Loop Agency Logo
Professional home services technician working on-site
AI-POWERED SALES + OPERATIONS

Turn More Calls Into Booked Jobs.
Run Your Business With Less Administrative Work.

Loop connects the sales and operations side of your home-service business into one intelligent system — capturing enquiries, responding instantly, qualifying customers, booking appointments, following up on quotes, sending reminders, keeping customers informed, and bringing past customers back.

Built for: PLUMBING HVAC ELECTRICAL ROOFING RENOVATION PAINTING GENERAL CONTRACTORS
New Customer Enquiry
LIVE
CUSTOMER
John Smith
SERVICE
Water Heater Repair
LOCATION
Saskatoon
SOURCE
Missed Call
1
MISSED CALL
Captured
2
AI RESPONSE
Responded
3
SERVICE QUALIFIED
Qualified
4
APPOINTMENT BOOKED
Booked
5
TEAM NOTIFIED
Tracked
QUOTE WORKFLOW
QUOTE SENTFOLLOW-UPCUSTOMER RESPONDSJOB BOOKED
TODAY
8Appointments
3New Leads
4Follow-Ups
2Quotes Pending
5Customer Updates
CAPTURE

Every enquiry enters the system.

RESPOND

Customers get faster responses.

BOOK

Appointments keep moving.

OPERATE

Your team spends less time on repetitive admin.

BUILT FOR HOME SERVICES

Built Around How Service Businesses Actually Work.

Professional HVAC technician servicing a residential furnace
On-site
HVAC Service
Professional plumber repairing residential kitchen plumbing
On-site
Plumbing Repair

PLUMBING

  • Emergency enquiries
  • Service requests
  • Appointment booking
  • Quote follow-up

HVAC

  • Heating
  • Cooling
  • Maintenance
  • Seasonal demand

ELECTRICAL

  • Service calls
  • Estimates
  • Appointment requests
  • Follow-up

ROOFING

  • Inspection requests
  • Storm-related enquiries
  • Estimates
  • Follow-up

RENOVATION

  • Project enquiries
  • Consultations
  • Estimates
  • Lead nurturing

PAINTING

  • Residential projects
  • Commercial enquiries
  • Estimates
  • Scheduling

COMMERCIAL CLEANING

  • Contract enquiries
  • Recurring scheduling
  • Quotes
  • Follow-up

HOME CLEANING

  • Booking enquiries
  • Recurring appointments
  • Reminders
  • Reactivation

GENERAL CONTRACTORS

  • Project enquiries
  • Lead qualification
  • Estimates
  • Follow-up
ONE SYSTEM. TWO ENGINES.

Your Business Has Two Engines.

Every home-service company has two jobs: win the customer, and deliver the service efficiently. Most systems focus on only one. Loop connects both.

SALES ENGINE
  • Capture
  • Respond
  • Qualify
  • Quote
  • Book
  • Follow Up
  • Convert
LOOP
AI + AUTOMATION
Revenue Infrastructure
OPERATIONS ENGINE
  • Schedule
  • Confirm
  • Remind
  • Communicate
  • Notify
  • Review
  • Reactivate
SALES BRINGS THE CUSTOMER IN. OPERATIONS KEEPS THE CUSTOMER MOVING. LOOP CONNECTS BOTH.
SALES ENGINE

Turn More Enquiries Into Booked Jobs.

Your team shouldn't have to chase every call, text, quote, and appointment manually. Loop automates the repetitive parts of the customer journey while keeping your team in control.

01

CAPTURE

Calls, website forms, text messages, Google, paid ads, referrals.

02

RESPOND

AI Voice, SMS, email, website chat.

03

QUALIFY

Service, location, urgency, job type, customer information.

04

QUOTE

Estimate follow-up, quote reminders, customer questions.

05

BOOK

Appointment scheduling, calendar coordination, confirmations.

06

FOLLOW UP

Automated follow-up, no-response sequences, lead nurturing.

07

CONVERT

Booked job, sales pipeline, revenue tracking.

SALES LOOP
OPERATIONS ENGINE

Keep Every Booked Job Moving.

Getting the customer is only the beginning. Once a job is booked, Loop helps automate the communication and administrative steps that keep customers and teams informed.

