LeadDuo – Service Business SoftwareLeadDuo
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How It Works

From first click to final payout — Faye handles the handoffs

Five moments that define your customer's experience. Each one runs automatically. You stay in control.

Faye AI flags what needs your attention. Your team handles the work.

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30-sec AI follow-up
Tech name + photo + ETA
Proof Pack + billing
01

Customer finds you → Booked in 2 minutes

Customer visits your booking page, selects a service, sees instant pricing, picks preferred times, pays a deposit (optional), and gets a confirmation email.

What happens

  • Branded booking page works on any device — embed it or share a direct link
  • Pricing Engine calculates instantly using your unit-based rules (bedroom, sqft, hour)
  • Customers select up to 3 preferred time slots — you confirm the best fit
  • Deposit or full payment collected via Stripe or Square at booking
  • Automatic confirmation email sent with all details

What Faye does

Responds to inquiries in 30 seconds via SMS/email. Detects language automatically. Sends booking link if booking intent is detected.

What you do

Nothing. You get a notification that a job is booked.

~2 minutes (customer side)

Your website becomes a 24/7 sales rep — customers book while you sleep.

02

Job assigned → Crew knows exactly what to do

Routing rules assign the job to the right staff based on skill, location, and availability. Staff sees their schedule, checklist, and customer details. Reminders fire automatically.

What happens

  • Lead & job routing rules auto-assign by service type, postal code, skill, or round-robin
  • Staff calendar shows all assignments — drag-and-drop to reschedule in 2 seconds
  • Smart routing calculates travel time between jobs using road distance
  • Working hours and time-off tracked — system warns on scheduling conflicts
  • Email and SMS reminders sent before appointments automatically

What Faye does

Flags scheduling conflicts. Suggests reassignment if someone calls in sick. Sends updated ETA to affected customers.

What you do

Review assignments if you want. Or let routing rules handle it.

Automatic (no manual coordination)

No more scheduling conflicts. No more 'I didn't know I had that job' excuses.

03

Work done → Client sees proof

Staff completes the checklist, adds photos, stops the timer. ServiceHub packages it into a Proof Pack and sends a secure link to the client automatically.

What happens

  • Job board tracks lifecycle: scheduled → in progress → completed → invoiced
  • On-my-way / running-late notifications with tech name, photo, and ETA
  • Service-specific checklists completed in the field as part of normal workflow
  • Before/after photos captured with timestamps tied to the job
  • Proof Pack (photos + checklist + visit record) auto-sent to client via secure link

What Faye does

Flags completed jobs missing photos or checklists before the Proof Pack sends.

What you do

Nothing. The proof is delivered. Move to the next job.

~60 seconds (staff side)

You don't just mark the job complete. The client gets timestamped proof automatically.

04

Invoice sent → Paid same day

One-click invoice from the completed job — or Faye AI drafts it from a job description. Customer gets a payment link via email. For recurring services, subscriptions auto-generate cycle invoices.

What happens

  • One-click invoice creation from completed job — all details flow automatically
  • Faye AI drafts invoices from job description ('3-bed deep clean, 2 hours, plus fridge')
  • Online payments via Stripe or Square — customer clicks, pays, done
  • Recurring billing: approved quotes convert to subscriptions with auto-generated cycle invoices
  • Professional templates with your logo, colors, and business info
  • Invoice emails can include a secure link to the Proof Pack

What Faye does

Flags invoices unpaid past 7 days. Runs payment reminder chain. Alerts on failed subscription payments.

What you do

Review and send. Or let recurring billing run automatically.

~30 seconds (your side), instant payment (customer side)

Describe the work. Faye drafts the invoice. The customer pays from their phone.

05

Faye watches — nothing slips

While you run jobs, Faye continuously monitors your operations and surfaces what needs attention — before it becomes a problem.

What happens

  • Visual conversion funnel: lead → scheduled → completed → paid
  • Response time metrics and revenue-per-lead tracking
  • Automatic review requests with AI sentiment analysis (0-100)
  • Customer portal: self-service appointments, invoices, and rebooking
  • AI FrontDesk responds in 30 seconds across 4 automation modes

What Faye does

Flags unassigned jobs, stale quotes (3+ days), overdue invoices (7+ days), scheduling conflicts, missing Proof Packs, sick-day gaps, and failed subscription payments.

What you do

Check what Faye flagged. Take action with one click. Or let automation handle it.

Always running

Other software waits for you to discover problems. LeadDuo tells you what needs attention.

From booking to payment — five moments, one connected flow. What used to take hours of phone calls, emails, and spreadsheets now happens automatically.

AI layer

Where AI helps in the workflow

Before booking: triage inbound requests and route to the right flow.
Before dispatch: collect missing intake data and required photos.
During scheduling: suggest or auto-assign based on skills, hours, and routing rules.
After completion: automate invoice follow-up and review outreach.

Built for Service Businesses

ServiceHub works for any business that books appointments and completes jobs.

Cleaning ServicesHVAC & PlumbingLandscapingHome RepairPet ServicesPersonal TrainingPhotographyConsulting

Explore the system

Features page

For detailed capabilities organized by business outcome.

Open

AI agents guide

For detailed agent responsibilities, handoffs, controls, and safeguards.

Open

Frequently Asked Questions

How long does setup take?
Most businesses are up and running in under 30 minutes. Add your services, set your availability, and share your booking link.
Do my customers need to create accounts?
No. Customers can book appointments without creating an account. They just enter their details and confirm.
How do reminders work?
ServiceHub sends automatic email and SMS reminders before appointments. You control the timing and message content. Staff get daily morning summaries and notifications when assigned to new jobs.
Can I collect deposits before the job?
Yes! Request deposits or full payments via Stripe or Square. Send a payment link by email — customers pay securely. The amount is tracked and automatically deducted from the final invoice.
Is recurring billing included on all plans?
Yes. Recurring billing/subscriptions are included on all ServiceHub plans — automate repeat-service invoicing without upgrading.
Can Faye AI draft invoices for me?
Yes. Describe the work — e.g. '3-bedroom deep clean, 2 hours, plus fridge cleanout' — and Faye drafts a line-itemized invoice ready to send.
What happens when a staff member calls in sick?
Faye flags the unassigned jobs, suggests available replacements based on skills and location, and can send the updated ETA to affected customers automatically.
What is Faye AI?
Faye is LeadDuo's built-in AI ops agent. She handles invoice drafting, scheduling conflict detection, follow-up automation, and customer communication — included on all plans at no extra cost.

Run this flow with fewer manual handoffs

Start with human review controls and move to automation as your team gains confidence.

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