Snow Removal · CRM with AI receptionist
The CRM that answers snow calls in October — and signs the seasonal contract
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking snow removal: the contracts 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.
Nils Okonkwo
“Seasonal — cul-de-sac”
Captured on the call
Trigger: 2 in
Value: $640/season
Sample caller — the fields and the stage are the real Snow Removal template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Snow Removal 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- Seasonal Contract
- Per-Storm
- On-Demand
Driveway Size
- Small
- Medium
- Large
- Commercial Lot
Sidewalks Included
- Yes
- No
Salting Included
- Yes
- No
Trigger Depth (Inches)
→ a number
Your pipeline, pre-built
Contracts move through 4 real stages.
New Inquiry, Quoted, Contract Sent, then Active Contract — the pipeline a snow removal business actually runs, not a generic sales funnel. Drag contracts across stages, and every stage, color, and label is yours to edit.
- New Inquiry
- Quoted
- Contract Sent
- Active Contract
- New Inquiry
- Quoted
- Contract Sent
- Active Contract
Seasonal — cul-de-sac
Nils Okonkwo
Commercial lot + walks
Hilltop Plaza
Per-storm — long drive
The Ferrells
Real template data — these stages and fields exist the moment you pick Snow Removal.
Everything included, from day one
The whole front office, tuned for snow removal.
Omnichannel AI Receptionist
Asks seasonal or per-storm, the driveway size, sidewalks, salting — and records the trigger depth.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Renewal campaigns in September to last winter's whole list, before the first flake falls.
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 snow removal owners ask.
- Can it quote snow removal over the phone?
- Yes — driveway size, sidewalks, and salting are the template's pricing fields; seasonal and per-storm rates come from your price book. Commercial lots book a site look first.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Snow Removal template tracks — property type, service type, driveway size — and creates the contract in your New Inquiry stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Snow Removal at signup provisions the 4-stage pipeline — New Inquiry → Quoted → Contract Sent → Active Contract — 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 Snow Removal template does it for you.
Your next contract could book itself.
Pick Snow Removal at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.