Autonomous closing engine
The call you'd have missed is already a signed job.
Casabot picks up at 9:40pm, triages the emergency, holds the slot that fits tomorrow's route, writes the agreement, takes the signature, and captures the deposit — in about ninety seconds. Nobody on your team has to be awake.
27% of trade calls go unanswered 15 min to launch
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Triage 0:00
Burst supply line under the kitchen sink. Casabot walked her to the main shutoff, then flagged it emergency dispatch.
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Slot held 0:34
Booked 7:30–9:30am tomorrow — the only window that doesn't break Marcus's route.
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Signed 1:07
Emergency service agreement and dispatch fee disclosure, signed on her phone.
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Paid 1:28
Card captured through Stripe. The job was on the board before you woke up.
- 48%
- of trade pros already run AI tools
- 27%
- of customer calls go unanswered
- 17%
- lower back-office process cost
- 15 min
- from template to first live call
The gap nothing else closes
Your software books the job. It doesn't close it.
Field service suites run your back office. Voice bots answer the phone. Chat widgets collect a name and a number. Every one of them still hands the contract, the signature, and the deposit back to a human — usually you, usually at night.
WHAT BREAKS
The handoff is where the money leaks
A qualified lead sits in an inbox until someone types up a scope, emails a PDF, chases a signature, and asks for a card. Two days of drift on a job the customer was ready to buy at 9:40pm.
Uncollected dispatch fees · Stale quotes · CallbacksWHAT CASABOT DOES
It finishes the transaction in the conversation
The agreement is generated from the answers the customer already gave. The signature happens on the same screen. The deposit clears before the chat window closes. Nothing gets handed back to you.
Signed · Paid · Scheduled — in one sessionThe closing engine
Six parts, one conversation.
Each piece exists in some other product. Casabot is the only one where they run as a single flow the customer never sees the seams of.
01 / INTAKE
Conversational triage
24/7 diagnostic logic that separates a running toilet from a burst main, scores the lead, and routes emergencies differently from quote requests. Web and SMS.
Photo upload · Emergency routing · Lead scoring02 / SCHEDULE
Real-time calendar, route-aware
Casabot reads live availability and offers only the slots that fit the truck already heading that direction. Confirmed against Google Calendar or Outlook before the customer leaves the chat.
Live availability · Route-smart · Two-way sync03 / PAPER
Agreements that write themselves
Docubot assembles the scope of work, warranty language, and liability disclaimers from the answers already given.
Docubot engine04 / SIGNATURE
Signed on the phone, in the flow
Legally binding e-signature embedded in the session. No emailed PDF, no second app, no waiting until morning.
ESIGN / UETA compliant05 / MONEY
Deposit before dispatch
Diagnostic fees, emergency dispatch deposits, and project retainers captured natively through Stripe.
Stripe · Retainers · Fee capture06 / FIT
Keeps the stack you have
Casabot is a closing layer, not a replacement. QuickBooks, Jobber, Google Calendar, and Outlook stay exactly where they are.
Non-disruptive by designThe workflow, not a prompt
Every line is a line somebody wrote.
Casabot does not free-associate its way through your customer's emergency. It runs an authored workflow — typed questions, explicit branches, validated capture — so it cannot invent a price, promise a Sunday slot, or agree to something you would then have to honor.
More than a chatbot
It ends with a signed agreement and a captured deposit, not a transcript and a callback promise.
More controlled than an agent
Every branch is authored and conditional. There is no path where it improvises a commitment on your behalf.
More conversational than a form
It asks one thing at a time and adapts to the answer, instead of showing a stranger fourteen fields at 9pm.
Issuemultiple_choiceLeak · Backup · No water · Something else
Buttons, so there is nothing to mistype.
Shutoffbooleanif Issue == LeakWalks them to the main shutoff before anything else.
Detailfree_formWhat's happening, in their words.
Photofile_uploadOptional. Sets the dispatch type.
ConsentbooleanIs it OK if we get back to you about this?
Asked before name, phone, or email. Answer no and there is nothing captured to create a lead from — not a deletion, an absence.
Nameperson_nameif Consent == trueValidated at the point of capture.
