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ArtisanBitsAI

Customer Stories

Practical wins from real engagements.

A mix of voice-agent and back-office workflow builds across home services, local shops, and small professional firms. Patterns and outcomes are real; names have been anonymized while we're early.

Illustrative examples. Company names, individuals, and exact figures are anonymized; the workflows, tooling, and outcome patterns reflect actual builds.

MH
Midwest HVAC Co.
Regional HVAC · 18 trucks · OH/KY
Voice agent

After-hours call capture + ServiceTitan handoff

Overnight emergency calls were going to a voicemail box that filled up during cold snaps. We built a voice agent that triages the call, captures details, and hands off cleanly to first-light dispatch.

Voice agentLead qualificationSMS confirmationCRM sync
"We used to lose half our cold-snap emergencies because the voicemail box was full. The owner gets a clean job sheet on his phone in the morning now and dispatch is already two hours into the day."
— Operations Manager, regional HVAC operator
Read the full story
Outcomes
$42K
Recovered missed-call revenue/ 90 days
<2 min
Average first-light booking response timeafter call
98%
After-hours calls picked upvs 41% prior
Built with
ServiceTitanTwilioStripeSlack
GL
Great Lakes CPA Group
Boutique CPA firm · 14 staff
Back-office workflow

Client document collection on autopilot

A back-office workflow that replaces 11 hours of quarter-end email chasing with a per-client portal, auto-reminders, and a partner-facing dashboard. No voice agent involved — pure workflow automation.

Workflow automationDocument collectionScheduled remindersInternal dashboards
"This is the kind of work we tell people to outsource — except it never actually gets outsourced because it requires our judgment in the gaps. The agent handles the gaps now."
— Managing Partner, boutique CPA firm
Read the full story
Outcomes
44 hrs
Staff hours reclaimed/ quarter
95%
Clients submitting on timevs 76% prior
−68%
Partner email volume during close
Built with
QuickBooksMicrosoft 365SlackZapier
HP
Harbor Plumbing & Drain
Family plumbing co · 9 trucks
Blended build

Estimate follow-up sequence that re-engaged stale jobs

An SMS-led follow-up workflow that auto-pulls warranty terms, scheduling availability, and handles customer questions before handing back to the office. Closed jobs that had previously gone cold.

SMS follow-upQuote retrievalCalendar bookingPayment link generation
"I always assumed those cold quotes were dead. The agent went back two months and just... started a conversation. Half of them booked."
— Owner, family plumbing operator
Read the full story
Outcomes
+22%
Estimate close-rate lift
4 min
Average follow-up response timevs 31 hrs prior
63
Stale estimates re-opened/ first quarter
Built with
Housecall ProTwilioStripeGoogle Calendar
CE
Cardinal Electrical Services
Commercial + residential · 7 trucks
Back-office workflow

Quote drafting + estimator handoff workflow

A back-office agent that drafts professional estimates from the tech's on-site notes before the estimator even sees the job. Pure workflow automation — no customer-facing voice or chat.

Quote draftingDocument templatingInternal handoffsPhoto-to-text extraction
"The estimator used to spend his mornings translating field notes into proposals. Now he opens his laptop and the proposals are 80% done, waiting for him to add judgment."
— General Manager, commercial electrical contractor
Read the full story
Outcomes
38 min
Estimator hours saved per quote
−61%
Quote turnaround time
+14%
Quote-to-job conversion rate
Built with
QuickBooksNotionGoogle DriveZapier
HL
Heritage Lawn & Landscape
Residential lawn care · 12 crews
Blended build

Seasonal booking surge handled without seasonal admin

Spring booking volume tripled in a 3-week window. Instead of hiring temporary admin help, we built an agent that qualifies new leads, books recurring service plans, and routes only the tricky cases to the office.

Voice agentLead qualificationRecurring bookingSMS follow-up
"We used to dread March. Now March is just... a busy month with normal sleep."
— Founder, residential lawn-care operator
Read the full story
Outcomes
78%
Spring inquiries handled without office help
+34%
Recurring plans soldvs prior spring
2 FTE
Seasonal admin hires avoided
Built with
JobberTwilioStripeGoogle Calendar
OT
Oak Table Restaurant
Independent restaurant · catering arm
Blended build

Catering inquiry triage from phone, web, and Instagram

Catering inquiries were arriving across three channels and getting answered when someone happened to notice them. We unified the intake into a single workflow with an agent that qualifies, holds dates, and routes proposals to the manager.

Voice agentMulti-channel intakeDate hold managementProposal templating
"We were losing catering jobs because nobody saw the Instagram DM until after the customer had already booked someone else. The agent doesn't sleep, doesn't take Mondays off, and doesn't forget."
— General Manager, independent restaurant
Read the full story
Outcomes
+47%
Catering inquiry conversion
<2 min
Average response timevs 6 hrs prior
71%
Held dates that converted to bookings
Built with
Google CalendarSquare POSTwilioNotion

Free Workflow Savings Audit

Let's see what AI could actually take off your plate.

30-minute call. We look at your call flow, booking, follow-up, and tool handoffs — and you leave with your top 3 opportunities to save time, recover revenue, or cut admin work. No pitch. No pressure.