Sidekick for Home Services
Answer the call, book the right visit, and get the technician there prepared.
Connect local phone numbers, customer history, scheduling, estimates, dispatch, field work, payment, and follow-up for plumbing, HVAC, electrical, and other service teams.
Start with Sidekick for Home Services
Where the day gets stuck
Dispatch lacks customer context
Field payment and office records diverge
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Communications
Sidekick Voice
Business calling with real phones and real help.
Customer growthSidekick CRM
Know every customer. Move every opportunity.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
Money and commerceSidekick Payments
Take payment wherever the work happens.
Business operationsSidekick ERP
Finance and operations on the same record.
Customer growthSidekick Sites
Publish the front door to the business you already run.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Dispatcher sees capacity
- 02Technician sees site context
- 03Owner sees booked and completed work
Workflow 1
turn an urgent call into a dispatched job
A practical Sidekick workflow that helps the team turn an urgent call into a dispatched job.
- Identify customer and location
- Capture issue and urgency
- Find qualified availability
- Dispatch with context
Workflow 2
prepare the technician before arrival
A practical Sidekick workflow that helps the team prepare the technician before arrival.
- Review site and equipment history
- Surface access notes
- Confirm parts or tools
- Notify the customer
Workflow 3
close the job at the doorstep
A practical Sidekick workflow that helps the team close the job at the doorstep.
- Record work and materials
- Take terminal payment
- Issue the receipt
- Schedule follow-up
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize site history
- Suggest dispatch priority
- Draft estimate and follow-up