How It Works

How Service Bro Works for Home Service Companies

Set up Service Bro around your company, connect the customer channels and scheduling option you want to use, then review every conversation and follow-up from the Control Center.

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Direct answer

How does Service Bro work?

Service Bro is set up around the way a service business handles customer conversations, scheduling, transfers, and follow-up. The business chooses the information, approved answers, coverage, booking setup, and handoff rules Service Bro should use.

Once set up, Service Bro can handle the customer interactions the business assigns to it, while the human team stays in control through call recordings, transcripts, website chat history, campaign activity, and follow-up tasks in the Control Center.

Getting started

Add Service Bro without rebuilding your office.

Keep the systems and processes that still work for your company. Service Bro adds an AI front-office layer around the customer conversations, scheduling, and follow-up you choose to give it.

1. We learn how your shop runs

A real person on our team goes over your services, service areas, call-coverage windows, scheduling setup, and customer priorities with you.

2. We configure Service Bro with you

Together we set up phone routing, company-approved answers, your calendar or supported CRM option, and a customer import if you need one.

3. We test before go-live

We run practice calls and bookings with you and refine the live-handoff rules before you approve go-live.

4. You stay in control

Review call recordings and transcripts for recorded calls, website chat conversations, sentiment, campaign activity, and follow-up tasks, then update your company-approved answers or settings as needed.

Human + AI

When does Service Bro transfer calls to a real person?

For phone conversations, Service Bro can transfer the call to a live representative or department, take a message, or create a callback request. Your sentiment settings can also create follow-up tasks when a conversation needs attention.

Service Bro is a flat monthly subscription—no per-minute charges. Review everything in the Control Center, or see pricing.

Frequently asked questions

Setup is guided one-on-one by a real person, and the timeline depends on the parts of Service Bro your business uses and the information being set up. We walk you through coverage, scheduling, and testing before go-live rather than handing you a checklist.

No. A CRM is optional. Service Bro can use its own calendar or a connected Google or Outlook calendar, or a supported CRM workflow.

You do. Service Bro collects the questions your customers actually ask, and you decide the answer your company wants used.

For recorded Service Bro calls, your team can open the full audio and full transcript in the Control Center; recording depends on your setup and the required notices and consent. Every website chat conversation can be reviewed, campaign stats are available while campaigns run, and sentiment and follow-up tasks are visible in the Control Center.

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Join the waitlist to hear when Service Bro opens to more home service companies.

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