Stop being the person everything comes back to.

Meet Eris, your new front of house. Drag the dot.

SetPoint is your shop’s back office, and Eris runs it. She answers every call, text and email in your shop’s name, books routine visits and orders parts under your limit. You keep the calls that cost money.

Book a walkthrough

SetPoint works on top of Housecall Pro

Your shop, on a busy Tuesday.

1

The Garcias need heat tonight

Their call went to voicemailA tech is on the way

Hi, we have no heat and two kids at home. Can anyone come tonight?ErisI’m paging Luis, our on-call tech, now.

Waiting on youDone by ErisNeeds your OK

6

things waiting on you.thing waiting on you. Eris handled the rest.

  1. 1

    9:12 pm. The Garcias have no heat, and the call goes to voicemail.Eris answers and sends your on-call tech. He’s on his way.

  2. 2

    Your tech is at the supply house, guessing which part fits.Eris reads his nameplate photo. He buys the right part.

  3. 3

    Lee’s part came in Monday, but nobody called him to book the visit.Eris texted Lee a time as soon as the part was ordered.

  4. 4

    Dana’s AC is blowing warm. Nobody has replied to her text.Eris offered Thursday, 10 to 12, and booked it when Dana said yes.

  5. 5

    R. Chen hears the same noise again and is waiting for a call.Eris flags it for your dispatcher, with his last visit.

  6. 6

    The Nguyens booked online. Nobody confirmed it.Eris confirmed it, and it’s in Housecall Pro.

This Tuesday is an example. One HVAC shop we work with spent about 10 hours a week on parts alone.

Watch Eris work.

Pick an example. Eris handles what’s inside your rules and texts you about it. Anything outside them, she asks you first.

6:31 am

    Comes in · your techs and customers

        Your phone · what reaches you

        Eris · SetPoint

          See everything she does

          Every SetPoint plan includes Eris. One back office that answers, books, preps and follows up.

          Eris does the everyday work inside your rules. Anything that needs your OK comes to you.

          Answers every call. Calls, texts, email and web chat, in your shop’s name, day and night.

          Dana R. · 7:42 pm

          Hi, the AC is blowing warm. Can someone come this week?

          I can get a tech to you Thursday, 10 to 12. Want me to book it?

          Orders the right part. She checks your vendors and orders under your limit. Over it, she asks you.

          45/5 µF capacitor · Diaz job

          Valley SupplyToday$38

          Main St. SupplyThursday$31

          Coastal HVACDoesn’t fitNo

          Books routine visits. Inside the rules you set, with a confirmation to the customer and a text to you.

          This week

          Tue8 to 10Booked

          Wed3 to 5Moved

          Thu10 to 12Open

          Sends emergencies to a person. A no-heat call goes straight to your on-call tech. She never books one.

          Emergency line · 9:12 pm

          No heat, two kids at home.

          Luis paged · about 40 minutes away

          Books return visits. The customer gets a time as soon as the part is ordered.

          Text to Lee K.

          Your part is on the way. Can we come Thursday, 10 to 12?

          Thursday works.

          Prices Good, Better, Best estimates. From your price book. Nothing goes out until you approve it.

          19-year-old unit

          Good$4,900Better$6,750Best$8,400

          Waiting for your OK

          Drafts review asks. Happy customers get a review ask for you to send. Complaints are screened out.

          Draft to D. Alvarez

          Thanks for having us out yesterday. If you’re happy with the work, a quick review would mean a lot.

          Remembers every customer. Their equipment, their past visits and the noise from last time.

          R. Chen

          EquipmentCarrier 2-ton, 2014

          Last visitTune-up in March

          Possible callback: same noise

          Names, parts and prices on these cards are examples.

          What SetPoint handles for you.

          Eris does the work start to finish, inside your rules. Only four kinds of decisions still come to you.

          Eris, start to finish

          • Every call, text and emailAnswered in your shop’s name, day and night
          • Routine visitsBooked, moved and confirmed inside your rules
          • PartsFound, checked for fit and ordered under your limit
          • Customer updatesA text with a time as soon as the part is ordered
          • Follow-upsReview asks and tune-up reminders, drafted for you
          • Customer historyEquipment, past visits and possible callbacks

          Still yours

          • Every estimateYou
          • Parts over your limitYou
          • EmergenciesYour on-call tech
          • Anything outside your rulesYou

          SetPoint · now

          Needs your OKA $214 fan motor, over your $100 limit. Order it?

          You get a text for each one, and every step is on your SetPoint dashboard. Everything lands in Housecall Pro.

