Capture Every Job with Done-for-you AI for the Trades
Stop losing revenue to missed calls. Automate booking, quoting, follow-up and lead generation so you can focus on the job site.
30%+ of inbound trade calls go unanswered at peak — each missed call is a job walking to a competitor.
Where HVAC & Skilled Trades firms quietly bleed hours
Five problems we see in nearly every firm — and the agents Septra deploys to take them off your team's plate.
Missed inbound calls
Calls during jobs, after hours and in peak season convert directly to bookings for your competitors.
Missed-call recovery agent
Answers and texts back missed callers in seconds, qualifies the job and books it straight into Jobber / ServiceTitan / Housecall Pro — 24/7.
Slow quote generation
Quotes sit in a tech's truck for days — by the time you send, the homeowner has already hired someone else.
Draft-to-send quotes
Turns technician voice notes into a branded quote ready for your one-click send — same day, every time.
Manual scheduling & dispatch
Back-and-forth calls to assign techs, confirm windows and re-route around delays.
Smart dispatch
Sequences your day by location, skill and emergency priority, then auto-texts ETA updates to customers.
Customer follow-up gaps
Review requests, maintenance-plan upsells and reactivation campaigns never happen because nobody owns them.
Customer follow-up autopilot
Sends review requests, maintenance-plan upsells and seasonal reactivation campaigns from your CRM on the right cadence.
Lead generation is hit or miss
Ad spend on Google LSA, Google Ads and Meta brings in leads, but most never get called back fast enough to book.
Lead generation engine
Optimizes Google LSA, Google Ads and Meta lead forms, then instantly qualifies and books every inbound — paired with local SEO content so leads keep flowing.
How much revenue are missed calls and admin costing your shop?
Tell us about your inbound volume and crew. We'll estimate the hours/week and revenue Septra could recover.
Industry average: 27% of calls go unanswered
Estimates based on ContractorInCharge 2024 missed-call data, Modernize repair cost benchmarks, and 411 Locals 2024 answer-rate study. Adjust sliders to match your shop.
Enterprise-Grade Privacy & Security
We build with the same engineering rigor used at the world's leading tech platforms. Your data security is our first priority.
100% Private Data
Your business data remains yours. We never use your proprietary information or patient/client data to train any AI models.
Done-For-You Security
We handle the entire implementation, ensuring that all automations are built with secure, encrypted data pipelines from day one.
Anonymized Processing
Our architecture ensures that sensitive identifiers are handled with extreme care, meeting and exceeding industry standards.
HVAC & Skilled Trades — frequently asked questions
Does Septra replace ServiceTitan, Housecall Pro or Jobber?
No — Septra sits on top of the field service software you already use. We integrate with your dispatch and invoicing tools so the AI uses them as the source of truth.
Can the AI actually book jobs without a human?
Yes. For straightforward service calls (diagnostic visits, recalls, common repairs) the AI qualifies the caller, checks dispatch availability and books the slot. Complex or high-ticket jobs get routed to you with a summary.
What happens after-hours or on weekends?
That's where most of the value is. Septra answers 24/7, captures the lead, books the next available appointment and texts the customer a confirmation — so you wake up to a booked Saturday, not a voicemail backlog.
Can you actually run our Google LSA / Google Ads / Meta?
Yes. The lead-gen layer optimizes spend, watches cost-per-booked-job and feeds every lead into the missed-call recovery agent so nothing leaks while you're on a roof.
Will customers know they're talking to AI?
We're transparent — the AI introduces itself as your virtual assistant. Customers consistently report higher satisfaction than voicemail, because they get an answer immediately.