01
Answer
Handle inbound calls with approved business information instead of sending qualified demand straight to voicemail.
AI front office + revenue operations for the trades
Answer every call. Work every opportunity.Keep the office moving.
LOCKS AI helps HVAC, plumbing, roofing, electrical, and other trade businesses answer and qualify customers, route work, follow up, recover missed opportunities, and keep connected systems updated.
Start with one workflow. Add connected actions only after the systems, permissions, business rules, and QA are approved.
LOCKS AI · Front office Ready
Example workflow
After-hours service inquiry
A customer calls while the office is closed. LOCKS captures the need, qualifies the request, checks approved rules, and creates the correct next action.
“My AC is running but it isn’t cooling.”
“I can get that routed. What ZIP code are you in, and what is the best callback number?”
“78230. Can someone come tomorrow?”
“If approved live availability is connected I can offer it. Otherwise I’ll create a callback request instead of pretending an appointment is confirmed.”
LeadCaptured
IntentQualified
Next stepCreated
HVACPlumbingRoofingElectricalRestorationGarage doorPest controlField service
What LOCKS does
Simple customer conversations. Accountable business actions.
The phone is the front door. The product is the workflow that keeps the opportunity moving afterward.
02
Qualify
Capture the trade, service need, location, urgency, contact details, and the next step your team actually needs.
03
Book or route
Use confirmed availability when a calendar is connected; otherwise create a clear callback, dispatch, or sales request.
04
Follow up
Trigger approved SMS, email, callback, estimate, no-show, or other follow-up when the required systems and consent are in place.
05
Update systems
Write confirmed outcomes into connected CRMs, field-service platforms, calendars, tasks, or other approved systems.
06
Recover revenue
Keep missed calls, open estimates, dormant leads, and unresolved opportunities visible until there is a confirmed outcome.
Built for the trades
One platform. Different trade playbooks.
LOCKS keeps the core system consistent while changing intake, urgency, routing, service-area, booking, follow-up, and CRM logic around the trade.
HVAC
LOCKS AI for HVAC
No cooling, no heat, maintenance, replacement estimates, after-hours calls, missed-lead recovery.
Plumbing
LOCKS AI for Plumbing
Leaks, stoppages, water heaters, urgent service, estimates, routing, and technician-friendly intake.
Roofing
LOCKS AI for Roofing
Storm leads, active leaks, inspections, estimates, sales follow-up, and lead recovery.
Electrical, restoration, garage door, pest control, field service, and other trade workflows can be configured when the business process fits the platform.
See it work
Watch the overview. Then call the AI yourself.
Use the demo to hear how LOCKS explains the offer, qualifies a prospect, captures a next step, and refuses to claim an action that is not actually connected.
How setup works
Map it. Connect it. Prove it.
Keep implementation small enough to test and measurable enough to know whether it is working.
01
Map one workflow
Choose the revenue leak, required information, owner, allowed actions, and human exceptions.
02
Connect what is needed
Authorize only the phone, CRM, calendar, messaging, payment, or API access required for that workflow.
03
Test + launch
Prove normal actions, corrections, failures, duplicates, security, and human escalation before trusting production traffic.
Revenue playbooks
Start where work is being lost today.
Use a repeatable playbook instead of a generic “AI automation” project.
01
Missed-call recovery
Configure the trigger, trade rules, connected action, stop condition, and measurable outcome.
02
After-hours coverage
Configure the trigger, trade rules, connected action, stop condition, and measurable outcome.
03
Estimate follow-up
Configure the trigger, trade rules, connected action, stop condition, and measurable outcome.
04
Lead reactivation
Configure the trigger, trade rules, connected action, stop condition, and measurable outcome.
05
Review requests
Configure the trigger, trade rules, connected action, stop condition, and measurable outcome.
Use your existing systems
LOCKS should fit the operation—not force the operation to start over.
Scope connections to field-service platforms, CRMs, calendars, phone routing, messaging, payments, webhooks, and APIs only when the required access and actions are technically available and approved.
Common systems
- ServiceTitan / Housecall Pro / Jobber / CRM platforms
- Google Calendar / Microsoft 365 / scheduling systems
- Business phone routing / approved SMS and email
- Stripe / QuickBooks / payment workflows
- Zapier / Make / webhooks / authenticated APIs
Simple pricing
Start with the front office. Add revenue workflows when you need them.
Third-party usage and customer-specific implementation scope are confirmed before activation.
Front Office
$500 / month
- Inbound AI front office
- Structured trade-specific intake
- Lead qualification + routing
- Post-call summary + owner notification
- Lead-recovery workflow
- Launch QA + ongoing tuning
$1,500 one-time implementation.
Revenue Operations
$1,000 / month
- Everything in Front Office
- Connected calendar / CRM workflow
- Approved SMS / email follow-up
- Estimate / no-show / lead recovery
- Pipeline actions + reporting
- Implementation scoped before launch
Business OS
Custom multi-workflow
- Multiple locations or departments
- Specialized AI roles
- Advanced API / workflow integrations
- Consent-based outbound automation
- Custom analytics + routing
- Phased implementation
Bring us one workflow that is costing time or revenue.
We will show you what LOCKS can handle, what needs a connection, and where a person should stay in control.