AI receptionist + CRM for field service teams

The front desk that never clocks out.

Revenue Sol answers every call and text, books jobs onto your calendar, and follows up on estimates — so missed calls, voicemail hell, and three inboxes stop costing you revenue.

14-day free trial Guided setup Cancel anytime

Connects with the tools you already use

Supported connections: QuickBooks Online, Stripe, Twilio, RingCentral, Retell AI, SendGrid, Gmail, Outlook, Google Business Profile, Google Analytics, Search Console, Meta, WhatsApp, Instagram, WordPress, Website Widget.

QuickBooks OnlineStripeTwilioRingCentralRetell AISendGridGmailOutlook
Google Business ProfileGoogle AnalyticsSearch ConsoleMetaWhatsAppInstagramWordPressWebsite Widget

Availability and setup requirements vary by plan and provider account.

Stop juggling phones, texts, and sticky notes

One CRM for every call, text, and booked job.

Revenue Sol is the operating system for HVAC, plumbing, electrical, and field service shops: capture leads, qualify jobs, and fill your calendar without hiring a front desk.

An AI receptionist that picks up every call

Answers in your business's voice, qualifies the job, books it, and logs the call to the customer record while you're under a sink or on a roof.

Live call · 00:42
Water heater leak

“Our water heater is leaking into the garage.”

“I can have a tech there at 11:00 today. Should I book it?”

Booked · 11:00 AM

One inbox for every lead

Texts, WhatsApp, Instagram, email and web chat land in one thread per customer. Reply yourself or let the AI handle it.

SMSWhatsAppInstagram
Dana K. · Instagram
Do you install tankless water heaters?
AI · via Instagram
We do! Most installs take one day. Want a free estimate this week?
Carlos M. · SMS
Furnace won't ignite. Can someone come today?
AI · via SMS
Yes, 3–5pm is open and you're booked. Your tech will text when on the way.

Books straight onto your calendar

Offers only open slots inside your hours and daily limits, then confirms by text.

Oct 13 – 17 3 booked by AI
Mon
13
9:00
Dana K.
2:00
Lee B.
Tue
14
11:00
Maria A.
3:00
Carlos M.
Wed
15
10:00
Sam R.
Thu
16
8:30
Tom W.
1:00
Amy S.
Fri
17
10:00
Priya S.

Follows up so estimates don't die

Automations nudge quiet leads and open quotes by text until they reply or book.

  • Quote #4821 sent · $2,140
  • Day 2 · text reminder
  • Day 5 · second nudge
  • Approved · invoice created

Every customer on one page

Calls, texts, quotes, jobs, payments and reviews in one timeline, with a lead score.

JR
Jordan Reyes
4 jobs · $4,820 lifetime
Score 82

Connects to the tools you already use

No rip-and-replace. Keep your phone number, payments and books where they are.

How it works

Live the same day. On the phone with us if you want.

Four steps. Most owners finish them between jobs. Rather set it up together? Book a setup call and we'll do it with you.

  1. 1

    Connect your number

    Keep the line your customers already know. Connect your Twilio or RingCentral number in a few clicks.

  2. 2

    Teach it your business

    Import your website, or add services, prices, hours and service area. About ten minutes, editable any time.

  3. 3

    Start in approval mode

    Every AI reply waits for your yes. Watch it handle real customers before it ever sends on its own.

  4. 4

    Let it run

    Switch on full AI for what you trust. Refunds, complaints and anything sensitive still come straight to you.

Revenue Sol inbox: the AI replies to a customer asking for same-day AC repair and books the job
Live on your number
AI draft · waiting for you

“Yes, we can come out today. Does 2pm work for you?”

ApproveEdit
Example day · one customer

From first call to five-star review before dinner.

7:42 AM
Scene 1 of 8

A call comes in

Maria calls about a leaking water heater while your whole crew is out on jobs.

Prefer to answer yourself? With the AI receptionist off, missed calls get an instant text back instead.

ABC Plumbing · main line
MA
Maria Alvarez
(214) 555-0182 · incoming call
Revenue Sol
AI receptionist is answering…
More inside the platform

A full front office, without the payroll.

Calls, quotes, jobs, payments and reviews in one place, so nothing falls between apps.

Voice

Your greeting, your shop

The AI answers in your business's name with the greeting you write. Customers hear your shop, not a call center.

Quotes

Quotes they sign on the spot

Send a quote by text. The customer approves it with their name and it becomes a job.

Payments

Text-to-pay invoices

Invoice by text with a card payment link. Take a deposit or the full balance, with reminders sent for you.

Jobs

Dispatch board

Drag jobs to your crew, see the day at a glance, and let techs clock in and out from the job.

Reviews

Reviews on autopilot

When a job is paid, the customer gets a review request. Reply to Google reviews from the same place.

Insights

Owner dashboard

Revenue this month, missed calls to follow up, today's appointments and how much the AI resolved.

The Revenue Sol difference

From missed calls to a front office that runs itself.

Slow callbacks, scattered apps and forgotten follow-ups cost you jobs. Here is what changes when the AI picks up the work.

  • After-hours calls

    Calls roll to voicemail after 5pm

    The AI receptionist answers in your business's name, day or night

  • Response time

    Leads wait hours for a callback

    Texts and chats get a reply right away, or wait for your OK

  • Booking

    Phone tag to find a time that works

    Jobs land on your calendar while the customer is still on the call

  • Your tools

    Separate apps for calls, texts, quotes and payments

    One CRM from the first call to the paid invoice

  • Getting paid

    Paper invoices and chasing checks

    Text-to-pay links with reminders sent for you

  • Reviews

    Forgetting to ask happy customers

    A review request goes out after every paid job

FAQ

Questions, answered.

Something else on your mind? Our team is happy to walk you through it.

Contact us

Revenue Sol is an all-in-one AI CRM built for local service businesses — calls, texts, email, reviews, scheduling, quotes, invoicing, and payments in one place, with an AI employee that answers leads and follows up 24/7.

Plans start at $99/month for Starter, $199/month for Professional (includes the AI Employee), and $399/month for Growth. Annual billing saves 35%. See the full breakdown on the pricing page.

Professional and higher plans include the AI Employee and AI receptionist. Starter includes core CRM and communications plus its listed AI-credit allowance, but it does not unlock the AI Employee.

Every plan starts with a 14-day trial. A card is required to start, and you won't be charged if you cancel before day 14. Payments use secure Stripe checkout.

Yes. Connect the Twilio or RingCentral number your customers already call, and calls and texts keep coming to that number.

Only if you let it. Start in approval mode, where every AI reply waits for your OK, then switch on full AI for the conversations you trust. Refunds, complaints and other sensitive topics are always handed to a person.

Stop chasing the phone

Connect conversations to the work that follows.

Explore the live demo, then choose the plan and setup that fit your business.