Mobilephoneif Consent == trueA bad number is refused while they are still there to fix it.
SlotcalendarLive availability, filtered to the truck already heading that way.
AgreementdocubotScope, fee disclosure, and waiver assembled from the answers above.
Signaturee_signSigned in-session. Timestamp, IP, and document version retained.
DepositpaymentDispatch fee captured through Stripe.
Readbackmultiple_choiceReads the whole thing back. One button per line to change it.
EscalatetransferRoutes to your phone with the full transcript attached.
You set the rule — by job value, by urgency, by hour.
DeliverwebhookLead and executed documents pushed to QuickBooks, Jobber, or your CRM.
Edit any node, any clause, any branch. Casabot ships the template — the wording stays yours.
See it work
Pick a trade. Watch it close the whole job.
Real transcripts from the trade templates. Every line the bot says is one somebody wrote — including the ones that quote a price.
Casabot · Emergency Dispatch
Coastline Plumbing & Drain — lead chat
Water everywhere under my kitchen sink
Turn the oval handle on the pipe under the sink clockwise. If it won't budge, tell me and I'll walk you to the main. Did it stop?
Shutoff guided · 0:22Yes, stopped
That's a supply line — same-day repair. After-hours dispatch is $189, credited against the work. Next slot is 7:30–9:30am tomorrow.
Rate card · after-hoursBook it
Agreement and fee disclosure are on your screen. Sign and I'll hold the window.
Signed · $189 capturedEvery line above is authored, including the ones about money. Open the live plumbing chat →
- Template
- Emergency dispatch
- Typical deposit
- $149 – $249
- Signed docs
- Agreement + waiver
- Uncollected fees
- $0
Casabot · Seasonal Intake
Ridgeline Heating & Air — lead chat
AC is running but blowing warm
Two quick checks first — is the filter grey, and is the outdoor unit spinning?
Filter is filthy. Fan is going.
Worth a diagnostic. $89, waived if you take the repair. I can also fold this into the annual plan at $19/mo, which covers two tune-ups and this visit.
Plan terms · 2026Do the plan
Plan agreement signed, first month captured, and you're on the board for Thursday 1–3pm.
Plan started · slot heldThe upsell is a written offer, not an improvised one. Open the live hvac chat →
- Template
- Seasonal + plan
- Typical deposit
- $89 – $199
- Signed docs
- Maintenance agreement
- After-hours coverage
- 24/7
Casabot · Inspection Desk
Summit Roofing Co. — lead chat
Hail last week, insurance wants an inspection
Send a photo of the worst slope and I'll set the inspection type. Roof age?
About 14 years. Photo sent.
Storm-damage inspection, no charge with a claim. I need property access authorization and a scope acknowledgment signed before we're on the roof.
Access auth · requiredSent them back
Both executed. Crew is scheduled Tuesday, weather hold in place, and your adjuster gets the report copy.
Signed · crew scheduledChange orders run the same flow, mid-job. Open the live roofing chat →
- Template
- Inspection + change order
- Typical deposit
- $0 – $495
- Signed docs
- Inspection + access auth
- Change orders
- Signed in-session
Casabot · Scope Desk
Kestrel Electric — lead chat
Need a 240v line for an EV charger
What's on the panel label — 100A or 200A? And roughly how far is the garage from it?
100A, maybe 40 feet
100A usually needs a load calculation, and this pulls a permit. Scope, permit responsibility, and the $150 materials deposit are written up below.
Permit · owner vs. contractorSigned
Scope locked and deposit captured. Nothing on this job is a conversation you'll have to re-litigate at the truck.
Scope pinned · $150The scope the customer signed is the scope they described. Open the live electrical chat →
- Template
- Scope + permit disclosure
- Typical deposit
- $125 – $350
- Signed docs
- Scope acknowledgment
- Scope disputes
- Pinned in writing
Casabot · Consultation
Ashgrove Design Build — lead chat
Thinking about a kitchen remodel
Helpful to know early — what range are you working within? It changes what I'd even suggest.
Somewhere around 60k
That's a full gut with mid-tier cabinetry in this market. Design consultation is $450, credited to the project if you proceed.
