Case study · customer-approved summary
$118K in AI-attributed bookings in the first 90 days
Regional HVAC — a 12-truck shop in the Midwest — deployed an AI front desk for after-hours and overflow calls without hiring a second CSR line.
The challenge
Peak heat weeks buried the office. Voicemail stacked up after 5 p.m. and when both CSRs were on live lines. Coordinators spent mornings returning calls that had already booked with competitors. Jobber had the jobs, but the phone was the bottleneck.
What we deployed
- Mapped emergency vs routine flows and service-area rules in week one.
- Connected Jobber for clients, jobs, and activity logging.
- Launched missed-call SMS text-back on busy/no-answer first, then after-hours voice.
- Required every AI thread to end with structured fields: address, issue, urgency, booking window.
- Weekly tune with the owner on transcripts and coordinator handoffs.
Stack
- Jobber — clients, jobs, and scheduling
- AI voice receptionist — after-hours and overflow
- Missed-call SMS — busy signal and no-answer
- Coordinator dashboard — answer rate and booked-job tags
Results at 90 days
$118K
booked job value · AI-tagged · first 90 days
198 jobs tagged AI-sourced in Jobber; avg ticket $612.
39%
reduction in missed inbound calls
vs. same 90-day window prior year; includes July heat wave.
6 wks
signed SOW to production
Voice + SMS in v1; web chat added in month 3.
- After-hours bookings rose without adding on-call office staff — the owner cited “finally covering the phone when we’re all in the field.”
- Coordinators reclaimed roughly 8 hours/week previously spent on voicemail callback.
- Finance accepted AI-tagged Jobber jobs as a reporting line for monthly reviews.
Rollout timeline
Week 1–2
Discovery + Jobber map
Documented call types, heat-emergency scripts, and booking rules. Baseline: 27% of inbound calls hit voicemail in peak month prior.
Week 3–4
SMS + voice in production
Missed-call text-back live on busy. AI voice receptionist on nights and weekends. CRM writeback on 100% of completed threads.
Week 5–6
Tune + finance baseline
Owner signed off ROI view: AI-tagged jobs in Jobber, avg ticket $612, coordinator QA on escalations only.
“We stopped arguing about whether the phone was covered. I can show my bookkeeper booked dollars on the AI line — not chat transcripts.”
Customer approved this summary for public marketing. Your outcomes depend on call volume, seasonality, coordinator follow-through, and integration depth.
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