A managed front office for HVAC and plumbing teams
Contractor AI Front Office

Every new request deserves a real next step.

When your crew is on a job, incoming calls and emails still need attention. SGS Media sets up and manages an AI front office that captures the details, books an agreed next step, and brings your team in when it matters.

Built for HVAC and plumbing teams. The demonstration uses an SGS-owned environment and illustrative records.

SGS FRONT OFFICE · DEMO
Illustrative workflow
New service request
Synthetic example · HVAC · no real customer data
Call answeredAI identity disclosed; service need captured
Next step offeredAvailability checked against approved rules
Owner informedSummary and human escalation when needed
SGS-owned demo · illustrativeHuman fallback ready
01One number
answered
02One inbox
monitored
03Next steps
captured
04Your team
in control
What your team gets

Keep the work moving while you're on the job.

One managed workflow for the first conversation, the handoff, and the follow-up.

01 / VOICE

Answer incoming calls

Capture the request and contact details through a client-approved conversation, with clear AI identity and escalation rules.

02 / EMAIL

Respond to inquiries

Monitor an agreed inbox. Send safe, approved replies and queue uncertain messages for a person.

03 / BOOKING

Set a next step

Offer a slot or route a lead according to your hours, service area, and appointment policy.

04 / VISIBILITY

See what happened

View requests, handoffs, appointments, and usage in a portal, with a weekly operating report.

The SGS approach

Configured around your business. Run with your team.

We map your real intake rules, test them with you, and monitor the pilot after launch.

STEP 01

Map the handoff

Approve the services, hours, questions, urgency rules, and the person who should receive each request.

STEP 02

Test before launch

Walk through routine, urgent, uncertain, and failure cases in staging. Your team approves the script and workflow.

STEP 03

Run and improve

Go live after written approval. Review usage, escalations, missed opportunities, and customer feedback each week.

About the demonstration: Vitalhomepro is an SGS-owned demo environment. Any shown workflow or record is illustrative and uses synthetic or sanitized data; it is not an independent customer case study.
A clear starting point

A 60-day pilot built to prove the workflow.

One focused front office, set up for your team. We show you the flow before anything goes live.

Setup and the first month are due before onboarding. The second month is invoiced on pilot day 30.

Managed pilot · 60 days
$497 / month

Plus $750 one-time setup · $1,247 to start

  • One business number and one monitored inbox
  • One booking or lead-routing workflow
  • One escalation destination and two portal users
  • 200 AI voice minutes and 500 processed emails / month
  • Weekday support, 9 a.m.–5 p.m. Eastern
  • Weekly operating and usage review
Talk through the pilot ↗

Voice overage requires written approval and is priced at the greater of $0.35/minute or twice verified provider cost. Other overages and custom integrations are quoted separately. Agreement terms apply.

Common questions

Know what happens next.

Does the AI book jobs without us?

It follows the appointment or routing rules you approve. Urgent, uncertain, or out-of-policy requests go to the human destination you choose.

Do you replace our phone system or staff?

The pilot uses one agreed number and a defined handoff. Your team stays responsible for service, dispatch, and customer decisions.

Can I hear a live example?

Yes. Email us to arrange a ten-minute demonstration using our SGS-owned environment. We will provide the current test number and scenario when the session is scheduled.

What if it makes a mistake or a system is down?

We test fallback and escalation before launch. During the pilot, your approved route receives requests that need human attention or cannot be handled safely.

Let's walk through your first request.

Tell us how calls and email reach your team today. We'll show the workflow, the boundaries, and the pilot scope.

Request a demo ↗