Run your home services business from one system, not five apps.
CoastaFlow connects your calls, texts, estimates, scheduling, and payments so HVAC, plumbing, electrical, and handyman teams stop losing jobs between the truck and the office.
The operational reality
Missed calls while techs are on job sites
When everyone is on a ladder or under a house, inbound calls roll to voicemail, and homeowners calling three companies at once book with whoever answers first.
Estimates that never get followed up
Quotes get texted from a personal phone, the office has no record of them, and nobody checks back. Approved work sits unsigned because no one owns the follow-up.
Dispatch chaos and double-booked techs
Scheduling in a whiteboard or shared spreadsheet means techs get sent to the wrong side of town, appointments overlap, and customers call asking where their technician is.
Chasing payment after the job is done
Invoices go out days late by mail or email, and office staff spend hours a week calling about overdue balances instead of booking new work.
How CoastaFlow covers it
Every call answered or texted back
AI reception answers overflow calls and missed calls trigger an instant text conversation, so a ringing phone never becomes a lost job.
Related featureOne inbox for calls, texts, and web leads
Every customer conversation across SMS, email, phone, and web chat lands in one thread tied to the customer record.
Related featurePipeline tracking from estimate to signed job
See every open quote, who owns it, and how long it has been sitting, with follow-up tasks assigned automatically.
Related featureScheduling built for field crews
Book jobs, assign techs, and send customers automatic confirmations and on-the-way notifications.
Related featureInvoices paid on the spot
Send estimates and invoices by text with a pay link so techs can collect before they leave the driveway.
Related featureAn example workflow
- 1
A homeowner calls while your team is on a job
The AI voice receptionist answers, captures the issue and address, and offers available booking windows.
- 2
The job is booked and confirmed
The appointment lands on the right tech’s calendar and the customer gets an instant text confirmation with your business name.
- 3
The tech arrives and quotes on site
The estimate is sent from the mobile app with a review link, the customer approves and signs from their phone.
- 4
Work is completed and payment collected
An invoice with a pay-by-text link goes out the moment the job is marked complete.
- 5
The review and the next job are set in motion
A review request sends automatically, and the customer is enrolled in a seasonal maintenance reminder sequence.
Recommended automations
Missed call text-back
Any unanswered call triggers a text within seconds asking how you can help, keeping the lead in play.
Unsigned estimate follow-up
Quotes older than 48 hours trigger a polite follow-up sequence and a task for the office to call.
Appointment reminders and on-the-way texts
Customers get a reminder the day before and a notification when the tech is en route, cutting no-shows and “where are you” calls.
Seasonal service reminders
Past customers get tune-up reminders before peak season, AC in spring, furnace in fall, filling the schedule with repeat work.
AI Status
3 agents active
New Leads
128
+18% vs prior 30 days
Response Time
38s
median, first touch
Booked Jobs
27
+9 vs last month
Estimates Out
$84.2k
42 open
Sales Pipeline
Last 30 daysAutomation Activity
AI Voice Receptionist
Booked estimate · Marsha Tillman, (843) 555-0147
Missed-Call Text-Back
Texted (912) 555-0183 in 5s · conversation opened
Estimate Follow-Up
Nudged D. Okafor, $2,340 quote · nudge #2 sent
Reputation Engine
5★ review requested → received · K. Marin
Frequently asked questions
For many home services businesses, yes, scheduling, customer records, invoicing, and communication all live in CoastaFlow. If you use a specialized dispatch tool, integrations can keep both systems in sync.
Yes. The mobile app lets techs see their schedule, message customers, send estimates, and collect payment without calling the office.
Your contacts can be imported during onboarding so your history, follow-up sequences, and review requests work from day one.
See CoastaFlow configured for home services.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.