NextDoer
Sample playbook

For home services & trades

The lead you didn’t answer,
the quote you never chased, the invoice still unpaid.

In home services the first business to reply usually wins the job, but the call comes in while you’re on a roof or under a sink, and by tomorrow that lead has hired someone else. Quotes go out and never get followed up, jobs get no-showed, and invoices sit unpaid for weeks. NextDoer runs the answering, booking, reminders, and quote and invoice chasing around each one, drafted and gated by you. Every pricing, scope, diagnosis and safety decision stays entirely with you and your technicians.

6Agents we'd propose
AllChannels + booking, one queue
YouApprove every send

Your week today

The admin that costs you the job.

Not the work in the field, the follow-through around it. If this is your week, it is exactly the work NextDoer is built to carry.

01

The lead that goes cold

The first business to call back usually books the job, but the phone rings while you’re on a job with your hands full. It hits voicemail, sits overnight, and by morning the customer has already booked the outfit that answered first.

02

The follow-up that never happens

A lead asks for availability, you mean to reply, and it slips. Most operators never make a second attempt, so a stack of would-be customers quietly go quiet, and you never learn which ones you could have won with one more message.

03

The quote nobody chased

You spend an evening pricing a job, send the estimate, and hear nothing. It wasn’t a no, it was a “let me think,” and without a nudge it just expires, while the customer books whoever followed up.

04

The no-show and the invoice that’s late

A booked slot goes empty because the reminder never went, a cancellation never gets backfilled, and the work you did finish is invoiced late and paid later, because chasing money is the last thing you want to do after a full day.

One window

Every lead, every booking, every invoice, in one place.

Phone and voicemail, web and ad leads, SMS, email, online booking, invoices and payments. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Pricing and safety are never automated, the agent captures and books, your call sets the number and the scope.

Phone & voicemail
Web & ad leads
SMS
Email
Online booking
Invoices & payments
NextDoerNew lead · speed-to-lead
New HVAC lead just came in from your Google ad. I’ve replied within 30 seconds, captured the address and the issue (no cooling upstairs), and offered two booking windows tomorrow.
Nice. I answer and book instantly, I never quote a price or promise a fix, that’s your call once your tech sees it.
ApproveRejectReply

The agent team we'd propose

Six agents, one for each grind.

Each is a named routine that runs a real home-services job end-to-end, reading the channel, drafting, booking, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every pricing, scope and safety decision stays with you and your technicians.

Lead Response Concierge

TriggerA new lead comes in, a phone call, a web or ad form, a text or email, at any hour, including after you’ve packed up for the day.
Agent doesAnswers within seconds so the first business to reply is yours, captures the job details once (address, the problem, urgency, access), and keeps the lead warm with a follow-up touch instead of letting it go cold overnight.
You approveYou decide whether and how to take the job; routine first-touch replies can graduate to Auto.
OutcomeThe lead that used to hit voicemail and call the next outfit is captured and moving toward a booking.
ApproveAuto

It answers and captures, never quotes a price. You and your technicians set the price, the scope and the fix.

Booking & Dispatch Coordinator

TriggerA captured lead is ready to book, a customer asks to reschedule, or a slot opens up from a cancellation.
Agent doesOffers open windows and books the job, sends the confirmation, handles reschedule requests, and works the waitlist to fill a cancelled slot so the truck stays full.
You approveSet the rules for what can auto-book; anything outside them waits for your tap.
OutcomeA full, tidy schedule without you playing phone tag around your workday.
ApproveAuto

It books logistics into your calendar rules. Which jobs you take, and how you dispatch crews, stays your call.

Quote Follow-up Runner

TriggerYou send a quote or estimate and the customer goes quiet.
Agent doesRuns a timed, polite multi-touch follow-up until the customer decides, answers routine “is this still available / how soon” questions, and flags a hot reply so you can close it.
You approveReview the follow-up tone in shadow, then let routine nudges run.
OutcomeQuotes stop dying in silence, and the “let me think about it” jobs get won back.
Approve

It chases the quote you sent, never sets or changes the price. The operator prices every job.

Job Reminder & No-Show Guard

TriggerA job is booked for tomorrow, or a technician is on the way to the customer.
Agent doesSends the confirmation and a reminder cadence, asks the customer to confirm access, sends an “on my way” notice with an arrival window, and prompts a rebook if they need to move it, cutting empty slots.
You approveHear the tone in shadow, then let confirmations and reminders go on their own.
OutcomeFewer wasted truck-rolls and empty windows, and customers who know exactly when you’re coming.
ApproveAuto

It sends reminders and logistics. What the job is and whether it’s safe to proceed stays with your technician.

Invoice & Deposit Chaser

TriggerA job needs a deposit before it starts, or work is finished and the invoice is due or unpaid.
Agent doesSends the deposit request before the job, sends the invoice when work is done, and runs the escalating-but-polite payment follow-up so nothing sits unpaid for weeks, with a clean record of what went out and when.
You approveYou set the amounts and the terms and approve each send; routine reminders can graduate to Auto.
OutcomeDeposits land before the work and invoices get paid, without the awkward money chase being yours to make.
Approve

It sends and chases, never sets the amount. The operator decides every price, deposit and discount.

Review & Rebooking Nudger

TriggerA job wraps up, or a past customer is due for seasonal or maintenance work.
Agent doesAsks for a review at the right moment after the job, routes happy customers to your review page, and re-engages your past-customer list for seasonal tune-ups, filter changes, and maintenance visits, so old jobs turn into new ones.
You approveWatch it in shadow first, then approve the outreach that goes out.
OutcomeA steadier flow of reviews and repeat work, instead of a database that goes cold.
ShadowApprove

It asks and re-engages, never fabricates a review or a promise. What you offer and to whom stays your call.

How trust is earned

Every agent climbs the same ladder.

Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.

Rung 1

Build

We teach the agent to read and reply on that channel. Nothing is live.

Rung 2

Shadow

The agent writes real replies and sends none. You just read the drafts.

Rung 3

Approve

Every reply waits for your tap. Rewrite any of it in your own words.

Decision

You pick

Which reply types you trust to go on their own, and which stay on Approve.

Rung 5

Auto

Trusted types send themselves. Everything else still waits for you.

Unsure? It hands off.If an agent is uncertain about anything, a price, a scope, a safety question, it hands the job to you instead of guessing.
You reply directly? It steps back.If you or a team member answers a customer directly in your own inbox or booking tool, the agent notices and pauses that thread for a human.
Every issue is tracked.Anything you flag becomes a ticket with status: received → in progress → live.

A starting playbook we'd propose

The playbook, at a glance.

A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.

Agent / taskTriggerTypical mode
Instant first-touch on every leadNew lead, any channelAuto
Lead capture & nurtureLead needs details / follow-upApprove
Booking & rescheduleLead ready / customer moves itApprove
Quote follow-upEstimate sent, no replyApprove
Job reminder & on-my-way noticeJob booked / tech en routeAuto
Deposit & invoice chaseDeposit due / invoice unpaidApprove
Review requestJob completedApprove
Past-customer rebookingSeasonal / maintenance dueShadow

Your business next

Your trade, your customers.

The process review maps your lead channels, your booking and dispatch flow, your quote and invoice cadence, your review and rebooking outreach, and every point where you and your technicians must stay in the loop, then shows you the first agent we would put to work. Customer data stays governed by PIPEDA and its provincial equivalents, and every pricing, scope and safety decision stays with the operator.