For owners, sales managers & comfort advisors

Close more of the work you already paid to find

Most home service companies don't have a lead problem. They have a follow-up problem: quotes that go quiet, leads called once, and calls nobody wrote up. HomerAI works every lead and every quote until it's a yes or a clear no — from the same CRM your office and crews already use.

See it in action

The sales side of HomerAI in under 40 seconds

Sequences, the parallel dialer and its AI coach, call summaries, and estimates — recorded in the product.

Where the revenue goes

Jobs are rarely lost to “no.” They're lost to silence.

The quote that goes quiet

A $9,000 system replacement gets sent on Tuesday. Nobody checks in until the customer has already signed with someone who did.

The lead called once

Reps dial one number, wait, leave a voicemail, look up the next one. An afternoon of dialing turns into a handful of real conversations.

The call nobody wrote up

The customer said they wanted financing and a Thursday install. It lived in one rep's head, and that rep is on vacation.

Sales sequences

Follow-up that runs itself, until they say yes

Build a follow-up plan once — a text now, a call tomorrow, an email in three days — and enroll a lead or a quote in one click. HomerAI sends the messages and drops the calls onto the right rep's list.

  • Texts, emails and call tasks in one sequence, spaced on business-day timing so nothing lands on a Sunday.
  • Stops when they reply. A booked job or an answered call ends the sequence, so nobody gets chased after saying yes.
  • Written for you. Describe the sequence you want and Homer drafts it, or start from a template for new leads and unsold quotes.
  • See what's working. Enrollment, open and reply rates for every sequence.
HomerAI sequence builder for a 'New residential lead' sequence: a text message sent immediately, a call task after one business day, and an automated email after three more business days, with eight contacts enrolled.

Three steps, four days, eight leads being worked right now.

Tasks & queues

One list that tells every rep what to do next

Every call and email a sequence creates lands on one task list, tagged with the sequence and the step it came from. Build call queues by trade, city or list, and split them across the team.

  • Due today, overdue, upcoming — filtered per rep or for the whole team.
  • Who to call today. Homer ranks your contacts by what's happening with them and tells you why each one made the list.
  • Do-not-contact respected. Contacts marked do-not-contact, or without a phone number, are left out of call queues automatically.
HomerAI task list showing an email task at step 3 of 3 and several 'Call to book a visit' call tasks at step 2 of 3, each tagged with the 'New residential lead' sales sequence and a due date.
AI parallel dialer

Ring four. Talk to whoever answers.

Your rep starts a dial block and HomerAI calls up to four leads at once. The first person to pick up is connected straight away, voicemails are screened out, and an AI coach puts a talk track for that exact lead on screen.

  • A talk track for every lead, built from that lead's CRM notes in the method you choose: SPIN, Challenger, Sandler, Gap Selling, NEPQ or consultative.
  • Live coaching. With recording on, the call is transcribed as it happens and Homer suggests what to say next — including how to handle the price objection.
  • Compliance built in. Lists are checked before a number is dialed, calls go out only between 8am and 9pm where the lead is, and the dialer slows itself to stay under the FTC's 3% abandoned-call limit.

Included on Growth plans and above.

HomerAI parallel dialer connected to a homeowner, with the live coach flagging a price objection and suggesting a financing response, plus a SPIN talk track: opener, discovery questions, points to land, objection answers and the ask.
Call recording & AI summaries

Every call written up before the rep hangs up the headset

Sales calls are recorded, transcribed and summarized automatically, then filed against the customer. Homer tags the outcome — interested, callback requested, meeting booked, send info — so a manager can read the afternoon in a minute.

  • The gist on the record. Whoever picks up the customer next reads three lines instead of replaying six minutes.
  • Coaching for the team. A rep-by-rep read on call activity: what's working and where there's room to improve.
  • Searchable call log. Filter by rep, outcome, direction or AI insight.
A recorded outbound call in HomerAI, tagged 'Meeting set', with an AI summary — the customer felt the quote was high, financing was offered at about $129 a month, and an install was pencilled in — followed by the timestamped transcript.
HomerAI call log listing outbound calls with outcomes such as Meeting set, Connected, Voicemail and No answer, and AI insight tags such as Interested, Meeting booked, Callback requested and Not interested.
Estimates & payments

From “sounds good” to paid, in the same conversation

Build estimates from your own price book, save the ones you send every week as templates, or let Homer draft one from the conversation you just had. Then send it with a secure card-payment link.

  • Line items, discounts and tax from your products and services, with totals worked out as you go.
  • Pay by card online. A Stripe checkout on the estimate settles to your own connected account — card numbers never touch your office.
  • Draft, sent, accepted, declined. See where every estimate stands, and enroll the unsold ones in a follow-up sequence.
HomerAI estimate editor for a heat pump replacement with three line items — smart thermostat install, 3-ton heat pump system and home comfort plan — a tax rate, an $8,874.34 total, and buttons to save as template or send a payment email.
For sales managers

Read the pipeline without building a report

Every dashboard opens with an AI overview: what happened, the wins, and what needs attention next — regenerated on demand, never a stale export.

The Sales tab of the HomerAI dashboard with an AI overview for the last 30 days, listing wins and room for improvement.
One lead, start to finish

Nothing has to be copied between systems

The AI receptionist, the website, the dialer, the estimate and the follow-up all write to the same customer record. That's what makes the follow-up automatic instead of a to-do.

  1. MON 9:14 PM

    A homeowner fills in your website form

    They arrive as a contact in the CRM, not as an email someone has to copy across. One click enrolls them in your new-lead sequence.

  2. MON 9:15 PM

    A text goes out straight away

    “Thanks for reaching out — reply here or call any time.” Sent by the sequence, not by a rep at 9pm.

  3. TUE 10:02 AM

    The parallel dialer reaches them

    The call task is waiting in the rep's queue. The coach has a talk track ready before the first ring.

  4. TUE 10:09 AM

    The estimate goes out before they hang up

    Built from your price book, with a card-payment link. The call summary is already on the record.

  5. FRI 8:30 AM

    No reply? The quote sequence picks it up

    A check-in text, a financing email, a call task — until it's accepted or a clear no.

Bring us your open quotes

We'll show you the follow-up HomerAI would run on them, and the calls it would put in front of your team tomorrow.