AI Intake for Local Service Businesses

Your business runs. Your leads still land.

AI that works the way your business actually runs — for your customers and your team.

See It On Your Business →
HVAC & HeatingMed SpasNail SalonsRestaurantsBarsPlumbingElectriciansLandscapingAuto RepairBreweriesChiropracticFitness StudiosPet GroomingCleaning ServicesHVAC & HeatingMed SpasNail SalonsRestaurantsBarsPlumbingElectriciansLandscapingAuto RepairBreweriesChiropracticFitness StudiosPet GroomingCleaning Services

Not every customer is the same. Your intake shouldn't be either.

QuickIntake works in five distinct modes — each one tuned to how your specific customers actually behave when they reach out. Same platform. Five very different experiences.

Triage
It's 9pm on a Sunday. The AC just failed and the homeowner needs it fixed before work tomorrow.
When something's broken, customers need help fast. QuickIntake captures the issue, urgency level, and contact details — and flags emergencies so you can respond to the right job first.
HVAC · Plumbing · Electrical · Locksmith · Pest Control
Consultation
She's been thinking about Botox for months. Tonight she finally opened your website to look around.
When customers are curious, QuickIntake plays the role of a warm front desk coordinator — answering questions, building trust, and surfacing memberships or packages they didn't know to ask about.
Med Spa · Cosmetic Dentistry · Financial Planning · Real Estate
Estimate
He needs a quote on a new roof. He's already emailed three contractors and is waiting to see who responds first.
When customers need a price, QuickIntake gathers the project details that make quoting fast — dimensions, materials, timeline — so your first callback is a quote delivery, not a 20-questions game.
Roofing · Landscaping · Fencing · Remodeling · Painting
Booking
She's standing in the parking lot, trying to schedule a cleaning for next Tuesday. The phone is going to voicemail.
When customers want an appointment, QuickIntake handles the booking conversation — service type, preferred time, contact info — and gets it on your team's radar immediately.
Nail Salons · Cleaning · Dog Grooming · Salons & Barber Shops
Order
It's a 90-degree Saturday on the patio. The bartender is slammed and the four-top in the corner has been waiting ten minutes to order another round.
When customers want to order, QuickIntake takes the request — drinks, modifiers, dietary notes — staff confirms on a tablet, and the bar or kitchen gets to work without anyone breaking service.
Bars · Restaurants · Breweries · Taprooms

See it in action.

This is exactly what your customers would experience.

01
Customer reaches out
They have a question, a problem, or a request — at 9pm on a Tuesday, on a Saturday morning, or any time you're not at your desk. They start a conversation on your site that feels like talking to someone, not filling out a form.
02
AI captures everything you need
QuickIntake asks the right questions for your business — triaging emergencies, building trust on consultations, gathering estimate details, or confirming booking preferences. Then it collects their contact info naturally.
03
You get a complete lead, ready to act on
You receive a text and email with the full conversation summary — while the customer gets a confirmation that you'll be in touch. By the time you call back, all you're doing is closing the deal.
🕙
24/7 Coverage
Never lose a lead to voicemail again. QuickIntake is awake when you're not.
🎨
Your Brand, Your Voice
We train the AI on your services, prices, and tone. It sounds like you.
Instant Notifications
Text + email the moment a lead comes in, with everything you need to follow up.
📋
Zero Admin
No dashboards to babysit. Leads show up in your inbox, ready to act on.

Done for you. Not do it yourself.

Most AI intake tools hand you a toolbox and ask you to build it yourself. Pick the prompts. Configure the flows. Train the bot. Troubleshoot when it doesn't sound right. QuickIntake works differently. We build the intake experience for your business — tailored to your services, your pricing, your voice, and your archetype — and hand you a link. No configuration. No prompt engineering. No weekend spent building. Just leads coming in, looking like you wrote every word yourself.

Our first pilot client texted us his services on a Tuesday and had a fully branded intake experience live by Friday.

This isn't generic AI with your logo on it.

A hundred years ago, electricity was the breakthrough. But electricity alone didn't build businesses — toasters did. Kettles did. Light bulbs did. Each one took the same raw power and channeled it into something specific, something useful, something you'd pay for without thinking twice.

That's what we do with AI.

QuickIntake isn't a chatbot you configure yourself. It's a specialized tool built around three things: your data, expert prompts written for your specific industry, and a custom experience your customers (or your team) actually want to use.

Your HVAC customers don't need a chatbot. They need someone who gets to the point, captures what's wrong, and gets a tech dispatched. Your bartender doesn't need a tablet that looks like a spreadsheet. They need an order that appears with a chime and a name attached. Your new hires don't need another email chain. They need one place to go when they forget what they were told on day one.

Same engine. Different tool for every job. Built for you, not by you.

Works for your customers. Works for your team.

For Your Customers
The conversations they're already trying to have.

Your AI handles the conversations your customers are already trying to have — after hours, on the patio, from a website, from a QR code. It captures what they need and gets it to the right person, instantly.

  • After-hours lead capture (HVAC, plumbing, electrical)
  • Live ordering from tables and patios (bars, restaurants)
  • First-timer guidance for high-consideration services (med spas, salons)
  • Project scoping for accurate quotes (roofing, landscaping, construction)
  • Appointment booking when the front desk is closed
For Your Team
The resource your employees actually use.

Your AI becomes the always-available resource your employees actually use — answering the questions they ask every week, tracking what's been completed, and showing you who's ready and who's stuck.

  • Virtual HR assistant that answers repeat onboarding questions
  • Document collection and compliance tracking
  • New hire checklist with dashboard visibility
  • Policy and procedure knowledge base
  • Routes anything it can't answer to a manager — never guesses

The test your managers stopped grading by hand.

“It's a Friday night. You just put a new server on the floor, and you're trusting they remember which dishes hit the same fryer that cooks the gluten.”

Training your staff is the part of the job that never ends — new hires every month, the same questions, the same paper test someone has to sit down and grade by hand. QuickIntake turns your own training material into two things: an interactive study guide your team can ask anything, and a real certification test that proves they're floor-ready.

The test generates fresh questions every time, so no one can pass around an answer key. It grades itself the moment they finish. And it gates on the things that actually matter — miss a critical item like an allergy protocol or an alcohol law and it's a fail, no matter the score. Your managers stop spending Sunday grading. You get proof that everyone on the floor knows the non-negotiables.

Built first for a Richmond restaurant whose managers were hand-grading paper tests for every new hire.

If you run a local service business — and your customers expect to reach someone after hours — QuickIntake is built for you. Here's a snapshot of who we serve.

Triage
HVAC
Plumbing
Electrical
Consultation
Med Spa
Aesthetics
Cosmetic Dentistry
Estimate
Roofing
Landscaping
Remodeling
Catering
Tax & Bookkeeping
Booking
Salons
Barber Shops
Cleaning
Dog Grooming
Property Management
Order
Bars
Restaurants
Breweries
Taprooms

We'll build the place it lives.

QuickIntake works on the website you already have. But some businesses don't have a site worth pointing customers to yet — or any site at all. If that's you, we'll build one: a clean, fast, one-page site with your QuickIntake assistant built right in, so the place people land and the thing that captures them are the same thing.

It's a separate project from your intake — its own scope, its own price — but it means you can launch both at once instead of waiting on a web designer to free you up.

Ask about a site →
See it live on your business.
Request a demo and we'll show you exactly what QuickIntake looks and sounds like for your industry — no commitment, no sales pressure.
No spam. No pressure. Phil responds personally.