Book more of the estimate requests you already get.
INSTEP builds small AI tools that reply to every estimate and service request right away, collect the address, photos and job details, and set the job up in your scheduling software. Your office approves anything before it goes to a customer.
- Based in Medford, NJ
- Works with your scheduling and CRM software
- Fixed $500 assessment, credited toward a pilot
- Your office approves every message
Our upstairs AC stopped cooling yesterday and now it clicks when it tries to start. Carrier system, house built around 2009. Can someone come this week? Mornings are best.
| Job type | AC repair · no cooling |
| Priority | Urgent |
| Location | Mount Laurel |
| Equipment | Carrier, ~2009 |
| Preferred time | Weekday mornings |
Fewer callbacks. Faster bookings. Follow-ups that happen.
Built for owners whose office spends the day on the phone. We start with how requests reach you today, not a software pitch.
Instant replies to every request
Web forms, emails and texts get a quick, friendly reply that asks for exactly what’s missing, like address, photos, equipment or window count, so nobody plays phone tag.
Jobs set up without re-typing
Complete requests become draft jobs or estimates in the software you use, flagged urgent when it’s a no-heat call or an active leak.
Follow-ups and renewals that happen
Open estimates get a timely nudge and maintenance plans get renewal reminders, drafted for your office to approve and send.
Built for HVAC and plumbing, roofing and siding and window and door companies in South and Central Jersey.
Paste a customer request. See the job and the reply it creates.
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Incoming message
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- The message turned into clean fields your software can file.
- What’s missing, as the questions we’d send back.
- A drafted reply, waiting for a person to approve.
- The next step for your team.
A clear first step and a known price.
No long proposals and no surprise invoices. You know what you’re getting at every step, and you can stop after any of them.
20-minute call
Tell Matt how your office runs and where work gets stuck. You leave with a straight answer on whether there’s a useful next step, and what it would be.
Opportunity Assessment
Two working sessions with you and your team, then a written plan you keep: how the work moves today, the opportunities ranked, and a fixed quote for a pilot. Credited in full toward the pilot.
See a sample assessmentPilot
One workflow, built and tested with your team and measured against where you started. Software and AI usage are billed at cost. Expand only if the results support it.
Founding clients: the first three pilots get reduced pricing in exchange for measuring results with us and a short case study you approve.
A local, hands-on builder.
Matt’s background is in B2B sales, quoting and operational handoffs, and he builds AI workflows hands-on. You work with him directly, from the first call through launch and training.
Do we need new software?
Usually not. We build around the tools you already use and confirm what they allow, including access and subscription level, before promising anything.
What does it cost?
The call is free. The Opportunity Assessment is a fixed $500 and is credited in full toward a pilot. Each pilot gets a fixed quote before any build starts, and software or AI usage is billed at cost.
Will customers get messages without our review?
No. Every reply is drafted for your office to approve, and urgent calls go straight to a person. You decide which routine confirmations, if any, can ever go out on their own.
We already use a CRM or scheduling app. Does this replace it?
No. It feeds the software you already use, so your team keeps working where they are now, with fewer gaps in each job.
Tell Matt where work gets stuck.
Twenty minutes by phone or video. No preparation needed: bring one process you’d like to improve.
- A look at how requests reach you today and where they stall
- One or two fixes you can make yourself, even if we never work together
- No obligation and no software sales pitch
Thanks. Your request is in.
Matt will email you shortly to confirm a time. Reference:
Meanwhile, you can see what an assessment looks like →