· For home services

The chatbot for home services: pipe burst at 9pm, lead captured at 9:01.

Alma is built for HVAC, plumbing, electrical, roofing, pest control, landscaping, cleaning, and handyman businesses. It is a friendly chatbot on your website that asks visitors the right questions while you are under a sink, on a roof, or driving back from a service call. It records estimate requests, checks whether the address is in your service area, and sends emergency and scheduled jobs to the right place.

Templates
10 home-services flows
Setup
Under 30 minutes
Free trial
14 days, no credit card
WIDGET · ESTIMATE SCHEDULER LIVE
The Alma chat widget open on a plumbing contractor's website. A homeowner has asked whether the company covers Naperville and what a water heater costs, and the bot confirms Naperville has no trip charge, gives the $1,850 to $2,400 installed range, and asks for the address.

Built for one-truck operators, two-truck shops, and multi-trade companies. HVAC plumbing electrical roofing pest control landscaping cleaning handyman

· Why home-services owners run Alma

How a home services chatbot handles after-hours estimate requests

Consider an HVAC owner who travels between job sites. The phone rings while she is in the middle of a service call, and she cannot answer. The caller gives up after two rings and calls the next company on Google. With Alma, that homeowner visits the website and the widget (the chat window on your site) greets them. The conversation records what is broken, where they are, how urgent it is, and the best number for the dispatcher to call back.

/A · THE WIDGET ON YOUR SITE

Service type, address, urgency, and callback window, all collected in one short conversation.

The Quote Request and Emergency Service templates ask the questions a homeowner needs to answer before a technician can be sent: what is broken, the address (so the bot can confirm it is inside your service area), whether it is an emergency, and the best time for a callback. When the homeowner finishes, the dispatcher has a complete job request instead of a voicemail that only says someone called.

  • Service type: AC, furnace, leak, panel, roof, pest, lawn
  • Service-area check: ZIP code or address checked against the area you cover
  • Urgency flag: emergency, same-day, this week, scheduled
  • Best callback window: this morning, after 5pm, weekend
  • Permission (opt-in) to receive "tech is on the way" text messages
Where the lead goes
Email to the dispatcher · hot-lead email for urgent jobs
What happens when the job is an emergency
Urgent-lead flag · hot-lead priority email
The Alma flow builder showing an estimate scheduler flow: the job type at the start, then the town, then when the estimate suits, a condition node for emergencies, and a step that tags the lead water heater, Naperville, estimate booked.

Build your estimate scheduler tonight.

Choose the Quote Request or Emergency Service template, add your service area and after-hours policy, and paste the widget on your site. The next homeowner who contacts you at 9pm becomes a complete lead instead of a missed call.

· Example Alma conversations for home services

Home services chatbot flows for HVAC, plumbing, electrical, and more

HVAC · Emergency dispatch

Same-day AC failure

Hey, what's going on at the house?
AC stopped, it's 92 inside
Got it, sounds urgent. Address so I can check we cover your area?
2914 Oak Ridge Rd, 30062
You're in our area. Best number for the on-call tech to call you back in the next 15 minutes?

Roofing · Estimate scheduling

Roof inspection next week

Roof issue, or scheduling an inspection?
Inspection. Storm last week.
Got it. Are you filing an insurance claim, or paying out of pocket?
Insurance
We work claims a lot. Address plus a window next week: Tuesday morning, Thursday afternoon, Saturday?

Pest control · Service-area check

Does the crew cover this ZIP?

Looking for one-time treatment or a recurring plan?
Recurring, ants and spiders
Got it. ZIP code so I can confirm we cover you?
30075
Yep, that's in our route. Quarterly or monthly? And best time for the first visit?

Landscaping · Recurring signup

Monthly lawn care

Mow-and-go or full lawn-care plan?
Full plan
Lot size: under quarter acre, quarter to half, or half-plus?
About a third
Got it. Address + a number for the route lead to text you a quote tomorrow?

/B · HOME-SERVICES TEMPLATES

Home services chatbot templates: 10 trade-ready flows

The Home Services category in the Alma library has 10 templates. Each one is a pre-built flow (a set of questions the bot asks in order) for a common task on a contractor's website. Choose the one closest to what you do, edit your service types, service area, and after-hours policy, and paste the widget. Most owners are live within thirty minutes.

