Case study · Exterior cleaning

From inbound calls to completed work.

Two locations of an NZ exterior-cleaning business. Every enquiry used to be written down by hand and re-typed into ServiceM8. Now calls arrive as matched records with quotes and bookings attached, and the results are measured from the client’s own job records.

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First location went live in 2025. The second followed.

The deployment

Business
Exterior cleaning, two locations, New Zealand
System of record
ServiceM8, kept as it was
Handled
Inbound calls, customer matching, quoting, booking
Live since
First location 2025, second added after
Measured from
The client’s own job records, 9 August 2026
The story

The same enquiry, before and after.

Was Every enquiry written down by hand, checked against ServiceM8, matched or entered new, then turned into a quote. The same customer regularly ended up in there twice.

Now Enquiries arrive as ServiceM8 records with the customer already matched and routed by type. An accepted quote turns into a scheduled job without anyone re-entering it. Returning callers are recognised by phone number, so past properties and prices load before the conversation starts.

The workflow

What one call sets in motion.

  1. Call answered
  2. Job details captured
  3. ServiceM8 record, customer matched
  4. Queued by enquiry type
  5. Quote accepted
  6. Job scheduled
Job #4182 Scheduled
Illustration of the record, not a screenshot. No customer data.

ServiceM8 stays the system of record. The voice agent captures, matches and routes; the workflow writes the record and carries the accepted quote to a scheduled job.

What deep ServiceM8 integration looks like →

Results

Measured from the client’s own records.

  1. 258 enquiries created from AI-handled calls
  2. 125 $135,716 progressed to priced work
  3. 68 completed and invoiced

Both locations of an exterior-cleaning client combined, pulled from the client’s own job records on 9 August 2026. Enquiries originated through AI-handled inbound calls.

Two figures we don’t publish: a win rate, because the split between won, declined and open moves every week, and a revenue claim, because the work originated through the workflow but the business did the work.

Why the thousandth call is the hard part →

Your calls are not these calls.

Show us the calls your team handles now, and where the details end up.

  • Maybe your call volume is nothing like this one.
  • Maybe your work is priced on site and never over the phone.

This is one business, measured from its own records, and we’re not going to tell you it predicts yours. Show us your calls and what has to happen after them, and we’ll tell you what we would measure and what we couldn’t promise in advance.

Would rather talk it through than type it out? Book a 30-minute call.

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