AI automations

AI automation for contractors
with a human handoff.

AI can catch missed calls, answer common questions, ask for reviews, and follow up automatically. We map out exactly what it should handle and set clear rules for when a real person needs to step in — angry customers, big jobs, and anything unusual still go to a human.

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TRIGGER
The exact event that starts each workflow
OWNER
A named person responsible for exceptions and follow-up
HANDOFF
Human escalation for sensitive or unusual conversations
Chatbot automation
What are AI automations?

Routine work handled automatically.

An AI automation is a set of connected tools that starts when something happens in your business, such as a missed call or a completed job. AI helps understand the customer's message; your rules decide what happens next. The system can gather details, send an approved reply, update your calendar or CRM, and alert a team member when a person needs to take over. Toughjobs builds and maintains it; your business can use it while signed up with us.

For example: a missed call

A customer calls while your crew is on a job. The automation texts back, asks what they need, records their contact details, and sends your office the conversation. Your team handles urgent or unusual requests directly.

Related services

Automation field guide

Save Money & Time with AI Automations

Choose your trade and the work that slows your team down. Open a category to see what each automation handles and adjust the time estimate for your business.

Tradesperson holding a saw
Choose a category

61 workflows available across all trades. Click a group to explore.

Example labor values use $35/hour and are not guaranteed payroll savings. The AI answering range assumes 150–300 routine calls a month at six minutes each. Estimates can overlap; open other estimates to adjust them for your business.

No automations match these filters. Try another trade or category.

Lead capture & sales

10 workflowsClick here to open
  1. Missed-call text-backInstantly texts callers when the office or technician cannot answer.ReviewBy scope
  2. Website chat qualificationCollects service type, location, urgency, and contact details before handoff.ReviewBy scope
  3. After-hours lead captureResponds, qualifies, and routes new inquiries while the team is off duty.ReviewBy scope
  4. Web-form routingSends each form to the correct branch, dispatcher, or service manager.ReviewBy scope
  5. Lead-source taggingLabels calls and forms by Google, Facebook, referral, direct mail, or campaign.ReviewBy scope
  6. Instant inquiry acknowledgementConfirms the request and tells the prospect exactly what happens next.ReviewBy scope
  7. Sales pipeline creationCreates the CRM opportunity, owner, stage, and follow-up task automatically.ReviewBy scope
  8. Abandoned-form recoveryFollows up when a prospect starts a booking or estimate form but stops.ReviewBy scope
  9. Duplicate-lead cleanupMatches repeat callers and forms to the existing customer record.ReviewBy scope
  10. Estimate follow-up sequenceSends timed reminders after a quote without relying on office memory.ReviewBy scope

Scheduling & dispatch

10 workflowsClick here to open
  1. Customer self-schedulingShows approved appointment windows and books directly into the calendar.ReviewBy scope
  2. Appointment confirmationConfirms the date, arrival window, address, and service details automatically.ReviewBy scope
  3. Appointment remindersSends text and email reminders at the right intervals before the visit.ReviewBy scope
  4. One-click reschedulingLets customers move an appointment within approved capacity rules.ReviewBy scope
  5. Technician dispatch noticeSends job details, access notes, and customer history to the assigned tech.ReviewBy scope
  6. Route-change notificationUpdates the office, technician, and customer when the schedule shifts.ReviewBy scope
  7. Calendar synchronizationKeeps dispatch, personal, sales, and estimating calendars aligned.ReviewBy scope
  8. Cancellation waitlist fillOffers a newly open slot to qualified customers waiting for earlier service.ReviewBy scope
  9. Emergency-call escalationRoutes urgent conditions to the on-call person based on trade and territory.ReviewBy scope
  10. Capacity-based bookingOpens and closes appointment types based on crews, skills, and workload.ReviewBy scope

Customer communication

11 workflowsClick here to open
  1. AI answering machineAnswers incoming calls, gathers the job details, and hands sensitive or urgent conversations to a person.ReviewBy scope
  2. On-my-way textsSends the technician name and updated arrival time when travel begins.ReviewBy scope
  3. Technician introductionShares a photo, name, and trust details before someone arrives at the home.ReviewBy scope
  4. Delay notificationsNotifies customers when a prior job or traffic changes the arrival window.ReviewBy scope
  5. Post-job thank-youSends a branded thank-you as soon as the job is marked complete.ReviewBy scope
  6. Equipment care instructionsDelivers the correct care guide based on equipment or service performed.ReviewBy scope
  7. Warranty remindersWarns customers before labor, parts, or manufacturer coverage expires.ReviewBy scope
  8. Maintenance remindersTriggers service messages by install date, last visit, or equipment age.ReviewBy scope
  9. Seasonal service remindersSchedules tune-up, winterization, cleaning, or inspection campaigns.ReviewBy scope
  10. Quote-expiration reminderAlerts prospects before pricing or proposed work expires.ReviewBy scope
  11. Language-based message routingSends customers to the right bilingual teammate or approved message set.ReviewBy scope

