Appointment setting services for trades & home services

AssistBPO's appointment setting services for trades and home services companies put a trained setter on the customers you already have and the estimates you already gave, so the calendar fills without paying for another lead. Unsold estimates get a call at day 2, day 7 and day 14 with the written proposal in front of the setter, questions answered from it and financing pointed to your portal.

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This page Trades & home services Appointment setting services

How does appointment setting work for home services?

Every call and text goes out with lawful consent and do-not-call scrubbing: the setter works open estimates from your platform, expiring maintenance plans, past customers whose equipment is due for a tune-up, and homeowners who requested a quote through your website, never a purchased list. Members are booked for spring and fall visits in the shoulder months. Customers with a water heater past ten years or a system past fifteen get a courtesy check offer where your records support it. Commercial accounts such as property managers and restaurants get a scheduled call about a maintenance agreement. Every appointment is booked into ServiceTitan, Jobber or Housecall Pro with notes, confirmed the day before, and reported with conversations, sets and shows in the end-of-day report.

What tasks does appointment setting cover for trades and home services companies?

  • Call and text open estimates at day 2, 7 and 14 with lawful consent and do-not-call scrubbing
  • Scrub every list against the National Do Not Call Registry and your internal list
  • Book membership tune-ups in shoulder months before the seasonal rush
  • Offer courtesy checks to customers with aging water heaters and systems from your records
  • Renew expiring maintenance plans by phone and email
  • Set maintenance agreement calls with property managers and commercial accounts
  • Book every appointment in your field platform with notes and confirm the day before
  • Report conversations, appointments set and shows each day by campaign

The KPI that matters here

Estimates sold per 100 follow-up conversations and membership tune-ups booked before the season starts. Both are tracked by campaign and by tech who wrote the estimate.

What rules does appointment setting follow for home services?

  1. TCPA for follow-up calls and texts. Estimate follow-ups, tune-up reminders and review requests go only to customers who gave consent on your booking form or service agreement, inside 8am to 9pm local time, after do-not-call scrubbing, under the Telephone Consumer Protection Act enforced by the FCC. Purchased homeowner lists are never dialed.
  2. License numbers on ads and estimates. Many states require your contractor license number on advertising, estimates and social posts; California's CSLB and Florida's DBPR are two examples. Your assistant keeps the number on every template and never describes work your license does not cover.
  3. Review requests under the FTC rule. Review requests go to every customer after a completed job, not only the happy ones, and nobody is paid or given a discount for a review, following the FTC's Consumer Reviews and Testimonials Rule and Google's review policies. Replies never reveal a customer's address or account details.
  4. Card payments and PCI DSS. Deposits and payments are taken only through your ServiceTitan, Jobber or Housecall Pro payment link or portal. The assistant never writes down a card number or stores one in a note, in line with PCI DSS.

Home services software we work in

Also in use

  • FieldEdge
  • Google Business Profile

See all 80 tools we work in

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Frequently asked questions

How does estimate follow-up stay inside TCPA?

Every customer the setter calls or texts gave consent on your booking form, your service agreement or the estimate itself, and each list is scrubbed against the National Do Not Call Registry and your internal list before the shift. Calls stay inside 8am to 9pm local time, texts include opt-out wording and consent records live in your platform. Purchased homeowner lists and neighbors of a job are never contacted.

Can the setter sell the maintenance plan?

The setter can explain the plan from your approved script, quote the plan price you set, and enroll the customer through your platform's payment link, never by taking a card number over the phone. What the setter does not do is invent a discount or promise a repair price. For plan renewals the setter calls before the expiry date, confirms the visits used, and books the next tune-up at the same time.

Will you call commercial prospects such as property managers?

Business-to-business calls to property managers, restaurants and facilities teams are made with the same do-not-call scrubbing and lawful consent rules, in business hours, and always in your company name. The setter's goal is a scheduled call or site visit with your owner or sales lead to discuss a maintenance agreement, not a closed deal on the phone. Notes and the contact record go into your CRM with the source.

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