Lead-funnel automation for home-services trades
Clear Automations builds lead-capture, estimate follow-up, and review-recovery workflows for plumbing, electrical, landscape, pest, garage door, fence, tree service, and other home-services trades that don't fit our HVAC or roofing SKUs.
10
sub-verticals supported
6
workflows in the build target
100%
contractor-owned accounts
The leak is the same. The trade is different.
After-hours and lunch-hour calls hit voicemail; the next contractor on Google wins the booking.
Estimates get one manual follow-up, then disappear into texts and inboxes — losing 30-40% of quoted work.
Reviews depend on whoever remembers to ask, and recurring services (pest, landscape) don't get systematic reactivation.
The first build focuses on lead capture and estimate follow-up. Sub-vertical-specific scripting handles plumbing emergencies, electrical hazards, tree-on-house safety branches, and recurring-service economics for pest and landscape.
Start with the $1,000 AI Assessment.
Build · Stage 1
The core build
Faster callbacks across business and after-hours
Setup
Scoped in Assessment
Monthly
Scoped in Assessment
Timeline
2-3 weeks
AI does not diagnose plumbing, electrical, tree, or pest issues. Safety branches route to 911 / utility company / professional response as appropriate.
Build · Stage 2
Added once Stage 1 is stable
More quoted work moved to signed jobs
Setup
Scoped in Assessment
Monthly
Scoped in Assessment
Timeline
2 weeks
Estimate follow-up is sub-vertical-agnostic. The same workflow handles plumbing repair quotes, electrical panel upgrades, fence installs, and tree-removal estimates.
Build · Stage 3
Added once Stages 1+2 are stable
Recurring services reactivated, reviews collected
Setup
Scoped in Assessment
Monthly
Scoped in Assessment
Timeline
1-2 weeks
Recurring service reactivation is enabled only for pest control + landscape sub-verticals. Other sub-verticals (plumbing, electrical, garage doors, etc.) get a 'not applicable' note in the dashboard.
Everything starts with the $1,000 AI Assessment — we map exactly where your leads leak and what to build first (it credits toward the build). The build below is what your AI employee looks like for home services, scoped in your Assessment. Weather lanes, insurance-claim follow-up, and storm-recall workflows are NOT in this build — those live in the HVAC and roofing builds. Home-services is intentionally lean.
TCPA-aware outreach
SMS opt-in, unsubscribe language, calling-hours quiet windows, frequency caps. Same pattern as HVAC and roofing.
AI does not diagnose
Plumbing / electrical / tree / pest issues are diagnosed by humans. AI collects context, routes urgency, and triggers safety branches when needed.
Optional license display
Plumbing (TX TSBPE), electrical (TDLR), and pest control (TX TDA) require license number on advertising. Optional landing-page footer field surfaces the contractor's number when present.
FSM coexistence
Designed to sit beside Jobber, Housecall Pro, ServiceTitan, FieldEdge, or a simple spreadsheet pipeline. Lead funnel ends at deal-stage = won.
Add to any phase
$500 flat
Heavily-tailored Retell script for niche sub-vertical not in the default 10. Examples: solar install, water-treatment, septic, well-drilling.
$750 setup + $50/mo
For dual-service shops (plumbing + electrical, landscape + pest, etc.) — adds a second sub-vertical agent to the same n8n instance.
$1,500 setup + $150/mo
API token integration for larger plumbing + electrical shops on ServiceTitan ($245-$500/tech/mo).
Tools policy
The funnel uses self-hosted n8n as the backbone and connects to the contractor's CRM, phone, FSM, and messaging stack after access is approved. We do not write to or read from the FSM until the Stage 2 webhook handoff.
Self-hosted n8n
Coordinates form intake, callback queues, estimate follow-up, review requests, recurring-service reactivation (pest/landscape), and owner digest.
Retell AI
About $0.07/min with roughly 600ms latency, SOC 2, and a self-service BAA. 10 sub-vertical agents share the n8n workflow set; only the system prompt + safety branches differ. Vapi stays a documented alternate for deep-custom builds.
HubSpot Free or existing CRM
Lead-funnel CRM (pre-job). 8-stage pipeline with sub-vertical, biggest-leak, and license-info custom properties.
Telnyx + Resend
Telnyx for voice + SMS with STIR/SHAKEN attestation. Resend for transactional email. Same as HVAC and roofing.
Diagnosis or DIY recommendations from AI
Plumbing, electrical, tree, pest issues are diagnosed by qualified humans. AI does not recommend DIY repairs (water + electrical + gas + chemical safety).
Personal cell as primary callback target
Avoid routing customer emergencies to a personal phone without hours, ownership, and backup rules.
Vertical-specific weather or storm workflows
HVAC's heat-event lane and roofing's storm-recall live in their dedicated SKUs — not in the home-services catch-all.
Hidden lead ownership
ClearAutomations does not own the contractor's phone number, CRM, workflow exports, or customer list.
Illustrative results
| Metric | Today | Modeled System |
|---|---|---|
| After-hours emergency calls (plumbing, electrical, tree) | Voicemail, owner cell, or next-day callback | Sub-vertical-aware callback within 5 minutes |
| Estimate follow-up | 1 manual reply, then no structured follow-up | 3 email + 1 SMS sequence with lost-reason tagging |
| Recurring service renewals (pest, landscape) | Seasonal reminders depending on staff capacity | Sub-vertical-cadence reactivation campaigns (quarterly pest, monthly landscape) |
| Reviews | Whoever remembers to ask | Filtered post-job request with manager-route on negative |
This is a planning model varying by sub-vertical, not a published case study. Replace with approved client numbers after a pilot.
Plumber, electrician, landscaper, pest control, garage door, fence/deck, tree service, junk removal, painter, pressure-washer — 10 sub-vertical agents share the same n8n workflows with parameterized scripts.
Jobber, Housecall Pro, ServiceTitan, FieldEdge, or spreadsheet — your tools stay where they are. The lead funnel hands off at deal-stage = won.
6 workflows instead of HVAC's 9 or roofing's 11. No weather lanes, no insurance-claim follow-up. Ships fast, costs less to maintain, fits any trade.
Common questions
Yes. Plumbing is one of the 10 supported sub-verticals, and plumbing companies also get a dedicated page at /industries/plumbing-contractors. The voice agent uses plumbing-specific qualifying questions (leak / clog / no-water / water-heater / fixture) and a plumbing-specific safety branch (active flooding, gas smell).
No — HVAC contractors should use the HVAC SKU at /industries/hvac-contractors. That SKU includes Texas TDLR §75.71 license display, heat-event lanes, replacement-quote system-age triggers, and post-storm member recall — none of which are in this catch-all.
No. Your FSM stays where it is. The lead funnel is a separate layer that hands off at deal-stage = won. Stage 2 includes a webhook integration with Jobber (default) or Housecall Pro (alternate); ServiceTitan is a paid add-on.
For pest control and landscape sub-verticals only: when a customer's last-service date crosses the recurring interval (quarterly pest, monthly landscape), an opt-in-gated reactivation message fires. Other sub-verticals (plumbing, electrical, garage doors, etc.) get a 'not applicable' note.
Sub-vertical, company info, monthly lead volume, after-hours coverage, current FSM tools, biggest revenue leak, and optional state license number for plumbing / electrical / pest control.
Start with the lead-capture lane
We will review your inbound flow, after-hours coverage, callback speed, estimate follow-up, review collection, and (for pest/landscape) recurring-service reactivation.
Do not include payment details, customer access codes, gate codes, or anything that should remain inside your FSM.