AI front office + CRM + operations
Run your entire service business from one system
From first call to final payment—automated. AI answers calls and chats, captures leads, books work, dispatches crews, keeps customers updated, and helps you get paid.
LeadLock AI is the AI front office: multi-line call handling, CRM, scheduling, dispatch, technician mobile mode, customer notifications, and LedgerAI billing—so you replace stitched tools with one premium workspace.
SMS & voice delivery via Twilio, with carrier-compliant messaging (A2P 10DLC & toll-free verification). · SMS consent opt-in page · Trust & security · SMS & compliance in Help
Interactive demo
From voice call to technician—under 60 seconds
Pick an industry, start the simulated call, and watch the lead, booking, dispatch, and customer update play through—staged, no real PSTN traffic. The live website widget preview lives on the voice widget page.
Try the full embed (chat + voice orb) on the voice widget demo →
Live Tech Tracker Demo
Track your field team in real time
Same dark Control Tower map style, using simulated local dispatch data around ZIP 32806.
Control tower & field ops
Operations, dispatch, and every surface in sync
Mock UI blocks match what you will walk through in sales: guided setup, live map, field apps, and payments in one system.
Guided Setup & Do It For Me
Guided step 3 of 8
Connect your phone line
We highlight the exact settings so you never hunt through menus.
NextBack“Choose a click-by-click walkthrough, or let LeadLock build a safe recommended setup from a few questions—then review and launch.”
Open setup hub →Control Tower
Active Leads
142
AI Bookings Today
19
Pipeline Value
$284K
AI Response Rate
98%
MapLiveCrew 2 en route
~8 min · live GPS
Alerts
New lead · Morgan E.
AI receptionist · 11s reply
Crew
AJK3 on jobCrew chat
Cleared access—coil photos up next.
Dispatch: on-the-way text delivered.
“KPIs, pipeline, live map, and a right command rail—alerts, crew snapshot, and crew chat without leaving dispatch.”
See Operations demo →Technician app
TodayActive job
HVAC service · LeadLock…
Tap to open checklist & photos
MessageOn site“Field team updates in real time—open jobs, capture proof, and change status from the field app.”
Field app overview →Crew Chat
Crew · Job #1042nowCleared attic access—starting coil photos.
Copy—update ETA in portal when you wrap.
Dispatch: customer saw the on-the-way SMS.
“The same thread lives in the Control Tower rail and field—faster handoffs, fewer “where are you?” calls.”
Explore staff comms →AI Autopilot
AI AutopilotONInbound call answered
qualification
SMS follow-up sent
2m ago
Appointment hold proposed
now
Activity syncs to CRM + dispatch in one feed
“Your AI is actively managing your business—automated responses, follow-ups, and handoffs in a single feed.”
Open AI activity →Payment flow
Invoice #4418Due todayService total
$480.00
Card · Apple Pay
Pay withlinkProcessed by your connected payments provider
“Send invoices and checkout links; customer payments run through a third-party processor you connect (e.g. Stripe).”
LedgerAI & payments →
The problem
Leads don’t wait
Missed leads
Calls and chats go unanswered while you’re on a job.
Slow response
By the time you reply, they’ve already moved on.
Lost revenue
Every silent hour is money left on the table.
The solution
AI-powered operating system for service businesses
LeadLock is not a chatbot bolted onto a website—it is the front office and operations layer together: AI receptionist with smart multi-line routing, unified CRM, scheduling, dispatch and assignment rules, technician mobile mode, job documentation, customer ETA notifications, and LedgerAI invoices and payments. Your team works one timeline from lead to paid.
AI Line Profiles
Give every phone number its own brain
Not all calls are the same. With LeadLock AI, each business line can have its own greeting, workflow, team, and AI behavior.
- ✓Separate sales, support, and emergency calls
- ✓Customize AI behavior per line
- ✓Route calls to the right workflow automatically
- ✓Assign jobs to the right team instantly
- ✓Support multiple languages, like Spanish lines
Example: HVAC company
- Main line → books new jobs
- Emergency line → dispatches instantly
- Support line → handles billing & reschedules
- Spanish line → serves Spanish-speaking customers
All running automatically.
