Industry

AI for home services and trades

AI answers calls while the crew is on the tools, books and dispatches jobs, and turns site notes into quotes and invoices the same day.

use cases: 29
tools: 8

Book a free consultation See the top use cases

known issues

Where the time goes today

Calls go to voicemail while technicians are on a job, and the customer rings the next business.
Quotes sit in a notebook or a phone's camera roll for days before they are sent.
Dispatch is juggled on a whiteboard, and one sick day reshuffles the whole week.
Invoices go out late, and overdue payments get chased only when cash is tight.

start here

Top use cases

The jobs we would usually look at first for home services and trades, best first.

Customer service
```
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 ( ### )(  
  '---'  zz
```
Inbound and after-hours voice agent
A voice agent picks up calls your team can't, answers common questions, books jobs or appointments and texts urgent details to whoever is on call.
Voice/chat agent
Sales
```
@--->[ ? ]
     |   |
   hot cold
```
Lead follow-up and qualification
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Voice/chat agent
Operations
```
Q#88 [ok]
  ====>
 JOB #88
```
Quote-to-job handover
When a quote is accepted, the job is created with scope, materials, deposit and site notes, so the crew turns up knowing what was promised.
Automation
Operations
```
[job #48]
 o  parts
/|\ sign
```
Field service job reports
Technicians speak a quick voice note and take photos; a tidy job report, parts list and invoice draft are ready before they reach the van.
Custom app
Operations
```
 o--.   .-x
    |   |  
    '-o-'  
```
Scheduling and dispatch
Proposes the day's job schedule from skills, locations and parts, then updates crews and customers when plans change.
Agent
Sales
```
.-------.
| QUOTE |
|___$___|
```
Proposal and quote drafting
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
Agent
Finance
```
       !!! 
    !!  |  
 !  |   |  
```
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Agent

22 more entries

More use cases for home services and trades

Sales
```
(( o ))
~^~^~^~
[+]  [-]
```
Sales call coaching
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Custom app
Marketing
```
   ||  | 
 | ||| | 
_|_|||_|_
```
Cross-channel campaign reporting
Pulls results from Google Ads, Meta Ads, GA4 and your store or CRM into one weekly report that says, in plain words, what worked and what to change.
Automation
Marketing
```
<title>~~~
 .-.  ~~~~
( q ) ~~~~
```
SEO page creation and refresh
Finds the search terms your customers use, drafts new service and location pages, and refreshes old pages that are slipping, all from your own facts.
Agent
Marketing
```
M T W T F
# . # . #
post 9:00
```
Social media planning and scheduling
A month of social posts drafted from your news, offers and photos, laid out on a calendar for approval, then scheduled on each platform.
Agent
Customer service
```
   [#]   
  / | \  
 [a][b][c]
```
Ticket triage and routing
Every new ticket is tagged, prioritized and sent to the right person or queue, so urgent issues stop sitting in a shared inbox.
Automation
Customer service
```
 * * * * . 
[ ....... ]
  '-> re:  
```
Review replies drafted for approval
Drafts a personal reply to every new Google, Tripadvisor or Trustpilot review, so the owner can check and post them in a few minutes a day.
Agent
Customer service
```
( 9:30 )
 remind?
 [y] [n]
```
Appointment reminders and no-show follow-up
Customers get reminders by text or a short call, can confirm or rebook in the same thread, and missed appointments get a same-day follow-up.
Voice/chat agent
Operations
```
 A   B   C 
 $$  $  $$$
     ^     
```
Supplier quote comparison
A purchasing tool that pulls supplier quotes from email into one like-for-like table, with freight, lead times and terms side by side.
Custom app
Operations
```
 [?]--> 1._
        2._
        3._
```
SOP assistant for frontline staff
Staff on the floor, in the kitchen or on site ask how to do a task and get the steps from your own procedures, on their phone.
Company assistant
Operations
```
|#|#|  !
|#|#| ->
  wo#219
```
Tenant maintenance requests
Tenants report problems by phone, text or chat; each request is triaged for urgency, logged with photos and sent to the right contractor.
Voice/chat agent
Finance
```
 .---.     
 |INV|=>[#]
 '---'     
```
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Finance
```
     _.--> 
 _.-'  . . 
'  wk 1..n 
```
Weekly cash-flow forecast
A rolling forecast of the next few months of cash, rebuilt each week from your ledger, bank and pipeline, with a short note on what changed and why.
Custom app
HR and people
```
 [=CV=] -> 
 [=CV=] ok 
 [=CV=] ?  
```
Resume screening with written reasons
Every application is scored against the job's must-have criteria, with a written reason for each score, so hiring managers can check the reasoning.
Custom app
HR and people
```
 SOP  -> Q1
 ===  -> Q2
 ===  -> ok
```
Training content built from SOPs
Your written procedures become short training modules, checklists and quizzes, kept in step with the SOPs as they change.
Agent
HR and people
```
Mo 8.0 ok
Tu 9.5 ot
We 0.0 ??
```
Timesheet and payroll checks
Timesheets are checked against rosters, leave and pay rules before each pay run, and odd entries go to the manager with a plain reason.
Automation
IT
```
 +o    -o
 /|\   /|\
 / \   / \
```
Joiner and leaver account setup
An agent that reads new starters and leavers from your HR system, then builds or removes their email, app logins and devices to a checklist.
Agent
IT
```
  .--.  == 
 ( ?  ) == 
  '--'\ == 
```
Internal knowledge search
An assistant that answers staff questions from your wikis, shared drives and old tickets, links to the source, and says so when it does not know.
Company assistant
Leadership
```
+-- 7am --+
| $  ^  ! |
+---------+
```
Daily business brief across systems
Each morning, AI pulls yesterday's sales, cash, jobs and support figures from your systems into one short brief that flags what needs a decision.
Automation
Leadership
```
   .-.    
--( o )-->
   '-'    
```
Market scans
AI researches a market, competitor set or new location on request and returns a sourced summary, so you can test an idea before spending on it.
Agent
Company-wide
```
.--------.
| ask me |
'-.------'
```
Company AI assistant on your own knowledge
A private assistant in Slack, Teams or the browser that answers staff questions from your own policies, files and wikis, with a link to the source.
Company assistant
Company-wide
```
      [3] 
   [2]    
[1]       
```
AI training and adoption programs
Hands-on AI training built around your team's real tasks, with a shared prompt library and a practice assistant so new habits last beyond the workshop.
Company assistant
Company-wide
```
o   ->[#]
/|\ ->[#]
/ \ ->[#]
```
Know-how capture from long-serving staff
Experienced staff answer guided interviews; their know-how becomes searchable notes and how-tos the rest of the team can ask questions of.
Company assistant

integrations

Tools we connect to

Systems businesses like yours commonly run. Wherever it can, the AI works inside the tools your team already uses. If yours is not listed, ask: most tools with an API can be connected.

ServiceTitan
Jobber
simPRO
Tradify
Housecall Pro
ServiceM8
Xero
QuickBooks

cd ..

Other industries

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Working with teams in the United States, United Kingdom and Australia.

.-------------------------.
| > what should AI do     |
|   for your business?    |
|                         |
| $ triage the inbox_     |
'-------------------------'