You can have the best truck on the street.If your phone goes to voicemail at 11am,you’re losing the job.
The gap between the shops pulling ahead and the shops grinding is rarely about skill on the wrench. It’s process. Answer faster. Qualify better. Quote cleaner. Follow up. Ask for the review. Show up in the local pack.
The Local Service Trades Skills Pack is six Claude skills calibrated for the five biggest trades. Built for the owner-operator who runs the shop, takes the call, writes the estimate, and stops at the customer’s house on the way home. One-time $89.
The phone is your front door. Most shops can’t hear it ring.
The leads call. The phone gets missed. The estimate goes out three days late. The service report reads like it was scribbled in the truck — because it was. The follow-up call never happens. The 1-star review sits unanswered for two weeks. The Google profile hasn’t been touched in eight months.
Every one of those gaps is a process problem, not a technician problem. Every one has a clean Claude skill that handles it. Service management platforms (ServiceTitan, Housecall Pro, Jobber, FieldEdge) do scheduling and dispatching well — they don’t handle the conversations. The conversations are where jobs are won and lost.
Of inbound calls to SMB trades businesses go unanswered or get voicemail during business hours. The job goes to the shop with the better answering process — not necessarily the better technicians.
Industry benchmark for callback response. Shops responding inside this window convert leads at materially higher rates than shops that wait an hour or more. Most shops wait hours.
Versus $79–$299/month for ServiceTitan, Housecall Pro, Jobber, or FieldEdge. One won job from cleaner lead intake pays back the kit 30–50x over depending on trade.
Clear about the lane. No inflated promises.
- Six Claude skills calibrated for HVAC, plumbing, electrical, roofing, and landscaping.
- The conversation layer that sits on top of whatever you already use (ServiceTitan, Housecall Pro, Jobber, FieldEdge, or paper).
- Truck-friendly — runs on the Claude mobile app on your phone, tablet, or laptop.
- Composable — lead intake feeds estimate, estimate feeds service report, service report feeds follow-up, follow-up feeds review request.
- Built for shops of 1–50 employees with specific deployment patterns at each size.
- Reviewed by working trades operators across all 5 named trades before shipping.
- A service management platform. ServiceTitan / Housecall Pro / Jobber / FieldEdge do that work.
- A scheduling or dispatching tool. Use your service management software for that.
- A payment processor. Use Stripe, Square, or your service management platform.
- A subscription. One-time $89 with 12 months of template updates.
- A replacement for your CSR, dispatcher, or office manager. It makes them faster, not redundant.
- An auto-responder. You stay in control of every customer interaction.
Six skills. The complete revenue loop.
Get more leads. Convert them better. Deliver better. Keep them coming back. Drive more leads through reputation. Every skill maps to a job outcome the shop owner already measures.
“Phone's ringing,” “new lead from website,” “Jenny called about her AC,” “estimate request”
Trade-specific qualifying questions (HVAC: what's the unit doing? When did it start? Plumbing: where's the water? Is it active? Roofing: visible damage? Insurance involved?). Captures the data your technician needs. Sets appointment with realistic pricing expectations. Emergency vs routine triage built in.
“Write up the estimate,” “quote for the Henderson job,” “send the proposal”
Branded, customer-ready estimates from a few inputs (scope, parts, labor hours, warranty terms). Reads like your best estimate, not a generic template. Handles repair vs replace framing for HVAC, scope tiers for roofing, line-item clarity for electrical and plumbing, seasonal/maintenance options for landscaping.
Voice-record your notes · “write up what we did at the Smith house,” “service report”
Technician scribbles “replaced cap, tested, ok, noticed bent fins” — skill turns it into a clean customer-ready report with photo slots, recommendations for future work, warranty notes, payment terms. 30 seconds vs 10 minutes of typing. Works from the truck on a phone.
Job complete · “follow up with the Smith house,” “send the post-job sequence”
Pre-job confirmation, post-job thank you, review request at the right moment, 6-month and 12-month checkup reminders. Trade-specific timing (HVAC: seasonal tune-up reminders. Plumbing: annual flush. Roofing: post-storm checkup). Most shops do this terribly; this skill makes it consistent.
New Google review · “respond to that 1-star,” “new review came in”
Triages Google, Yelp, BBB, Angi reviews into respond/escalate/ignore. Drafts platform-compliant responses for 1-5 star reviews with your shop's voice locked. The 1-star damage-control pattern that doesn't make it worse. Flags reviews mentioning specific technicians or job details for owner review.
Weekly · “Google post for this week,” “before-after for the Henderson job”
Weekly Google Business Profile posts, seasonal content (HVAC: spring tune-up. Plumbing: winterize. Roofing: storm prep. Landscaping: fall cleanup), before/after job framings, service area expansion content. Most trades GBPs get zero updates; this skill keeps them active without taking your time.