Field operations

10 workflowsClick here to open
  1. Digital job-packet assemblyBundles scope, history, photos, notes, forms, and directions for the crew.ReviewBy scope
  2. Required-photo remindersPrompts before, during, and after photos based on the job type.ReviewBy scope
  3. Completion checklist enforcementPrevents closeout until required safety, quality, and cleanup steps are done.ReviewBy scope
  4. Parts-usage loggingUpdates job cost and inventory when technicians record installed parts.ReviewBy scope
  5. Low-inventory alertsNotifies purchasing before common truck or warehouse stock runs out.ReviewBy scope
  6. Safety-form promptsDelivers the correct hazard, lockout, or site-safety form for each job.ReviewBy scope
  7. Permit & inspection remindersTracks due dates and alerts the responsible person before work stalls.ReviewBy scope
  8. Time-entry nudgesReminds technicians to clock, code, or correct incomplete job time.ReviewBy scope
  9. Change-order approvalSends scope and price to the customer for signed approval from the jobsite.ReviewBy scope
  10. Warranty-claim intakeCollects serial numbers, photos, dates, and issue details before review.ReviewBy scope

Billing & administration

10 workflowsClick here to open
  1. Invoice on completionCreates and sends the invoice when the approved job closes.ReviewBy scope
  2. Payment-link deliveryTexts and emails the correct secure payment link with the invoice.ReviewBy scope
  3. Overdue-invoice remindersRuns a respectful escalation sequence until payment or staff intervention.ReviewBy scope
  4. Deposit collectionRequests the required deposit after proposal acceptance and records status.ReviewBy scope
  5. Financing application routingSends approved financing options and notifies sales when an application moves.ReviewBy scope
  6. Receipt deliveryIssues a paid receipt and updates the customer record automatically.ReviewBy scope
  7. Expense-receipt captureCollects, names, and routes field purchase receipts to the right job.ReviewBy scope
  8. Payroll data handoffExports approved hours, overtime, and job codes to payroll.ReviewBy scope
  9. Bookkeeping category rulesCodes repeat vendors and common transactions for faster reconciliation.ReviewBy scope
  10. Recurring-service billingCreates scheduled invoices for memberships and maintenance agreements.ReviewBy scope

Reputation, retention & marketing

10 workflowsClick here to open
  1. Review requestSends the same neutral review request to every eligible customer at the approved point after service.ReviewBy scope
  2. Private feedback recoveryRoutes unhappy customers to a manager before the relationship is lost.ReviewBy scope
  3. Referral requestInvites strong customers to refer a neighbor and tracks the source.ReviewBy scope
  4. Membership renewalReminds customers before service plans expire and provides a renewal path.ReviewBy scope
  5. Past-customer reactivationFinds dormant customers and sends service-specific return campaigns.ReviewBy scope
  6. New-customer onboardingSends expectations, contact details, policies, and account instructions.ReviewBy scope
  7. Home-anniversary touchpointSchedules a useful annual message based on install or first-service date.ReviewBy scope
  8. Unsold-estimate nurtureFollows up over time with relevant proof, financing, and availability.ReviewBy scope
  9. Completed-job audience syncMoves customers into the correct email, advertising, or exclusion audience.ReviewBy scope
  10. Weekly KPI reportCombines leads, bookings, revenue, response time, reviews, and close rates.ReviewBy scope
Your idea, built for the trades

We'll build you an app for free.

Tell us what would make your workday easier. We'll review your idea and get in touch about building it. We may offer the finished app to other trade businesses too.

Submitting opens your email app with your idea ready to send.

Six products. One business journey.

From the first inquiry
to the next referral.

Raven answers the call. Coyote follows the text or web inquiry. Workhorse organizes the job. Foxy supports the customer conversation. Grizzly turns real work into content. Rooster makes the honest review request part of the process.

Explore the role each product is designed to play below. Availability varies; these are complementary workflows, not a claim that every product is live or already connected. We agree on your setup, approvals, costs, and pilot before activation.

AI phone answering

Raven by Toughjobs

An AI receptionist designed for trade businesses: welcome callers, gather the right job details, and get the conversation to the person who can help. Less phone tag while your crew is working.

See how Raven works
CRM & field operations

Workhorse by Toughjobs

The Toughjobs CRM for organizing clients, jobs, dispatch, estimates, and invoices around the way a trade business works. Give the office and the crew a shared view of what needs to happen next.

See how Workhorse works
Jobsite content & local visibility

Grizzly by Toughjobs

Turn real job photos and a few field notes into reviewable marketing drafts. Grizzly gives your local SEO and social media program a steady source of original work, without asking the owner to become a full-time content writer.

See how Grizzly works
Text & web lead response

Coyote by Toughjobs

The lead-response workflow for website inquiries and business texting. Coyote is designed to acknowledge requests, collect useful service details, and put the conversation in front of the right person while your crew keeps working.

See how Coyote works
Review requests & reputation

Rooster by Toughjobs

A repeatable review-request workflow designed to follow completed jobs. Rooster helps your team ask consistently, make the review link easy to find, and keep a person responsible for feedback.

See how Rooster works
Technician communication coaching

Foxy by Toughjobs

Field-focused coaching designed to help technicians handle customer concerns, explain options clearly, and practice the moments that can make or break a service visit. Support the person doing the work, not just the software around them.

See how Foxy works
Map the right tools for your business →
Straight answers

EXPLORE AI AUTOMATIONS FAQS

Each category below jumps straight to the matching answers, so you're not scrolling past questions that don't apply to you. Want the complete list instead? Open the full FAQ hub underneath.

Pricing & Costs Service Areas Timeline & Completion Getting Started What's Included Who It's For Our Process Requirements & Preparation Customization & Options Results & Expectations Ownership & Access Platforms & Integrations Security & Data Privacy Support & Maintenance Policies & Guarantees Contact & Next Steps

See all AI & Automations FAQs →

More than marketing

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A hand up when budget is tight

One day a week we help people with more grit than budget get a business off the ground — honest guidance, real direction, no pressure.

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