Service Bro

Platform Overview

AI Calls, Scheduling, Website Chat, and Follow-Up in One Platform

A detailed look at how the pieces connect for a service business: a call or chat comes in, customer context is applied, an appointment is booked against your configured setup, your team is brought in when needed, and the whole conversation stays reviewable.

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Direct answer

What is the Service Bro platform?

Service Bro is a customizable AI front office platform for service businesses. It brings AI phone answering, appointment booking, website chat, outbound customer campaigns, and conversation review together, with your team brought in whenever a person is needed.

AI Phone Answering

Answer calls during the coverage windows you choose, recognize existing customers, book appointments, take messages, or transfer the call to your team.
AI phone answering

Website Chat & Booking

Answer website questions using company-approved knowledge, book appointments, and preserve the full conversation for review.
Website chat

Outbound Customer Campaigns

Filter your existing customer database and run SMS and ringless voicemail campaigns while tracking campaign activity.
Outbound campaigns

Control Center

Review recorded calls with transcripts, website chat conversations, sentiment, campaign activity, and follow-up tasks.
Control Center

Availability depends on your package: Answer covers inbound phone answering, website chat, and booking, Engage adds existing-customer SMS and ringless voicemail campaigns, and Scale is a custom agreed scope.

Customer context, booking, and handoff

How does Service Bro work with your office?

Customer context

Import customer records, memberships, and tags so Service Bro recognizes an existing customer and has account context during the conversation. We can help with the first import.

Booking by your rules

Appointments follow the appointment types, technician settings, service areas, and customer priorities your company sets, in Service Bro's calendar or a supported connection. A CRM is optional.

Your team when it's needed

Calls can be transferred to a live representative or department, a message can be taken, or a callback task can be created for your office.

More on AI appointment booking, integrations, customizing your agent, and one-on-one setup.

Customer profile
Illustrative

Existing customer

Customer record recognized

Membership

Available on the profile

Customer tag

Available as account context

Sample content shown for illustration only.

Visibility

Review conversations and follow-up in one place

For recorded Service Bro calls, open the full audio and transcript; recording depends on your setup and the required notices and consent. Website chat history is preserved, and sentiment, booking and campaign outcomes, and follow-up tasks stay visible.

See the Control Center.

Frequently asked questions

No to both. Service Bro is a customizable AI front office for service businesses. It can work alongside a supported CRM, or you can use Service Bro's calendar or another supported connection with no CRM required.

On phone calls, Service Bro can transfer to a live representative or department, take a message, or create a callback or follow-up task for your team.

Yes. For recorded Service Bro calls, open the full audio and transcript in the Control Center. Recording availability depends on your setup and the required notices and consent, and every website chat conversation is preserved.

Join the Service Bro waitlist

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

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