AI Automation for Local Service Businesses

Your business runs
while you sleep.

We build AI systems that follow up with leads, book appointments, and keep customers coming back — and we don't charge you a dime until you can see it working.

Book a Free Strategy Call What Makes Us Different
Results before retainer — see ROI in 30 days
You own everything we build
Specialized in trades & home services
Real person behind every system
Without automation
📞Lead calls after hours, goes to voicemail, calls a competitor
📋Quotes sitting in a text thread, never followed up
Hours spent on phone tag and appointment reminders
💸Past customers forgotten — no repeat business
AI
layer
With Ortler Automation
🤖AI answers calls 24/7, qualifies the lead
📅Books appointment directly to your calendar
💬Sends confirmation + follow-up texts automatically
🔁Re-engages past customers with personalized outreach
✓ More booked jobs. Less admin. Zero missed leads.

Why Ortler Automation

12,000 AI agencies launched since 2024.
Here's what makes us different.

Most agencies overpromise, build fast, and disappear. We do things differently — and we'll show you exactly how before you spend a dollar.

🎯

Built for trades & home services

We don't serve every industry. We specialize in contractors, HVAC, roofing, real estate, and local service businesses — so we already know your workflows, your pain points, and what moves the needle.

Most agencies: generic builds for any business in any industry
🔑

You own everything

Your CRM, your contacts, your phone number, your calendar — all set up in your name from day one. The automation logic is fully portable too: if you ever leave, we hand over the complete blueprint. No data held hostage, no lock-in.

Most agencies: tools and logins stay with the agency when you cancel
🤝

A real person, not just software

You'll always have a direct line to the person who built your system. When something needs adjusting — because business changes — you call us, not a helpdesk ticket.

Most agencies: offshore team or support bots after onboarding
🔍

AI search visibility (add-on)

45% of homeowners now use AI to find service businesses. We offer AI Search Visibility as an add-on to any core plan — making sure your business shows up when ChatGPT, Gemini, and Google AI Mode answer "Who does [your service] near me?" Something almost no agency offers yet.

Most agencies: don't touch AI search at all
📊

Plain-English monthly reports

Every month you get a one-page report: calls captured, leads followed up, appointments booked, and time saved. In plain English. No dashboards to learn, no metrics to decode.

Most agencies: vague "we're working on it" updates

Why now

Your customers are already using AI
to find you. Are you ready?

The window to get ahead of competitors in your market is open right now — but it's closing fast.

75%
of home service businesses are NOT using AI yet — meaning early movers capture the market
Source: 2026 contractor survey
45%
of homeowners now use AI to search for local contractors — up from just 6% in 2024
Source: Entrepreneur, 2026
85%
of missed callers won't call back — but AI follow-up can recover up to 30% of those leads
Source: Lithium Marketing, 2026
2min
is how long a caller waits before dialing a competitor if they hit voicemail
Source: ASP Branding, 2026
Limited availability · New clients only

See results in 30 days — or you don't pay for the next month.

We're so confident in what we build that we offer a simple guarantee: if your pilot automation doesn't produce a measurable result in the first 30 days — more calls answered, more leads captured, more jobs booked — the following month of retainer is on us. No fine print.

Claim Your Pilot →

What we build

Systems, not software lessons.

We build and run everything for you. You don't need to learn a new tool — you just need to see the results.

Most Popular

Lead Capture & Follow-Up

Turn new inquiries into booked jobs automatically. Every lead gets a fast, personalized response — whether they come in by phone, form, or text.

  • Instant SMS + email response to new leads
  • AI-written follow-up sequence (not canned templates)
  • Leads logged to your CRM automatically
  • Owner alert the moment a hot lead comes in
High Impact

AI Phone Receptionist

A voice AI that answers your calls 24/7, qualifies callers, and books them straight to your calendar — no hold music, no missed opportunities.

  • Answers calls after hours and on weekends
  • Schedules appointments in real time
  • Sends the caller a confirmation text
  • Routes urgent calls directly to you
Quick Win

Customer Reactivation

A campaign that reaches out to your dormant customers with a personalized message and an easy path back to booking you again.

  • Personalized outreach, not mass spam
  • Sent via SMS (highest open rates)
  • Easy reply path — no friction to re-book
  • Measurable ROI within 30 days
Add-On Service

AI Search Visibility

When homeowners ask ChatGPT or Google AI "Who's the best roofer near me?" — your business needs to be the answer. Available as a monthly add-on to any core package, we optimize your digital presence so AI recommends you first.