What a real trades skill actually looks like.
Below is the abridged lead-intake-qualifier/SKILL.md file. June 2026 Anthropic format, deployable as shown. The full version in the pack adds trade-specific qualification references, emergency-vs-routine triage patterns, the pricing-conversation playbook, and 10 worked examples across HVAC, plumbing, electrical, roofing, and landscaping calls.
---
name: lead-intake-qualifier
description: Use when a shop owner, CSR, or dispatcher is taking a new inbound lead — phone call, website form, text, or referral — for HVAC, plumbing, electrical, roofing, or landscaping work. Triggers on phrases like “phone’s ringing,” “new lead,” “[name] called about,” “estimate request,” “Jenny’s AC isn’t cooling,” “there’s water in the basement,” “hail damage on the roof.” Runs the right qualifying questions for the specific trade, triages emergency vs routine, captures the data the technician needs, sets the appointment with realistic pricing expectations.
---
When a lead comes in:
1. Identify the trade. HVAC / plumbing / electrical / roofing / landscaping. Ask if it’s unclear.
2. Triage urgency. Read references/emergency-triage.md — every trade has its own emergency signals.
3. Run trade-specific qualifying questions. Read references/trade-specific-qualification.md for the right question set.
4. Set pricing expectation BEFORE the appointment. Customers who hear “repairs in this category typically run [range]” are dramatically less likely to balk at the technician’s quote.
5. Set the appointment with a realistic time window. Hand off all captured data to dispatch (or the technician directly for solo operators).
6. Confirm contact info, parking/access notes, payment expectations. Send the confirmation message.
NEVER:
- Quote a firm price over the phone without seeing the job. Give ranges, not numbers.
- Dispatch an emergency call without confirming the customer’s actual address and access.
- Skip the qualifying questions to “save time.” The questions ARE the time savings — they prevent the wrong technician showing up with the wrong parts.
ALWAYS:
- Capture: customer name, callback number, address, nature of issue, when it started, urgency, access notes.
- Set pricing expectations in the “typical range” framing, never as a quote.
- Confirm the appointment in writing (text or email) immediately after the call.
- Flag emergencies for immediate dispatch, not the next available slot.The three-tier architecture, in 90 seconds.
You don’t need to understand this to use the skills. Knowing it makes customization for your shop faster.
YAML frontmatter (name + description). Claude reads this to decide whether to invoke your skill. The description names specific trigger phrases — “phone's ringing,” “estimate for,” “new review came in.”
The workflow: numbered steps, NEVER/ALWAYS guardrails (like “never quote firm prices over the phone”), and pointers to deeper detail in reference files.
Trade-specific detail loaded only when the skill body tells Claude to read it. The HVAC qualifying questions, the roofing storm-damage checklist, the plumbing emergency triage — loaded when needed, not before.
The Agent Skills format is an open standard now supported by Claude Code, Claude Pro projects, OpenAI Codex CLI, Cursor, Gemini CLI, and GitHub Copilot. Same skill files work everywhere; Claude-specific features are safely ignored by other agents.
The unlock: skills feed each other.
A generic AI tool is a one-shot. A skill is a step in a workflow. Three composition flows ship pre-configured to mirror how a real trades shop actually runs.
From the moment the phone rings to the job complete and the customer paid — one Claude session, three skills, clean handoff at each step.
Phone rings. Run the qualifier, capture the data, set the appointment with realistic pricing expectations.
Technician returns from the site visit with scope. Estimate writer turns scope into branded customer-ready quote in 90 seconds.
Job complete. Technician voice-records notes. Service report generator produces clean customer-ready report from the truck.
Most shops stop after the job is paid. The repeat-customer revenue is in the next 6–12 months.
Service report ends with a clean “recommended for next visit” section — feeds the follow-up sequence.
Post-job thank you (Day 1), review request at the right moment (Day 5), seasonal checkup reminder (6 months out).
Review comes in from the request. Triage handles it — 5-star thank, 4-star ask what would have made it 5, 1-star damage control.
More reviews + active Google profile = better local pack rank = more leads. The flywheel that pays back the longest.
Every responded-to review (positive or negative) signals to Google that the listing is active and managed.
Weekly Google Business Profile posts, seasonal content, before/after framings from real jobs. Active listing beats dormant listing every time.
Better local pack rank → more inbound leads → more practice running the qualifier → more booked jobs. The loop completes itself.
Five trades, specific calibration. Adjacent trades work too.
Every skill ships with calibration for the five named trades — qualifying questions, scope language, pricing-conversation patterns, seasonal triggers. Reads differently for HVAC than for landscaping because the work IS different.
