Solea works by acting like a fully trained, always-on dispatcher and CSR, tailored specifically for home service businesses like HVAC, pest control, and plumbing.
When a customer calls, Solea identifies them automatically using their phone number or service address, then pulls their full record from your ERP—including service history, membership status, open estimates, and job notes. It knows if they’re a new lead, an active member, or a repeat customer, and tailors the conversation accordingly.
For example, if someone on a biannual pest control plan calls for their spring service, Solea recognizes it’s included, skips the upsell, and gets it booked. If a first-time caller mentions a rat in their attic, it knows that’s a high-priority job and finds the next available rodent tech based on ZIP code, urgency, and job duration.
It applies custom dispatching logic just like a human would—assigning the right technician based on experience, geography, time constraints, or even soft rules like pairing older clients with more patient techs. Solea checks real-time availability, avoids overbooking, respects your service windows, and schedules jobs directly in your system with full notes and tags.
It doesn’t just answer phones—it makes booking decisions based on your data, your business rules, and your real-time capacity, all without needing to be trained or managed.