// HOME SERVICES · PRIMARY

The customer
remembers the crew.
Not the CSR script.

AI workflow automation for roofing, HVAC, windows, plumbing, electrical, pest control, and lawn. Lead-to-install is mostly templated work. We automate the templates so your CSRs, dispatchers, and install crews can focus on the customer.

REQUEST AN AUDIT → READ THE METHOD

// WHY HOME SERVICES · 002

Highest ROI per dollar of build.

Home services operators run on CSRs and a dispatch board. Every job goes through the same steps: lead intake, qualification, quoting, scheduling, install confirmation, post-install follow-up. The steps are templated. The volume is high. And every one of them is a moment where a customer either feels cared for or feels like a ticket.

The CSR typing the same address into three systems is not the one asking how the install went. The dispatcher routing trucks is not the one following up on the warranty call. We automate the typing and the routing so your team can focus on the parts of the job that only people can do.

That is the bet. That is why we lead with this industry.

// WORKFLOWS WE AUTOMATE · 003

From the lead form to the warranty call.

LEAD INTAKE

Every form, call, and DM lands in one place. Auto-enriched, scored, routed to the right CSR. Bad-fit leads filtered out before they hit the queue.

QUOTE GENERATION

Photos in. Estimate out. Material costs, labor, line items, contingencies. CSR reviews and sends. Hours per week saved.

SCHEDULING + DISPATCH

Routes optimized for drive time, crew skill, install duration. Customer confirmations, reschedule flows, day-of reminders. The board runs itself.

CREW PREP

Tomorrow's installs prepped tonight. Materials list, customer notes, site access. Crews show up knowing the job, not learning it on arrival.

POST-INSTALL FOLLOW-UP

24-hour check-in, 7-day review ask, 90-day warranty touch. Done at the right moment, every time. Reviews collected. Referrals asked for.

WARRANTY + SERVICE

Warranty claims triaged. Service tickets routed. Repeat-customer history surfaced before the call connects.

CRM HYGIENE

Stage moves, dead-deal cleanup, contact merging. Your CRM stays honest without anyone babysitting it.

OPS REPORTING

Daily dashboards, exception alerts, monthly board pack. The 30-minute Monday standup becomes a 5-minute review.

AR + COLLECTIONS

Invoice generation, payment reminders, AR aging triage. Cash collected on time without a person chasing it.

// CUSTOMER EXPERIENCE · 004

Unreasonable hospitality in a service business.

These are the moments your team doesn't get to today. After the build, they will.

The 24-hour check-in

A real person calls the day after install. Not a ticket. A name your customer remembers.

The follow-up no one else makes

Two months later, the rep who quoted the job calls to see how it held up in the storm. Nobody else does that.

The detail in the file

"Mr. Patel mentioned his daughter's graduation on the install call. Mention it back." Surfaced to the rep before the second call connects.

The proactive warranty

Your system flags a part that's under recall. You call them before they call you. They tell their neighbor.

// AUDIT · 005 · OPEN

Tell us your busiest CSR's worst day.

That's the workflow we want to talk about. The audit is free. Two weeks. Written read. No commitment.

REQUEST AN AUDIT →

The customer remembers the crew. Not the CSR script.

Highest ROI per dollar of build.

From the lead form to the warranty call.

Unreasonable hospitality in a service business.

Tell us your busiest CSR's worst day.

The customer
remembers the crew.
Not the CSR script.