The right tool for the job: Use AI to save time and build a stronger business

by

CallRail
May 22, 2025

As a home services business owner, every call, click, and conversation is a chance to book more jobs. That’s why it’s critical to have a platform that not only tracks where your leads come from but also helps you engage and convert them.

CallRail brings it all together — Call Tracking, Form Tracking, and AI-powered tools like Premium Conversation Intelligence™, Voice Assist, and Convert Assist — to help you uncover what drives calls, understand conversations, and guide more prospects to booked jobs.

The benefits of using AI in your home services business

From first call to final booking, AI is transforming how home services businesses attract, understand, and convert their leads. CallRail’s suite of AI-powered tools helps you deliver consistent, high-quality service by giving you visibility into the conversations that matter most. You’ll gain a better understanding of your prospects and customers, identify areas for team coaching, streamline your operations, and ultimately increase your close rate and revenue.

1. Learn customer pain points and address their needs

A key benefit of analyzing call transcriptions is a better understanding of customers' needs, pain points, and preferences through the words and phrases customers use when interacting with your team. This is invaluable data that can help you tailor services to meet your customers' expectations and improve customer satisfaction. 

For example, if many prospects and customers mention during calls that they’re preparing their pools for summer or need help with cleanings, your team can proactively offer seasonal pool maintenance services to homeowners in the area. Being able to quickly draw these types of insights from your call transcripts allows your business to offer additional revenue-producing services to your customers and establishes you as a true professional in the industry.

2. Provide 5-star service

It’s not enough to answer the phone – managers need insight into customer conversations to ensure their team is properly handling requests. However, listening to calls or reading transcripts is time-consuming and isn’t always the best way to identify trends in call content.

With call summaries, managers can significantly reduce their time reviewing phone calls. By filtering summaries by campaign or team member, they can quickly identify areas for improvement or praise. A brief three-to-five-sentence summary of the call transcript enhances training opportunities, improves the team’s performance, and ultimately, drives more revenue.

Call sentiments help managers review and identify lessons from every call in seconds for an even more streamlined view. For example, if a call’s sentiment displays as negative, you can immediately review any complaints mentioned. Let’s say a customer says that your crew is frequently late. You can investigate the potential issue and incorporate this feedback into your appointment scheduling, giving your team ample time between appointments to better serve your customers.

To truly empower your team, insights need to translate into action. Convert Assist bridges that gap with three AI-driven features designed to guide reps through the next steps of every customer interaction.

  • Action plan analyzes your most recent calls and forms a step-by-step plan to follow.
  • Conversation coaching offers guidance based on what went well and how to improve.  
  • Smart follow-up drafts customized text or email messages to continue your customer interaction and take you one step closer to closing the sale.

Convert Assist offers team members immediate guidance while reducing their workload. Cutting out the time spent determining next steps helps your team respond more efficiently, improve performance, and ultimately drive more revenue.

3. Bring in more leads for less money

Focusing on the keywords that surface frequently or at pivotal moments within a conversation can help you learn a great deal. With Premium Conversation Intelligence, this process happens automatically.

You can identify keywords and phrases your customers use in conversations using call highlights. Knowing these keywords is critical for choosing the right terms to focus on for your PPC or SEO campaigns, and allows you to tailor the messaging in all of your marketing efforts.

According to our analysis of over 200,000 leads to Home Services businesses, Google Ads accounts for 42% of all leads for home services businesses. Structuring your Google Ads strategy around the top-performing keywords can maximize your marketing spend and send high-quality leads straight to your door.

Once you’ve identified your best keywords, you can set up automation rules in Conversation Intelligence to track them through the Key Terms Spotted report. This report analyzes call transcripts to highlight when specific terms or phrases are mentioned, giving you insight into conversation trends, campaign performance, and team effectiveness. You can also see which keywords are most often associated with qualified leads, helping you refine your messaging and targeting.

4. Book more jobs

Efficiency is the key to profitability in the home services industry. When combined with Call Tracking, Premium Conversation Intelligence provides valuable insights into customer call patterns and your business's peak call times. This allows you to orient staff scheduling and resource allocation to the times when you need them and save on the times you don’t.

For example, if you notice most customers call your landscaping business on Saturdays, you can ensure more staff are scheduled on the weekends to field these calls. This will help reduce the number of unanswered calls.

Additionally, when preparing for a follow-up call or speaking with an existing customer, you can easily gather the key points from a previous call at a glance without having to read the full call transcript.

And when you can’t get to the phone, either during busy times or after hours, Voice Assist can ensure you don’t miss out on any jobs. No matter when they call, Voice Assist engages callers in natural, real-time conversations and can even handle routine intake tasks that continue conversations, not stop them. Voice Assist isn’t an answering service – it’s a virtual extension of your business.

After a call is complete, Voice Assist integrates the same call data that you’ve come to expect from CallRail – you’ll find your transcriptions, summaries, and automated intake forms that help you run your business efficiently, all seamlessly integrated with your dashboard. Don’t worry about missing a call – automated text follow-ups will alert you to new interactions so you can connect with your customers as soon as you’re available. With Voice Assist, you can book jobs around the clock.

5. Gain a competitive advantage and boost revenue

The home services business is super competitive. CallRail provides the tools to outperform your competition by giving you valuable call data and actionable insights that your rivals may not have access to.

You can identify and replicate successful sales techniques across your team by analyzing call data. With call highlights, you can uncover which specific words trigger different responses in leads, then optimize your sales scripts and behavior to encourage more positive interactions that become conversions.

With the right conversation analytics, your team can also see when homeowners risk falling out of your funnel. Calls, where sentiment is rated as anything less than excellent, can trigger a fast reaction from your sales team, allowing them to immediately swoop in to rescue the lead and give them the one-on-one attention they need to stay in your sales funnel.

For example, as a home improvement contractor, if a customer delays scheduling a job, your team can hone in on the pain points mentioned in the discovery phone call to help secure the booking.

Book more jobs with AI-powered tools

Your business depends on the right tech to help you work smarter, not harder. With CallRail’s AI-powered tools, you can save time, labor, and marketing dollars by using call data to target your best leads and deliver high-quality interactions. This allows you to spend more time in the field, delight your clients, and spend less time finding qualified leads.

Use AI to cut costs, respond faster, and win more business.


Disclaimer: This article is based on aggregated and de-identified data and is provided for informational purposes only. To ensure the privacy of our business customers and comply with applicable data protection regulations, the analysis and insights presented herein are derived solely from deidentified data, excluding any sensitive or protected information as defined by privacy laws and regulations such as GDPR, CCPA, and HIPAA. This report aims to provide a comprehensive overview of market trends without compromising individual privacy. Any reliance on the information presented in this report is at the user’s own risk, and we disclaim any liability for decisions made based on this report.

Meet the author

CallRail
Serving more than 200,000 companies worldwide, CallRail is the AI-powered lead intelligence platform that makes it easy for businesses of all sizes to market with confidence.