Piloting
Roofing
Storm/insurance restoration & retail roofers
CoPilot works door-to-door and inbound storm leads, builds trust on the free inspection offer, and coaches reps through deductible and insurance-guidance conversations, then grades the call.
Storm canvassInspection offerInsurance guidanceCSR booking
Piloting
HVAC
Residential & commercial HVAC shops
Drill CSRs on booking and membership conversion, and techs on presenting diagnosis, repair-vs-replace, and maintenance-plan upsells in the home without the hard sell.
Booking callsMembershipIn-home quoteRenewals
Available
Plumbing
Service & emergency plumbers
Practice emergency intake that books the job, on-site quoting, and upsells to repipes and water-heater replacements, so no call slips to voicemail or a lowball.
Emergency intakeOn-site quoteUpsellObjections
Available
Electrical
Residential electrical contractors
Coach panel and EV-charger consults, framing safety and code without scaring the homeowner, plus financing conversations that keep bigger jobs from stalling on price.
In-home consultSafety framingFinancingBooking
Available
Solar & clean energy
Solar installers & energy consultants
Run the in-home savings consult against skeptical homeowners, practice financing and payback framing, and rehearse the objections that kill deals at the kitchen table.
In-home consultSavings framingObjectionsClose
Available
Pest control
Residential & commercial pest control
Sell recurring-plan value on the phone and at the door, save cancellations before they churn, and coach route techs on the upsell to specialty treatments.
Recurring plansDoor-to-doorCancellation saveUpsell
Available
Lawn & landscaping
Lawn care & landscape design crews
Practice estimate calls, seasonal-service upsells, and design consults, turning one-off mows into recurring contracts and bigger installs.
EstimatesSeasonal upsellDesign consultRenewals
Piloting
Cleaning & janitorial
Residential & commercial cleaning companies
Drill recurring-plan sales, walkthrough quoting, and complaint recovery, so estimators win the contract and keep it when something inevitably gets missed.
Recurring plansWalkthrough quoteComplaint recoveryRetention
Available
Remodeling & contractors
Design-build & general contractors
Rehearse the design-build consult, bid presentation, and the delicate change-order conversation, protecting margin and the relationship at the same time.
Design consultBid presentationChange ordersFollow-up