  • Optimize for ChatGPT, Gemini & Google AI Mode
  • Structure your business data for AI citations
  • Track your AI search appearances monthly
  • Add to any Growth or Full Stack plan

The new battleground

AI search is replacing Google.
Most service businesses aren't in the results.

Consumer use of AI to find service businesses jumped from 6% to 45% in early 2026. If your business isn't optimized for AI answers, you're invisible to nearly half your potential customers.

"Who's the best roofing contractor near Denver?"
ChatGPT / Google AI Mode answer
Based on verified local data, reviews, and service history, here are the top-rated roofing contractors in the Denver metro area:

1. [Your Business] — Highly rated, specializes in residential roofing, responds within minutes, verified 5-star reviews.

2. ABC Roofing — Limited online presence, not found in AI sources.

3. XYZ Contractors — Minimal review data.
  • 45% of homeowners now use AI assistants to find and vet local contractors before calling anyone
  • Most service businesses have strong Google rankings but zero presence in AI-generated answers
  • AI answers pull from structured data, citations, reviews, and content — not just keywords
  • The contractors who show up in AI answers in 2026 will own their market by 2027
  • We are one of the only agencies offering AI search optimization specifically for trades and service businesses
Get AI Search Visibility

The process

Standard builds live in 2–3 weeks.
Custom builds in 3–5 weeks.

No months-long projects, no overwhelming onboarding. Timelines depend on complexity — we'll give you a clear estimate before any work begins.

1

Free Strategy Call

30 minutes. We learn your business, map your biggest bottleneck, and scope the build with a clear timeline and ROI estimate.

2

We Build It

You stay focused on your work. We handle all setup, connections, and testing — no technical effort from you.

3

You Review & Approve

We walk you through the live system before anything goes live. You control what goes out and how it sounds.

4

It Runs. We Monitor.

The system works in the background. You get a plain-English monthly report on exactly what it's doing.

Before you commit

Let's be honest about what AI can
and can't do for your business.

We don't overpromise. Here's the straight truth — because we'd rather work with the right clients than disappoint the wrong ones.

✅ AI genuinely excels at:

  • 📞Answering calls and texts instantly — 24/7, never misses one
  • 📅Booking appointments directly to your calendar without back-and-forth
  • 💬Following up with leads in seconds, not hours
  • 🔁Re-engaging dormant customers with personalized messages at scale
  • 📊Logging every lead, call, and interaction without you lifting a finger

⚠️ What AI won't replace:

  • 🔨The skilled work you do — AI books the job, you do the work
  • 🤝The relationships you've built with long-term clients
  • 🧠Complex decisions that require your judgment and experience
  • A bad reputation — AI amplifies what's already working, not what isn't
  • 🌱Overnight results — systems need 2–4 weeks to calibrate to your business

Who we work with

Built for businesses that run on
reputation — and need more hours in the day.

We specialize in service businesses that run on reputation. If customers find you by word of mouth, reviews, or search — we can help, wherever you're located.

General Contractors Roofing & Siding HVAC & Plumbing Real Estate Agents Landscaping Auto Repair Dental & Medical Property Management Cleaning Services Pest Control

Pricing

Transparent, flat-rate pricing.
No surprises.

Every package includes a one-time setup fee to build the system and a monthly retainer to keep it running, monitored, and updated. The packages below are common starting points — if none fit, we scope a custom build from scratch. All tool subscription costs (SMS, voice AI) are paid directly by you and are not marked up.

Individual Services

Pilot / Starter
$500
Setup · then $150–$200/month
  • Single highest-impact automation
  • HubSpot CRM setup included
  • Email or SMS delivery
  • 30-day performance report
  • No results in 30 days — next month free
Start Here
Lead Capture & Follow-Up
$1,000–1,500
Setup · then $250–$350/month
  • Instant SMS + email response to new leads
  • AI-written follow-up sequence
  • Leads logged to CRM automatically
  • Owner alert on every hot lead
  • Live in 2–3 weeks
Get Started
AI Phone Receptionist
$1,500–2,000
Setup · then $350–$500/month
  • Answers calls 24/7, qualifies leads
  • Books appointments in real time
  • Texts caller a confirmation automatically
  • Routes urgent calls to you
  • Voice usage billed separately by provider
Get Started
Customer Reactivation
$750–1,000
Setup · then $300–$500/campaign
  • Personalized SMS outreach to dormant customers
  • AI-written, not mass spam
  • Easy reply path to re-book
  • Run quarterly or on demand
  • Measurable ROI within 30 days
Get Started

