Enterprise implementation & AI integration
Your team has the tools. We make them work as one system.
Casey's implementation team works with operators running multiple locations — or multiple AI products and technical tools that don't talk to each other. We map how your leads actually move today, audit what you already run, and build the routing, qualification and handoff logic alongside the people who run it, in person.
Does Casey offer on-site AI implementation?
Yes, as an option for complex operations. Most Casey customers — including small and single-location businesses — set up remotely and have Casey answering leads within minutes, and that remains the core product. For operators running multiple locations, or several AI and technical tools that don't share a lead record, Casey also runs an on-site engagement at the customer's premises.
The on-site engagement covers two days of operational discovery with your team, an audit of the tools you already run, custom conversation and routing design, integration, staff training and 30 days of post-launch optimization. It is scoped as a defined pilot on one agreed operation — a single branch, territory or department.
If your stack looks like this, you're the reason this exists
Most operators at this size did not buy one bad system. They bought five good ones, a year apart, each solving the problem in front of them at the time. Nothing is broken exactly — but no single thing knows the whole story of a lead.
Field service & CRM
ServiceTitan, Housecall Pro, Jobber, GoHighLevel
Holds the job record, but only after someone has already qualified and typed in the lead.
Lead platforms
Google Local Services Ads, Yelp, Angi, Thumbtack, Meta, web forms
Six inboxes, six notification systems, six different sets of contact data — each with its own response clock.
Phone & messaging
Twilio, a separate SMS tool, an answering service, the office line
Missed calls and texts live outside every other system, so nobody can see that the lead already called twice.
AI point tools
A website chatbot, an AI voice agent, an AI receptionist, an AI SDR, ChatGPT open on someone's second monitor
Each was bought to solve one problem and each has its own knowledge base, so they drift apart and contradict each other.
The glue
Zapier, spreadsheets, a shared inbox, someone's memory
Works until the person who built it is on vacation, and breaks silently rather than loudly.
The engagement does not start by selling you a sixth tool. It starts by auditing what you already run, keeping what earns its place, retiring what only exists to patch a gap, and giving the rest one lead record and one source of truth. See what Casey integrates with for the systems we connect to natively.
Most of what we do is remote. This is the exception.
Casey is a remote product first. The large majority of our customers — including plenty of single-truck and single-location businesses — connect a lead channel and have Casey answering within minutes, with no visit and no implementation fee. That is the core of what we do and it is the right answer for most home service businesses.
This page is about the one thing that isn't remote. Some operations are complicated enough — too many locations, too many half-connected tools, too many rules that only live in one person's head — that the fastest way to get it right is to turn up in person and work it out in the room. If that isn't you, start here instead — it's faster and it costs less.
Is this the right track for you?
An implementation engagement is the right answer for a particular shape of business. Most companies are better served — and better off — on the standard product.
The implementation track fits if
- Your team is running several AI products or technical tools that don't talk to each other
- Different systems each hold part of the lead record, and nobody owns the handoff between them
- You run multiple locations, franchise territories or service areas
- Leads have to route by geography, department or job type before anyone can act on them
- Residential and commercial work — or routine and emergency work — follow different paths
- You have an existing customer-service team and existing systems Casey has to fit into, not replace
The standard remote product fits better if
- One location, one team, one place leads land
- Leads get handled without routing rules or handoffs between systems
- You want to be live this week, not next month
- You'd rather do it over a few calls than have anyone fly out
How the engagement runs
Five stages, from the first call to a workflow that has been refined on live leads.
Discovery call
Before anyone books a flight or a calendar block. What you run, where your leads come from, which tools are already in place, and whether an implementation engagement is genuinely the right answer for you.
Two days on site
With your operations and customer-service teams. We map the lead journey as it actually runs — including the workarounds nobody documented and the steps that only exist in one person's head — rather than as the org chart describes it.
Build
Conversation design, qualification logic, routing by territory, department or job type, integration with the systems you already run, a knowledge base built on your own services and rules, and escalation paths to your people.
Train, test, launch
Your staff are trained on the system and the workflow is tested against your real lead patterns before it takes a live lead. Launch is supported, not handed over.
