AI Call Assistant + CRM + Business Tools

One Platform to
Run Your Entire Business.

SpeakHalo combines an AI call assistant that answers every call 24/7 with a full CRM, job management, estimates, scheduling, equipment tracking, timesheets, GPS tracking, and multi-channel messaging. All built for home service businesses.

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HVAC technician servicing equipment
HVAC
Electrician working on wiring
Electrical
Plumber installing pipe fittings
Plumbing
Service business manager
Management
<1s
AI call answer time
50+
Built-in features
6
Countries
24/7
Availability
Setup

Up and Running in Minutes

No engineering required. Three steps from sign-up to a fully operational business platform.

01

Set Up Your Account

Sign up, get a dedicated phone number with voice, SMS, and WhatsApp, and configure your AI voice agent. Add your services, business hours, and team members.

Already have a number? Forward it to your SpeakHalo line.

02

Configure Your Business

Set up your CRM, pricebook, service areas, tax rates, and team roles. Import customers or start fresh. Connect Google Calendar and QuickBooks.

Industry-specific templates and pricebooks pre-loaded for your trade.

03

Go Live

Your AI answers calls, books appointments, and saves customers automatically. Manage jobs, send estimates, track equipment, log timesheets, and run your entire business from one dashboard.

Monitor every call, job, estimate, and team member in real time.

AI Call Flow

Every Call, Fully Automated

From the moment your phone rings to the follow-up confirmation and CRM entry, every step runs without you lifting a finger.

Step 1

Customer Calls

A customer calls your business number. SpeakHalo answers instantly with no hold times and no voicemail.

Step 2

AI Answers

Your AI agent greets the caller by name (if recognized) with a warm, professional voice customized for your brand.

Step 3

Understands the Need

The AI uses deep industry knowledge to ask the right diagnostic questions and understand exactly what the customer needs.

Step 4

Takes Action

Books appointments, checks availability, saves customer info, and escalates emergencies, all automatically during the call.

Step 5

Follows Up

Sends confirmation via WhatsApp or SMS, updates your CRM, and ensures nothing falls through the cracks.

Live Demo

A Real Call, Step by Step

Customer calls about AC failure. Everything the AI created in 54 seconds.

Inbound · AC not cooling
0:54
0:00
Good morning, Comfort Home Services. This is Alex. How can I help?
J
0:04
Hi, my AC stopped working. Clicking sound on startup.
0:10
Clicking usually means a capacitor issue. How old is the unit and what brand?
J
0:19
Carrier, about 7 years old.
0:40
I have tomorrow at 9 AM or Thursday at 2 PM available. Which works?
J
0:47
Tomorrow at 9.
0:50
Booked for tomorrow 9 AM. WhatsApp confirmation sent.

5 Actions Fired

Real-time, mid-call

get_business_info0:00
check_availability0:32
book_appointment0:48
save_customer0:50
end_call0:54

Each action runs mid-conversation. No post-call delay.

Appointment Created

Google Calendar · 0:48

TUE
25

AC Diagnostic

9:00 AM – 11:00 AM

42 Elm Street

Confirmed

WhatsApp Sent

Delivered · 0:53

SH

Comfort Home Services

via WhatsApp Business

Hi James! AC diagnostic confirmed for Tue 25th at 9:00 AM. Our tech will be at 42 Elm Street.

Customer Saved

CRM profile · 0:50

J

James P.

New Customer
Phone+1 (555) 234-5678
Address42 Elm Street
TradeHome Services
IssueAC not cooling
StatusBooked

Illustrative scenario based on the real platform call flow.

Platform

Everything You Need, Built In

AI call assistant, CRM, job management, estimates, scheduling, equipment tracking, timesheets, GPS, forms, QuickBooks sync, and more. All in one platform.

AI Call Assistant

Answers every inbound call in under a second with a natural, human-sounding voice trained on real home service conversations.

  • 8 professional voices: male, female, and neutral
  • Caller recognition: greets returning customers by name
  • Real-time function calling during the conversation
  • Seamless handoff to a human for complex situations

Built-in CRM

Full customer relationship management with automatic profile creation, lead scoring, customer map, and complete interaction history.

  • Automatic customer profiles on first contact
  • Lead scoring (Hot, Warm, Cold) and segmentation
  • Customer map for geographic visualization
  • Full history across voice, WhatsApp, and SMS

Jobs & Work Orders

Create and manage jobs from start to finish. Track status, assign technicians, log materials, and capture before/after photos.

  • Full job lifecycle: New to Completed to Invoiced
  • Technician assignment and dispatch tracking
  • Materials and parts tracking with markup
  • Before, during, and after photo capture

Estimates & Invoices

Create professional estimates with Good/Better/Best tiers. Convert approved estimates to invoices with one click.

  • Good/Better/Best tiered estimate options
  • Digital signature capture for approvals
  • Automatic invoice generation from estimates
  • Tax calculation with multi-jurisdiction support

Smart Scheduling

Checks your Google Calendar live and books appointments during the call. Supports recurring appointments with automatic reminders.

  • Two-way Google Calendar sync
  • Recurring appointment series (RRULE support)
  • Automatic 24h and 2h reminder notifications
  • Online booking widget for customer self-scheduling

Multi-Channel Inbox

Voice calls, WhatsApp, and SMS in one unified inbox. The AI handles replies on every channel with automatic language detection.

