AI for home-service shops

Every callIn one place.

Every call, quote, crew, and payment in one place.

Planned for U.S. home-service contractors, starting with HVAC call answering and booking.

Create contractor account Email the team See how it works

Planned workflowCall to payment

service job · connected steps

Customer callAnswer and save the request

Job + quoteBuild an editable estimate

Crew visitKeep the appointment with the job

InvoiceCarry completed work to payment

Calls, quotes, crew schedules and invoices are planned as one connected workflow.

A connected job path

One job. From the first call to payment.

The idea is simple: route each customer request into work the shop can follow.

01Before
The shop’s work lives in too many places.
Calls arrive while quotes sit on paper and crew details travel by text. Follow-up and invoicing can slip between tools.
02RivetNest’s role
Route each call into the work that follows.
The planned workflow connects a booked job to its quote, crew appointment and invoice, keeping each handoff in view.
03Intended outcome
Give every job one path from call to payment.
The shop can trace the request, estimate, visit and invoice together instead of hunting across separate records.

Missed callphone
Voicemailphone
Quote notespaper
Job photoscamera
Open estimatepaper
Crew textmessages
Calendar slotcalendar
Unassigned jobschedule
Invoice copyemail
Payment questionphone
Supplier receiptemail
Follow-up callphone

Customer callrequest captured

Job photosquote context

Bookable jobshared record

Editable quoteattached to job

Crew slotappointment saved

Invoice + paymentafter completed work

Service job

customer call

Call answeredInvoice + payment

Job quote

photos + scope

Job bookedInvoice + payment

Crew visit

appointment details

Quote + crewInvoice + payment

Homeowner invoice

completed work

Invoice + paymentInvoice + payment

Designed around service work

One operating system, planned around the job.

RivetNest is being built to connect the moments that bring work in, get it done and get the shop paid.

Answer and capture calls

The first workflow is planned to answer a customer call and turn it into a saved, bookable job for an HVAC shop.

Quote with the job in view

A planned photo-to-quote flow will give contractors an editable estimate attached to the work it describes.

Keep the crew aligned

The roadmap connects a booked job to a crew assignment and appointment details the shop can revisit.

Carry work through payment

Planned invoicing, homeowner payment and financing depend on the shop connecting its payment and finance providers.

Built for home-service contractors

Start with HVAC. Keep the wider trade in view.

The first release is planned around HVAC call answering and booking. Plumbing, electrical and roofing workflows are on the roadmap.

HVACFirst workflow
PlumbingRoadmap
ElectricalRoadmap
RoofingRoadmap

For contractors shaping the first release

Help make the first call count.

If you run a home-service shop and want to discuss the planned call-to-booking workflow, email the RivetNest team.

Email RivetNest

Every callcallquotecrewinvoiceIn one place.