Take the tourFeaturesThe flowHow it worksAI ReceptionistPricingContactStart your 7-day free trial

Field service software for Petaluma contractors

23,475 households in Petaluma. One text to know which ones need you today.

Book a 20-minute demo →
  • 59,393people
  • -0.6%since 2020
  • 23,475households
  • 707area code
  • 4,120per sq mi

Your phone is ringing. A customer in Petaluma or Rohnert Park needs their HVAC fixed before the next cold snap. You're in the field. Your back office shouldn't need you to answer calls, book jobs, or follow up on leads. SagiFlo is the AI agent that does it—no dashboard, no new software to learn, just text messages that tell you what's happening and what's next.

When a customer calls, SagiFlo answers. It books the job straight to your Google Calendar, confirms the appointment with the customer, and texts you the details so you know exactly where to go and why. No jumping between tools. No missed leads. If they text instead, it handles that too. Every job lands in your calendar and your pocket.

At the end of the day, text SagiFlo. It reads your QuickBooks—what you've invoiced, what's been paid, what's still outstanding—and tells you your cash position without you ever opening the app. When a customer asks for a follow-up text or a Google review request needs to go out, SagiFlo sends it. You run the trucks. Your AI runs the office.

Field Service Software in Petaluma — FAQs

Does SagiFlo handle dispatch routing and scheduling?

No. SagiFlo books jobs to your Google Calendar and texts you the details. You decide the route and the schedule based on what works for your team. It's about giving you the information fast, not controlling how you work.

What happens when a customer calls during our busy season?

SagiFlo answers every call during business hours you set. Petaluma's heating and cooling season can get heavy—SagiFlo makes sure no call goes unanswered and every job gets booked while you're focused on the work in front of you.

Can SagiFlo create invoices or move money?

No. SagiFlo reads your QuickBooks to show you what's been paid and what's outstanding—that's it. You stay in full control of billing and payments. It's a safety feature: you get visibility without automation risk.

How do I know my customer information is secure?

SagiFlo integrates with tools you already trust—Google Calendar and QuickBooks. Your data stays in those systems. We never store customer details or financial records ourselves.

Stop losing Petaluma jobs to a busy phone.

Watch SagiFlo answer a live call, book a job, and text you the details — in a 20-minute demo.

Book my demo →