# AI for HVAC, Plumbing and Home Services: 42 Workflows Source: https://maito.app/workflows/industry/home-services 42 AI workflows for home service businesses, like call back every missed call, follow up on unanswered quotes, find finished jobs that were never invoiced. Each shows the steps, an example and how to set it up. 42 workflows. Missed calls, quote follow-ups, crew schedules and invoices that never went out. The office work around every job, handled while you're on site. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fhome-services)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider 14% of calls to home services businesses are missed. [CallRail benchmark, 2025](https://investor.wedbush.com/wedbush/article/bizwire-2025-1-15-callrail-releases-report-benchmarking-marketing-efforts-for-small-businesses) ## All home services workflows. 42 workflows - [Start here Call back every missed call Missed calls go on a callback list, so no customer slips through while you're on a job. Sales · When something happens Works with Slack, Email.](https://maito.app/workflows/call-back-every-missed-call) - [Start here Follow up on unanswered quotes Quotes that sit unanswered get timely reminders, and real questions go to a person. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/follow-up-on-unanswered-quotes) - [Start here Find finished jobs that were never invoiced Weekly, list completed jobs with no invoice and separate warranty and prepaid work from real gaps. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/find-finished-jobs-that-were-never-invoiced) - [Turn enquiry emails into job records A free-text job request becomes one checked enquiry record, without anyone retyping it. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/turn-enquiry-emails-into-job-records) - [Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-the-job-address-is-in-our-area) - [Merge duplicate enquiries before they double up When one customer calls and fills in the form, Maito spots it and keeps one case. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/merge-duplicate-enquiries-before-they-double-up) - [Chase enquiries nobody has answered A twice-daily list of enquiries with no owner or reply, with the thread summarized. Sales · On a schedule Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/chase-enquiries-nobody-has-answered) - [Turn site notes into a quote draft Voice memos and notes from a job visit become a priced quote draft by the evening. Sales · When you ask Works with Box.](https://maito.app/workflows/turn-site-notes-into-a-quote-draft) - [Price standard jobs from the price list Standard jobs get the same price every time, from the current rate table. Sales · When you ask Works with Slack, Email.](https://maito.app/workflows/price-standard-jobs-from-the-price-list) - [Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/ask-why-a-quote-was-lost) - [Book each customer's next recurring visit When a visit is done, the next one on the customer's cadence is proposed, respecting end dates and cancellations. Operations · On a schedule Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/book-each-customers-next-recurring-visit) - [Plan a crew's day by route Give it tomorrow's jobs and crew sizes, and get a sequence that fits travel time and time windows. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/plan-a-crews-day-by-route) - [Reschedule jobs when the weather turns When rain or wind blocks outdoor work, get a proposed new schedule and drafted customer notices ready to approve. Operations · When something happens Works with Slack, Email.](https://maito.app/workflows/reschedule-jobs-when-the-weather-turns) - [Cover a crew member's absence When someone calls in sick, see which jobs are hit and get swap options with the right skills. Operations · When something happens Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/cover-a-crew-members-absence) - [Send each crew tomorrow's access notes Each evening, every crew gets only the gate, parking and pet notes for the jobs they are assigned. Operations · On a schedule Works with Slack, Email.](https://maito.app/workflows/send-each-crew-tomorrows-access-notes) - [Check service plans for unused visits Before a plan ends, see which included visits were never delivered and propose dates to schedule them. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/check-service-plans-for-unused-visits) - [Check skills and equipment before dispatch When a job is assigned, confirm the technician has the right certification and the equipment is booked. Operations · When something happens Works with Airtable, Microsoft 365.](https://maito.app/workflows/check-skills-and-equipment-before-dispatch) - [Check jobs have their parts before the visit Each afternoon, see which of tomorrow's visits don't yet have parts, so you can rebook before a truck rolls. Operations · On a schedule Works with Airtable, Gmail, Microsoft 365.](https://maito.app/workflows/check-jobs-have-their-parts-before-the-visit) - [Update every future visit when a schedule changes When a client changes their cleaning day, see every affected visit and invoice before anything is edited. Operations · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/update-every-future-visit-when-a-schedule-changes) - [Pause new bookings when you're full When the forward schedule hits your limit, stop offering slots and give enquiries an honest wait time. Operations · On a schedule Works with Calendly, Cal.com, HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/pause-new-bookings-when-youre-full) - [Turn spoken job notes into a job record Dictate what you did on site and get a tidy job record to check and sign, without retyping. Operations · When you ask Works with Box.](https://maito.app/workflows/turn-spoken-job-notes-into-a-job-record) - [File job photos and check what's missing Photos sent by crews get matched to the right job and checked against the required views. