Every customer, every follow up, in one place.
Engage is the customer side of HomeServiceStackPlus.AI: the CRM, the inbox, the booking calendar, the campaigns and the automations that keep work coming in while the crew is on a job.
18 things Engage does
Customer CRM
Every customer, every job, every note in one record the whole team can see: who called, what was quoted, when the work was done and what to follow up on.
One Inbox
Texts, email, calls, website chat, Facebook and Instagram messages in one thread per customer, so the 9pm question about a leak or a quote is answered once by whoever is on.
Missed Call Text Back
When a call goes unanswered, an opted in customer gets a short text right away with a way to book, so the job does not go to the next company on the list.
Estimates and Follow Up
Estimates sent, tracked and followed up on a schedule you set, with a nudge to the customer who has gone quiet.
Calendars and Booking
Estimate visits, service calls and consultations booked from a link, confirmed by text and reminded the day before, so fewer people forget.
Email Campaigns
Seasonal tune up reminders, maintenance plan offers, the thank you after a job and the win back, sent to the list you choose with the opt out built in.
Text Campaigns
Short messages to customers who have agreed to hear from you, with the business name, the opt out line and quiet hours respected.
Landing Pages and Forms
A page for the spring special, the storm response, the free estimate or the financing offer, live in an afternoon with the form on it.
Funnels
A page, a form, a text and an email in order, so a new lead hears from you in minutes and again on the days after.
Review Requests
A request after a finished job, sent when the customer is happiest, with the review link already in it.
Social Planner
The week's jobs, tips and offers scheduled across Facebook, Instagram, TikTok and Google from one calendar.
Automations
New lead, welcome text, estimate reminder, follow up, review request, written once and run every day, with quiet hours and opt outs respected.
Conversational AI for Chat
A chat assistant on your site and Facebook that answers the common questions and books the visit, handing a real person the rest.
Payments and Invoicing
Send an invoice, take a payment, set up a deposit or a payment plan, from the same screen as the conversation.
Memberships and Maintenance Plans
Sell and renew yearly tune ups and inspections, with reminders before each one comes due.
Branded Mobile App
Your team and your customers reach the system from a phone, under your business name.
Team Roles and Permissions
Office, sales, field and owner each see what they need, with a separate account for each location.
Reporting
Calls, leads, booked visits and reviews in one view, so you can see what is bringing in work.
How it works with Hank and the writing tools
The writing tools draft the words, with advertising and consent rules built in. Engage is where they go out: the list, the schedule, the automation and the reply. Every draft is for you to read and approve.
- Hank, the assistant that knows the app, your trade and the marketing rules, and answers from the screen you are on
- Tools for your own trade and the tools every trade uses, each written to your business and your service area
- A Prospector for every trade that plans who to approach and writes the first message, the follow up and the call
- Campaigns that take one offer from brief to approved, with each piece checked before it goes out
- A compliance center that points to your state contractor licensing board and keeps your house rules in one place
Engage also connects to the systems a company already runs, with 1,800+ integrations in its app marketplace. Those connect to accounts you already have.