HVAC, plumbing, electrical, remodelers, pool/spa, roofing, landscaping. Operations where every missed emergency call is revenue lost — and every late quote is a deal lost to whoever responded first. Productized AI for inbound capture, custom AI engineering for the quoting and dispatch work that's eating your evenings.
Every trade we work with describes the same three pain points — missed inbound calls, slow quote turnaround, and dispatch chaos. AI can't fix all of them at once, but it can fix one at a time, in the right order.
The HVAC call at 7pm. The plumbing emergency on Saturday. The roof leak after a storm. Every one is high-margin work — and every one goes to whichever competitor picks up first. Your voicemail is the most expensive piece of software you own.
Owner walks the job, takes some photos, then turns it into a Word doc on Sunday using a Sheet for pricing. Quote arrives 2–3 days later. By then the customer has 1–2 quotes from competitors who responded same-day.
Tech routes assigned by feel. Drive-time waste. Last-minute reschedules. Customer-facing communication is whatever the dispatcher remembers to send. The whole operation runs on someone's mental map of the day.
For trades, the highest-ROI first move is almost always the voice agent — capturing the emergency calls and after-hours leads that currently disappear into voicemail. From there, multi-channel and integration come next.
Voice agent with emergency-call routing, automated SMS reminders for confirmed appointments, Google review automation. Fastest deployment (7–10 days). The right starting point for most single-truck and small-team operations.
See Starter Stack →Adds AI lead qualification with auto-booking into ServiceTitan, Jobber, Housecall Pro, or similar. Multi-channel automation. Lapsed-customer reactivation (the maintenance calls you never followed up on). Bi-weekly optimization. The default for established trades operations.
See Growth Stack →For larger operations with custom workflows or compliance needs (commercial work, regulated trades, OSHA-heavy). Adds custom RAG knowledge base on your SOPs and safety protocols, real-time dashboard, weekly strategy call.
See Pro Stack →For trades, the most common Custom Tier engagements address the work that productized stacks structurally can't — the quoting workflow, the dispatch logic, and the customer-facing portals that compete with national franchises.
Voice memo on the truck → branded PDF in front of the customer same day. AI extracts scope, deterministic pricing engine on your rate book, embedded payment link. Quote-tracking with automated follow-up. Built in 3–6 weeks.
See full details →Quote accepted → automatic project setup. Folder creation, calendar blocks, supplier orders, kickoff emails, technician assignment, customer welcome packet — all triggered without a human bottleneck.
Discuss →Daily revenue, dispatch utilization, average ticket, conversion funnel, and lapsed-customer reactivation results — unified across your tools. Mobile-responsive (built for the truck, not just the desk). 60-second morning briefing.
See full details →For OSHA-heavy operations, EPA-regulated trades (HVAC refrigerants, etc.), or commercial-license tracking. Continuous monitoring agent maintains current compliance state and gaps list. Audit packets generated on demand.
Discuss →Volume hiring for technicians is its own engineering problem. Resume scoring on real role requirements, screening questions, calendar-integrated scheduling, structured interviews, reference automation. Decision support, not decision automation.
Discuss →The spreadsheet that runs your dispatch board, your inventory, your tech utilization tracking — turned into a real multi-user app with audit log, mobile access, and the workflows you actually need.
Discuss →Trades operations almost universally start with the voice agent — it's the fastest, highest-ROI entry point. From there, the path forks based on what's currently most painful: quoting, dispatch, or knowledge.
Voice agent live in 1–2 weeks. Emergency calls captured 24/7. SMS reminders cutting no-shows. Review automation feeding Google Business. Immediate impact on revenue and reputation.
Owner gets weekends back. Same-day quotes instead of 2–3 day turnaround. Margin floors enforced on every quote. Automated follow-up means no quote forgotten. Conversion improves.
Quote accepted → full project setup automatically. Folders, calendar, supplier orders, customer welcome — triggered without a dispatcher bottleneck. Saves 2–4 hours per project.
Operations Cockpit (when the data layer is ready) or the Recruiting Pipeline (when hiring volume is the bottleneck). The third AI Workflows is usually whichever pain is loudest at month 9.
A 30-minute discovery call sorts out which stack fits your operation, whether quoting or dispatch is the bigger custom-build target, and what the first 90 days would look like.