Set up your first smart line in minutes
Platform depth
Everything you expect from a serious service stack—without the sprawl
AI receptionist for service businesses with line-level intelligence, CRM and scheduling automation, dispatch and technician workflows, invoicing and payment automation—designed together, not duct-taped.
AI front office
AI answers calls, chat, and messages with smart line profiles, captures leads, qualifies intent, and hands off with full context.
Learn more→CRM & pipeline
Leads, contacts, deals, activity timelines, tasks, and follow-up automation—built for teams that live on the phone.
Learn more→Scheduling & appointments
Create and manage appointments, reschedule or cancel, booking handoff, and calendar visibility for dispatchers.
Learn more→Dispatch & auto-assignment
Operations tierManual assignment, round robin, service-area style routing, auto-assignment rules, and a dispatch queue your team can trust.
Learn more→Technician mobile mode
Operations tierAssigned jobs, on my way / arrived / complete, and quick customer call, text, or map actions from the field.
Learn more→Job documentation
Operations tierBefore/after photos, damage documentation, notes, and proof packs customers (and carriers) can rely on.
Learn more→Customer notifications & ETA
Booking confirmations, on-the-way alerts, ETA refreshes, arrival notices, and payment links when you enable them.
Learn more→Invoices & payments
Create invoices, send payment links, tie jobs to billing, and track what is outstanding in LedgerAI.
Learn more→Teams & staff
Roles and permissions for dispatchers, technicians, managers, and CS—so everyone sees the right slice of the operation.
Learn more→Billing, usage & add-ons
Included AI, SMS, and voice pools per plan—credits, minute packs, SMS top-ups, and upgrades when you outgrow a tier.
Learn more→Dispatch, technician mobile mode, advanced job documentation, and higher notification volumes bundle on the Operations plan — see exact limits on the pricing page.
Built for crews, not generic SaaS trials
Home service teams are the default—not an afterthought
HVAC, plumbing, cleaners, roofers, landscapers, electricians, contractors, and owner-operators who live on the truck and in the inbox.
Human alone vs AI-first
The coverage gap
Same busy day—two different outcomes. AI doesn’t replace your team; it covers the moments humans can’t.
Human-only
- Missed calls & voicemail when you’re on a job
- Slow first reply; prospects move to the next name
- Dispatchers stuck relaying ETAs and job context by phone
With LeadLock AI
- Instant pickup on chat, SMS & voice—24/7 where your plan enables it
- Seconds to first response—consistent every time
- Queue, assignment rules, technician updates, and customer notifications in one system
How it works
Three chapters. One workspace.
Capture demand, run the job on dispatch and mobile crews, then collect revenue—without exporting CSVs between tools.
Calls, chat, SMS, and forms land in one CRM—leads, contacts, and deals stay linked to every conversation.
Book appointments, run dispatch and auto-assignment, notify customers, and guide technicians in mobile mode—without bolt-ons.
Quotes, invoices, and payment links tied to jobs—collect balances while the work is still fresh.
Line-aware flow
- Step 1Customer calls the right number
- Step 2AI responds based on that line's purpose
- Step 3Lead is captured, booked, or routed
- Step 4Team is notified instantly
No confusion. No missed opportunities.
How it works
From first touch to final payment—one continuous flow
CRM and scheduling automation meet dispatch and technician workflows, then hand off to invoicing and payment automation—so the story stays coherent for your team and your customer.
- Step 1Lead arrivesWeb, phone, SMS, or chat—everything logs to one record.
- Step 2AI respondsInstant answers, qualification, and next-step prompts.
- Step 3QualifiedTags, timeline, and tasks keep your team aligned.
- Step 4BookedAppointments with reschedule visibility and customer-facing confirmations.
- Step 5AssignedManual, round robin, rules, or queue-based dispatch—your choice.
- Step 6Technician notifiedMobile-friendly status: on my way, arrived, complete.
- Step 7Customer sees ETAOn-the-way and arrival updates build trust on the route.
- Step 8Job donePhotos and notes create proof for customers and insurers.
- Step 9Invoice sentLedgerAI ties billing to the job.
- Step 10PaidPayment links and tracking—fewer open balances.