30 days of optimization
Refinement on real conversations after go-live. This is where a workflow built from interviews meets the leads that do not read the script.
What the implementation covers
- Two-day on-site operational discovery
- An audit of the AI and technical tools already in your stack
- Website-lead and missed-call workflows
- Residential vs. commercial qualification
- Postal-code and territory routing
- Routine vs. emergency escalation paths
- Scheduling or CRM integration
- Custom knowledge base built on your services and rules
- Escalation and human-handoff rules
- Staff training for your customer-service team
- Testing and launch support
- 30 days of post-launch refinement
What a pilot deliberately does not cover
- A defined pilot on one agreed operation — a single branch, territory or department — not an open-ended build
- New departments, locations or territories are scoped after the pilot proves out
- Major integrations outside the agreed systems become their own statement of work
- Travel is billed at cost and pre-approved — never folded into the fee unseen
We would rather show you the edges of the engagement now than discover them together in week three. Anything outside the agreed pilot is scoped as its own piece of work, with its own price, so nothing quietly expands.
How it is priced
An implementation is a one-time fee, separate from the ongoing platform subscription, scoped and quoted per operation after the discovery call — because the honest number depends on how many systems, territories and departments the workflow has to account for. Travel is reimbursed at cost and pre-approved. Standard remote setup carries no implementation fee at all. Additional locations are priced after the pilot, once there is a proven workflow to replicate.
Running a single location? Get a free estimate on the standard product instead.
Implementation questions
What operators ask before committing to a build.
Yes, for complex operations. Most Casey customers never have a visit: they connect a lead channel and Casey is answering within minutes, with no implementation fee — that is the core product and it works for businesses of every size. Separately, operators with multiple locations or a stack of disconnected tools can book an on-site engagement: two days of operational discovery with your staff, an audit of the tools you run, conversation and routing design, integration, training, launch support and 30 days of optimization.
No, and most customers never have one. Standard Casey setup is fully remote: we configure it for your services, connect your lead channels and train it on how you work, over a few calls. The on-site engagement is a separate option for operations complex enough that mapping them in person is genuinely faster than mapping them over video — multiple locations, franchise routing, or several AI tools that each hold part of the lead record.
That is the most common reason operators take this track. Teams end up with a website chatbot, an AI voice agent, an answering service and a CRM that each hold part of the lead record and none of which share a knowledge base. The engagement starts by auditing what you run, then establishes one lead workflow across it — keeping the tools that earn their place, retiring the ones that only exist to patch a gap, and giving the rest a single source of truth.
Casey integrates with ServiceTitan, Housecall Pro, Jobber and GoHighLevel, and with any other field service management platform offering a public API — typically on professional or enterprise plans. Phone and SMS run through Twilio. Tools without a public API can usually be connected through Zapier. Which of these matter for your build is one of the things the discovery call establishes.
Standard onboarding is remote and takes days: we configure Casey for your services and connect your channels. The implementation track is an engagement. We map how leads actually move through your business and the tools you already run, then build the routing, qualification and handoff logic around what we find rather than around a template.
Plan on a few weeks from discovery call to live, followed by 30 days of optimization. The two-day discovery session is the anchor; build, integration and testing happen around it. It is deliberately slower than a standard setup because the routing logic has to be right before it touches real leads.
As a one-time implementation fee, separate from the ongoing platform subscription, scoped and quoted per operation after the discovery call. Travel is reimbursed at cost and pre-approved. Standard remote setup carries no implementation fee at all — the fee exists because an on-site engagement is people on a plane doing custom work. Additional locations are priced after the pilot, once there is a proven workflow to replicate.
No. The engagement is built around integrating with the systems you already run. Part of what discovery establishes is where Casey should hand off to your existing tools rather than duplicate them.
The pilot proves the workflow in one operation. Rolling it out to further locations, departments or territories is scoped separately, and it is faster and cheaper than the first one because the conversation design, routing model and integrations already exist.
Tell us how your operation actually runs
The discovery call is a conversation about your lead flow, your territories and the tools already in your stack — not a demo. If you'd be better off on the standard remote setup, we will tell you that instead.
Book a discovery call