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AI ad ops, CRM, dispatch, and agent orchestration — sample data from a Tampa-based dryer-vent company.

Home Services · HVAC / Plumbing / Electrical

TOTAL LEADS

LEADS THIS WEEK

last 7 days

JOBS TODAY

4 completed, 4 remaining

CONVERSION RATE

32%

won ÷ total

Today's Schedule

Tuesday, April 23 · AI-optimized route for your field team

Mike · 1 leftSarah · 0 leftCarlos · 1 left

8:00 AMCompleted

AC Repair

2891 Bloor St W, Etobicoke

9:30 AMCompleted

Drain Cleaning

456 Spadina Ave, Toronto

11:00 AMCompleted

Panel Upgrade

789 Markham Rd, Markham

11:30 AMCompleted

Furnace Check

123 Hurontario St, Mississauga

1:00 PMIn Progress

Leak Repair

234 Yonge St, Toronto

2:00 PMNext

AC Install

567 Lakeshore Blvd, Toronto

3:30 PMScheduled

EV Charger

890 Major Mackenzie, Vaughan

5:00 PMEmergency

Emergency Call

111 King St W, Toronto

Zekal AI — Your Scheduling Copilot

Live suggestions based on today's schedule

💡 Mike's afternoon route

Switching job #6 (AC Install) with job #4 (Furnace Check) would save 22 minutes of driving time. Want me to reschedule?

📱 Carlos running behind

Carlos is 18 min behind schedule. Should I text the 3:30 PM customer a delay notice + 15% off coupon?

💰 Upsell detected

3 of today's completed jobs are older furnaces (10+ years). Recommend sending Service Plan upsell SMS — 18% historical close rate.

Google Search

Service x area campaigns

Local Services Ads

Pay per verified lead

Meta Lead Gen

Facebook + Instagram

Nextdoor

Neighborhood targeting

Seasonal Promo

Retargeting display

Custom Campaign

Free-form brief

Recent Leads

Last 10 submissions

View full CRM →

Name	Phone	City	Service	Status	Created
Jennifer R.	(647) 555-0112	Mississauga	AC Repair	New	2h ago
Robert K.	(416) 555-0287	Toronto	Furnace Install	Contacted	4h ago
Sarah L.	(905) 555-0398	Vaughan	Emergency Plumbing	Qualified	5h ago
Michael T.	(647) 555-0445	Markham	Panel Upgrade	Scheduled	7h ago
Ashley W.	(416) 555-0521	North York	Drain Cleaning	New	11h ago

AGENT BRAIN

12 active rules

Active agents: 4. Agents use the Brain as their operating rulebook on every task.

• Always quote a range before confirming

• Confirm service area before booking

• Emergency pricing applies after 6pm

• Tech skill-match required for jobs

• Collect access info during booking

CONNECTIONS

Google Ads✓ Connected

Meta Ads✓ Connected

Google Local ServicesNot configured

QuickBooks✓ Connected

Twilio Voice✓ Connected

ElevenLabs Voice AI✓ Connected

Stripe Payments✓ Connected

Zekal vs Workiz Pro

Feature	Zekal	Workiz Pro
Dispatch & Scheduling	✓	✓
Mobile App for Techs	✓	✓
Invoicing + Payments	✓	✓
AI Voice Agent	Core	Add-on
AI Ad Automation	✓	✗
AI Agent Orchestration	✓	✗
SEO Intelligence	✓	✗
AI CRM + auto-qualification	✓	Basic
Monthly Price	$249	$325

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