          What do missed calls and parts work cost you?

          We filled in example numbers. Turn the knobs to match your shop.

          Your calls

          6missed calls a week
          $450average job
          30%of those callers would have booked

          Your time

          10hours a week finding and ordering parts
          $40what an hour of your team’s time costs

          $5,240a month, from missed jobs and time spent on parts.

          Jobs you likely missed
          About 8, $3,510
          Time spent on parts
          About 43 hours, $1,730

          Each dot is a missed call. The amber ones would likely have booked.

          Operations, which answers your calls and orders your parts, costs $1,479 a month.

          Front Desk, which only answers your calls, costs $579 a month.

          Simple pricing, month to month.

          Every SetPoint plan includes Eris. Pick how much she handles. No per-seat pricing, and setup is included.

          • Calls and messages
          • Parts and estimates, not included
          • Your website, not included

          Front Desk

          SP-1

          For shops losing calls to voicemail.

          $579a month

          • Calls, texts, email and web chat answered
          • Emergencies sent to your on-call tech
          • Routine visits booked inside your rules
          • Returning customers and equipment remembered
          Start with Front Desk

          Where we’d start most shops

          • Calls and messages
          • Parts and estimates
          • Your website, not included

          Operations

          SP-2

          For shops ordering parts every week.

          $1,479a month

          • Everything in Front Desk, plus
          • Parts found and ordered under your limit
          • Customers texted when parts are ordered
          • Good, Better, Best estimates for your approval
          • Review asks and tune-up reminders, drafted
          Start with Operations

          • Calls and messages
          • Parts and estimates
          • Your website

          Whole Shop

          SP-3

          For shops that want the website handled too.

          $2,579a month

          • Everything in Operations, plus
          • A new website with pages for your towns
          • Online bookings added to Housecall Pro
          • Prices and hours you change yourself
          • Hosting, upkeep and a named engineer
          Start with Whole Shop

          Operations is where we’d start most shops.

          Front
          Desk
          $579a month

          Operations$1,479a month

          Whole
          Shop
          $2,579a month

          Calls and messages

          Calls, texts, email and web chat answeredFront Desk: includedOperations: includedWhole Shop: included
          Emergencies sent to your on-call techFront Desk: includedOperations: includedWhole Shop: included
          Routine visits booked inside your rulesFront Desk: includedOperations: includedWhole Shop: included
          Returning customers and equipment rememberedFront Desk: includedOperations: includedWhole Shop: included

          Parts and estimates

          Parts found and ordered under your limitFront Desk: not includedOperations: includedWhole Shop: included
          Customers texted when parts are orderedFront Desk: not includedOperations: includedWhole Shop: included
          Good, Better, Best estimates for your approvalFront Desk: not includedOperations: includedWhole Shop: included
          Review asks and tune-up reminders, draftedFront Desk: not includedOperations: includedWhole Shop: included

          Your website

          A new website with pages for your townsFront Desk: not includedOperations: not includedWhole Shop: included
          Online bookings added to Housecall ProFront Desk: not includedOperations: not includedWhole Shop: included
          Prices and hours you change yourselfFront Desk: not includedOperations: not includedWhole Shop: included
          Hosting, upkeep and a named engineerFront Desk: not includedOperations: not includedWhole Shop: included

          Not sure which one fits? Tell us about your shop and we’ll help you pick.

          Straight answers.

          What’s the difference between SetPoint and Eris?

          SetPoint is your shop’s back office, on top of Housecall Pro. Eris runs it. She answers customers, books routine visits and orders parts inside your rules. Every SetPoint plan includes Eris.

          Does SetPoint run on my existing software?

          Yes, if you’re on Housecall Pro. SetPoint works on top of it, and every booking and change Eris makes shows up there. ServiceTitan is next. Using something else? Tell us so we know you’re waiting.

          Does Eris replace my office staff?

          No. Most shops don’t have enough people to answer the phones and order parts. Eris takes that work, so your team can do the rest.

          Does Eris book emergencies?

          No. Eris spots emergencies and sends them to your on-call tech. You decide who’s on call.

          Will Eris text customers without my OK?

          Eris sends booking confirmations and parts updates inside your rules. Estimates and newsletters need your approval before she sends them. Review asks and tune-up reminders are drafts for you to send.

          How does setup work?

          One walkthrough. We connect Housecall Pro and load your price book, vendors and rules. You set the booking rules and your parts limit. Setup is included.

          Can I cancel SetPoint?

          Yes. It’s month to month, with no long contract.