AI TOOL PROFILE
DrillBit: AI Lead Generation and Scheduling for Home Services
- Sales
- Marketing Automation
- 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.
At a glance
- Best for
- Home service contractors, Franchisees, Franchisors, Trades-based businesses
- Key use cases
- Automating Lead Intake, Appointment Booking, Payment Follow-up, Franchise Scaling
- Official website
- Visit DrillBit official website
How AI is used
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.
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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