01

BOOKED

Appointment enters the system.

02

SCHEDULE

Appointment, calendar, team availability.

03

CONFIRM

Customer confirmation, internal notification.

04

REMIND

Appointment reminders, preparation instructions.

05

COMMUNICATE

Customer updates, status messages, next steps.

06

NOTIFY

Team notifications, internal tasks, lead status.

07

COMPLETE

Job completed, customer notified.

08

REVIEW

Review request, feedback.

09

REACTIVATE

Past customers, seasonal services, future appointments.

YOUR CREW DOES THE WORK. LOOP HANDLES MORE OF THE COMMUNICATION AROUND THE WORK.
THE LOOP

From First Call to Repeat Customer.

01

DISCOVER

Customer finds your business.

02

CAPTURE

Call / form / chat / text.

03

RESPOND

Immediate automated response.

04

QUALIFY

Understand the job.

05

BOOK

Appointment scheduled.

06

PREPARE

Confirmation + reminders.

07

SERVICE

Your team completes the job.

08

COMMUNICATE

Customer receives updates.

09

REVIEW

Review request.

10

REACTIVATE

Future service opportunity.

11

REPEAT

Customer returns.

12

REFER

Customer can refer others.

LOOP
SALES + OPS
HOME SERVICES · JESSICA · 24/7

Meet Jessica — Your AI Front Desk for Home services.

While your technicians are under a sink, on a roof, or driving between jobs — Jessica captures missed calls, qualifies service needs, books appointments and follows up on every estimate. 24/7/365.

Jessica · Live Console
uptime 99.9%
Jessica — Loop AI virtual front-desk assistant working 24/7
24/7
always on
Jessica
Loop AI
Virtual Front Desk · Online
Never clocks out — capturing, responding, booking & following up.
Live Activity · HOME SERVICES
Furnace no-heat call qualified
Job-complete review request sent
No-response sequence triggered
Estimate request routed to team
How Jessica helps
Recovers missed calls with instant text-back
Identifies service type, urgency & location
Books appointments around your crew's calendar
Follows up on quotes until the customer responds
32
calls answered
AI Voice
Furnace no-heat call qualified
51
web chats handled
AI Chat
Monitoring · idle
24
jobs booked
Booking AI
Monitoring · idle
47
quotes followed up
Follow-Up AI
Monitoring · idle
16
past clients reached
Reactivation AI
Monitoring · idle
38
tasks automated
Ops AI
Monitoring · idle
Demonstration data — not actual customer results
THE REAL PROBLEM

Your Team Is Busy Doing the Work.
Your Customers Are Still Waiting for Responses.

Busy home service technician working on-site
MISSED CALL
NEW QUOTE REQUEST
CUSTOMER WAITING
FOLLOW-UP DUE
APPOINTMENT CONFIRMATION
QUOTE STILL OPEN

When your team is on-site, driving, managing crews, talking to customers, or completing jobs, repetitive communication can pile up. The problem isn't necessarily demand — it's what happens between call, response, quote, booking, service and follow-up. Loop helps automate those transitions.

CALLRESPONSEQUOTEBOOKINGSERVICEFOLLOW-UP
MISSED CALLS

A customer calls while your team is unavailable.

UNANSWERED QUOTES

An estimate is sent but follow-up depends on someone remembering.

MANUAL ADMIN

Staff spend time answering repetitive questions and sending reminders.

CUSTOMERS WAITING

Customers need confirmations, updates, and next steps.

SALES AUTOMATION

A Missed Call Doesn't Have to End the Conversation.

10:42 AM
INCOMING CALL
HOME SERVICES — MISSED CALL
AUTO TEXT
Hi John, thanks for calling. We just missed you. How can we help?
I need someone to look at my furnace.
LOOP
Absolutely. What is your address and what seems to be happening?
No heat. I'm in Saskatoon.
LOOP
Thanks. We can help with that. Let's find an available appointment.
✓ APPOINTMENT BOOKED
MISSED CALLTEXTCONVERSATIONQUALIFICATIONBOOKING

When a call is missed, Loop automatically sends a text within seconds — starting a conversation, qualifying the job, and booking the appointment without anyone having to remember to call back.

