Keep customer inquiries, follow-up, and appointments together while your team is out serving customers. Tectonic OS combines CRM and business automation, with AI voice and chat on the Tectonic and Magma plans.
For the Tectonic AI plan: 14-day free trial for new customers. Payment method required. After the trial, your selected billing option renews at $597/month or $5,970/year, plus applicable fees and taxes. Cancel at least 24 hours before trial expiry to avoid subscription charges.
When a small team is on the job, replying to inquiries and updating records can be difficult to coordinate. These examples show common situations to review in your own process. They are illustrations, not measured customer results.
A customer wants a roof-repair quote while your team is finishing another job. A configured call or message workflow can acknowledge the inquiry and give your team a clear next step.
The quote is out, but the next follow-up is easy to forget. Track its status, choose a sensible reminder, and stop the sequence when the customer replies or opts out.
After a completed job, a review request can invite honest feedback. Apply the same process consistently and respond thoughtfully; review volume and search rankings are not guaranteed.
Contacts, messages, and appointments may be spread across several tools. Compare the workflows you need with each plan, then decide which subscriptions can be replaced and which should stay.
Website forms, calls, and connected messaging channels can feed your follow-up process. Set an owner and next step for each inquiry so the team can see what needs attention.
Follow-up texts, form capture, and review reminders are repeatable tasks worth evaluating. Configure one workflow, test the customer experience, and keep a person responsible for exceptions.
Bring core customer work into one platform. Features depend on your plan, connected channels, and configuration. AI voice and chat are on Tectonic and Magma; some specialist tools or integrations may still be needed.
Organize contacts, smart lists, and sales opportunities. Review conversations from supported, connected channels alongside your customer records.
Configure voice and chat AI to handle supported customer questions, follow-up, and booking requests. Test your business information, availability, and human handoff before launch.
Set follow-up timing and stop conditions for eligible contacts. Test replies, opt-outs, and team notifications before turning a workflow on.
Request honest customer feedback and manage reviews on supported connected platforms. Review AI-assisted reply drafts before they represent your business; results vary.
Build landing pages, funnels, and forms for your services. Check plan inclusions and test the inquiry-to-follow-up path before sending traffic.
Connect calendars and configure booking rules, confirmations, and reminders. Check service areas, available times, and rescheduling with your team.
Use email, two-way texting, and missed-call text-back where configured. Keep consent, message timing, opt-outs, and any usage charges in view.
Send payment links and invoices through your connected payment tools. Processing fees and plan-specific features apply; payment timing depends on the customer and provider.
For local service businesses and small teams, start with one specific problem: an after-hours inquiry, an unanswered quote, or an appointment reminder. Use the trial to test that process with sample data before expanding it.
A homeowner submits an after-hours quote request. With a configured form, connected SMS channel, and available calendar, the workflow can acknowledge the inquiry and offer a callback slot. The team reviews the request and handles exceptions. Timing and actions depend on the setup.
A quote remains open in the pipeline. A configured workflow sends a follow-up after the chosen interval, stops when a reply or opt-out arrives, and notifies the team. Test these rules before launch and measure the results using your own quote history.
After a completed landscaping job, a configured workflow invites the customer to share honest feedback. Apply requests consistently, review responses, and use the feedback to improve service. No review-count or ranking outcome is implied by this example.
Choose core CRM tools, AI assistance, or managed setup for one business. Review the selected plan, billing interval, usage charges, and renewal terms before signup. Payment method required for a trial.
Core CRM and follow-up tools with 2 sub-users and up to 3 basic workflows. Self-guided setup; timing depends on your needs. AI employees are not included.
CRM plus AI voice, chat, and follow-up tools with 5 sub-users. Configure and test your first workflow during the trial. Setup timing depends on your channels, business information, and requirements.
Done-for-you setup and ongoing support for one business, with initial workflow setup and migration completed within 7 days of signup. Google/Facebook tool connection and setup are included; ongoing ad management is separate.
Tectonic AI: 14-day free trial for new customers. Payment method required. After the trial, your selected billing option renews at $597/month or $5,970/year, plus applicable fees and taxes. Cancel at least 24 hours before trial expiry to avoid subscription charges.
Tectonic OS is available to service businesses in Katy and nearby communities. Configure your actual service area and appointment rules so customer inquiries reach the right person.
Tectonic OS is a Tier One Services product. Contact the team to discuss how CRM, AI, and workflow automation can fit your service business. For managed setup, review the one-business Magma scope above.
Choose one workflow to evaluate with your team. Test an inquiry, a follow-up, and an appointment before relying on the process with customers.
14-day free trial for new customers. Payment method required. After the trial, your selected billing option renews at $597/month or $5,970/year, plus applicable fees and taxes. Cancel at least 24 hours before trial expiry to avoid subscription charges.