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Small Businesses · Use case

Run your service business with a cloud AI assistant

You run a salon, a clinic, a contracting crew, a cleaning business. The phone never stops, the inbox is a mess by Friday, and half your leads never get a follow-up. Duet sits on top of your existing tools — Google Calendar, QuickBooks, Jobber, your phone forwarding — and runs the front office while you're on a job site.

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The workflow

How Duet runs this with review rules.

  1. 01

    Point Duet at your calendar and inbox

    Connect Google Calendar (or Calendly, Acuity, or Jobber), your business email, and your phone forwarding number. Duet learns your service menu, your pricing, your hours, and the way you talk to customers from your past replies.

  2. 02

    Capture leads on every channel

    Inbound text, missed call, website form, Yelp message — Duet drafts the booking link or a clarifying question, then keeps the conversation moving until the lead either books or opts out. The goal is fewer leads sitting untouched while you're on the job.

  3. 03

    Book and confirm appointments with review rules

    Duet proposes a slot from your calendar, gets confirmation by text or email, and writes the appointment into your booking system — with the customer’s notes, the service requested, and the address. It can also send reminders and reschedule if they reply asking to move.

  4. 04

    Send invoices and chase the slow payers

    After a job, Duet drafts the invoice in QuickBooks or Jobber from the appointment notes, sends it for your approval, and then follows up on a polite cadence. You review the exceptions instead of rebuilding the same invoice workflow every time.

  5. 05

    Ask for the review at the right moment

    After the job is marked complete, Duet can send a personalized request for a Google review — with the customer's name, the service they got, and a direct link to your Google Business Profile. More consistent review requests give you a better shot at building local trust.

  6. 06

    Get a Monday-morning roundup of the week ahead

    On a weekly cadence, Duet emails you open bookings, the leads still on the fence, the invoices unpaid, and the slots that are still open. You start the week knowing exactly where to push.

FAQ

Common questions about this workflow.

Does Duet work with Jobber, ServiceTitan, or Housecall Pro?

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Duet can connect to service-business systems through native skills, Composio, APIs, email, CSV exports, or custom wiring depending on the tool. For Jobber, ServiceTitan, Housecall Pro, Workiz, or a smaller system, the setup should be scoped against the exact API access and permissions available.

Can it answer the phone?

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Duet doesn't replace your phone line, but it can pick up missed calls and SMS via Twilio, OpenPhone, or your existing call forwarding. The caller gets a booking link or a human-sounding follow-up — so fewer leads drift to your competitor across town.

Will it sound like me, or like a robot?

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It sounds more like you after it has examples of your past customer messages to read. The goal is for routine replies to feel familiar enough that regulars do not notice a handoff — and when Duet uses a phrase you would never say, you can correct that in one sentence.

How does this compare to hiring a virtual receptionist?

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A virtual receptionist is a recurring labor cost for scripted coverage. Duet is usage-based and fits best when front-office work spans tools: booking, invoices, payment follow-up, reviews, and the customer context around each one.

Is my customer data safe?

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Every Duet workspace is a private cloud server with isolated storage. Customer phone numbers, addresses, and job notes stay inside your workspace — no shared multi-tenant pool, no training on your content, no cross-tenant exposure if someone else's workspace is compromised.

What if I don’t want Duet sending messages without me reviewing?

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You pick the approval rule per workflow. A safer rollout starts with everything in review, then narrows explicitly enabled sends to low-risk confirmations or review requests while invoices and refunds keep needing a human tap. You can change the rule any time — it's one prompt to Duet, not a settings menu.

Keep going.

Other small businesses playbooks
  • AI for Shopify store owners
Related jobs Duet can do
  • Customer Support
  • Inbox Triage
  • Sales Outbound
Related personas:AgenciesOperations

Run this on Duet today.

Start with one connected workflow, then let Duet run the recurring pieces from your workspace.

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