Never Miss Another Lead. Automatically Turn Calls, Texts, and Forms Into Booked Jobs.

IntakeOS responds instantly, qualifies leads, and books jobs for you—24/7.

Limited Early Access

We're onboarding a small number of companies to build fully customized intake and booking systems designed to maximize booked jobs. Reduced setup is available for a limited time.

Early Access

Pro

$249/mo

$1,500$500 setup (early access)

We set everything up and optimize it so it actually works for your business.

Best for: Businesses that want a system that actually books jobs consistently

  • Access to IntakeOS platform
  • AI lead response (SMS, web, missed calls)
  • Pre-built industry templates (HVAC, plumbing, etc.)
  • Full setup and configuration
  • Custom qualification logic (services, area, etc.)
  • Custom scoring and routing logic
  • Calendar integration & booking optimization
  • AI response tuning for your business
  • SMS setup guidance (Twilio onboarding)
  • Launch support and testing
  • Ongoing support
Get Set Up

If this system brings you just 2–3 extra jobs per month, it pays for itself.

What's Included In Your Setup

The $500 setup covers everything below. We don't hand you a blank platform — we configure, tune, and launch it for you.

1

Discovery & configuration

We learn your business — services, service area, pricing structure, and what makes a qualified lead. We configure IntakeOS to match.

2

Channel setup

We connect your inbound channels: SMS (Twilio onboarding), web forms, missed-call capture, email, and calendar.

3

Qualification & scoring logic

Custom rules so the AI only books leads that fit your business — service type, location, urgency, budget, and any other criteria you care about.

4

AI response tuning

We tune the AI's voice, response style, and follow-up cadence so it sounds like your business — not a generic chatbot.

5

Calendar & booking optimization

Calendar integration, availability rules, and routing logic so booked jobs land on the right tech's schedule automatically.

6

Launch & ongoing support

We test end-to-end before going live, then provide ongoing support to keep the system tuned as your business changes.

Have questions before you sign up?