AI Intake for Local Service Businesses

Your business runs. Your leads still land.

AI that works the way your business actually runs — for your customers and your team.

See It On Your Business →
—HVAC & Heating—Med Spas—Nail Salons—Restaurants—Bars—Plumbing—Electricians—Landscaping—Auto Repair—Breweries—Chiropractic—Fitness Studios—Pet Grooming—Cleaning Services—HVAC & Heating—Med Spas—Nail Salons—Restaurants—Bars—Plumbing—Electricians—Landscaping—Auto Repair—Breweries—Chiropractic—Fitness Studios—Pet Grooming—Cleaning Services

Your intake should fit the customers you actually serve.

QuickIntake works in five distinct modes, each tuned to how your specific customers actually behave when they reach out. All five run on the same platform, and each gives your customers a very different experience.

Triage
“It's 9pm on a Sunday. The AC just failed and the homeowner needs it fixed before work tomorrow.”
When something's broken, customers need help fast. QuickIntake captures the issue, urgency level, and contact details — and flags emergencies so you can respond to the right job first.
HVAC · Plumbing · Electrical · Locksmith · Pest Control
Consultation
“She's been thinking about Botox for months. Tonight she finally opened your website to look around.”
When customers are curious, QuickIntake plays the role of a warm front desk coordinator — answering questions, building trust, and surfacing memberships or packages they didn't know to ask about.
Med Spa · Cosmetic Dentistry · Financial Planning · Real Estate
Estimate
“He needs a quote on a new roof. He's already emailed three contractors and is waiting to see who responds first.”
When customers need a price, QuickIntake gathers the project details that make quoting fast — dimensions, materials, timeline — so your first callback can go straight to the quote.
Roofing · Landscaping · Fencing · Remodeling · Painting
Booking
“She's standing in the parking lot, trying to schedule a cleaning for next Tuesday. The phone is going to voicemail.”
When customers want an appointment, QuickIntake handles the booking conversation — service type, preferred time, contact info — and gets it on your team's radar immediately.
Nail Salons · Cleaning · Dog Grooming · Salons & Barber Shops
Order
“It's a 90-degree Saturday on the patio. The bartender is slammed and the four-top in the corner has been waiting ten minutes to order another round.”
When customers want to order, QuickIntake takes the request — drinks, modifiers, dietary notes — staff confirms on a tablet, and the bar or kitchen gets to work without anyone breaking service.
Bars · Restaurants · Breweries · Taprooms

See it in action.

This is exactly what your customers would experience.

01
Customer reaches out
They have a question, a problem, or a request — at 9pm on a Tuesday, on a Saturday morning, or any time you're not at your desk. They start a conversation on your site, which feels more like talking to someone than filling out a form.
02
AI captures everything you need
QuickIntake asks the right questions for your business — triaging emergencies, building trust on consultations, gathering estimate details, or confirming booking preferences. Then it collects their contact info naturally.
03
You get a complete lead, ready to act on
You receive a text and email with the full conversation summary — while the customer gets a confirmation that you'll be in touch. By the time you call back, all you're doing is closing the deal.
🕙
24/7 Coverage
QuickIntake answers at any hour, so leads that come in after you close stop going to voicemail.
🎨
Your Brand, Your Voice
We train the AI on your services, prices, and tone so it sounds like your business.
⚡
Instant Notifications
Text + email the moment a lead comes in, with everything you need to follow up.
📋
Zero Admin
Leads arrive in your inbox ready to act on, so there is no dashboard to keep checking.

Done for you, not by you.

Most AI intake tools hand you a toolbox and ask you to build the experience yourself, which means picking the prompts, configuring the flows, training the bot, and troubleshooting when it doesn't sound right. QuickIntake takes a different approach. We build the intake experience for your business, tailored to your services, your pricing, your voice, and your archetype, and hand you a link. You don't configure anything, write prompts, or spend a weekend building, and the leads that come in look like you wrote every word yourself.

Our first pilot client texted us his services on a Tuesday and had a fully branded intake experience live by Friday.

Specialized AI, built for your business.

A hundred years ago, electricity was the breakthrough, but the businesses it built came from the products that put it to work: toasters, kettles, and light bulbs. Each one took the same raw power and channeled it into something specific and useful that people would pay for without thinking twice.

We take the same approach with AI. QuickIntake is a specialized tool that we configure for you, built around three things: your data, expert prompts written for your specific industry, and a custom experience your customers (or your team) actually want to use.

Your HVAC customers need someone who gets to the point, captures what's wrong, and gets a tech dispatched. Your bartender needs orders that appear with a chime and a name attached, on a screen that doesn't look like a spreadsheet. Your new hires need one place to go when they forget what they were told on day one, so they aren't digging through another email chain.

The same engine powers each of these, shaped into a different tool for every job and built for you.

Works for your customers. Works for your team.

For Your Customers
The conversations they're already trying to have.

Your AI handles the conversations your customers are already trying to have — after hours, on the patio, from a website, from a QR code. It captures what they need and gets it to the right person, instantly.

  • After-hours lead capture (HVAC, plumbing, electrical)
  • Live ordering from tables and patios (bars, restaurants)
  • First-timer guidance for high-consideration services (med spas, salons)
  • Project scoping for accurate quotes (roofing, landscaping, construction)
  • Appointment booking when the front desk is closed
For Your Team
The resource your employees actually use.

Your AI becomes the always-available resource your employees actually use — answering the questions they ask every week, tracking what's been completed, and showing you who's ready and who's stuck.

  • Virtual HR assistant that answers repeat onboarding questions
  • Document collection and compliance tracking
  • New hire checklist with dashboard visibility
  • Policy and procedure knowledge base
  • Routes anything it can't answer to a manager instead of guessing

The test your managers stopped grading by hand.

“It's a Friday night. You just put a new server on the floor, and you're trusting they remember which dishes hit the same fryer that cooks the gluten.”

Training your staff is the part of the job that never ends. There are new hires every month, the same questions, and the same paper test someone has to sit down and grade by hand. QuickIntake turns your own training material into two things: an interactive study guide your team can ask anything, and a certification test that shows they're ready for the floor.

The test generates fresh questions each time, so an answer key can't be passed around, and it grades itself as soon as they finish. It also gates on the items that matter most, so missing a critical topic like an allergy protocol or an alcohol law is a fail regardless of the overall score. Your managers get their Sundays back, and you have a record showing that everyone on the floor knows the non-negotiables.

Built first for a Richmond restaurant whose managers were hand-grading paper tests for every new hire.

If you run a local service business — and your customers expect to reach someone after hours — QuickIntake is built for you. Here's a snapshot of who we serve.

Triage
HVAC
Plumbing
Electrical
Consultation
Med Spa
Aesthetics
Cosmetic Dentistry
Estimate
Roofing
Landscaping
Remodeling
Catering
Tax & Bookkeeping
Booking
Salons
Barber Shops
Cleaning
Dog Grooming
Property Management
Order
Bars
Restaurants
Breweries
Taprooms

We'll build the place it lives.

QuickIntake works on the website you already have. But some businesses don't have a site worth pointing customers to yet — or any site at all. If that's you, we'll build one: a clean, fast, one-page site with your QuickIntake assistant built right in, so the place people land and the thing that captures them are the same thing.

It's a separate project from your intake — its own scope, its own price — but it means you can launch both at once instead of waiting on a web designer to free you up.

Ask about a site →
See it live on your business.
Request a demo and we'll show you exactly what QuickIntake looks and sounds like for your industry. There's no commitment and no sales pressure.
Phil responds personally, and we won't send spam or pressure you.