-ups, runs our ads, and reports every morning. Now we install the same system in your business.

Get Your Free Database Audit 15 min · we show you the $ hiding in your CRM · no contracts
$8.9Mmissed pipeline found in our own database
<60 secspeed-to-lead on every form fill & missed call
8,752maintenance targets queued & worked automatically
7:00 AMdaily report card in the owner's inbox

The product line

Each one runs standalone. Together they're a front office that never sleeps. Every plan includes the Dashboard.

FLAGSHIP

Follow-Up Sales Engine

Your CRM is full of estimates that never closed and customers who went quiet. The engine finds them, works them with human-quality texts and emails, and doesn't stop until they book or say no. We found $8.9M of it in our own database — that audit is free for yours.

▸ 552 revivable opportunities identified in one company's CRM

from $1,297/mo flat — no per-job fees · works off a CSV export from any CRM

SPEED TO LEAD

AI Lead Booker

Form fills, missed calls, after-hours texts — answered in under a minute, qualified, and booked to your calendar. Includes missed-call text-back.

▸ 78% of leads go with the first company to respond

from $397/mo

RECURRING REVENUE

Maintenance Booker

Tune-up booking, membership renewals, lapsed-member winback on a set cadence. Fills shoulder-season schedules without a single CSR call.

▸ 878 lapsed members queued for winback at our own shop

from $297/mo add-on

DEMAND

Meta Ads AI Agent

An AI media buyer that builds campaigns, spins up landing pages, and optimizes daily. One operator's oversight, machine consistency.

▸ Live on our own account daily since Aug 27

from $1,497/mo + your ad spend

INCLUDED IN EVERY PLAN

Owner's Dashboard

Reviews, financials, CSR & tech report cards, true booking rate (not the raw number your phone system lies to you with), and a 7 AM email that tells you exactly what happened yesterday.

▸ Raw booking rate 48.6% vs real rate 94.4% — know the difference

included · standalone $297/mo

ADD-ON · WORKS WITH ANY PLAN

Google Profile Optimization

Own the map pack. Full Google Business Profile optimization, an automated review engine (requests after every completed job + drafted responses), fresh posts weekly with your real job photos, citation cleanup, and a monthly rank-grid report showing exactly where you show up across your service area.

▸ Rank-grid tracked weekly across our own three profiles — we eat this cooking

$397/mo add-on · any plan

Operator's numbers, not vendor promises

Everything below is from running this stack inside our own company first.

Database Reactivation

$8.9M

In missed follow-up pipeline surfaced by the engine's audit of our own ServiceTitan + CRM data — 552 opportunities with no next step, now being worked automatically.

Maintenance & Winback

8,752

Tune-up and membership targets identified and queued: 878 lapsed members, 5,497 dormant past customers — worked on a 6-month cadence with owner-approved routing rules.

Front-Office Accountability

7:00 AM

Daily CSR report card: every call graded, every callback owed listed by name, booking rate computed on bookable calls only. Our managers run the morning off it.

Source: internal production data, Protek Property Solutions (Tampa, FL), Aug–Sep 2026. Meta Ads Agent case study publishing after 90 days live.

How onboarding works

STEP 1 · WEEK 0

Free database audit

Send a CSV export (or connect ServiceTitan/Jobber/Housecall Pro). We hand you a number: revivable pipeline in your CRM. Keep it either way.

STEP 2 · WEEKS 1–3

Build & register

We provision your account, wire your CRM, load your service areas and routing rules, and file your A2P texting registration — fully compliant, done for you.

STEP 3 · WEEK 3+

Go live

The AI starts working your leads and database. You watch every conversation and every booking on your dashboard, and get the 7 AM report.

Pricing

Month-to-month, no contracts. One-time onboarding covers the build, integrations, and A2P registration. Usage billed at cost + margin so you only pay for messages actually sent.

Booked

$497/mo

+ $997 one-time onboarding

  • AI Lead Booker (speed-to-lead + missed-call text-back)
  • Owner's Dashboard + 7 AM report
  • A2P registration done for you

Revived

$1,297/mo flat

+ $1,997 one-time onboarding

  • Everything in Booked
  • Follow-Up Sales Engine on your full database
  • Maintenance Booker & membership winback
  • Free database audit credited to onboarding

Growth

$1,997/mo + ad spend

+ $2,497 one-time onboarding

  • Everything in Revived
  • Meta Ads AI Agent: campaigns, landing pages, daily optimization
  • Quarterly strategy review
Usage: messaging billed at cost + 30% — the actual carrier send cost plus the AI cost of generating each reply (typically $0.03–0.04 per text segment), itemized on every invoice. No per-job fees, ever. Add-on: Google Profile Optimization $397/mo on any plan. Non-standard CRM connector (outside ServiceTitan, GoHighLevel, Jobber, Housecall Pro, Workiz): +$500 onboarding.

Works with your stack

ServiceTitan ✓ GoHighLevel ✓ Jobber Housecall Pro Workiz Any CRM via CSV (reactivation)

Straight answers

Is the texting compliant?

Yes. We register your A2P 10DLC brand and campaign under your business, use documented opt-in, and every first message carries STOP/HELP language. It's the same process we run for our own company.

Do I need to switch CRMs?

No. We integrate with ServiceTitan and GoHighLevel today, Jobber/Housecall Pro/Workiz on request — and the database reactivation flagship works off a simple CSV export from anything.

Who's actually running this?

Operators. We own and run a Tampa roofing/HVAC/solar company; this stack ran there first. You get the version that survived contact with real CSRs, real techs, and real customers.

What if the AI says something wrong?

Every conversation is visible on your dashboard in real time, escalation rules hand tricky ones to your team, and we review transcripts the way we grade our own CSRs.

Contracts?

None. Month-to-month. Onboarding fee covers the build; cancel anytime after.

How fast am I live?

Lead Booker: days. Full database engine: 2–3 weeks (A2P approval is the long pole — we file it the day you sign).

Find out what's already in your CRM

The audit is free, takes 15 minutes to set up, and you keep the number whether you hire us or not.

Book My Free Database Audit

Prefer email? alexh@protekps.com