Equipment-specific qualifying (heat pump vs furnace vs mini-split). Seasonal triggers (spring tune-ups, summer emergencies, fall checkups, winter heating fails). Repair-vs-replace framing built into estimates.
Emergency vs routine triage (active leak vs slow drain). Water heater age-based replacement framing. Repipe scope language. Annual maintenance follow-up timing.
Permit and inspection language built into estimates. Panel-upgrade scope tiers. EV-charger install qualifying (panel capacity, run distance). Code-compliance framing.
Insurance-claim language for storm work. Material and warranty framing. Inspection-vs-repair-vs-replace triage. Seasonal storm-prep content for GBP.
Seasonal contract language. Design-build vs maintenance scope. Recurring-service follow-up timing. Before/after content patterns calibrated for visual trades.
Work without modification using the closest-matching calibration. Customization guide walks through adding a new trade in ~30 minutes if needed.
Need the broader DFY AI growth stack — voice agent, missed-call recovery, AI chat, the full ABS Framework? Pair this with the AI Voice Agent Deployment Kit ($99). Skills handle the conversations; the Voice Agent Kit handles the inbound that's already getting missed.
The questions shop owners actually ask before deploying.
HVAC, plumbing, electrical, roofing, and landscaping are the five trades with full calibration — every skill ships with trade-specific qualification questions, scope language, pricing-conversation patterns, and customer-facing vocabulary tuned for each one. Adjacent trades that work without modification: pest control, garage doors, locksmith, appliance repair, pool service, tree service, fence/deck, painting, flooring, drywall, masonry. If your trade isn't on either list, the customization guide walks through adding it in about 30 minutes — most owners have it done before their next coffee.
Those are service management platforms — they handle scheduling, dispatching, invoicing, payment processing. They cost $79-$299+ per month per user, ongoing, and they're great at what they do. This is the Claude skills layer that lives on top of whatever platform you already use. It handles the conversations — how a qualifying call should run, what a clean estimate should say, what a service report should read like, how to respond to a 1-star review without making it worse. The skills work alongside ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, or no software at all. One-time $89 vs $79-$299/month subscription is one of the cleaner price comparisons in this catalog.
No. The skills work in Claude Pro (the consumer app at claude.ai) — you paste them into a Claude Project and they're available on your phone, your tablet, or your laptop. The most common deployment: owner uses it from the truck on Claude's mobile app, CSR or dispatcher uses it from the office laptop, and the technician uses it to clean up service reports on a phone at the end of the day. Setup takes about 20 minutes the first time; daily use takes about 90 seconds per task.
Both, with different deployment patterns. Solo operators: the lead intake and estimate skills are the highest-leverage — they save you from missing jobs while you're elbow-deep in someone's HVAC system. Multi-truck shops: the service report generator and follow-up sequences pay back hardest because they standardize your team's output without slowing them down. Shops above 25 employees usually graduate to a service management platform first and then add this pack as the conversation layer on top. The customization guide includes specific deployment patterns for shops of 1, 2-5, 6-15, and 16-50 employees.
It makes them faster, not redundant. The lead intake skill is the most direct fit — your CSR uses it as a structured intake script that asks the right qualifying questions for whichever trade the call is about. The skill captures the data needed for the technician, sets proper pricing expectations, and produces a clean handoff to dispatch. Most shops see their CSR handle 2-3x more calls cleanly once the skill is in place because the skill removes the “what do I ask next” cognitive load.
Yes. The Claude mobile app on iOS and Android supports Projects — paste the skills in once, they're available anywhere you have a signal. The most common in-truck workflow: technician finishes a job, voice-records their notes (“replaced capacitor on the unit, also noticed the condenser fins are pretty bent, recommended cleaning next visit”), pastes the transcript into the service report generator skill, gets back a clean customer-ready report in 30 seconds, sends it directly to the homeowner. Faster than typing it on paper.
Realistically: the first call you take after deploying the lead intake skill. If you're answering inbound leads anyway, the next one is the test — the skill prompts you through the right qualifying questions, sets the appointment, captures the data your technician needs. One won job pays back the $89 kit 30-50x over depending on your trade. The slowest skill to value is the local SEO content generator (takes 3-4 weeks to see ranking impact); the fastest is lead intake (next call).
30-day no-questions refund. Run the lead intake skill on one real call this week. If it doesn't help you book that job cleaner than your existing process, email and we refund. Refunds across the catalog are countable on one hand — for trades shops specifically, the value is usually self-evident on the first call.
Stop missing jobs.
Start running the process the best shops run.
Six skills, calibrated for your trade, deployable in 20 minutes, paid back by your next won job. Built by people who understand the trades. Yours forever. Works on the phone in the truck.
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