  • Unified inbox for all communication channels
  • AI auto-replies in 5 languages (WhatsApp and SMS)
  • Real-time browser and push notifications
  • Full threaded conversation history

Equipment Tracking

Track every piece of customer equipment with serial numbers, warranty dates, service history, and QR codes for instant lookup.

  • Equipment profiles with serial and model numbers
  • Warranty expiration tracking and alerts
  • Complete service history per unit
  • QR code generation for field access

Timesheets & GPS

Clock in/out tracking for technicians with job-based time entries. Real-time GPS tracking with customer ETA sharing.

  • Clock in/out with job-based time entries
  • Real-time technician GPS location tracking
  • Customer-facing ETA links via SMS
  • Exportable timesheet reports

AI Photo Estimates

Customers send photos via WhatsApp. The AI analyses with trade-specific expertise and generates instant preliminary estimates.

  • Deep expertise across all home service trades
  • Structured estimate with scope description
  • Photos saved to the customer profile automatically
  • Full estimate history per customer

Forms & Checklists

Create custom forms for inspections, safety audits, and job completion. Capture photos, signatures, and conditional fields.

  • Inspection, checklist, safety, and completion forms
  • Photo capture and digital signature fields
  • Conditional fields and branching logic
  • PDF export and customer-facing sharing

QuickBooks & Billing

Sync customers, estimates, invoices, and payments with QuickBooks Online. Built-in pricebook for consistent service pricing.

  • Two-way QuickBooks Online sync
  • Pricebook with categories and markup
  • Multi-jurisdiction tax configuration
  • Membership plans with recurring billing

Analytics & Team

Real-time dashboards for calls, jobs, revenue, and team performance. Role-based access with full team management.

  • Call volume, job, and revenue tracking
  • Usage threshold alerts (50% / 80% / 100%)
  • Role-based permissions (Owner, Admin, Manager, Member)
  • Customer portal for self-service access
Voice Options

Professional AI Voices

Choose the voice that best represents your brand. Male, female, and non-binary options available. Set your default voice and change it any time from your dashboard.

Default
A

Alex

Non-binary

Balanced, neutral, and professional

J

Jordan

Male

Warm, steady, and trustworthy

M

Maya

Female

Friendly, engaging, and approachable

M

Marcus

Male

Deep, authoritative, and calm

S

Sofia

Female

Bright, cheerful, and energetic

R

Riley

Non-binary

Calm, professional, and reassuring

A

Aria

Female

Light, gentle, and welcoming

B

Blake

Male

Bold, confident, and direct

Trade Knowledge

Built for Every Home Service Trade

Every trade gets AI call handling, CRM, job management, scheduling, estimates, equipment tracking, and business tools configured for their specific workflows.

HVAC

  • AI call triage for heating and cooling emergencies
  • Equipment tracking with warranty and service history
  • Seasonal maintenance scheduling with recurring jobs
  • Good/Better/Best estimates for system replacements

Plumbing

  • AI-powered emergency leak detection triage
  • Job management with materials and parts tracking
  • Photo estimates via WhatsApp for remote scoping
  • Invoice generation with tax and QuickBooks sync

Electrical

  • AI handles panel upgrade and wiring inquiries
  • Safety inspection forms with digital signatures
  • Technician dispatch with GPS tracking and ETA
  • Equipment records with serial numbers and QR codes

Cleaning

  • AI books residential and commercial cleanings
  • Recurring appointment series for regular clients
  • Membership plans with automated billing
  • Timesheet tracking for cleaning crews

Landscaping

  • AI schedules lawn care and seasonal services
  • Job photos with before/during/after categories
  • Customer portal for service history and estimates
  • GPS routing and ETA sharing for field crews

General Contracting

  • AI handles renovation scoping and scheduling
  • Multi-trade job coordination with team roles
  • Tiered estimates with digital signature approval
  • Timesheet and materials tracking per project
Real-Time Actions

AI That Acts During the Call

The AI doesn't just talk. It executes real actions mid-conversation: checking calendars, booking appointments, creating customer records in your CRM, and escalating emergencies.

check_availability

Checks your calendar in real-time to find open appointment slots for the customer.

book_appointment

Books the appointment directly into your Google Calendar with all customer details.

get_business_info

Retrieves your services, pricing, and hours to answer customer questions.

transfer_to_human

Seamlessly transfers urgent or complex calls to you or your team member.

end_call

Wraps up the call professionally, confirms next steps, and sends follow-up messages.

Customer Management
save_customer

Creates a new customer profile during the call and links any existing call or message history automatically.

update_customer

Updates an existing customer record (address, phone number, or service preferences) mid-conversation.

Infrastructure

Enterprise-Grade Technology Stack

AI, telephony, cloud infrastructure, and business integrations. All chosen for reliability, security, and performance at scale.

SpeakHalo AI

Advanced AI powering voice conversations, photo analysis, smart estimates, and intelligent CRM actions with real-time function calling.

Voice AIPhoto AnalysisFunction CallingMulti-language

Twilio

Enterprise telephony infrastructure powering voice calls, SMS, and WhatsApp across the US, Canada, UK, Australia, Ireland, and Sri Lanka.

VoiceSMSWhatsApp6 Countries

Cloud Infrastructure

DigitalOcean cloud with managed PostgreSQL, Redis, Cloudflare CDN, and integrations with Google Calendar, QuickBooks, and SendGrid.

PostgreSQLRedisCloudflareQuickBooksGoogle Calendar

Get Started

Ready to Run Your Business Smarter?

AI call assistant, built-in CRM, job management, estimates, scheduling, and more. Everything your home service business needs in one platform.

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