Features & Capabilities

Built to Run Your Front Office —
Not Just Answer Calls

TrueFront AI combines multiple capabilities into one system that reduces admin load, captures more opportunities, and eliminates missed work.

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Modular Features, One System

TrueFront AI features are grouped by function — intake, estimates, follow-ups, and workflow support. Each feature works together to create a complete front-office system that adapts to how your business operates.

TrueFront AI isn't just answering calls.

It runs your front office with AI-powered systems built specifically for trade contractors.

The Problem with Traditional CRMs

  • Manual call, text, and email handling
  • Estimates and invoices built from scratch
  • Missed follow-ups and dropped leads
  • No intelligence across customer conversations
  • Inventory tracked in spreadsheets (or not at all)

The TrueFront AI Solution

TrueFront AI is an AI-first CRM that automatically processes customer communications, understands intent, and turns requests into jobs, estimates, and follow-ups — without admin work.

AI Communications Hub

Calls, SMS, and email in one inbox with AI summaries and intent detection.

AI Voice Agent

Handles inbound calls, books appointments, captures job details, and follows up automatically.

Smart Scheduling

Appointments created directly from conversations with technician assignment and time windows.

AI Estimates & Invoices

Job details are converted into professional estimates and invoices automatically.

Task & Follow-Ups

Callbacks, reminders, and follow-ups generated automatically — nothing falls through.

Inventory Intelligence

Track stock levels and receive AI-powered reorder recommendations.

The Outcome

Fewer missed calls. Faster estimates. Better follow-ups.
Your front office runs itself — so your crew stays in the field making money.

AI Intake & Communication

TrueFront AI handles calls, texts, and online requests as entry points into organized workflows — not as isolated interactions. Every customer touchpoint becomes structured information your team can act on.

24/7 Call Answering

Natural conversation with customers at any hour — no voicemail, no missed opportunities

Text & Form Intake Support

Capture work from SMS, web forms, and multiple channels into one organized system

Trade-Specific Questioning

AI asks the right follow-up questions based on HVAC, plumbing, electrical, or other trade needs

Clean Summaries

Every interaction becomes a structured summary ready for admins and dispatchers to review

After-Hours & Overflow Coverage

Handle late-night emergencies and busy-season spikes without additional staff

AI-Assisted Estimates & Job Prep

TrueFront AI prepares estimate information and organizes job details so your team doesn't start from scratch every time. Final pricing always requires human approval — AI supports the process, doesn't control it.

Standardized Job Detail Capture

Consistent intake fields for every job type — no more scattered notes or missing information

Estimate Draft Preparation

AI organizes scope, context, and details into estimate-ready formats for quick review

Scope Organization by Job Type

Jobs are categorized and structured based on trade-specific requirements and complexity

Urgency & Priority Flagging

Emergencies and high-value jobs are automatically flagged for priority handling

Human Approval Required

AI never sends pricing automatically — your team reviews and approves before anything goes out

Follow-Ups & Ongoing Communication

Missed calls, unanswered estimates, and forgotten follow-ups cost real revenue. TrueFront AI handles routine customer communication automatically, so nothing slips through the cracks and admins stay focused on priority work.

Missed-Call Follow-Ups

AI automatically reaches out to missed calls with next steps and availability

Appointment Confirmations

Send reminders and confirmations to customers before scheduled jobs

Estimate Reminders

Follow up on pending estimates so quotes don't go cold and jobs don't disappear

Status Updates

Keep customers informed on job progress without manual admin chasing

Consistent, Professional Messaging

Every customer gets the same quality of communication — no variance based on who's busy

Workflow & Front Office Support

TrueFront AI isn't a replacement — it's a support system that works alongside your admins and dispatchers. It reduces interruptions, handles overflow, and scales with your business without forcing you to change how you operate.

Reduces Interruptions

Admins can focus on dispatch and priority work instead of answering every inbound call

Supports Busy Seasons

Handle peak call volume without hiring temporary staff or burning out your team

Works Alongside Existing Tools

Integrates with your CRM, scheduling software, and job management systems

Flexible Automation Controls

You decide what AI handles and what stays with your team — full control over workflow

Scales as Business Grows

Handle more work without proportional increases in office staff or overhead

What This Is (And Isn't)

This Is

  • An AI operations system
  • A support layer for front offices
  • A way to reduce admin overload

This Is Not

  • A call center with outsourced workers
  • A chatbot on your website
  • A replacement for your staff

Flexibility & Control

Built for real businesses, not rigid contracts.

No Long-Term Contracts

Month-to-month subscriptions. You stay because it works, not because you're locked in.

Pause Options for Slow Seasons

Take seasonal breaks without losing your configuration. Turn it back on when business picks up.

Guided Setup

Most businesses are live within 5-10 minutes. We walk you through it step by step.

Modular Growth Over Time

Start with what you need. Add capabilities as your business grows and workflows evolve.

See These Features in Action

We'll show you exactly how these features work together in your real workflow — not canned demos. See how intake, estimates, and follow-ups all connect.

Book a Demo
15-minute walkthrough
No sales pressure
Tailored to your trade