Chimney & Fireplace · CRM with AI receptionist
The CRM that answers your chimney calls — and books the sweep before burn season
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking chimney & fireplace: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
The Wexfords
“Liner install — clay to SS”
Captured on the call
Flues: 2
Value: $3,400
Sample caller — the fields and the stage are the real Chimney & Fireplace template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Chimney & Fireplace template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Service Type
asked every call- Sweep
- Inspection
- Repair
- Cap Install
- Liner Install
Fireplace Type
- Wood
- Gas
- Pellet
- Insert
Flues
→ a number
Last Swept
- < 1 Year
- 1-3 Years
- 3+ Years
- Never
Damper Issues
- Yes
- No
Your pipeline, pre-built
Jobs move through 5 real stages.
Inspection Requested, Quote Sent, Scheduled, Completed, then Paid — the pipeline a chimney & fireplace business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Inspection Requested
- Quote Sent
- Scheduled
- Completed
- Paid
- Inspection Requested
- Quote Sent
- Scheduled
- Completed
- Paid
Liner install — clay to SS
The Wexfords
Pre-season sweep
Greta Halvorsen
Cap + crown seal
B. Onyango
Real template data — these stages and fields exist the moment you pick Chimney & Fireplace.
Everything included, from day one
The whole front office, tuned for chimney & fireplace.
Omnichannel AI Receptionist
Asks the fireplace type — wood, gas, pellet — how many flues, and when it was last swept.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Fall campaigns to everyone whose 'last swept' has passed a year — the field is already on file.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions chimney & fireplace owners ask.
- Can it quote chimney work over the phone?
- Yes — sweeps and inspections are standard-priced, straight from your price book. Liner and repair work books an inspection first, exactly as your pipeline's first stage says.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Chimney & Fireplace template tracks — property type, service type, fireplace type — and creates the job in your Inspection Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Chimney & Fireplace at signup provisions the 5-stage pipeline — Inspection Requested → Quote Sent → Scheduled → Completed → Paid — plus 8 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Chimney & Fireplace template does it for you.
Your next job could book itself.
Pick Chimney & Fireplace at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.