  • Home Services Welcome · a friendly greeting that directs visitors to a quote, scheduling, or emergency help
  • Quote Request · service type, urgency, property type, and project details for accurate quoting
  • Service Scheduling · routine appointment booking with date, time, and service preferences
  • Emergency Service · records urgent requests, gives safety prompts, and passes the job to dispatch right away
  • Service Area Checker · checks the ZIP code against your coverage before the lead is created
  • Roofing · repairs, replacements, and sorting of storm-damage and insurance-claim jobs
  • Landscaping & Lawn Care · property size, services needed, mow-and-go vs. full plan
  • Cleaning Service · home size, frequency, special needs (move-out, post-construction, recurring)
  • Maintenance Plan Upsell · offers a recurring maintenance plan to existing customers, with monthly or annual pricing
  • Review Request · asks for a review after the job and sends unhappy customers to a private complaint flow
The Alma template library at 145 ready-to-use templates across 15 categories, grouped by job: lead generation, qualification, booking, retargeting and support.

There are 10 templates in the home_services/ category. They cover the welcome greeting, quote requests, scheduling, sorting emergencies, service-area checks, three trade-specific flows (roofing, landscaping, cleaning_service), a recurring-plan offer, and post-service review requests.

Choose a template, edit your service area, and publish.

The questions are already written by people who handle home-services bookings for a living. Most owners publish their first bot in under thirty minutes, after entering their service types, ZIP coverage, and after-hours policy.

· Where the lead actually goes

How the home services chatbot integrates with your field-service software

Most home-services companies already use field-service management (FSM) software such as ServiceTitan, Housecall Pro, Jobber, Workiz, FieldEdge, or Repairshopr. Alma does not replace it. Alma greets the website visitor and turns the conversation into an organized lead that your FSM software can use. There are no native integrations with those platforms today. Instead, the connection is made through a Zapier zap (an automation in Zapier, a service that passes information between apps) or, on the Agency plan and up, a webhook (an automatic message Alma sends to another system), and both work reliably.

/C · FSM HANDOFF

ServiceTitan, Housecall Pro, Jobber & Workiz chatbot integration

As soon as the conversation ends, Alma sends the lead's details: name, phone, service type, address, urgency, and callback window. You can send those details to your dispatcher by email, send them as a text message to the on-call technician through CampaignCNX+ (our companion texting service), and pass them into ServiceTitan, Housecall Pro, or Jobber with a Zapier zap. Your FSM software manages the schedule and the trucks, and Alma collects new requests from your website.

  • Email to the dispatcher with the full job details
  • Text message to the on-call technician through CampaignCNX+ (estimate confirmations and on-the-way texts)
  • Email alert to the office, marked as high priority when a job is flagged as an emergency
  • Zapier connection to ServiceTitan, Housecall Pro, Jobber, Workiz, FieldEdge, Repairshopr
  • A standard webhook (Agency plan and up) for any FSM software that can accept data from outside apps
  • A contact and timeline entry in CoreCNX (our companion contact database, or CRM), so each customer's history across services is in one place
The Alma leads inbox for a plumbing contractor, showing five captured jobs tagged by the estimate flow: a Naperville water heater with the estimate already booked, a sump pump with battery backup, a drain clearing with camera, an after-hours emergency, and a repipe needing an in-person estimate.

· From sign-up to first estimate request

Set up your HVAC or plumbing chatbot in 30 minutes

Each flow asks what a working dispatcher already asks: service type, urgency level, ZIP code for the service-area check, and preferred day. Most owners start with the Quote Request and Emergency Service templates. You edit the wording, add your service area, and paste the snippet on your site.

/01

Pick a template

Choose Quote Request, Emergency Service, Service Area Checker, or one of the trade-specific flows (roofing, landscaping, cleaning), then click "Use this." The flow loads with proven questions.

/02

Edit your service area

Enter the services you offer, your covered ZIP codes or radius, your emergency criteria, and your after-hours policy. Then replace the sample company name and phone number with your own. The edits take twenty minutes at most.

/03

Paste the widget

Add one line of JavaScript code to your site. It works the same way on WordPress, Squarespace, or a custom theme, and the widget is live as soon as the page reloads.

/04

Receive your leads

Estimate requests are emailed to the dispatcher, and emergencies also send a hot-lead email so they are handled first. Each lead arrives with the service, address, urgency, and callback window already recorded, instead of as a voicemail.

Your next estimate request could arrive tonight.

The 14-day free trial does not require a credit card. Setup consists of the Quote Request template, your service area, and the widget on your site.

