From "ring ring" to "thanks, it's paid."
Here's what actually happens in Helm — from the ad that brings a new customer in, to the moment they refer their best friend.
Run your service business on autopilot — no credit card to start.
Helm gets you found — and runs your Google Ads
Tell Helm your services and service area, and it writes and launches your Google Ads for you — headlines, keywords, and budget included.
Every ad points straight at your booking page, so clicks turn into booked jobs, not dead-end “we’ll call you back” forms.
Then Helm watches the numbers every day and optimizes automatically: shifting budget toward what’s converting, pausing what’s wasting money, and explaining every change in plain English.
No agency, no $1,500-a-month management fee. You set the budget; Helm makes it work harder.
A new customer finds you online
They Google your trade in your city. They click an ad, a review link, or your website.
On your site, they see your branded booking widget, the same one you embed with a single <iframe> tag.
They answer six quick questions (how big is your home, how many bathrooms, any add-ons, when, contact info).
As they type, the estimated price updates in real time at the bottom. No phone tag. No 'we'll get back to you.'
The job hits your calendar instantly
The moment they submit, Helm checks your live availability and books a tentative slot.
A confirmation text + email goes out automatically with the price, time, and a cancellation link.
You get a notification on your phone. Pop in once a day to confirm or reschedule, Helm has already done 95% of the work.
If the customer called instead, the AI phone receptionist runs the exact same flow, voice instead of form.
The day-of magic
24 hours before the appointment, Helm texts the customer a reminder.
1 hour before, your crew gets an SMS with the address (driving directions one tap away) and customer-specific notes (pets, gate codes, parking).
The customer gets an 'on our way' text 1 hour before too, courtesy your AI.
You show up, do the work, mark the job complete in the app.
The invoice writes itself
Marking the job done automatically creates the invoice from the agreed price.
Helm emails + texts the customer a Stripe Checkout link with their card-on-file or a fresh one.
Card cleared → invoice marked paid → customer LTV updates → Helm logs the entire flow.
If they pay in cash, you record it in two taps. If they don't pay at all, Helm sends gentle escalations until they do.
The smart review ask
Two hours after the job, Helm sends a one-tap rating request.
A 5-star rating sees a 'Leave a Google review' button, your public rating climbs.
A 4-or-lower rating stays private as internal feedback so you can call the customer and make it right before they post anywhere public.
Helm tracks every step: who responded, who clicked Google, what the average score is by crew.
They tell their friends, you grow
Every customer has a unique referral code on their thank-you page.
When a friend uses it, the referrer gets a credit on their next service. The friend gets a discount on their first.
The booking widget recognizes the code and auto-applies. The referral is tracked, the credit is auto-issued.
Top referrers show up on your leaderboard, and you'll be amazed who shows up there.
Helm watches the data so you don't have to
Every morning, your dashboard shows the 3 things that need your attention today.
Customer hasn't booked in 60 days? Flagged for a win-back text.
Invoice 14 days overdue? Auto-reminder already sent.
Lead source ROI shifting? You'll see it before you over-spend on the wrong channel.
The whole point: you're never the bottleneck on your own business again.
Ready to feel the difference?
Most owners feel it within 48 hours. Setup is a coffee's length.