For trades and home services
Book the visit, chase the quote, win the job
A trade's week is quote visits, jobs and a phone that rings while you are up a ladder. PromoPilot lets customers book a quote visit at their own address from your website or Facebook page, texts them before you arrive so you are not left at a locked door, reminds you to chase the quote and keeps every enquiry in one pipeline from first message to job won.
- Quote visits booked at the customer's address
- Text reminders before every visit
- Every enquiry in one pipeline, through to job won
This stack: Social Scheduling, Conversations, CRM + Automations. $81 a month per brand.
1. Booking pages at their address
Quote visits booked at their address
Make a booking page for a free quote visit, held at their address. Customers pick a free time from the link on your website, your Facebook page or a funnel, type in the address and answer your questions, such as the type of job and their postcode. The address becomes the location of the visit, the customer becomes a contact, and the visit can open a deal in your pipeline at Visit booked.
2. Quote visit playbook template
Texts that get you through the door
Switch on the "Quote visit: confirm, remind and follow up" template from the playbook library. It texts the customer to confirm the visit, then the day before and two hours before you arrive. Mark the visit as a no-show when nobody was in and it texts them a link to rebook. Two days after a visit it reminds you to chase the quote with an in-app notification, and sends the customer a friendly text asking if they have any questions. Texts go from your PromoPilot phone number, only to customers who ticked the box for text reminders; the rest are skipped.
3. CRM, pipelines and scheduling
From enquiry to job won, on one board
Booked visits, website forms and Facebook lead ads land as contacts in one pipeline: Enquiry, Visit booked, Quote sent, Job won. A booked visit records the ad or post that brought the customer, so you can see where the work comes from. When the job is finished, upload the before and after photos and schedule them to Facebook and Instagram, each with its own caption.
4. Availability and round robin
Plan the week's visits around the van
Set the length of a quote visit, the notice you need, a gap between visits for the drive and a daily limit, and customers are offered only the times that fit around your working hours, time off and bank holidays. Two people can never book the same slot. With a team, share the visits round robin across your engineers, and each of you can see the week on your phone with a private subscribe link, the customer's address on every visit.
Included in the CRM + Automations module and every paid plan. Each kind of meeting gets its own link, and only free times are offered.
5. AI Receptionist
Take the call when you are up a ladder
You cannot pick up with your hands in a boiler. An AI receptionist answers your number, answers what it can from your services and opening hours, takes a message with the caller's name, number and what the job is, and puts them through to your mobile when they ask for a person. Callers who leave a message become contacts, ready for the pipeline.
A separate module. Calls use credits, from 10 a minute, and every call shows in the CRM with a summary and the full transcript.
Run it from Claude
What the MCP server does for trades and home services
Connect Claude Code to your PromoPilot account with one key and the repetitive part of the week becomes a sentence. The transcript is a worked example for trades and home services; the tool names are the real ones.
Included with every account. Keys are created in Settings, can be limited to one brand, and can be revoked at any time. How to connect your assistant
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What it costs
The modules trades and home services usually switch on
Prices are per brand per month, in dollars. Add or remove a module whenever you like; yearly billing saves about 17 percent.
Every module, bundle and credit packSocial Scheduling
One calendar for Instagram, Facebook, TikTok, YouTube and LinkedIn
$24/mo
Conversations
Every DM, comment and email in one inbox
$20/mo
CRM + Automations
Contacts, pipelines and playbooks that follow up for you
$37/mo
This stack, one brand
$81/mo
Add the AI Receptionist
1 AI agent and 300 credits a month included. Calls from 10 credits a minute, and the phone number from $5 a month.
+$29/mo
Questions
Asked by trades and home services
Can customers book a visit at their own address?
Yes. Set the booking page to At their address and the customer types the address when they book. It becomes the location of the visit, in your calendar and on the invite they get.
Do I need a phone number for the text reminders?
Yes. Texts go from a phone number you add in PromoPilot, and only to customers who ticked the box for text reminders when they booked; the rest are skipped. The emailed Booked call journey works without one, from your own verified email domain.
Can my engineers share the visits?
Yes. Invite them to the brand and set the booking page to round robin, and visits are shared across the team. Each person can follow their own visits on their phone with a private subscribe link for iPhone, Outlook or Google Calendar.
Set up your brand this afternoon
Connect your accounts, switch on a module, schedule the first week. Billed in dollars, cancel any time.
