AI-powered messaging and voice for field service brands
AI Agents answer every call and text, instantly. Schedule jobs, follow up, and keep customers happy 24/7.
Integrations
Built for the tools field service teams rely on
From first inquiry to final invoice, Clerk Chat’s AI agents integrate with your systems to reduce delays, prevent no-shows, and book more work, faster.
See all integrations ➜Workiz
Integrate Clerk Chat with Workiz for SMS, RCS, AI messaging, and service management syncing — directly from your current phone numbers.
Read moreServiceTitan
Connect with customers through RCS, AI texting, and AI voice. Automate follow-ups across SMS, WhatsApp, and Facebook to capture more leads.
Read moreHubspot
HubSpot is an integrated customer platform that aligns marketing, sales, service, CMS, and operations.
Read more
Trust & compliance
Always on. Always answered. Always accountable.
Great customer experiences start with fast answers, proactive follow-ups, and a complete record, whether you’re managing one crew or another 10 locations.
Every lead answered
Whether it’s 2 PM or 10 PM, AI agents respond instantly, on voice or text, giving customers fast, professional responses, no matter when they reach out.
Reliable follow-ups
Automated reminders, reschedules, and confirmations keep customers informed and jobs on track.
Messages tracked and searchable
Every conversation is logged and exportable, so multi-location teams stay aligned, accountable, and audit-ready.


Features that keep your business running smoothly
Simplify your tech stack with a single platform that uses AI agents to manage phone numbers, teams, outreach, and follow-up.
Omnichannel Communication
Engage customers where they are - across SMS, RCS, WhatsApp, and Voice. Deliver consistent, personalized experiences across every channel and increase engagement.
Smart Appointment Management
Provide effortless booking and rescheduling through AI via text and voice. Detect potential no-shows in advance and proactively offer new time slots to maintain schedule efficiency.
AI Agents
Ensure every opportunity is captured, every customer gets immediate attention, and technicians can focus on what they do best: solving problems and building relationships.
Intelligent Upselling Engine
Analyze customer history and generate personalized recommendations for each service call. Send targeted pre-visit messages about relevant upgrades and opportunities.
Lightning Lead Response
Capture every opportunity, AI screens prospects, books appointments directly in your system, and instantly notifies sales teams of high-priority leads.
Multi-Location Command Center
Unify communication across voice and messaging, providing real-time visibility across all locations and staff.
Ready to revolutionize your field service operation?
Join thousands of HVAC, plumbing, and electrical companies using AI to capture more leads, and increase revenue per job.
Read our guides
Insights for service pros
Actionable guides to help HVAC, plumbing, and electrical technician teams communicate faster, book more jobs, and stay organized at scale.
How to Improve Response Time to Customer: 7 Steps to Faster SupportLearn how to improve response times to customer requests and take your service strategy to the next level, with this comprehensive guide from Clerk Chat.
Read the ArticleNovember 28, 2024
How to Use Conversational Customer Engagement to Build RelationshipsWhat is conversational customer engagement, what are the benefits for your business, and what are the strategies you can use to drive success? Find out in this guide.
Read the ArticleMay 23, 2025
The Benefits of Implementing Conversational AI for Customer ServiceAre you ready to access the benefits of conversational AI for customer service? Discover the opportunities, and best practice tips for implementation in this Clerk Chat guide.
Read the ArticleDecember 4, 2024
FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our most frequently asked questions.
Unlike a call center, AI Agents respond 24/7 over voice and messaging. They don’t just take a message - they schedule jobs, answer questions, and follow up automatically. AI Agents can also handle routine calls and texts outside of business hours and escalate urgent issues when needed.
Yes. We integrate with platforms like Microsoft Teams, Outlook, HubSpot, Salesforce, Shopify, and more. You can also connect and manage everything from one central inbox.
Customers can connect with you via SMS, RCS, voice, and more. Everything stays in sync across channels and team members.
Not at all. Setup is fast and user-friendly. You can assign numbers, manage your team, and launch your first campaign. No code required.