Operators on servicetitan, dash, and other fsm platforms

The call was captured. The job was not.

A customer calls, leaves a form, ends an estimate visit, goes quiet after a quote — and the follow-through depends on someone remembering. Streamline turns every one of those moments into a structured job in your FSM, routed to the right person, without your team re-keying it by hand.
Book the Discovery Assessment
Fixed-fee build. Fixed monthly service. No per-hour surprises.
the problem

The leak isn’t your team. It’s the handoffs.

An inbound call gets taken but never logged. An estimate visit ends and the quote sits three days waiting for someone to type it up. A customer goes quiet and nobody notices until they’ve hired someone else. A job closes and the review request never goes out.
Every one of those is revenue that was already in your hands. Manual means it gets dropped when things get busy, which is exactly when it matters most.
the system

Four ways in, following the life of a job

Start with the one that’s costing you the most. Each module is a complete build on its own, and they share one backbone so adding the next is faster than the first.
the call comes in

Intake & Dispatch

Typical time to live: 4 weeks
Inbound calls, forms, and emails converted into structured job records and routed to the right person. Missed calls captured with an automatic text-back. A daily intake summary so nothing slips.
The system routes and records. Your people schedule. A complete job record lands in your FSM within two minutes of contact.
the call comes in

After-Hours Support

Typical time to live: 2 weeks
Off-hours coverage that triages urgency, captures emergencies, and either escalates or books per your rules. AI coverage with human escalation, not a voicemail box and not a staffed call center.
The 11pm burst pipe gets handled instead of going to whoever answers first in the morning.
the estimate call ends

Call-to-Quote

Typical time to live: 4 weeks
The estimate conversation turned into a review-ready quote draft, built from your template, your price book, and your own past quotes. It lands in the estimator’s queue within minutes. Nothing sends without a human approving it.
Routine jobs get a full draft. Complex ones get a structured summary with pricing left blank for the estimator. You get draft speed on the standard work, not a robot pricing your hardest jobs.
the customer goes quiet

Reactivation

Typical time to live: 2 weeks
Outbound voice or SMS to lapsed customers pulled from your own FSM history, segmented, scripted, and handed back into intake when they book.
Your existing customers, not a purchased list. The revenue that’s already yours to win back.
Book the Discovery Assessment
two ways to deepen it

Once a module is live, it has somewhere to go

Aftercare
Post-job follow-up that runs on real job-close events: satisfaction checks, review requests, warranty and maintenance reminders, with inbound triage and a clean handoff to a person when it’s beyond the system.
Reporting
A scheduled digest across every live module and your FSM data: jobs in, quotes out, quote-to-close, response times, and anything flagged as dropped. To email or Slack, with an optional live dashboard.
the command center

One screen for the questions leadership actually asks

Six numbers your team currently answers by pulling reports and comparing them by hand.
01

Jobs in

What came in today across calls, forms, and email, in one number.
02

Quotes out

How many went out, and how many are still sitting in the queue.
03

Quote-to-close

What percentage of drafts turn into signed work, by job type.
04

Response times

How long an inbound contact waits before someone owns it.
05

Reactivation bookings

Jobs won back from customers who had gone quiet, attributed to the campaign that reached them.
06

Flagged drops

Anything that stalled or fell out of the flow, and who owns clearing it.
Standard with every system we build. No separate reporting project.
Book the Discovery Assessment

How we work

01

Fixed-fee build, fixed onboarding sprint

You know the number and the scope before we start. No open-ended hourly meter.
02

Human in the loop where it counts

Anything that reaches a customer or commits your team is reviewed first. The system does the assembly, not the final call.
03

We connect what you run

The system rides on top of your FSM. We don’t replace it or ask you to migrate.
04

The retainer is a service, not a bucket of hours

A fixed monthly fee to own and run the live system: hosting, monitoring, the review queue, ongoing tuning, and a monthly readout. Voice and SMS run against a bundled allowance with clear overage.

The model

Three steps, each priced before it starts.
step 01

Assessment

$6,000 fixed, credited toward any real build
4 weeks
We map your intake, quoting, and follow-up, and hand back a roadmap with the build scoped and priced.
step 02

Build

Fixed fee per module, or a committed stack
3-4 weeks per module, faster on each one after the first
A fixed-fee module, or a committed stack, including the onboarding sprint and the shared backbone.
step 03

Retainer

Fixed monthly service fee
Ongoing from go-live
A fixed monthly service fee that owns and runs the live system. This is the part that keeps working after launch.

You’ll know the number before you commit

the discovery assessment

$6,000

A fixed-fee assessment that maps your operation and hands you a scoped, priced roadmap. It credits against any single build over $15,000 or any multi-module stack, so on a real build it functions as a deposit rather than a cost.
the build

One-time, per module

A one-time fixed fee per module, including onboarding and the shared backbone on your first module. Commit to three modules together and the stack lands below sticker.
the monthly service

Platform base + per module

A platform base covers hosting, monitoring, the review queue, and your monthly readout. Each live module adds a fixed monthly fee. Voice and SMS usage runs against a bundled allowance with clear overage.
Book the Discovery Assessment
FAQ

Before you book

Is this an answering service?

No. After-Hours is AI coverage with human escalation, not a room full of agents and not a voicemail box. It handles what it can, triages the rest, and gets a real person the things that need one.

Will it price my jobs for me?

On routine, defined job types, it drafts a full quote from your price book for your estimator to approve. On complex jobs, it hands your estimator a structured summary with pricing left to them. It speeds up the standard work. It doesn’t price your hardest jobs unsupervised.

We’re on Jobber, not ServiceTitan. Does that rule us out?

Ask us. The backbone connects to the platform you already run, and we confirm the integration path during the assessment before anything gets quoted.

Do we have to replace our FSM?

No. The system connects to what you already run and writes structured records into it.

What does the monthly fee actually cover?

Owning and running the live system: hosting, monitoring, the review queue, normal tuning, and a monthly readout. It’s a managed service, not a block of hours you burn down.

What if our call volume spikes?

Voice and SMS run against a bundled allowance with clear overage rates, so a big month is predictable rather than a surprise on either side.

Ready to stop patching it together manually?

Book a 30-minute call. We will review your operations stack and tell you exactly where automation makes sense and where it doesn't.
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