Daily
What got done, and what needs you.
For US service businesses, starting with HVAC (heating and air conditioning)
Sam & Sara are an AI leadership team. Sara answers your customers and books the jobs. Sam runs bills, books and hiring. A person sets it up with you, and you only approve.
From $3,000 a month, less than one office hire. No onboarding fee. Set up in 2 to 3 weeks.
What the owner sees
You have two threads, one with Sara and one with Sam, in the web or mobile app, on WhatsApp or on iMessage. They bring you what needs a decision and handle the rest.
Needs your approval
$3,240 due Friday. It matches the purchase order, and cash after payment stays above your minimum.
$2,850 for the furnace repair, based on your price list. She asked for it by noon.
What got done, and what needs you.
Results, open items and next week’s plan.
Numbers, progress and a review with your client partner.
A bigger look at the plan and where the business is heading.
Our AC stopped blowing cold air and it is 98 outside.
The water heater in our garage is leaking. Can someone come today?
Half the outlets in my kitchen stopped working. How soon can you look at it?
Can you clean a 3-bedroom house before our guests arrive on Friday?
Sample questions and replies from made-up businesses. Sara always says she is an AI. Apply for a founding spot to see yours.
A person sets up every client, so the price starts at $3,000 a month and we take a limited number of new clients each quarter.
Every client starts with an application call. If Sam & Sara is not the right fit, we will say so. If a $100 AI receptionist is all you need, we will tell you which kind to buy.
Meet your leadership team
Talks to your customers as “Sara at your company name,” and always says she is an AI.
Runs the inside and keeps the plan for what to hand over next. Nothing is paid without your approval.
Why a team, not a tool
Someone has to choose what to automate, set it up, check it and keep it running. With a tool, that is you. With Sam & Sara, it is them and your client partner, and you approve. Here is how that compares with the other ways to get the same work done.
| AI receptionist | Answering service | Office manager | Sam & Sara | |
|---|---|---|---|---|
| Price | About $80 to $500 a month | About $250 to $720 a month | About $5,000 to $6,000 a month with taxes and benefits | From $3,000 a month |
| What it does | Answers phone calls, and sometimes books | A person takes a message and passes it on | One person, set hours, many tasks | Sara answers, books and follows up. Sam runs bills, books, hiring and the numbers. |
| What you still do | Choose it, set it up, test it and maintain it. Money, hiring and books stay with you. | Return every call. Nothing books or follows up. | Recruit, train, manage and cover absences. | Approve what matters and read one page a day. |
| Best when | Missed calls are your only problem | You want a human voice on the line | You need someone in the office | Everything waits for you |
Onboarding
Your client partner works with you directly. There is no onboarding fee, and setup takes about 4 hours of your time in week 1, then about 2 hours a week.
Your client partner learns how your company works from you: your customers, your prices, your rules, your history.
You say what Sam and Sara can do alone, and what needs your approval. You can change it by message.
Sam and Sara connect to your email, calendar, books and job software, with the smallest access that works. Gmail and Outlook stay underneath.
First they practice on real work and you approve every message. Then one real job goes live, usually answering calls and booking. More follow as you see it work.
Pricing by company size
Sam, Sara, onboarding, your client partner, reviews and reports are all included. The smallest plan costs less than one office hire and covers the front and back office.
yearly revenue
$3,000a month
$9,000 a quarter
yearly revenue
$6,000a month
$18,000 a quarter
yearly revenue
$15,000a month
$45,000 a quarter
yearly revenue
From$25,000a month
From $75,000 a quarter
Billed quarterly with a 6-month first term. Or pay yearly and save 35%.
Setup with your client partner is part of the price.
We set it from your last 12 months of revenue at onboarding and reset it at each yearly renewal. A client far outside its band moves up a band at renewal.
You pay the published price for your band for 12 months, even if your revenue moves you up a band.
One person sets you up and runs your reviews with you.
A 30-minute feedback call, so that we learn what works and what does not.
We describe your results only after you approve the final text in writing. There is no discount.