Same data, your pipeline
Leads go straight to your pipeline
After the simulated call, this is how your team works the record—stages, tasks, and one timeline in LeadLock.
The lead lands in your pipeline—automatically
Every capture is tied to a record in LeadLock: stage, owner, and next steps—so nothing slips through the cracks after the call.
- ✓Inbox and timeline in one place
- ✓Stages and follow-ups your team can trust
- ✓Bookings, dispatch, and customer updates on the same lead
Teams like yours
What operators say
Short reads—big outcomes.
“We stopped losing jobs to whoever answered first on Google.”
Speed-to-lead
“Night calls used to die in voicemail. Now they’re booked or qualified before morning.”
24/7 capture
“My team lives in the CRM—no more sticky notes or ‘who texted them?’”
One inbox
“Clients think we hired a full-time receptionist. It’s just LeadLock.”
Sounds human
Outcomes
What changes when you answer first—and run the full job in one place
Speed-to-lead stays important—but so does dispatch clarity, customer ETAs, and getting invoices out while the work is still fresh.
Never miss another lead
AI answers chat, SMS, and voice so after-hours and busy crews still capture intent.
Respond instantly
One timeline—every touchpoint rolls up so your team replies with context, not guesswork.
Book more jobs
Scheduling and booking handoff live beside the CRM, not in a separate calendar tool.
Keep customers informed
Confirmations, on-the-way alerts, ETAs, and arrival notices reduce no-shows and callbacks.
Get paid faster
LedgerAI invoices and payment links tied to jobs help you collect without the chase.
Cut admin load
Dispatch queues, assignments, and technician updates reduce phone tag for dispatchers.
Why LeadLock
Built for speed-to-lead and field execution—not enterprise bloat
One subscription narrative
Why businesses choose LeadLock over stitched-together tools
Traditional CRMs, answering services, generic chat widgets, and field platforms each solve part of the puzzle. LeadLock is designed as one system for teams that would otherwise pay for many overlapping subscriptions—without claiming every legacy tool is obsolete; compare workflows and total lift for your crew.
AI receptionist + capture
Typical stack
Answering service + spreadsheets + manual CRM entry
With LeadLock
AI answers and writes structured CRM data in one pass
CRM + communications
Typical stack
Generic CRM + disconnected SMS/call logs
With LeadLock
Unified inbox across chat, SMS, voice, and AI touches
Scheduling + field updates
Typical stack
Calendar tool + group chat + phone tag
With LeadLock
Appointments, dispatch queue, technician statuses, and customer ETAs together
Documentation + billing
Typical stack
Camera roll + email invoices + separate payment links
With LeadLock
Photos and notes on the job record, LedgerAI invoices tied to work
Stack cost & complexity
Typical stack
Many subscriptions, integrations, and handoffs
With LeadLock
One LeadLock workspace from first call to final payment
Consolidation
What LeadLock replaces for growing service businesses
You still choose your carriers and payment processors—LeadLock is the operator layer that keeps people, jobs, and money aligned.
- ✓After-hours answering services
- ✓Separate chat widgets with no CRM depth
- ✓DIY CRM + inbox juggling
- ✓Standalone booking-only tools
- ✓Dispatch whiteboards and ad-hoc group texts
- ✓Field apps that do not talk to billing
- ✓Invoice generators disconnected from jobs
Feature-level view
How LeadLock compares to legacy CRM & marketing suites
HubSpot and GoHighLevel are common stacks—see where an AI-first service operating system overlaps or goes deeper on dispatch, mobile crews, and billing handoff. For Jobber-, Housecall Pro-, or ServiceTitan-class comparisons, start with the workflow sections above and validate limits on pricing.
