Home Services
Chase Wood Windows · Client portal and AI chatbot automation
An AI chatbot and client portal cut manual quote cycles for a home services business.
The Story
Like many home services businesses, the company needed to automate customer communication and quote handling but had no digital system in place, with everything running through phone and email. We delivered a digital system combining AI chatbot workflows with an integrated client management dashboard, giving the team one place to manage every inquiry from first contact to signed quote.
How it Works
- AI chatbot for automated customer communication
- Automated quote generation and handling
- Integrated client management dashboard
- Streamlined, trackable inquiry workflows
