Fleety

Home services businesses such as plumbing, heating, and HVAC shops lose revenue when calls go unanswered, leads aren't qualified fast enough, or jobs are dispatched to the wrong technician. Booking errors reach the dispatch board because call transcripts, equipment records, and past notes aren't checked beforehand. After-hours calls for urgent issues like burst pipes or no heat often go unanswered, meaning booked work is lost to competitors who respond first. Dispatchers also lack visibility into which quotes convert, how technicians perform, and which leads turn into booked visits, making it hard to improve operations.

Fleety offers a suite of connected products: Validation checks call transcripts, equipment records, and notes before a job reaches dispatch; Dispatch matches jobs to technicians by skill, location, and revenue potential and adjusts schedules as the day changes; CSR answers calls 24/7, qualifies requests, and books visits after hours; Speed to Lead unifies incoming leads from channels like Yelp and responds instantly to qualify and book jobs. An analytics layer reports metrics such as estimate close rate, lead booking rate, technician job values, and invoiced amounts by business unit. The product integrates with existing CRMs like ServiceTitan, Housecall Pro, and Jobber, and Fleety says it spends time working inside a customer's shop to configure the system to their specific service areas and dispatch priorities, with dispatchers retaining final approval over automated suggestions.