AI Voice Agent & Multi Location Service Platform

Heritage Home Service needed a front door that could handle storm season call volume across eight offices and three New England states, one where every caller reached help instantly. We built and optimized a platform that brings an AI voice agent, smart routing and membership automation together under one seamless experience.

The result is a system that gets homeowners from “my furnace is out” to “a technician is booked” without a minute on hold. By routing every call and web request to the right trade and the closest office, we helped Heritage serve New Hampshire, Massachusetts and Maine through one consistent booking flow for HVAC, plumbing, electrical and drain work. Home Advantage Membership signups, renewals and seasonal tune up reminders now run automatically.

The outcome: no more hold queues, the right team on every job, and a scalable digital experience that grows with Heritage’s network of offices and trades.

Business & Technical Objectives

Answer every call instantly, day or night, even in peak season

Route requests to the right office and trade automatically

Offer one booking flow for HVAC, plumbing, electrical and drains

Triage emergency calls and escalate them to on call technicians

Grow Home Advantage Membership signups and renewals

Surface current promotions on the pages where they matter

Scale easily as new offices open across New England

Lay the groundwork for call analytics and demand forecasting

Our Proven Approach To Delivering Home Services Solutions

Phone, web and membership workflows were connected into a single customer journey, from first ring to completed visit. By pairing a warm, on brand voice agent with smart location routing, Heritage handles peak demand without adding call center staff. The platform is built to scale as new offices and service lines come online.