· Home-services FAQ

Home services chatbot FAQ

Does it integrate with ServiceTitan, Housecall Pro, or Jobber?

There are no native integrations today. The connection is made with a Zapier zap or, on the Agency plan and up, a webhook, and both work reliably. Every Alma lead can be sent with the full details (name, phone, service type, address, urgency), and Zapier or Make passes them into ServiceTitan, Housecall Pro, Jobber, Workiz, FieldEdge, or Repairshopr. This approach has worked for every company on the platform so far.

Can it actually dispatch a tech, or just capture the lead?

Alma records and forwards the lead, and your FSM software dispatches the technician. Alma handles the conversation: it asks the screening questions, checks the service area, flags urgency, and sends the organized lead to your email or, through Zapier, to your FSM software. Truck routing and technician assignment stay in ServiceTitan or Housecall Pro.

How does it handle service-area checks?

Enter your covered ZIP codes or a radius around your office. The Service Area Checker template, or any flow that includes the service-area step, then checks the address before the lead is created. If the homeowner is outside your area, the bot says so politely and offers to take their information in case you expand. If they are inside your area, the conversation continues to scheduling.

How does it sort emergency and scheduled jobs?

The Emergency Service template asks about urgency first: emergency, same-day, this week, or scheduled. An emergency answer sends an urgent-lead alert (a priority hot-lead email to the office), while scheduled jobs go into the regular estimate queue. You decide what counts as an emergency for your trade, such as a burst pipe, no AC in summer, no heat in winter, electricity out, or a roof that is actively leaking.

Can I have separate bots for residential vs. commercial?

Yes, on the Growth tier ($79/mo) and above. Growth includes 5 active bots, and Agency includes 20. Most multi-trade companies run one residential Quote Request flow, one commercial Quote Request flow, an Emergency Service flow, and a Maintenance Plan Upsell. All four fit within the Growth tier.

How does Alma work for multi-trade or multi-location companies?

The Agency tier ($199/mo) includes sub-account workspaces (separate account areas), which our team turns on when the account is set up, with one workspace for each trade or location. A company offering HVAC, plumbing, and electrical can keep each trade's bots, leads, and reporting fully separate in its own workspace. A regional franchise can do the same for separate locations under one parent account.

Will the widget slow my site down, and does it work on a phone?

The widget is one line of JavaScript that loads after your page content, so your pages load at the same speed they do now. On a phone the chat opens full screen instead of in a small corner window, and phones are where most after-hours homeowners find you. You choose which pages it appears on, either the whole site or only the service and contact pages, and you set the colors, the bubble position, and the greeting to match your brand. It installs the same way on WordPress, Squarespace, Wix, or a custom theme.

How fast is setup, really?

Setup takes under thirty minutes for most owners. The home-services templates are pre-built, with service-type lists, urgency flags, service-area checks, and callback-window questions already in place. You edit the wording (your services, your ZIP codes, your after-hours number), paste the widget snippet on your site, and wait for the first conversation. The longest part is usually deciding which trade flows you want to turn on.

· The CNX Suite

Alma handles incoming requests, and the rest of the suite handles outreach.

Alma works on its own, and most home-services companies use it that way. If you also do door-to-door work on set routes (such as pest control, solar canvassing, or selling security upgrades), Beacon handles the field work. CampaignCNX+ sends the on-the-way text messages, and CoreCNX keeps each customer's history across services in one timeline.

Conversations

Alma

Drag-and-drop chatbots for your website, with 10 home-services templates for estimate requests, service-area checks, and handoff to dispatch.

SMS

CampaignCNX+

Estimate-confirmation texts and on-the-way notifications, from $0.06 / message. It connects directly to the lead Alma has just captured.

Field ops

Beacon

Door-to-door operations, such as pest control routes, solar canvassing, and selling security upgrades. Beacon handles outreach in the field, while Alma handles requests from your website. From $59 / month.

CRM

CoreCNX

A single contact timeline that shows every Alma conversation, CampaignCNX+ text, and Beacon door knock on one customer record, so you can see each customer's history across services.

· Related reading

· Start free

Start capturing estimate requests tonight.

Sign up, choose the Quote Request template, add your service area, and paste the widget on your site. When a pipe bursts at 9pm, the homeowner's request reaches your inbox with the service area checked, the urgency noted, and their name and number recorded.

Trial
14 days, no credit card
Setup
30 minutes for most owners
Onboarding
Real person, not a chatbot