Septic Services · CRM with AI receptionist
The CRM that answers your septic calls — and knows when the tank was last pumped
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking septic services: 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.
Wade Kirkland
“Pump-out — overdue”
Captured on the call
Last pumped: 5+ yrs
Value: $525
Sample caller — the fields and the stage are the real Septic Services template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Septic Services 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- Pumping
- Inspection
- Repair
- Installation
- Emergency Backup
Tank Size (Gallons)
- 500
- 750
- 1,000
- 1,250
- 1,500+
- Unknown
Last Pumped
- < 1 Year
- 1-3 Years
- 3-5 Years
- 5+ Years
- Unknown
System Age (Years)
→ a number
Tank Access Located
- Yes
- No
Your pipeline, pre-built
Jobs move through 5 real stages.
Service Request, Quoted, Scheduled, Completed, then Paid — the pipeline a septic services business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Service Request
- Quoted
- Scheduled
- Completed
- Paid
- Service Request
- Quoted
- Scheduled
- Completed
- Paid
Pump-out — overdue
Wade Kirkland
Pre-sale inspection
T. Aldana
Emergency backup
The Hollisters
Real template data — these stages and fields exist the moment you pick Septic Services.
Everything included, from day one
The whole front office, tuned for septic services.
Omnichannel AI Receptionist
Asks tank size, when it was last pumped, and whether the access is located — and flags a backup as the emergency it is.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Pump-out reminders on a multi-year clock — 'last pumped' is already a field on every job.
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 septic services owners ask.
- Can it quote septic work over the phone?
- Yes — pump-outs price by tank size from your price book. Repairs and installs collect system age and access details, then book the visit.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Septic Services template tracks — property type, service type, tank size (gallons) — and creates the job in your Service Request stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Septic Services at signup provisions the 5-stage pipeline — Service Request → Quoted → 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 Septic Services template does it for you.
Your next job could book itself.
Pick Septic Services at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.