Sam & Sara is an AI leadership team for owner-led US service businesses. Sara answers your customers by phone, text and chat, books jobs and follows up. Sam runs the back office: bills, books, hiring and the numbers. A person sets it up with you in 2 to 3 weeks, and you approve what matters.
Yes. HVAC means heating, ventilation and air conditioning. Sara answers calls, texts and web chat for these companies and other home-service trades. She says she is an AI, takes the job details, follows your rules for emergencies, books the visit and texts back missed calls. She also follows up on open quotes and asks happy customers for reviews. If missed calls are your only problem, a phone-only AI receptionist at $80 to $500 a month may be enough, and we will tell you so on the call.
Close. Sara covers the front office: calls, bookings, follow-ups and reviews. Sam covers the back office: invoices, supplier bills, books for your accountant, hiring and a daily page of what needs you. It is a managed service, not software you set up. Your own staff stay, and Sam and Sara take on the work that nobody has time for.
The smallest plan is $3,000 a month, which is less than one office hire at about $5,000 to $6,000 a month with taxes and benefits. An answering service costs about $250 to $720 a month and takes messages. An AI receptionist costs about $80 to $500 a month and answers calls. Sam & Sara costs more than both and covers the front and back office, with a person who sets it up.
Yes. At the start of every call and chat, Sara says she is an AI assistant for your company. Calls are recorded and the greeting says so. You cannot turn that greeting off.
They answer from the knowledge you approved, book inside your rules, text back missed calls, follow up on sent quotes, ask for reviews and write your daily page. They always ask before money moves, before an offer or a rejection, before a refund, discount or price change, before a public reply to a bad review, and before anything new. You can pause Sara at any time, and calls then go to your phone.
We catch it, fix the cause and tell you. If a mistake could cost money or cause harm, Sara is paused on that flow within 1 hour of the report, and your client partner calls you the same day. Each serious error becomes a written rule, so it cannot repeat. We do not promise to cover a client’s losses, and we say so on the first call.
No. We do not use your data, your customers’ conversations or your recordings to train any general AI model. Each client’s data stays separate. The Trust page has the full list.
No. You talk to Sara and Sam in plain messages, the way you would talk to a manager. They pick the tools, set them up and run them. You approve what matters.
A person captures your company’s memory from you, maps who decides what, connects your tools and switches on the first flow. Plan on about 4 hours in the first week and about 2 hours a week in the next two. After that, your client partner runs your reviews: weekly in month 1, then monthly, plus a quarterly review.
Gmail or Outlook stay as the engine. Sam and Sara build their own interface on top, so you do not need to open them. Your staff keep using their current tools until they join the workspace.
One price per company, set by your revenue band: $3,000, $6,000, $15,000 or from $25,000 a month. Sam, Sara, onboarding, the client partner, reviews and reports are all included, and there is no onboarding fee. Billed quarterly with a 6-month first term, or yearly at 35% off. We set your band from your last 12 months of revenue and reset it at each yearly renewal.
Your price is locked for 12 months, even if your revenue moves you up a band. A named client partner sets you up and runs your reviews. In return, we ask for a 30-minute feedback call each month for the first 6 months. We write a case study about you only if you approve the final text in writing. There is no discount: the price is the price.
A person onboards every client over 2 to 3 weeks, and the price starts at $3,000 a month because of that. We take a limited number of new clients each quarter so each one gets that person’s full attention. The call is how we check that we can help you.
Owner-led US service businesses with $0.5M to $10M in yearly revenue and one owner who decides. We are starting with HVAC and other home-service trades in Texas. Other US service businesses can apply, and we say on the call whether we can help.
Each company gets its own Sam and Sara, its own memory and its own subscription, and company data never crosses between them. There is no personal plan. Your own work admin, like your calendar, inbox and work travel, is included.
At first, it is you, your client partner, Sam and Sara. Later, you can invite staff into the same workspace so people and the AI team work together.
CollabEZ FZE LLC, trading as Sam & Sara. The About page has the details.
Apply for a founding spot
We take a limited number of new clients each quarter, and a person sets up each one. The call is how we decide together whether Sam & Sara fit your business. Founding clients keep their price for 12 months.