Consultation termsThat's fair
Agreement signed, deposit captured, and you're with a designer next Wednesday at 10. Milestone schedule is in your email.
Consult booked · $450Unqualified consultations never reach a designer's calendar. Open the live remodeling chat →
- Template
- Consultation + milestones
- Typical deposit
- $250 – $1,500
- Signed docs
- Consultation agreement
- Unqualified consults
- Filtered out
Where the categories stop
Everyone answers. Almost nobody closes.
The honest version of the category map. Field service suites and voice bots are good at what they do — neither one ends with a signed agreement and a captured deposit.
| Capability | Field service suites | Voice AI | Chat widgets | Casabot |
|---|---|---|---|---|
| Conversational triage | Basic add-on | Strong (voice) | Medium (web) | Web + SMS, diagnostic logic |
| Calendar booking | Native | API sync | API sync | Native, route-aware |
| Document generation | Basic templates | None | None | Dynamic (Docubot) |
| Binding e-signature | Paid add-on | None | None | Embedded in session |
| Deposit capture | In-app | Redirect link | None | Native Stripe |
| Time to launch | Weeks to months | Hours to days | Hours | About 15 minutes |
| Built for | Mid-market to enterprise | Any trade | Small contractors | Solo to growing fleet |
Pricing
Priced per shop, not per seat.
Field service suites charge $59–$300 per tech per month. Casabot charges for the shop, because the bot doesn't care how many trucks you run.
Solo contractor
$79/mo
One truck, one calendar, after-hours covered.
- Unlimited AI intake conversations
- One trade template, fully editable
- Calendar sync and e-signature
- Stripe deposit capture
Growth fleet
$199/mo
Multiple trucks, route-aware scheduling, real dispatch logic.
- Everything in Solo
- All five trade templates
- Route-aware slot offers
- QuickBooks and Jobber sync
- Change orders and milestone deposits
Enterprise
Custom
Franchise networks and multi-market operators.
- Everything in Growth Fleet
- Per-market clause libraries
- SSO and audit logging
- Dedicated implementation
Questions contractors actually ask
Straight answers.
Casabot is an autonomous AI assistant for trade contractors that qualifies leads, books calendar slots, generates custom service agreements, collects legally binding e-signatures, and processes upfront deposits — all inside a single customer conversation, without a human in the loop.
No. Casabot is a closing layer, not a field service suite. It sits in front of the tools you already use and hands off clean, signed, paid jobs. QuickBooks, Jobber, Google Calendar, and Outlook stay where they are.
Yes. Signatures are captured under the federal ESIGN Act and state UETA equivalents, with a full audit trail: timestamp, IP address, the exact document version presented, and the signer's affirmative consent. The executed agreement is stored encrypted and available for export.
It runs on the Docubot engine. Casabot assembles the service agreement, scope of work, warranty language, and liability disclaimers from the answers the customer already gave during triage — so the contract describes the actual job, not a generic template.
Every clause is editable, and you can maintain separate clause sets per market. Residential contracting requirements vary by jurisdiction — right-of-rescission language, deposit caps, and license disclosure in particular. Casabot ships defaults, but your attorney should approve the final template for each state you work in.
Casabot hands off. You set the escalation rules — by job value, by urgency, by time of day — and the conversation routes to your phone or your answering service with the full triage transcript attached, so nobody starts over.
Most contractors are live in about fifteen minutes: choose a trade template, connect a calendar, connect Stripe, and paste one line of script on your site. Editing clause language and dialing in your escalation rules is the part worth taking longer on.
That is a real limit. Casabot runs on web and SMS today, and pairs with a voice answering service for callers who want a phone line. For after-hours emergencies, most customers who reach a web form or text thread will finish there — but if voice is the majority of your intake, run Casabot alongside your phone coverage rather than instead of it.
Start free
Put it on tonight's calls.
Pick your trade template, connect a calendar, paste one line of script on your site. The next after-hours call closes itself.
Leave your details
Answer a few questions
Let Casabot ask instead
What you run, how many trucks, what’s costing you most — about a minute. Same result either way, and you get to watch the thing work.