CYBEX Trades & Home Services
AI Customer Follow-Up Assistant for Trades & Home Services
For trade and field-service teams in the UK, USA, EU and Australia.
CYBEX helps electricians, plumbers, heating engineers, installers, landscapers and other field-service businesses prepare timely reviewable follow-up messages after quotations, visits and completed jobs.
A practical solution for office and field teams
AI Customer Follow-Up Assistant for Trades & Home Services replaces fragmented spreadsheets, calls and messaging threads with a controlled workflow. Office teams, technicians and managers can work from current information while responsibilities, exceptions and outcomes remain visible.
A focused deployment can serve one team and later expand across vans, branches, service areas or specialist divisions.
What improves in your working day
A clear starting point
View customers due for an agreed quote or service follow-up.
Fewer missed handoffs
Keep the next task and its supporting information visible, with reminders matched to your workflow.
Control over client work
Review important changes before release and retain a traceable record of approved outcomes.
Problems it helps address
Trade businesses lose time when enquiries, quotations, schedules, customer details, parts, job evidence and invoices sit in separate tools. Missed updates can create return visits, payment delays and inconsistent customer service. CYBEX maps the current process before configuring the platform.
AI output remains a recommendation or draft until a competent person reviews it.
Core features
- Follow-up triggers: Create proposed follow-ups from agreed job, quote and service events.
- Message templates: Draft messages using approved wording and available customer context.
- Quote reminders: Remind staff about outstanding quotes and agreed next contact dates.
- Service reminders: Prepare reminders for recorded service dates and customer preferences.
- Review requests: Request feedback without restricting requests to satisfied customers.
- Renewal prompts: Flag upcoming contract renewals for account-owner review.
- Opt-out controls: Respect recorded opt-outs and the applicable contact preferences.
- Response analytics: Review replies, handoffs and undelivered follow-up attempts.
Your AI Customer Follow-Up Assistant workspace
Illustrative interface concept. Final screens and integrations are agreed during discovery.
Follow-up queue
View customers due for an agreed quote or service follow-up.
Message review
Check the proposed wording, timing and contact permissions.
Response handoff
Route customer replies and stop requests to the responsible workflow.
How the workflow operates
- Capture authorised customer, site, job or asset information.
- Validate required details, permissions and business rules.
- Route work through the configured AI Customer Follow-Up Assistant process.
- Notify the responsible office or field user.
- Escalate safety, access, pricing and service exceptions.
- Record completion, evidence and follow-up.
Integrations
Potential integrations include websites, CRM, accounting, payments, maps, messaging, cloud storage, inventory, e-signature and reporting platforms. Feasibility depends on APIs, licences, connectivity and data quality.
Mobile workflows can be designed for variable connectivity with appropriate synchronisation and conflict controls.
Security, safety and responsible AI
Recommended controls include named accounts, least-privilege roles, multi-factor authentication, encrypted transmission, protected backups, mobile-device rules and activity logs. Customer addresses, access instructions and photographs require careful handling.
AI must not replace legally required inspection, competent-person assessment or safety procedures. Recommendations should show context and remain subject to human approval.
Implementation approach
- Process and requirement discovery
- Role, data and integration mapping
- Prototype using realistic jobs
- Configuration and controlled migration
- Mobile, security and recovery testing
- Training and phased launch
- Outcome review and improvement
A focused implementation may take four to eight weeks; multi-branch or integration-heavy programmes may take several months.
Indicative USD pricing
- Focused setup: $3,000–$8,000.
- Business implementation: $8,000–$25,000.
- Multi-team programme: $25,000–$60,000+.
- Managed support: $300–$2,500+ per month.
Final pricing depends on users, vehicles, locations, integrations, migration and support.
Frequently asked questions
Can technicians use it on phones?
Yes, with mobile-friendly workflows and appropriate access controls.
Can it connect to accounting or payment tools?
Potentially, subject to available APIs and permissions.
Can we start with one team?
Yes. A controlled first phase can expand after validation.
Can existing customers and jobs be migrated?
Yes, after mapping, cleansing and test migration.
How long does implementation take?
A focused project may take four to eight weeks.
Does software guarantee compliance?
No. It can support controls and evidence, while the business retains professional and legal responsibility.
Is the interface shown a live product screenshot?
It is an illustrative concept. Final screens, integrations and acceptance checks are agreed during discovery.
Can you support clients in different countries?
Delivery can be scoped for the UK, USA, EU and Australia, with hosting, working hours and regional requirements considered during discovery.
Are software subscriptions included?
The proposal identifies implementation, managed support and any separate third-party licences or usage charges.
How do I request a quotation?
Use the email or WhatsApp option below with your trade, team size, current tools and priority workflow. The email button opens a draft for you to review and send.
Remote delivery across the UK, USA, EU and Australia
Scope the rollout around your client commitments, current tools and working hours. Hosting, language, regional requirements and support arrangements are confirmed before implementation.
Plan your AI Customer Follow-Up Assistant for Trades & Home Services project
Tell us your trade, service areas, team size, current tools and the workflow you want to improve.
The email button opens a draft in your email app for you to review and send.