| Feature | LeadLock AI | HubSpot | GoHighLevel |
|---|---|---|---|
| AI & Automation | |||
| AI voice call answering (24/7 receptionist) | ✓ | Not built-in | Add-on required |
| Missed call text-back automation | ✓ | Not built-in | ✓ |
| Hybrid AI (voice + SMS + chat unified) | ✓ | Not built-in | Manual |
| Real-time lead response (under 10 seconds) | ✓ | Manual setup required | Add-on required |
| AI lead summaries & next actions | ✓ | Add-on required | ✓ |
| AI-powered follow-up sequences | ✓ | Add-on required | ✓ |
| Lead recovery from missed calls | ✓ | Not built-in | Add-on required |
| Unified communication timeline (calls + SMS + chat) | ✓ | Add-on required | ✓ |
| Instant AI response across chat, SMS, and calls | ✓ | Add-on required | ✓ |
| AI lead qualification & scoring | ✓ | — | Add-on required |
| AI Prospect Finder | ✓ | — | — |
| Configurable AI agents (multiple) | ✓ | Add-on required | ✓ |
| Smart automation workflows (lead follow-up, recovery, nurturing) | ✓ | Manual setup required | ✓ |
| Outcomes | |||
| Leads responded to instantly | ✓ | — | Partial support |
| Missed leads recovered automatically | ✓ | — | ✓ |
| Increased conversion rate potential | ✓ | — | Manual |
| Reduced response time | ✓ | — | Manual |
| Automated follow-up coverage | ✓ | Add-on required | ✓ |
| Communication | |||
| Chat widget + in-widget AI assistant | ✓ | ✓ | ✓ |
| Unified inbox (chat, SMS, calls, AI) | ✓ | Add-on required | ✓ |
| SMS automation (Twilio) | ✓ | Add-on required | ✓ |
| Web forms & embeddable capture | ✓ | ✓ | ✓ |
| CRM & Pipeline | |||
| AI-powered booking, scheduling, and reminders | ✓ | Add-on required | ✓ |
| Visual pipeline CRM with tasks, timeline, and AI insights | ✓ | ✓ | ✓ |
| AI Deal Coach & smart booking | ✓ | Add-on required | Add-on required |
| Website analyzer tool | ✓ | — | — |
| Revenue & Payments | |||
| Quotes & quote portal | ✓ | — | Add-on required |
| Client portal | ✓ | Add-on required | ✓ |
| LedgerAI: invoicing & payments | ✓ | — | Add-on required |
| Payment & revenue tracking | ✓ | Add-on required | Add-on required |
| Invoice automation & AI reminders | ✓ | — | Add-on required |
| AI-driven analytics, conversion tracking, and revenue insights | ✓ | Add-on required | Add-on required |
| All-in-one (lead → quote → payment) | ✓ | — | — |
| Operations & field (dispatch, crews, proof) | |||
| Dispatch queue with manual + automated assignment | ✓ (Operations+) | Add-on / separate tools | Add-on / workflows |
| Technician mobile workflow (status + customer actions) | ✓ (Operations+) | Separate field apps | Add-on / mobile app |
| Job photos, notes, and proof tied to appointments | ✓ (Operations+) | Separate media tools | Manual / add-ons |
| Customer ETA / on-the-way / arrival notifications | ✓ (Operations+) | Separate messaging tools | Workflow-dependent |
| Integrations & Extensibility | |||
| Native automations, SMS, webhooks & integrations | ✓ | ✓ | Add-on required |
| Stripe & billing connectors | ✓ | Add-on required | Add-on required |
| Template marketplace | ✓ | — | Add-on required |
| REST API & team permissions | ✓ | Enterprise | Add-on required |
AI receptionist, CRM, scheduling, dispatch, technician workflow, documentation, notifications, and payments—evaluate the full matrix on pricing, not guesswork.
Operations plan
Run your entire business from one system
Operations is built for growing service businesses that need more than just lead capture. It connects your calls, bookings, dispatching, technicians, and payments into one workflow.
- 📞 AI answers calls and captures leads
- 📅 Books appointments automatically
- 👷 Dispatches jobs to your team
- 📲 Notifies technicians instantly
- 📍 Sends ETA and on-the-way updates to customers
- 📸 Captures job photos and documentation
- 💰 Sends invoices and collects payments
What Operations does
Customer calls → AI answers → Lead is captured → Appointment is booked → Job is assigned → Technician is notified → Customer gets ETA → Job is completed → Invoice is sent → Payment is collected
Everything happens automatically inside LeadLock.
Operations replaces multiple tools:
- answering service
- CRM
- booking software
- dispatch board
- field technician apps
- invoicing tools
One system instead of five.
