AI for Trades & Home Services
AI that handles dispatching, quoting, and invoicing so your team can do real work
We build custom AI that handles dispatching, quoting, and invoicing — so your skilled technicians focus on the work they were hired to do.
Example buildout
Example: A 25-Truck HVAC Company
An HVAC company with 25 techs, 3 dispatchers, and 4 office staff. They use ServiceTitan for scheduling, QuickBooks for accounting, and a whiteboard for overflow dispatching. Techs spend 45 minutes/day on paperwork. Average quote turnaround is 2-3 days. No-show rate is 12%. They miss after-hours calls that go to voicemail.
What we could build:
An AI dispatch optimizer that routes techs based on real-time location, skill certification, job type, and parts on their truck. When a job finishes early or runs late, the system re-optimizes the remaining schedule automatically. Integrates with ServiceTitan's calendar via API.
A voice-to-invoice system: tech finishes a job, spends 90 seconds describing what they did and what parts they used via voice note. AI generates a complete service report, creates the invoice in QuickBooks, and texts the customer a payment link — before the tech reaches their next job.
An AI quoting engine that generates estimates from photos and job descriptions. Tech snaps a photo of the equipment, records a voice note about the issue, and the system produces a detailed quote using historical pricing data. Customer gets a professional PDF quote within an hour of the service call.
A 24/7 AI phone agent that handles after-hours calls, schedules service appointments, gives customers real-time ETA updates on service day, and sends automated confirmations and reminders. Emergency calls get escalated to the on-call tech with full context.
A customer lifecycle system that sends maintenance reminders (filter changes, seasonal tune-ups), warranty expiration notices, and review requests. Turns one-time service calls into recurring maintenance agreements.
The result
Tech paperwork drops from 45 min/day to 5 min/day (that's 166 hours/month back in the field across 25 techs). Quote turnaround drops from 2-3 days to under 2 hours. No-shows drop to 5%. After-hours calls convert instead of going to voicemail. Maintenance agreement signups triple.
A day for a service tech
Before
Morning: check the schedule on ServiceTitan. First job is 30 minutes away. Second job is back across town. Third job needs a part that's not on the truck. Dispatcher didn't catch the conflict.
After
Morning: optimized route on phone. Jobs are clustered geographically. Parts needed for each job confirmed on-truck last night via AI inventory check. Drive time cut by 35%.
Before
Finish a repair. Sit in the truck for 15 minutes filling out a service report on a tablet. Try to remember the model number. Guess at time spent. Forget to log a part. Invoice goes out in 3 days with errors.
After
Finish a repair. Record a 90-second voice note: 'Replaced capacitor on Carrier 24ACC636, cleaned condenser coils, checked refrigerant levels.' AI generates the report, invoice, and texts the customer a payment link. Done before you start the truck.
Before
Customer wants a quote for a new system. Write notes on a clipboard. Drive back to the office. Look up pricing. Type up a quote in Word. Email it 2 days later. Customer already got 3 other quotes.
After
Take 3 photos of the existing system and a voice note about the customer's needs. AI generates a professional quote with good-better-best options using your pricing. Customer gets a branded PDF within an hour.
Before
After hours: phone goes to voicemail. 4 missed calls overnight. 2 were emergencies. By morning, they've called someone else.
After
AI answers every after-hours call. Schedules non-emergency appointments. Dispatches true emergencies to on-call with full details. Zero missed opportunities.
Common problems we solve
Techs Doing Admin
Your highest-paid, most-skilled employees spend 45-60 min/day filling out paperwork, entering data, and writing reports. That's 5+ billable hours per tech per week lost.
Our solution: Voice-to-everything: techs speak, AI writes. Service reports, invoices, and time logs generated from a 90-second voice note. Techs do what you hired them for.
Slow Quotes = Lost Jobs
Homeowners get 3-5 quotes. The company that responds fastest wins 70% of the time. Your 2-3 day turnaround is costing you jobs.
Our solution: AI generates professional quotes from photos and voice notes within hours. Good-better-best options with your pricing. Customers get a branded PDF before your competitors pick up the phone.
Dispatch Chaos
Dispatchers are human route optimizers. They do their best, but techs drive past each other, jobs stack up wrong, and parts mismatches cause second trips.
Our solution: AI optimizes routes in real-time using location, skills, parts inventory, and traffic. When schedules shift, the entire day re-optimizes automatically.
After-Hours Black Hole
Evening and weekend calls go to voicemail. Those are often your highest-value emergency calls. By morning, the customer found someone else.
Our solution: AI phone agent handles every call 24/7. Books appointments, dispatches emergencies, answers routine questions. You capture revenue that currently walks away.
One-and-Done Customers
You do a great job, but 80% of customers never hear from you again until something breaks. No maintenance agreements, no repeat business.
Our solution: Automated lifecycle marketing: maintenance reminders, seasonal offers, warranty alerts. One-time customers become maintenance agreement holders.
Example tech stack
Every solution is custom-built for your business. Here's what a typical trades & home services build looks like under the hood.
AI & Automation
Custom LLM agents, speech-to-text, computer vision for equipment photos, Twilio voice/SMS
Integrations
ServiceTitan API, Housecall Pro API, QuickBooks API, Google Maps for routing
Field Tools
Mobile-optimized voice capture, photo-to-quote engine, digital invoicing
Customer Communication
AI phone agent, SMS automation, email campaigns, review request system
Infrastructure
Cloud-hosted, real-time dispatch board, offline-capable mobile app
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