Automations for home services
Document request chaser for home services
Quote requests wait until the evening for a reply. For home service companies that's a common story, and it's what the document chaser is for. Asks for the documents you need, reminds people politely and files what comes in.
The problems it takes off your list
- Quote requests wait until the evening for a reply.
- Invoices go out days after the job and get paid late.
What it looks like in practice
Say you run a small HVAC business with two techs and an office manager. You need four documents from a customer. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in ServiceTitan.
How it works for home services
Step by step, this is what the document chaser does with your homeowners.
- You choose what's needed from a customer.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in ServiceTitan.
- You see what's still missing.
Tools it connects to
You keep working in Jobber, Housecall Pro and ServiceTitan. The document chaser sits alongside, built with n8n, Google Drive and Typeform.
Questions from home service companies
Does the document chaser work with Jobber?
Often, yes. Before building the document chaser I check your Jobber account and plan, because some features depend on API access. If there's a gap for your home services setup, you'll know before you pay anything.
What does the document chaser cost to run each month?
Setup for the document chaser starts at $300 while the launch offer is on, for home service companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Can I change how it works later?
Yes. The document chaser keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your homeowners, message me and I'll quote it first.
Want this for your home services business?
Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built