Packages — Best Value

Full Stack
$4,000–6,000
Setup · then $750–$1,000/month
  • Everything in Growth
  • Customer reactivation campaigns (quarterly)
  • Quote-to-booking pipeline
  • AI Search Visibility add-on (AEO)
  • Quarterly strategy review
  • First in line for new services
Get a Quote
Custom Build
$2,000–5,000+
Setup · then $400–$750/month
  • Free strategy call to scope the build
  • Designed around your specific workflow
  • Connects to tools you already use
  • Clear timeline + cost estimate upfront
  • 3–5 weeks depending on complexity
  • No off-the-shelf templates
Tell Us What You Need

Add-On · Available with any package

AI Search Visibility (AEO)

Get your business showing up when customers ask ChatGPT or Google AI "Who's the best [your service] near me?" Includes schema setup, Google Business Profile optimization, citation building, and monthly AI search appearance reporting.

$300–500 setup
then $150–$250/month
Add This On

* Tool subscription costs (Retell AI voice, ClickSend SMS) are paid directly by the client at their own account rates and are not included in the above fees. These are disclosed in full during your strategy call before any work begins.

Common questions

Answers before you ask.

Do I need any technical knowledge to use this?
+
Not at all. We handle all the setup, configuration, and ongoing maintenance. You'll get a walk-through so you understand what's running, but you won't need to touch any software yourself.
What does "you own everything" actually mean?
+
Every tool we use — your CRM, your phone number, your booking system, your automation workflows — is set up in your name, on your accounts, with your login. If you ever leave, you take the whole system with you. We never hold your business hostage.
What does the 30-day pilot look like?
+
We start with your single biggest pain point — usually missed calls or slow lead follow-up. We build and launch that one automation, then track results for 30 days. If it doesn't produce a measurable result, the next month of retainer is on us. Most clients see results in week one.
What tools will I need to sign up for — and who pays for them?
+
For most clients we recommend HubSpot (free tier), Cal.com (free), and a phone number for SMS (a few dollars per month). If you need a voice AI receptionist, that runs roughly $20–50/month depending on call volume. These tool subscriptions are in your name and paid directly by you — we don't mark them up. We charge for building, connecting, and managing the systems, not for the tools themselves. The one exception is our automation platform (Make.com), which we manage on our end but export and hand over to you fully if you ever leave. Your contacts, your CRM, your phone number — all yours from day one.
What is AI search visibility, and why does it matter?
+
When someone asks ChatGPT or Google AI "Who's the best HVAC company near me?", AI generates a direct answer rather than a list of links. 45% of homeowners now use AI this way — but most service businesses don't appear in those answers. AI Search Visibility is available as a monthly add-on to any Growth or Full Stack plan. We optimize your digital presence so AI recommends your business, and we report back monthly on where you're appearing. It's one of the most underutilized opportunities in the market right now.
Is there a long-term contract?
+
Monthly retainers run month-to-month with a 30-day notice to cancel. We'd rather earn your business every month than lock you in. The pilot is structured as a short-term engagement so you can see results before deciding on ongoing work.
What if I already use software I want to keep?
+
We build around your existing tools wherever possible — we don't force you to switch anything. The automation platform we use (Make.com) connects natively with hundreds of tools: Salesforce, Pipedrive, Zoho, GoHighLevel, Calendly, Acuity, Mailchimp, Google Workspace, Microsoft 365, and many more. Contractor-specific platforms like Jobber, Housecall Pro, and ServiceTitan typically connect via API or webhook, which Make.com handles well. Before committing to any build, we spend time upfront checking exactly how your current tools connect — and we're straight with you if something isn't possible. If a tool has zero API access and can't connect, we'll tell you that before you spend a dollar, and suggest the simplest path forward.
What if I need something that isn't listed in your packages?
+
Custom builds are a core part of what we do — the packages on this page are just common starting points. If your business has a specific workflow, problem, or process you'd like automated, tell us about it on the strategy call and we'll scope it from scratch. Custom builds typically take 3–5 weeks depending on complexity, and we'll give you a clear timeline and cost estimate before any work begins. If it's something we haven't built before, we'll be upfront about that and build in extra time accordingly — we'd rather take an extra week and get it right than rush something that doesn't work.
What if my AI sounds robotic and customers hate it?
+
This is a real concern and we take it seriously. We customize every AI voice and message to match your business's tone. We also build in easy escalation paths — if a caller wants a human, they get one. We design systems that feel like an extension of your business, not a call center robot.

Let's talk

A 30-minute call is all it takes to know if this is right for you.

No pitch. No pressure. We'll map your biggest bottleneck and show you exactly what the ROI could look like — for free.

Book a Free Strategy Call →
📍Serving businesses nationwide
📧Ortlerautomation@gmail.com
Response within 24 hours
🔒You own everything we build