Operations is built for:
- HVAC companies
- cleaning businesses
- contractors
- plumbers
- electricians
- home service teams
Especially those:
- handling multiple jobs per day
- managing technicians
- needing real-time coordination
Operations is $1299/mo and is designed as a premium operating system for service teams that need scheduling, dispatch, field coordination, customer communication, and payments in one workspace.
Upgrade to Operations and run your business from one system
Pricing
Plans that match how you sell, dispatch, and bill
Free through Enterprise—same numbers as the pricing page for AI conversations, SMS credits, voice minutes, phone lines, credits, and top-ups.
AI Line Profiles
Each phone number can be configured independently with custom AI greetings, unique workflows, different teams or technicians, language support, and separate routing logic.
Perfect for businesses handling multiple service types, locations, or departments.
Starter includes basic single-line setup, while Pro, Agency, and Operations unlock deeper line customization and routing.
Free
$0/mo
Prove the CRM and AI widget on real traffic—tight guardrails, no card. Upgrade when you’re ready for receptionist-grade automation.
- ✓Website chat + lead timeline in one workspace
- ✓Enough AI to see real qualification—not a toy demo
- ✓No business SMS or AI voice on Free (upgrade to activate receptionist infrastructure)
Starter
$49/mo
Stop losing leads before you even answer the phone. AI captures every web interaction, logs it to CRM, and starts recovery paths—without hiring a receptionist.
- ✓AI lead capture + qualification from your website and forms
- ✓Core CRM: pipeline, contacts, tasks—everything tied to the conversation
- ✓Workflow automation so follow-up doesn’t die in an inbox
Growth
$149/mo
Turn calls and texts into booked jobs automatically. This is the tier most growing service businesses run—the AI receptionist, inbox, and automations replace a patchwork of apps.
- ✓AI receptionist on calls and web—answers fast, qualifies, routes
- ✓SMS automation + AI inbox so nothing waits on someone scrolling notifications
- ✓Appointment booking and calendar handoff without manual data entry
Pro
$299/mo
AI-powered communication and operational scale. For teams where the phone never stops—multi-line routing, voice intelligence, and automation depth that feels like infrastructure, not a widget.
- ✓Multi-number routing—each line can behave like its own front desk
- ✓AI voice + call intelligence—transcripts and summaries land in CRM
- ✓Advanced automations and higher-scale workflows
Agency
$599/mo
Run multiple businesses from one AI command center. White-label, centralized provisioning, and client automation—serious multi-client infrastructure, not another login per account.
- ✓Multi-workspace control from a single operator view
- ✓White-label + branding controls for client-facing experiences
- ✓Client provisioning and automation templates you can reuse
Operations
$1299/mo
Field operations + AI dispatch infrastructure. Enterprise-lite for companies where trucks, ETAs, and proof-of-work matter as much as the sales call.
- ✓Dispatch queue, assignment, and escalation—built for real crews
- ✓Technician mobile workflows—status, arrival, job updates from the field
- ✓AI-assisted routing and customer notifications (confirmations, ETAs)
Enterprise
Custom
Custom AI infrastructure for advanced organizations—security, compliance, dedicated onboarding, and limits negotiated around your org—not ours.
- ✓Dedicated onboarding + deployment support
- ✓Priority support and named escalation paths
- ✓Custom infrastructure options (routing, retention, regions—subject to scope)
Get started
Start free and install your AI in minutes
See how LeadLock runs a real service workflow—from capture to dispatch to payment—then upgrade to Operations when you need the full field stack.
Fewer missed leads, fewer no-shows, fewer unpaid balances—one premium workspace.
✔ No credit card required·✔ Live in minutes·✔ Cancel anytime
Explore & sample
Open every interactive demo
Full pages for CRM, scheduling, LedgerAI, and more—the same UI patterns as your workspace. The simulated voice journey (orb + transcript) is in the Interactive demo section at the top; the full website widget embed is on Voice & chat widget.
Sample every feature
Full interactive pages—same UI patterns as your workspace.
Tip: the floating CRM chat (site-wide) answers questions about LeadLock—look for the chat bubble on most pages.
Frequently asked questions
Quick answers to common questions about LeadLock AI.
