AI Lead Response for Trades | Solano County

How it works

Every lead gets a clear next step.

Some jobs can be booked. Others need an estimate, dispatcher or human callback. The workflow follows your operation.

A lead reaches out

Phone, chat, form, ad response or text.

Dacite responds

The customer gets an immediate business-specific response.

Details are collected

Service, location, urgency and contact information.

Booked or routed

Schedule, send a link, request photos or hand off to your team.

Lead-loss calculator

Estimate what slow response may be costing.

A planning estimate using your numbers—not a revenue guarantee.

Inbound leads per month 80

Leads not reached quickly 20%

Average completed job $650

Potential monthly opportunity at risk$10,400

Leads × delayed-response percentage × average job value. Outcomes vary.

What Dacite manages

One managed response system from first contact to next step.

I build, connect and maintain the workflow so your team is not left configuring another piece of software.

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Missed-call recovery

Text qualified callers when your team cannot answer.

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Website lead capture

Chat and forms collect useful job details.

✦

AI qualification

Determine service, urgency and next action.

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Booking and routing

Book when practical or route to the right person.

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Follow-up workflows

Keep open conversations from being forgotten.

✓

Ongoing management

Monitor and adjust the system as your business changes.

Illustrative trade workflow

A missed garage-door call becomes a qualified callback.

Not every lead should be auto-booked. This workflow gathers useful details and sends the job to the business for confirmation.

Missed-call text back7:42 PM

Hi, this is your garage-door service assistant. Sorry we missed your call. What problem are you having with the door?

The spring broke and the door will not open.

Is the vehicle trapped inside, and what city is the property in?

Yes. We are in Vacaville.

Thanks. The team will contact you to confirm service availability.

Qualified lead sent: broken spring · vehicle trapped · Vacaville · callback requested

Core · The CRM for service businesses

Keep the customer. Track the work.

Once the lead becomes a job, Core keeps the service details, checklist and customer follow-up in the same system.

Illustrative walkthrough · Fictional records · Core CRM

Customer workspaceDemo account

Jordan Taylor

Garage-door repair · Vacaville

Customer

Contact details

[email protected]

Owner

Derek

Service

Garage-door repair

Activity timeline

Service visit scheduledSep 17 · 3:00 PM · Assigned to Derek

Callback requestedGrinding noise when opening the garage door

Conversation savedWebsite inquiry · Customer prefers afternoons

Next actions

Confirm appointment and accessDue Sep 16 · Derek

Garage-door repairScheduled · Sep 17, 3:00 PM

Open service job →

Jordan Taylor

Website conversation

Callback requested

Conversation

JordanMy garage door makes a grinding noise when it opens. Can someone take a look?

Website assistantWhat city are you in, and when is a good time for the team to call?

JordanVacaville. After 2 PM works for me.

Details for the team

ServiceNoisy garage door

LocationVacaville

Next stepCall after 2 PM to arrange a visit

Garage-door repair

Jordan Taylor · Sep 17, 3:00 PM

In progress

Service checklist

2 of 5 completed

✓Confirm appointment and access

✓Inspect door and identify the noise

Review findings with the customer

Complete approved repair

Test operation and record service notes

Visit notes

Customer reports grinding during opening. Inspect the door and review the findings before additional work.

Assigned to

Derek

Accepted work

DEMO-1042

Garage-door repair

Jordan Taylor · Work saved to customer history

Completed

Service checklist

5 of 5 completed

✓Confirm appointment and access

✓Inspect door and identify the noise

✓Review findings with the customer

✓Complete approved repair

✓Test operation and record service notes

Customer follow-up

Check that the door runs smoothlySep 21 · 10:00 AM Pacific · Derek

Call Jordan to check the repair and answer any questions.

Follow-up saved with a linked task

A reminder for the team. No message has been sent.

Your staff assistant

Get caught up before you call.

Ask the staff assistant about a customer’s history, prepare a follow-up and review a proposed task before saving it.

Illustrative walkthrough · Fictional records · Core CRM

Customer workspaceDemo account

Staff assistant

Current customer: Jordan Taylor

Demo

Before the call

YouCatch me up on Jordan Taylor before I call.

Staff assistantJordan’s garage-door repair is complete.
The checklist is finished and the service notes are saved. Your next step is to check that the door is operating smoothly and answer any questions.

Ask a follow-up about this customer…

Staff assistant

Current customer: Jordan Taylor

Demo

Turn the next step into a task

YouCreate a task for me to call Jordan on September 21 at 10 AM Pacific.

Review task

Customer: Jordan Taylor
Task: Check garage-door operation
Due: Sep 21, 2026 · 10:00 AM Pacific
Assigned to: Derek

Confirm and save

Illustrated confirmation step

Jordan Taylor

Customer record · Next actions

Customer

Task saved

Call Jordan to check garage-door operationSep 21, 2026 · 10:00 AM Pacific · Derek

Confirm the door is operating smoothly after the repair and answer any remaining questions.

Saved to the customer record after confirmation

Pricing

Start with the core system.

One monthly number for the essential lead-response system, built and managed for you.

Core system

$800/month

Month to month · rate locked for six months

Book a 15-minute lead audit

AI receptionist answering calls 24/7
Website chatbot and lead forms
Qualification and appointment booking
Dacite CRM included at no extra cost
Customer records, pipeline and tasks
Built, monitored and maintained for you

Need missed-call text-back and ongoing follow-up? Managed Growth starts at $1,500/month and can add two-way texting, old-lead reactivation, review requests and lead routing.

Common questions

What this does—and what it does not do.

Do I have to replace my CRM or phone system?

No. You can keep your phone number. Dacite CRM is included with the $800 core system. If you prefer your existing CRM, I confirm the integration path during the audit before promising a connection.

Will AI schedule every job automatically?

No. Straightforward jobs can be booked. Estimates, emergencies and complicated work should be routed to a human.

Can it answer pricing questions?

It can provide approved basic pricing or service-call information. Custom quotes should go to your team.

Is this just a chatbot?

No. The system can include call answering, website chat and forms, qualification, booking, routing and Dacite CRM. Managed Growth can add two-way texting and ongoing follow-up.

How do we decide what to automate?

The lead audit separates safe automation from steps that still require human judgment.

Start with the process

See where your leads are falling through.

In 15 minutes, we will map how calls and web leads reach your team and identify the first workflow worth fixing.

Book your lead auditNo long-term contract required to discuss the system.