Part of the Home Services industry →
Front Office Agent Setup Kit
Your AI, trained as your office manager: booking, dispatch, and getting paid through Stripe. One payment for the kit, about $20/month for the AI you choose, and none of it rents your own customer list back to you.
Digital download: a ZIP with the master system prompt, five setup interviews, three workflow scripts plus escalation rules, the templates and knowledge files, the setup guide, and the honesty sheet. Buy direct and the download link arrives by email right after checkout. Includes 12 months of updates.
Where this fits
Level 3 of 3: Put AI to work
AI agent systems that watch, draft, chase, and summarize while you run the business. Import-ready workflow blueprints and tuned prompts with a human in the loop: the agent drafts, you approve every send. Configured AI that does the doing, with your approval on every send.
Shown for the Home Services stack. The levels are the same in every industry.
Fix individual tasks
$12 to $19
Run the operation
$49 to $119
Put AI to work
$149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Master system promptThe agent’s constitution, with hard limits and escalation rules built in: what it may prepare, and what it must never do alone.
- Five setup interviewsTurn your shop’s facts into the agent’s knowledge files: shop profile, services and rates, scheduling rules, payments and policies, voice and messages.
- Booking intake workflowA call note, a text thread, a DM becomes a complete booking: the right service, a price quoted from your own rate file, a window that fits your board, and a drafted confirmation you approve with one look.
- Dispatch & scheduling workflowEvery day’s board built from your rules: emergencies first, route batching, the right tech on the right job, real buffers. When the day breaks, the agent rebuilds it and drafts the reschedule messages. Conflicts are flagged, never buried.
- Stripe payments workflowDeposits before the truck rolls, balances at completion, reminders in three steps, all through payment links in your own Stripe account. The links carry no extra platform fee.
- Templates & knowledge filesService catalog and rate card, schedule board, and customer record formats the agent works from, plus the five blank knowledge files the setup interviews fill.
- Setup guide & honesty sheetStep-by-step setup for Claude, ChatGPT, and Gemini (a Project with connected apps on ChatGPT; a skill on Gemini), the three tests to run before the agent touches a real customer, and the plain-language sheet of exactly what this does and does not do. That sheet ships in the product, not in the fine print.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
Who it’s for
Built for a specific desk.
- Home-service shops of 1 to 5 people paying $149/month for booking, dispatch, and payments software
- Owners who already pay for an AI subscription and want it doing office work
- Shops that want their customer records in plain files they own, not locked inside a platform
Requirements
| You need | A paid AI subscription: Claude Pro, ChatGPT Plus, or Google AI Pro (about $20/month, paid to the AI company, cancel or switch anytime) |
|---|---|
| A Stripe account for payments. Stripe’s standard processing (2.9% + 30¢ per card payment) applies, the same headline rate Jobber charges | |
| About two hours to set up, working the same day. No code, no API keys, no integrations to build | |
| Will not do: act on its own, answer your phone line at midnight, or send anything without your confirmation |
A note from Procedura. This agent is an office manager you supervise, not a robot that replaces one. It works in sessions you open and prepares everything for your confirmation: every customer message, every booking change, every payment request. It is not a Jobber or Housecall Pro replacement: shops that need a full platform, with a tech mobile app, GPS tracking, and a customer portal, should buy one. Shops paying platform rent for booking, dispatch, and payments can stop. If the requirements don’t fit, don’t buy it. We’d rather lose the sale.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Want the numbers in a workbook too? Our Business OS workbooks ($49–$119) hold the jobs, clients, and profit the agent works from.
No. The kit is one payment. Your only ongoing cost is your own AI subscription, about $20/month, which you pay to the AI company and can cancel or switch anytime. Your files and setup are yours either way.
The setup guide covers Claude, ChatGPT, and Gemini with platform-specific steps, including the 2026 platform changes (custom GPT creation is closed on personal ChatGPT plans, so the ChatGPT path uses a Project with connected apps; Google retired Gems, so the Gemini path uses skills). The prompts and files are portable: switch platforms, keep your system.
No, and that is deliberate. The agent drafts and prepares; you confirm every send, booking change, and payment action. It is an office manager you supervise.
Through payment links in your own Stripe account, created by you in about five minutes during setup. Deposits, balances, and the reminder steps are built in. Stripe charges its standard 2.9% + 30¢ per card payment; the kit adds no processing cut of its own.
They are full platforms with mobile apps, GPS, portals, and add-ons, at $149/month billed annually ($1,788 a year) for the small-team tier. This kit covers the office core (booking, dispatch, payments) using AI you already pay for: $179 once plus about $20/month for the AI, $419 in year one against their $1,788. The does-not-do list is printed in the product.
Update one knowledge file. The agent quotes the file, so your new prices are live the moment you save it.
Email [email protected]. Setup troubleshooting is covered: if the kit does not run after you follow the setup guide, we will help you get unstuck. That is the make-it-right promise: if a configuration or prompt does not load or run as described in your AI service, we fix it free. Custom builds are not included.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a service business. No spam, no funnels, no daily drip. Unsubscribe anytime.