TEAM NOTIFIED AUTOMATICALLY
AI VOICE ASSISTANT

Your Business Can Answer When Your Team Can't.

Loop's AI phone assistant can handle incoming conversations, answer common questions, qualify enquiries, and help customers move toward the appropriate next step. AI support for your team — not a replacement for it.

LOOP AI
CALL IN PROGRESS
I need a plumber.
Absolutely. What type of plumbing issue are you experiencing?
My kitchen sink is leaking.
Thanks. I can help get that started. What area are you located in?
SERVICE
PLUMBING
QUALIFIED
YES
NEXT STEP
APPT
AI CAN HELP WITH:
Common questions
Service enquiries
Lead qualification
Appointment requests
Basic information
Follow-up conversations
QUOTE AUTOMATION

Don't Let Good Quotes Disappear Into the Void.

1
QUOTE SENT
2
FOLLOW-UP 1
"Just checking in to see if you had any questions about your estimate."
3
FOLLOW-UP 2
"Would you like us to help schedule the next step?"
4
CUSTOMER RESPONDS
5
BOOKING
6
JOB
7
REVIEW
QUOTES
12
Pending
5
Follow-up Today
3
Customer Responded
4
Booked

Loop keeps quote-related follow-up organized so your team doesn't have to manually remember every customer who still needs a response.

BOOKING AUTOMATION

Make It Easy for Customers to Take the Next Step.

CUSTOMER REQUEST
ServiceFurnace Repair
PreferredTomorrow
AVAILABLE
9:00 AM
11:30 AM
2:00 PM
4:30 PM
STATUS
BOOKED — 2:00 PM

Loop can connect customer conversations to appointment scheduling so the customer doesn't have to wait for a callback simply to find the next available time.

Customer Confirmation
Team Notification
Calendar Update
Reminder Scheduled
LESS ADMINISTRATION

Automate the Work Around the Job.

Professional HVAC technician performing residential service work
Operations
Less Manual Admin. More On-Site Work.
01

APPOINTMENT REMINDERS

Automatically remind customers about upcoming appointments.

02

CUSTOMER COMMUNICATION

Keep customers informed with timely messages.

03

TEAM NOTIFICATIONS

Keep internal staff aware of important lead and appointment activity.

04

FOLLOW-UP TASKS

Make sure important conversations continue moving.

05

REVIEW REQUESTS

Automatically request feedback after completed service.

06

CUSTOMER REACTIVATION

Reconnect with past customers when future service opportunities arise.

CUSTOMER COMMUNICATION

Keep Customers Informed Without Keeping Your Team on the Phone.

BOOKED✓ Appointment confirmed
REMINDER✓ Appointment reminder sent
UPCOMING✓ Customer preparation message
SERVICE✓ Customer update
COMPLETE✓ Job completion message
REVIEW✓ Review request
FUTURE✓ Reactivation message

Every stage of the customer journey can have the right communication attached to it.

ONE COMMAND CENTER

See What's Happening Across Your Business.

Demonstration interface — sample data shown for illustration only.

24
NEW LEADS
18
APPOINTMENTS
11
QUOTES
16
FOLLOW-UPS
22
ACTIVE JOBS
8
REVIEWS
PIPELINE
NEW LEADCONTACTEDQUALIFIEDQUOTEBOOKEDCOMPLETEDREACTIVATION
OPERATIONS
  • Today's Appointments
  • Team Notifications
  • Pending Follow-Ups
  • Customer Messages
  • Upcoming Reminders
REVENUE VISIBILITY
Lead Source • Pipeline • Appointments • Conversions • Customer Activity
BEFORE / WITH LOOP

What Changes When Sales and Operations Are Connected?

WITHOUT A CONNECTED SYSTEM
  • Missed calls
  • Manual callbacks
  • Unanswered enquiries
  • Quotes waiting for follow-up
  • Manual reminders
  • Scattered customer conversations
  • Past customers forgotten
  • Limited visibility
WITH LOOP
  • Lead captured
  • Immediate response
  • Automated qualification
  • Quote follow-up
  • Appointment booking
  • Automated reminders
  • Customer communication
  • Review automation
  • Customer reactivation
  • Centralized visibility
THE SYSTEM

One Infrastructure. Multiple Revenue and Operations Functions.

