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DrillBit: AI Lead Generation and Scheduling for Home Services

DrillBit helps home service contractors and franchisees automate customer intake and scheduling. It is designed for teams looking to manage inbound leads via an AI agent.

At a glance

Category
Sales
Best for
Home service contractors, Franchisees, Franchisors, Trades-based businesses
Pricing
Pricing starts at $500 per month per location for one AI employee, with usage-based billing applied after quotas are met.
Key use cases
Automating Lead Intake, Appointment Booking, Payment Follow-up, Franchise Scaling
Official website
drillbit.com
Screenshot of DrillBit website

DrillBit provides an AI agent named Mason that handles initial customer interactions, including phone calls, texts, and emails. The tool is designed to qualify leads and book appointments by connecting with a business's existing CRM and technician calendars.

It is built for the trades, including home service professionals, franchisees, and franchisors. The platform supports the conversion of inbound requests into structured leads and can assist with following up on unpaid invoices to facilitate payment collection.

Because it is designed to sit on top of existing systems, it may work without requiring a change in CRM. Buyers should confirm that the pricing model includes a monthly base fee per location and usage-based billing once certain quotas are met.

Key Features

AI Agent Mason

An automated agent that handles inbound phone calls, texts, and emails to qualify leads.

Automated Scheduling

Supports appointment coordination by utilizing a business's existing CRM and technician calendars.

Lead Qualification

Funnels requests from website visits, ads, and paid leads into structured entries in the CRM.

Invoice Collection

Supports collections on unpaid invoices through automated requests and follow-ups.

SOC2 Compliance

The platform is SOC2 compliant for data privacy and security.

Use Cases

Automating Lead Intake

Managing inbound requests from various sources and adding qualified leads to the CRM.

Appointment Booking

Using AI to nurture leads via text, email, and calls to schedule jobs on technician calendars.

Payment Follow-up

Automating the process of requesting and collecting payments on outstanding invoices.

Franchise Scaling

Deploying lead management across multiple locations.

Best For

Home service contractorsFranchiseesFranchisorsTrades-based businesses

Pricing

Pricing starts at $500 per month per location for one AI employee, with usage-based billing applied after quotas are met.

FAQ

Do I need to change my CRM to use DrillBit?

No, DrillBit is designed to integrate with existing systems and does not require a CRM change.

How much does DrillBit cost?

Pricing starts at $500 per month per location, with usage-based billing that begins after the AI employee meets their quota.

Who is DrillBit designed for?

It is designed for home service contractors, franchisees, and franchisors who want to automate lead intake and scheduling.

Is the data handled by DrillBit secure?

Yes, the platform is SOC2 compliant with verified data privacy and retention policies.

Source category: Sales

Source subcategory: Marketing Automation

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