Dedicated intake that keeps your calendar full.

We handle missed calls, Google Business messages, and web inquiries for HVAC and plumbing companies, qualify the request, book it on your calendar, and send confirmations so nothing slips through.

9am-7pm
Coverage (ET)
Dedicated
Intake coverage
Pilot
Limited spots
Serving Metro Atlanta • Pilot program • Month‑to‑month

What happens to every lead

  1. 1
    Lead comes in

    Call, text, Google Business message, or web form

  2. 2
    We respond fast

    Under 2-minute response during business hours

  3. 3
    Qualify + book

    Service area, job type, timing, and calendar booking

  4. 4
    Confirm + track

    Text/phone confirmation + every outcome logged

Pilot program

Why Keystone Intake exists

After years watching home service businesses lose quality leads to voicemail, not because they didn't care, but because their techs were in the field, we built Keystone Intake to solve it. Fast, consistent intake with full visibility into what's working and what isn't.

We're starting small and working directly with a handful of HVAC and plumbing teams in Metro Atlanta. If you're tired of missed calls turning into lost jobs, let's run a simple pilot and prove the value.

Keystone Intake
Metro Atlanta, GA

What success looks like in 30 days

Measurable outcomes and clear visibility into what's working (and what isn't).

Faster response

Consistent sub-2-minute responses during business hours. No more leads going to voicemail while you're on a job.

More booked work

Qualified leads booked directly on your calendar, with confirmation follow-ups to reduce no-shows.

Clear visibility

Shared tracker shows exactly what converted, what didn't, and why, so you can optimize what matters.

What you'll see in 14 days

A short pilot designed to prove value quickly and clearly.

Missed calls recovered

Every missed call and inquiry is followed up with speed and consistency during coverage hours.

Qualified leads booked

Leads are filtered by service area and job type, then booked directly into your calendar.

Clear visibility

You'll see what happened to every lead with simple notes and outcomes, no guessing.

Pilot process

Simple setup, clear rules, and measurable results.

1) Setup (10 minutes)

We align on service area, job types, and your calendar access. Call forwarding is optional.

2) Run the pilot

We handle missed calls + inbound inquiries Mon-Fri, 9am-7pm ET and book into your calendar.

3) Review results

We review outcomes, show what converted, and decide if it’s worth scaling.

Example intake tracker

Illustrative view of the shared tracker every client receives. Real-time updates, full outcome visibility.

Time Source Service requested Status Outcome notes
9:12 AM Missed call AC repair (emergency) Booked Confirmed for Wed 2pm, sent confirmation text
10:03 AM Google Business message Water heater replacement Outside area Lawrenceville (outside service area), referred to partner
11:47 AM Web form Seasonal maintenance Following up Initial text sent, awaiting response on timing
1:22 PM Missed call Furnace not heating Booked Same-day emergency slot, customer confirmed
3:15 PM Google Business Commercial HVAC quote Not a fit Commercial job (residential only), politely declined
Every lead is logged with timestamps, notes, and outcomes. No lead falls through the cracks.

Pilot pricing

Month‑to‑month. Simple flat rate pilot.

Common questions

How do you get our missed calls and messages?

During onboarding, we set up call forwarding for missed calls or provide a tracking number. For Google Business messages, we route them to an inbox we monitor. Takes about 10 minutes to configure.

Do you book directly into our calendar?

Yes. During the pilot we can book into Google Calendar or Outlook. If you use a field service platform, we can start with a shared calendar and tighten the workflow as we go.

Is this a call center or offshore team?

No. We’re a small team based in Metro Atlanta. You’ll work directly with us during the pilot.

What if we already have office staff?

We handle overflow and missed calls when your team is busy, on jobs, or after hours (depending on package). We don't replace your staff, we catch what they can't.

What info do you need to get started?

Service area (ZIPs), top job types, qualification rules, and calendar access. The setup call takes about 10 minutes.

Can we cancel anytime?

Yes. Month‑to‑month. Cancel with 7 days notice. No long‑term contracts.

What does the pilot look like?

We set up call forwarding and your calendar, align on qualification questions, then run a 2‑week pilot so you can see real outcomes before scaling.

Ready to stop losing leads to voicemail?

Book a 10-minute setup call and we'll confirm if we're a fit. If your lead volume is consistent, we can start same-day.

No pressure. We'll vet your lead volume first, and if it's not a fit, we'll tell you honestly.