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/file-job-photos-and-check-whats-missing) - [Get customers to sign off finished work Customers get a clear summary of finished work to sign, and disputes go to a person. Customer support · When something happens Works with Slack, Email.](https://maito.app/workflows/get-customers-to-sign-off-finished-work) - [Turn completed jobs into invoice drafts Completed jobs become one invoice draft with labor, parts and approved changes, checked for duplicates. Finance · When something happens Works with QuickBooks, Xero.](https://maito.app/workflows/turn-completed-jobs-into-invoice-drafts) - [Tell customers when a visit is running late When a route slips, draft a short delay message with a realistic arrival window for you to approve. Customer support · When something happens Works with Slack, Email.](https://maito.app/workflows/tell-customers-when-a-visit-is-running-late) - [Turn a complaint into a linked rework task A quality complaint becomes one linked issue with evidence, an owner and a rework visit, so nothing floats. Operations · When something happens Works with Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-a-complaint-into-a-linked-rework-task) - [Prepare the facts for a warranty request When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide. Customer support · When you ask Works with HubSpot, Salesforce, Box.](https://maito.app/workflows/prepare-the-facts-for-a-warranty-request) - [Match travel and receipts to the right job When a job closes, tie its receipts and travel to the job, flag missing receipts, and draft billable costs. Finance · When something happens Works with Ramp, QuickBooks, Xero.](https://maito.app/workflows/match-travel-and-receipts-to-the-right-job) - [Check visits against what customers are billed Each month, flag customers billed for more or fewer visits than they got, so errors are caught before the statement. Finance · On a schedule Works with Stripe, PayPal, Airtable, Microsoft 365.](https://maito.app/workflows/check-visits-against-what-customers-are-billed) - [Set up a new hire's first week Maito builds the new hire's checklist, sends the forms and tells you what is at risk. People and HR · When something happens Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/set-up-a-new-hires-first-week) - [Track every customer complaint to resolution Each complaint gets one owner, a deadline and a recorded remedy, so none sit unanswered or get promised inconsistently. Customer support · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/track-every-customer-complaint-to-resolution) - [Invite customers back for repeat service Customers due for their next visit get an invitation with a booking link, and the owner sees who replied. Sales · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com.](https://maito.app/workflows/invite-customers-back-for-repeat-service) - [Ask for a review after each finished job Each finished job gets the same neutral review request, and unhappy customers are routed to support first. Customer success · When something happens Works with Slack, Email.](https://maito.app/workflows/ask-for-a-review-after-each-finished-job) - [Send a weekly list of what's late One Monday message lists late jobs, unpaid invoices and open quotes with owners, so you stop opening five apps. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/send-a-weekly-list-of-whats-late) - [Check which marketing leads became jobs Match ad leads to quotes and won jobs, so you see which campaigns bring work worth doing. Marketing · On a schedule Works with HubSpot, Salesforce, Windsor.ai, Supermetrics, Airtable, Microsoft 365.](https://maito.app/workflows/check-which-marketing-leads-became-jobs) - [Compare booked work to crew capacity Turn the next weeks of booked jobs into hours needed against hours available, before you promise more. Operations · On a schedule Works with Google Calendar, Microsoft 365, Airtable.](https://maito.app/workflows/compare-booked-work-to-crew-capacity) - [Draft a procedure from a recorded walkthrough Record the owner showing a task once, and get a draft procedure with checks and exceptions to test and approve. Operations · When you ask Works with Granola, Fireflies, Notion, Confluence.](https://maito.app/workflows/draft-a-procedure-from-a-recorded-walkthrough) - [Flag outdated procedures before staff use them Old instructions get flagged for review before a tech follows them, so the current way is the only way. Operations · On a schedule Works with Notion, Confluence, Linear, Asana.](https://maito.app/workflows/flag-outdated-procedures-before-staff-use-them) - [Review possible duplicate customers before merging See why two customer records might be the same person, then decide. Nothing merges on a shared name. Data · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/review-possible-duplicate-customers-before-merging) - [Check a data export before importing it Find the broken rows in your spreadsheet before they land in the new system, not after. Data · When you ask Works with Airtable, Microsoft 365, Box.](https://maito.app/workflows/check-a-data-export-before-importing-it) - [Explain CRM and accounting sync conflicts When the CRM and accounting disagree, see both values and who owns the field, then fix it once. Data · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Datadog, Sentry.](https://maito.app/workflows/explain-crm-and-accounting-sync-conflicts) - [Track laundromat machine complaints to a refund Each failed-machine report gets the machine, time and payment, so repeat faults and refunds are easy to see. Customer support · When something happens Works with Airtable, Microsoft 365.](https://maito.app/workflows/track-laundromat-machine-complaints-to-a-refund) ## Where AI helps a home service business. The office does a lot of chasing, and most of it fits a checklist. Maito turns enquiry emails into job records, follows up on unanswered quotes, turns site notes into a quote draft, and turns completed jobs into invoice drafts. It plans a crew's day by route, reschedules jobs when the weather turns, and sends each crew tomorrow's access notes. It uses your field service software, CRM and accounting tools. You still run the business. You approve every quote, decide what the customer is charged, and decide who goes where. Maito drafts and prepares; nothing goes to a customer or into your books until you say so. Anything involving a safety problem or an unhappy customer is a call for you or your office manager. Start with quotes nobody answered. Connect your CRM and email, then ask @Maito in Slack which quotes are still open and to draft a follow-up for each. Read and send the ones you like. Then make it a Loop that does the check every Monday and posts the list in your channel, so the chasing happens without you remembering. ## Questions. ### Does it work with Jobber? Yes. Jobber connects through MCP. Other field service tools, like ServiceTitan or Housecall Pro, work through a skill with a login in the Vault. ### Will it text my customers on its own? Only what you set up to go out automatically, like a "we got your message" text. Quotes, prices and promises wait for you. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fhome-services)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)