Features

Everything your business needs to run on autopilot

Helm replaces the front desk — answering calls, booking jobs, chasing leads, sending invoices, and keeping customers in the loop.

AI Call Handling

Helm answers every incoming call with a natural, human-like voice. It understands customer intent, asks the right questions, and either books an appointment or takes a detailed message — 24 hours a day, 7 days a week.

  • Natural voice AI that sounds like a real person
  • Understands accents, slang, and industry terminology
  • Transfers to you for emergencies or complex questions
  • Full call transcripts and recordings stored in your dashboard

Appointment Scheduling

Helm integrates with your calendar to find open slots and book appointments in real time. Customers get instant confirmation via text or email, and Helm sends reminders to reduce no-shows.

  • Two-way calendar sync with Google Calendar and Outlook
  • Customizable availability and buffer times
  • Automatic confirmation and reminder messages
  • Customers can reschedule or cancel via text

Lead Management

Every inquiry becomes a tracked lead. Helm follows up automatically — calling or texting leads who haven't booked — so no opportunity slips through the cracks.

  • Automatic lead capture from calls and web forms
  • Customizable follow-up sequences via call and text
  • Lead scoring to prioritize your hottest prospects
  • Conversion tracking to see what's working

Invoicing & Payments

Create professional invoices in seconds and send them automatically. Helm tracks payments, sends reminders for overdue invoices, and keeps your books organized.

  • One-click invoice creation from job details
  • Automatic payment reminders for overdue invoices
  • Payment tracking and revenue reporting
  • Export to QuickBooks and other accounting tools

Customer Communication

Keep customers informed at every step. Helm sends appointment confirmations, reminders, follow-ups, and thank-you messages — all automatically via text or voice.

  • Two-way SMS and voice conversations
  • Automated appointment confirmations and reminders
  • Post-service follow-ups and review requests
  • Custom message templates for every scenario

Business Insights

Your dashboard gives you a real-time view of how Helm is performing. Track calls answered, appointments booked, leads converted, and revenue generated.

  • Real-time dashboard with key metrics
  • Call volume and answer rate trends
  • Revenue and appointment analytics
  • Weekly email summaries delivered to your inbox

Ready to put Helm to work?

Start your 14-day free trial. No credit card required.