Automation systems for service businesses

Stop revenue from slipping through the cracks.

Asterline installs automation systems for pest control, HVAC, and home service companies — capturing missed calls, following up on quotes, reactivating old customers, cleaning up office workflows, and giving owners one clear dashboard.

Get a free revenue leak audit Explore automation systems

Missed calls
Quotes
Reviews
Payments
Dispatch

The problem

The jobs are already there. They are just leaking out of the business.

Busy service teams lose money in the same places: unanswered calls, slow lead response, stale estimates, forgotten past customers, weak review follow-up, unpaid invoices, and owner dashboards that do not show what needs attention.

Missed opportunities

Calls, web forms, old quotes, and old customers go untouched while the team is in the field.

Manual busywork

Office staff spend hours on reminders, scheduling, review chasing, invoice follow-up, and CRM cleanup.

No clear owner view

Critical numbers live across phone logs, field software, spreadsheets, inboxes, and accounting tools.

Automation systems we install

Five buckets. Every major revenue and workflow leak covered.

Pick the system you need first, or build the full stack over time. Each offer is installed, connected to your tools, tested, and tuned for your team.

Best first offer

Missed Job Recovery System

The easiest place to start because it is simple to understand, tied directly to money, and does not require a full operations overhaul.

Missed-call text-back and after-hours lead capture
Quote follow-up, stale estimate reminders, and booking links
Old customer reactivation and seasonal reminders
Review requests after completed jobs
Simple owner dashboard for missed calls, quotes, bookings, and reviews

Capture More Jobs

Respond faster to calls, forms, after-hours leads, and estimates so fewer jobs go to the next company on the list.

Missed-call recovery system
AI/overflow receptionist
Missed-call text-back
After-hours call capture
Call transcript and lead creation
Owner and office alerts
Speed-to-lead system
Instant response to forms and calls
Lead source tracking
Booking-rate tracking
Quote follow-up tracking
Quote / estimate follow-up automation
Auto follow-ups after estimates
Stale quote reminders
Book-now links
Lost-reason tracking
Quote-to-close dashboard
Customer intake automation
Web form to CRM/job creation
Pest/HVAC issue intake questions
Urgency classification
Booking links
AI summary for office staff

Keep Customers Coming Back

Turn old customers, completed jobs, seasonal needs, and service plans into repeat revenue and stronger reputation.

Old lead / old customer reactivation
Re-engage past customers
Seasonal reminders
Dormant customer campaigns
Expiring service-plan campaigns
Need-service-again SMS/email flows
Review generation system
Automatic review requests after completed jobs
Google review links
Negative-review escalation
AI-drafted review responses
Review volume tracking
Recurring service / maintenance plan follow-up
Pest quarterly service reminders
HVAC tune-up reminders
Renewal reminders
Missed appointment rescheduling
Service agreement upsell campaigns
Upsell/cross-sell automation
Pest upsells: termite, mosquito, rodent, recurring plans
HVAC upsells: maintenance plans, indoor air quality, filters, tune-ups
Trigger-based upsell prompts
Post-job offer texts/emails
Maintenance agreement growth system
New customer to plan offer
Expiring plan reminders
Missed renewal alerts
Plan performance dashboard
Local reputation growth system
Referral requests
Customer win-back
Testimonial collection

Clean Up the Office

Reduce administrative drag across payments, scheduling, dispatch, routing, CRM cleanup, and task follow-up.

Invoice and collections automation
Invoice reminders
Failed-payment alerts
Autopay enrollment
Card-on-file setup
Collections dashboard
Scheduling and dispatch workflow cleanup
Calendar cleanup
Booking confirmation texts
Technician assignment rules
Reschedule automation
Same-day schedule change alerts
Route optimization setup
Route clustering
Recurring route cleanup
Technician territory mapping
Drive-time reduction
On-my-way customer texts
CRM cleanup and workflow setup
Lead status cleanup
Pipeline stages
Task reminders
Duplicate customer cleanup
Owner dashboard

Improve Field Operations

Help technicians complete cleaner jobs, document work consistently, reduce callbacks, and onboard faster.

Mobile forms and service checklist setup
Job completion checklists
Photo capture
Customer signatures
Chemical/material records for pest
Equipment/service notes for HVAC
Callback / retreat tracking
Identify repeat issues
Tech-level callback trends
Branch/service-line trends
Automatic manager alerts
Root-cause notes
Technician productivity dashboard
Jobs per tech/day
Revenue per stop
Drive time
Callback rate
Completed vs. missed visits
Training / onboarding assistant
SOP/job guide chatbot
Service scripts
Troubleshooting guides
New-tech checklist
Role-specific training tracker

Owner Dashboards & Compliance

Give owners, managers, and office leaders a clear view of missed revenue, team performance, customer follow-up, documentation, and compliance gaps.

Owner command dashboard
Missed calls
New leads
Booked jobs
Stale quotes
Unpaid invoices
Reviews generated
Callback rate
Tech productivity
Revenue leakage dashboard
Unworked leads
Old quotes
Failed payments
Canceled appointments
Inactive customers
Branch / team performance dashboard
Revenue per tech
Revenue per route
Reviews by tech
Callbacks by tech
Close rate by office staff
Pest compliance documentation system
Chemical usage tracking
NPMA/WDI form workflow
Inspection record storage
License/certification reminders
Audit-ready service history
HVAC compliance/documentation workflow
Equipment records
Warranty documentation
Permit checklist tracking
Refrigerant/service documentation
Safety checklist completion
Digital document packet creation
Job summary packet
Photos, notes, invoice, and signature
Customer-facing report
Internal compliance archive

Industry systems

Built around how pest control, HVAC, and home service teams actually work.

The same core systems can be tailored around your service lines, follow-up cadence, field documentation, renewal cycles, and customer communication style.

Pest Control

Quarterly reminders, termite/mosquito/rodent upsells, retreat tracking, chemical records, inspection history, and renewal workflows.

HVAC

Tune-up reminders, maintenance plan growth, equipment notes, warranty records, permit checklists, refrigerant documentation, and IAQ upsells.

Home Services

Missed lead recovery, estimate follow-up, customer reactivation, review generation, invoice reminders, booking confirmations, and owner reporting.

How implementation works

Installed like a system, not handed to you like homework.

Asterline audits the leak, designs the workflow, connects your tools, writes the messages, tests the automations, and keeps improving them.

Find the leaks

We review calls, forms, quotes, invoices, reviews, customer lists, and workflows to identify where money or time is being lost.

Install the system

We connect the workflow to your phone, calendar, CRM, field software, inbox, payment process, and reporting needs.

Tune the results

Your team gets cleaner follow-up and owners get visibility. We monitor performance and improve the automations over time.

Platform direction

Start with one system. Grow into the operating layer for the business.

The same foundation can expand into a missed revenue recovery platform, pest renewal engine, HVAC maintenance plan automation tool, callback intelligence system, service business owner dashboard, or AI CSR / office assistant.

Recovery Platform

Calls, quotes, reviews, payments, and old leads in one missed-revenue dashboard.

Retention Engines

Pest renewal, HVAC maintenance plans, dormant customers, tune-ups, and service reminders.

AI Office Assistant

Common call answers, booking support, lead summaries, task creation, and CSR backup.

Free revenue leak audit

Want to know how many jobs are slipping through?

We will review your follow-up process and show where calls, quotes, invoices, reviews, past customers, and field workflows are leaking revenue or wasting time.

Request your free audit