What is the Operations Plan?
Operations is LeadLock AI's premium plan for running calls, scheduling, dispatch, field updates, and payments in one workflow.
Overview
Operations is LeadLock AI's most advanced plan, designed to run your entire service workflow in one place.
Overview
- 1
Operations connects your AI receptionist, CRM, scheduling, dispatch, technician workflows, customer notifications, invoicing, and payments.
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Instead of piecing together separate systems, your team works from one connected workflow inside LeadLock.
What you can do
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Handle incoming calls with AI.
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Capture and qualify leads.
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Book appointments automatically.
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Assign jobs to technicians.
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Notify technicians instantly.
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Send customers ETA updates.
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Document jobs with photos and notes.
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Send invoices and collect payments.
How it works
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1. Customer contacts your business.
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2. AI responds and captures details.
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3. Appointment is scheduled.
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4. Job is assigned to a technician.
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5. Technician receives job details.
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6. Customer receives updates.
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7. Job is completed.
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8. Invoice is sent and paid.
When to upgrade
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You manage a team.
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You handle multiple jobs per day.
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You need dispatching.
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You want full automation.
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You want everything in one system.
Key benefits
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Fewer missed leads.
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Faster response times.
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Better team coordination.
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Improved customer experience.
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Faster payments.
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Less manual work.
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