Turn Completed Jobs Into Referral Machines
Your AI agent checks in with every customer post-installation — confirming satisfaction, documenting warranty info, and asking for referrals.
The Problem
The post-install period is your best window for referrals — customers are happy, the job is fresh, and they're likely talking to neighbors. Most companies miss this window entirely because no one follows up.
How Your AI Agent Handles It
- 1
Detects job completion and payment confirmation in your management system
- 2
Sends a 1-week post-install check-in confirming customer satisfaction
- 3
Documents warranty registration and provides warranty documentation
- 4
Asks for a referral from satisfied customers
- 5
Routes any dissatisfaction to your service manager immediately for recovery
See It in Action
Example message from your AI agent
"Hi Paul, it's been one week since we completed your roof — how's everything looking? Your 25-year warranty is registered and the documents are attached. Know anyone else in the neighborhood who needs a roof?" — sent 7 days post-completion.
Messages are personalized, reference real job data, and are sent at exactly the right moment — automatically.
What You Can Expect
Referral leads increase from existing customers
Warranty issues caught and addressed early
Customer satisfaction confirmed before they find a reason to complain online
Stronger long-term relationship with installed base
See How It Works for Your Trade
Each trade gets a customized version with industry-specific workflows and language.
Roofing Companies
How warranty & post-install follow-up works specifically for residential & commercial roofing businesses.
HVAC Companies
How warranty & post-install follow-up works specifically for HVAC service & installation businesses.
Electrical Contractors
How warranty & post-install follow-up works specifically for residential & commercial electrical businesses.
Home Improvement Contractors
How warranty & post-install follow-up works specifically for home improvement & remodeling businesses.
Ready to Automate Warranty & Post-Install Follow-Up?
Set up your AI agent in under 30 minutes. No technical skills required.