BUILT FOR HVAC, PLUMBING, CLEANING AND TRADE BUSINESSES
Stop letting repetitive work run your service business.
Phantos connects the software you already use and takes care of the busywork between jobs: missed calls, estimate follow-ups, customer reports, and the daily admin work your team shouldn't have to handle manually.
We automate
the work after the work.
Custom AI automations for home-service businesses, from lead follow-ups to reports, scheduling, and everything in between.
From leads to completed jobs
Missed call answering, estimate follow-ups, technician field reports, and CRM sync.
Save time.
Win more jobs.
Respond to leads in seconds, close open quotes, and keep your field operations moving.
Keep your software. We handle what falls between.
You do not need to replace Jobber, ServiceTitan, or Housecall Pro just because one part of your process is broken. Phantos connects the tools you already use and handles the work that falls between them.
The Problem
Your team is doing too much manual work.
If your workflow depends on someone remembering to send a message, re-entering data into multiple systems, or writing reports after hours... your team is spending time on work that should happen on its own.
Your workflow first. Software second.
Off-the-shelf software handles standard operations well. Custom systems make sense when your business has specific handoffs that generic software cannot cover, like turning a technician field note into a branded customer report or texting back missed calls within 10 seconds. We build around how you operate today, without platform migrations or learning curves.
Book a Free ConsultationWhat We Handle
The work Phantos takes off your plate
Organized around how your service business actually operates day to day.
Capture & Respond
- Lead capture & intake triage
- Missed-call & SMS follow-up
- Inbound lead qualification
- After-hours dispatch routing
Keep Customers Moving
- Estimate follow-up workflows
- Appointment confirmations
- Real-time job status updates
- Automated review requests
Keep Jobs Moving
- Technician report generation
- Field data collection checklists
- Chemical & service history logs
- Internal dispatch alerts
Remove Admin
- CRM & spreadsheet sync
- Document generation & emailing
- Multi-system data transfer
- Invoice & payment reminders
What Our Clients Say
From 4 hours of paperwork to a 1-minute automated report.
See how custom workflow automation eliminated late-night administrative stress for Brad at Flush & Fill Hot Tub Water Care Service.
"Something that was taking me four hours is now taking me about one minute to give them a very professional, clean-looking report, complete with pictures and all of the information that's important to them."
Brad wanted to provide his customers with more professional service reports, complete with photos and the information important to them. With the solution, creating each report went from taking approximately four hours to about one minute.
After considering Housecall Pro and Jobber, Brad chose this solution because the team took the time to listen to his specific needs and provide the reporting functionality he was looking for.
Deep Dive Case Study
Full architecture, n8n orchestration & PDF engine
Flush & Fill Water Care Automation
A hot tub service business was manually creating service reports after every visit, costing technicians 4–6 hours of paperwork every week. We built a workflow that collects technician field data, generates the PDF report, logs chemical history, syncs with the CRM, and emails the customer automatically in under 1 minute per job.
How It Works
From messy manual steps to a system that runs itself.
We build systems directly around how your business operates today, with no platform migrations or steep learning curves.
Apex Heating & Air
Emergency No-Cool Triage & Dispatch
Technician Diagnostic to Invoice Sync
Post-Service Review & NPS Survey
Estimate Follow-Up & Financing
Maintenance Agreement Renewal
Your Current Process
We examine how your business operates today and where manual work creates bottlenecks.
Workflow Mapping
We document every tool, handoff, and piece of data moving between systems.
Identify Gaps
We pinpoint repetitive tasks that can be safely automated.
We Build the System
We connect your existing software and set up the automated workflow rules.
It Runs
Actions trigger automatically. Your team spends time serving customers, not doing paperwork.
Supported Industries
Tailored for field-service and trade businesses.
Core Solutions
Systems built for your specific business problems.
Workflow Automation
Technician reports, customer updates, and daily admin tasks handled without your team lifting a finger.
Lead Automation
Every estimate followed up. Every missed call answered with a text. Every inbound lead contacted in seconds.
Custom Integrations
Connect Jobber to QuickBooks, sync ServiceTitan with custom spreadsheets, or connect software that does not talk natively.
AI Agents
A 24/7 AI receptionist that answers calls, collects job details, and books tickets straight into your CRM.
FAQ & Direct Answers
Frequently Asked Questions
What does Phantos AI do?
Phantos builds custom operational systems for home-service businesses. We connect lead response, estimate follow-ups, customer communication, and technician reporting directly to the software you already use.
Does Phantos replace Jobber, Housecall Pro, or ServiceTitan?
No. Phantos builds systems around your existing software when replacing it is not the right move. We handle the gaps where off-the-shelf platforms fall short, such as custom reporting, estimate follow-up sequences, or connecting tools that do not natively talk to each other.
Who does Phantos AI work with?
We work with home-service and trade businesses including HVAC, plumbing, pool and spa, cleaning, landscaping, and electrical companies that want to eliminate repetitive administrative work.
Does every custom automation require AI?
No. We use AI where conversations or text understanding genuinely helps, like qualifying an after-hours lead or reading technician inspection notes. For everything else, like moving job data into your CRM, syncing invoices, or sending reports, we use reliable, rule-based systems that run the same way every time.
How long does implementation take?
Most core systems are built, tested, and deployed in 2 to 4 weeks after mapping your current operational process.
Ready to stop doing manual work?
Tell us what is eating your team's time. We will review your current software setup and show you exactly where a system can save your team hours every week.
Book a Free Consultation