SALES
  • Missed Call Text Back
  • AI Voice Assistant
  • Website Chat
  • Lead Capture
  • Lead Qualification
  • Quote Follow-Up
  • Appointment Booking
  • Lead Pipeline
  • Lead Nurturing
LOOP
SALES + OPERATIONS + AI + AUTOMATION
OPERATIONS
  • Appointment Reminders
  • Customer Communication
  • Team Notifications
  • Workflow Automation
  • Review Requests
  • Customer Reactivation
  • Referral Automation
  • Reporting
  • Revenue Visibility
IMPLEMENTATION

From Chaos to a Connected System.

01

DISCOVER

We understand how your business currently captures leads, handles calls, manages appointments, follows up, and communicates with customers.

02

BUILD

Loop configures the appropriate sales and operations workflows around your business.

03

LAUNCH

Your systems go live with the appropriate automations, communication flows, and dashboards.

04

OPTIMIZE

Review the system, identify friction points, and continue improving the workflows.

WHY LOOP

Built for Businesses That Want Control Over Revenue and Operations.

01

REVENUE INFRASTRUCTURE

Connect lead capture, response, follow-up and conversion.

02

SALES AUTOMATION

Reduce manual work between enquiry and booked job.

03

OPERATIONS AUTOMATION

Automate reminders, communication and repetitive workflows.

04

AI-POWERED COMMUNICATION

Use AI Voice and Chat to help handle customer conversations.

05

CLOSED-LOOP VISIBILITY

Track leads and opportunities through the customer journey.

06

BUILT TO SCALE

Create systems that can support growth without relying entirely on manual processes.

CHOOSE YOUR LEVEL OF INFRASTRUCTURE

Start With the System Your Business Needs.

Every business has different levels of sales and operational complexity. Choose the level of infrastructure that fits your current needs and scale from there.

Monthly

All plans are month-to-month. No long-term contract.

KICK-OFF PLAN

FOUNDATION LOOP™

CAPTURE & CONTROL
CA$499/month
Setup: CA$499
  • Missed call follow-up (SMS + Email within 30 seconds)
  • Automatic lead tracking & storage
  • Contact management dashboard
  • Lead dashboard
  • Email & text automation
  • Automatic review requests after jobs
MOST POPULAR

REVENUE LOOP™

AUTOMATE & CONVERT
CA$999/monthCA$1,299
SAVE CA$300 — LIMITED TIME
Setup: CA$1,299
  • Everything in Foundation, plus:
  • 24/7 AI Phone Assistant
  • Website Chatbot
  • Appointment Reminders
  • Custom Automation Workflows
  • Lead Dashboard with ROI Tracking
  • Google & Meta Paid Ads — CA$599 add-on
  • Local SEO Optimization — CA$499 add-on
PREMIUM

EMPIRE LOOP™

INTEGRATE & SCALE
CA$1,799+/monthCA$2,499+
SAVE CA$700 — LIMITED TIME
Setup: CA$3,000+
  • Everything in Revenue, plus:
  • Outbound AI Calls
  • AI Phone + Chat with Live Transfer
  • Enterprise-Level Local SEO
  • System Integrations (QuickBooks, ERP, APIs)
  • Dedicated Account Manager
  • Monthly Strategy Reviews & Optimization
ALL PLANS INCLUDE:
Month-to-Month
No long-term contract.
Dedicated Setup & Onboarding
Get the system configured around your business.
30-Minute Strategy Call
Start with a conversation about your business.
FAQ

Questions Home-Service Businesses Ask.

Loop can provide missed-call follow-up and, depending on the plan and configuration, AI phone assistance to help handle incoming conversations and move customers toward the appropriate next step.
YOUR CREW DOES THE WORK.

Loop Handles More of the Conversations Around the Work.

Capture more enquiries. Respond faster. Follow up consistently. Book appointments. Keep customers informed. Reduce repetitive administrative work. Bring past customers back.

Sales + Operations + AI Automation