10:42Maya Reyes moved to Qualified by the AI agent after the call
10:41Call recording and summary attached to Maya Reyes
09:58Sarah Gill replied by SMS: Thursday works
09:14Website chat booked an estimate for Devon Kerr
08:30Daily digest sent to 3 team members
Step 4 · Book
Turn interest into a next step.
Qualified leads are booked into real availability. Reminders and no-show recovery are scheduled the moment it lands.
app.theclientnest.com
Sample data
CalendarCrew A · Week of 6 Oct
Mon 6
Tue 7
Wed 8
Thu 9
Fri 10
9:00
10:00
11:00
12:00
1:00
2:00
3:00
4:00
Site visit
Devon Kerr
Estimate
Maya Reyes
Install
Tom Brandt
Inspection
Priya Nair
Estimate
Sarah Gill
Follow-up
Ana Lopes
Install
Jon Tran
Step 5 · Run
One connected system. Built around your business.
Jobs, inventory, invoices and reporting read from the same record, so nothing is typed twice.
app.theclientnest.com
Sample data
ReportsOctober · Sample data
Leads this month
318
Calls answered by AI
96%
Appointments booked
121
Jobs scheduled
44
Booked appointments · weekly
From enquiry to invoice
Ad click1,240
Enquiry318
Booked121
Job scheduled44
Invoiced$212k
Source
Leads
Cost / lead
Booked
Won
Revenue
Google Ads
142
$38
61
22
$118k
Meta Ads
96
$41
34
11
$52k
Website
54
—
19
8
$31k
Referrals
26
—
7
3
$11k
Services
What we build.
Eight parts, built on one customer and job record. Start with what you need and add the rest without rebuilding.
01
Lead generation
Paid campaigns, landing pages and funnels built for enquiries, with every lead tagged by source and cost.
02
AI voice agents and appointment setting
Inbound and outbound agents trained on your offer. They answer, qualify, handle objections, book into your calendar and hand off to a person when needed.
03
Custom CRM
A pipeline shaped like your sales process: stages, lead scoring, tasks, call recordings and next actions on every record. Native GoHighLevel or fully bespoke.
04
ERP systems
Jobs and scheduling, inventory and purchasing, quotes and invoicing, multi-location and reporting, built around how the work actually runs.
05
AI integration
AI inside the tools you already use: document extraction, inbox and chat assistants, routing, call summaries and agents with approval steps.
06
Workflow automation
SMS and email sequences, reminders, no-show recovery, internal hand-offs and alerts, triggered from the same lead and job data.
07
Reputation management
Review requests sent at the right moment, responses drafted for approval, and monitoring across Google and the directories that matter.
08
Websites, landing pages and analytics
Conversion-built sites with instant call-back and chat, and one report from ad click to closed deal.
CRM, ERP and AI integration
Built to fit, not bolted on.
Three of the eight parts are custom builds. The screens below show what we ship, with sample data.
Custom CRM
A pipeline shaped like your sales process.
Stages, lead scoring, tasks, call recordings and next actions on every record. Built natively in GoHighLevel, or fully bespoke when the process needs it.
10:42Maya Reyes moved to Qualified by the AI agent after the call
10:41Call recording and summary attached to Maya Reyes
09:58Sarah Gill replied by SMS: Thursday works
09:14Website chat booked an estimate for Devon Kerr
08:30Daily digest sent to 3 team members
ERP systems
Operations in one place, without re-entry.
Jobs and scheduling, inventory and purchasing, quotes and invoicing, multi-location and reporting. The booked appointment becomes the job, and the job becomes the invoice.
Jobs, crews and scheduling
Inventory and purchase orders
Quotes, invoices and payments
Multi-location and roles
app.theclientnest.com
Sample data
JobsInventoryPurchasingInvoices
All locations
Job
Customer
Scope
Crew
Status
JOB-2038
Devon Kerr
Full re-roof
Crew B
In progress
JOB-2039
Priya Nair
Gutter replacement
—
Quoted
JOB-2041
Maya Reyes
Roof repair
Crew A
Scheduled Tue
JOB-2042
Sarah Gill
Inspection
—
New
JOB-2035
Tom Brandt
Install
Crew A
Invoiced
Shingle bundles in stock
62 · reorder at 40
Open purchase orders
3 · $8,120
Invoices due this week
$18,450
AI integration
AI inside the tools you already run.
