· For home services
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.
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
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
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.
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
HVAC · Emergency dispatch
Roofing · Estimate scheduling
Pest control · Service-area check
Landscaping · Recurring signup
/B · HOME-SERVICES TEMPLATES
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.
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.
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
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, Alma emails each lead to you. On the Growth plan and up, a Zapier zap (an automation in Zapier, a service that passes information between apps) can send each lead to other apps, so check that your FSM software is on Zapier. On the Agency plan and up, a webhook (an automatic message Alma sends to another system) can send it to your own system.
/C · FSM HANDOFF
As soon as the conversation ends, Alma sends the lead's details: name, phone, service type, address, urgency, and callback window. Alma emails those details to your dispatcher, and, on the Growth plan and up, a Zapier zap can send them to other apps, if your FSM software is on Zapier. Your FSM software manages the schedule and the trucks, and Alma collects new requests from your website.
· From sign-up to first estimate request
Each flow asks what a working dispatcher already asks: service type, urgency level, ZIP code for the service-area check, and preferred day. Good first templates are Quote Request and Emergency Service. You edit the wording, add your service area, and paste the snippet on your site.
/01
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
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
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
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.
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
Not directly. There are no native integrations with ServiceTitan, Housecall Pro, Jobber, Workiz, FieldEdge, or Repairshopr today. Alma emails each lead with the full details (name, phone, service type, address, urgency). On the Growth plan and up, Zapier can send each new lead to other apps, so check that your field-service software is on Zapier. On the Agency plan and up, a webhook can send it to your own system.
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. On the Growth plan and up, Zapier can also send it to your FSM software, if that software is on Zapier. Truck routing and technician assignment stay in your FSM software.
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.
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.
Yes, on the Growth tier ($79/mo) and above. Growth includes 5 active bots, and Agency includes 20. A multi-trade company might 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.
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.
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.
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 works on its own. 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
Drag-and-drop chatbots for your website, with 10 home-services templates for estimate requests, service-area checks, and handoff to dispatch.
SMS
Estimate-confirmation texts and on-the-way notifications, from $0.06 / message, sent by your team from CampaignCNX+.
Field ops
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
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.
· Start free
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.