Document extraction, inbox and chat assistants, routing, call summaries and agents on defined tasks, connected to your inbox, CRM and ERP, with approval steps where they matter.
Document and quote extraction
Chat and inbox assistants
Call summaries into the CRM
Agents with human approval
app.theclientnest.com
Sample data
Assistant
Connected to Inbox, Documents, CRM, Jobs and Calendar
Supplier quote · Westcoast Roofing Supply.pdf
Extracted 6 line items and created PO-1187 for approval.
Website chat · 09:14
Answered three questions about financing and booked an estimate for Thursday 2:00.
Call summary · Maya Reyes
Leak above kitchen after Sunday storm. Estimate booked Tue 10:30. Added to JOB-2041.
Inbox · 3 supplier emails
Drafted replies and flagged one delivery delay to Crew B.
Process
How we work with you.
Three stages, each with a clear output, so you always know what is being built and why.
01
Discovery
A strategy call to map your lead sources, sales process and operations, and where enquiries and time are being lost. You leave with a written plan.
02
Implementation
We build and connect what the plan calls for: campaigns, voice agents, CRM, ERP, integrations, automations and reporting. You test everything before it goes live.
03
Ongoing support
We monitor the system, tune scripts, sequences and campaigns, and extend it as your business changes. You have a direct line to the team.
Example engagements
What an install looks like.
Three illustrative scenarios for typical service businesses. They show how the parts fit together, not results from named clients.
2 crews · paid ads and referrals · Illustrative example
Starting point
Leads from Meta and Google land in a shared inbox. Call-backs happen between jobs, often the next day. Quotes live in a spreadsheet; the calendar is on paper.
What we install
AI voice agent returning every enquiry within a minute
Pipeline with estimate, quoted, scheduled and invoiced stages
Jobs and crew calendar connected to the booking
Review request after each completed job
What changes
Every enquiry gets a call-back the same hour. The booked estimate becomes a job and an invoice without re-typing. The owner sees source, cost and revenue per channel in one report.
Medspa
3 locations · inbound calls and website · Illustrative example
Starting point
Front desk answers the phone during opening hours only. After-hours enquiries go to voicemail. No-shows are chased by hand, when someone remembers.
What we install
Inbound AI receptionist booking by treatment and location
SMS confirmation, reminder and no-show recovery sequence
Website chat that answers pricing questions and books
Reputation requests after each visit, replies drafted for approval
What changes
Enquiries are answered around the clock and booked into the right location. Reminders go out automatically. The front desk handles exceptions instead of every call.
HVAC contractor
12 technicians · service and installs · Illustrative example
Starting point
Dispatch, parts and invoicing run in three systems that do not talk. Supplier quotes are retyped into purchase orders. Reporting means exporting spreadsheets at month end.
What we install
ERP with jobs, inventory, purchasing and invoicing on one record
AI assistant that reads supplier quotes and drafts purchase orders for approval
Technician schedule linked to booked service calls
Weekly report from enquiry to invoice
What changes
A service call booked by the agent appears on a technician's schedule with the parts reserved. Purchase orders are drafted from the supplier's PDF. Month-end reporting is already done.
FAQ
Common questions.
Anything else, bring it to the call. We answer everything before any commitment.
Do I need everything at once?
No. Most clients start with two or three parts and add more later. Everything is built on the same customer and job record, so adding a part does not mean rebuilding what you have.
Does the AI voice agent sound natural?
It uses current-generation voice models with natural turn-taking and interruption handling. We tune the script and voice to your business, and you hear it before it goes live.
Can you build on my existing CRM or ERP?
Usually. We work natively with GoHighLevel and connect to most major CRMs, ERPs and calendars through their APIs. If a system cannot support what you need, we scope a custom build on the call.
What does AI integration mean in practice?
Putting AI to work inside tools you already run: reading documents and quotes, answering chat, routing enquiries, summarising calls, or running agents on defined tasks, all connected to your CRM, ERP and inbox.
How long does implementation take?
It depends on what we build and what we connect to. You get a timeline in the written plan after the discovery call.
How is it priced?
Monthly plans for the installed system, project pricing for custom CRM and ERP builds, and per-booked-appointment pricing for some businesses. We recommend the option that fits on the call.
Book a strategy call
Let's map your system.
One hour. We look at where enquiries come from, where they stall, how the work runs, and which parts would change that. You leave with a written plan whether or not we work together.