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Built for restoration franchises, plumbing/HVAC/electrical, cleaning, and home repair

AI for the trades that actually live on dispatch boards.

Missed-call recovery, instant estimate follow-up, review generation, and job scheduling, built for the trades and restoration companies that live on dispatch boards, including multi-location franchise reporting.

Pick your trade and see the workflows.Book a free strategy call

30+ named workflow automations across restoration, trades, cleaning, and home repair

Built for the firms inside Home Services & Restoration

Pick the firm shape closest to yours

Each card opens a playbook built for a firm shaped like yours, with real workflows and a number on the outcome.

Restoration Franchise (PuroClean / Servpro Model)

Independent franchise of national restoration brand. Insurance-pay heavy. 24/7 emergency response. Documentation determines whether you get paid.

$300-700k/yr in additional captured revenue at a $3-7M franchise.

Plumbing / HVAC / Electrical Trades

Residential or light-commercial trades, 5-50 trucks. Dispatch + scheduling + invoicing + memberships is the full-time operation.

$400-900k/yr in additional captured revenue.

Cleaning Service

Residential or commercial cleaning, 10-100 cleaners. Recurring scheduling + crew dispatch + quality assurance is the spine.

$80-250k/yr in retained revenue + improved CSAT/reviews.

Home Repair / Handyman

Multi-trade handyman service, 3-30 techs. Project-based work with mix of small jobs + larger remodels. Quote turnaround + scheduling + customer communication is the work.

$200-500k/yr in capacity + faster cash conversion.

What you're actually dealing with

The work that's eating your team

You know what's broken. Here are the parts the system can run without you.

Speed-to-lead determines whether you get the job

Industry data: 9-21x conversion lift responding within 5 minutes vs 30+. Restoration: insurance referral partners send to whoever responds first. AI responds in 60-90 seconds, 24/7.

Insurance documentation determines whether you get paid

Restoration jobs that lack proper photo + reading + scope documentation get reduced or denied by carrier review. AI structures documentation as the field crew works.

Dispatch is the difference between 50 and 70 jobs

Trades operations live or die on truck utilization. Continuous dispatch optimization is what separates the high-volume operators from the rest.

Estimates take a senior tech 1-3 hours each

Photo-based + AI-drafted estimates compress that to 15 minutes of senior review on a draft. Same accuracy, much higher velocity.

Customer communications are inconsistent and reactive

Some customers get great updates; others get crickets. AI sends consistent updates from job activity events; office handles exceptions.

Membership / recurring revenue requires consistent renewal hygiene

Memberships drive 30-50% of trades revenue. Renewal cadence + payment retry + win-back is exactly what AI does best.

25 named workflows · 6 groups

What we run for home services & restoration teams

Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.

First-touch & lead capture

4 workflowsWins 15-30% more inbound jobs from referral partners

60-second response any hour, any channel.

Lead Intake Intelligence (24/7 first-touch)
Live
Inbound call/web/SMS hits the system; gathers loss/job type, address, severity, contact within seconds; routes to right dispatcher; sends customer ETA confirmation; escalates on no-acknowledgement.
NervousBrainHandsInbound channelMedian first-touch under 60s 24/7
Inbound call triage & routing
Live
Trades: classifies inbound calls (emergency / routine / quote / membership / billing) and routes to right CSR/dispatcher with full context.
BrainHandsInbound call
Lead intake & 5-minute response
Live
Multi-channel inbound leads (Google LSA / Angi / Nextdoor / website) get qualifying SMS within 90s + scheduling offer.
BrainHandsLead webhook
Missed-call text-back
Live
Missed inbound call → automatic SMS within 30s asking what the caller needs.
NervousHandsMissed call

Documentation & insurance workflow (restoration)

5 workflows

Carrier-grade documentation as the work happens.

Photo + reading auto-categorizer
Live
Field-uploaded photos auto-categorized (room, damage type, phase: dry / in-progress / final). Moisture readings logged with timestamp + tech + room.
EyesBrainMemoryPhoto / reading upload
Xactimate-compatible scope drafter
Live
From photos + scope + carrier-specific guidelines + Xactimate price list, drafts a scope queued for office manager / estimator review.
BrainMemoryScope-ready event
Carrier status update drafter
Live
Drafts carrier-facing status updates from job activity (equipment placed, drying complete, content pack-out done); queued for office review.
BrainMemoryHandsJob activity event
TPA invoice format generator
Live
Generates invoices in carrier/TPA-specific formats (Crawford / Sedgwick / Innovation / direct carrier) with required line items and supporting documentation.
BrainHandsInvoice-ready event
Daily homeowner progress message
Live
Drafts and sends daily progress message to the homeowner from job activity; reduces 'how's my house?' calls.
BrainHandsDaily cron per active job

Dispatch & scheduling

4 workflows

Continuous optimization across trucks, techs, and time.

Dispatch optimization engine
Live
Continuously evaluates dispatch options as jobs progress; surfaces re-dispatch + reroute decisions to dispatcher.
BrainMemoryReal-time job event10-20% more jobs per truck
Tech routing optimizer
Live
Daily route generation per tech based on appointments + geography + skill + traffic + parts on truck.
BrainMemoryDaily morning cron
Scheduling change processor
Live
Cleaning / recurring service: cancellations + additions + swaps processed automatically; surfaces conflicts.
BrainMemorySchedule change event
Day-of confirmation + photo collection
Live
Cleaning: day-of confirmation SMS + post-service photo collection from cleaner; QA review queue.
NervousHandsService date

Quoting & estimating

4 workflows

Photo-based + AI-drafted estimates with tech review.

Photo-based quoting engine
Live
Customer-uploaded photos + description → AI identifies work + estimates labor + calculates materials → tech reviews and confirms or schedules site visit.
EyesBrainMemoryPhoto set received60-70% reduction in unnecessary site visits
Quote drafter from job photos
Live
Trades: tech-uploaded photos at site become quote drafts with prior-similar reference + current parts pricing.
EyesBrainMemoryTech photo upload
Quote follow-up sequence
Live
Quote sent → automated follow-up at 3 days / 7 days / 14 days until customer responds.
NervousHandsQuote sent
Field tech parts auto-order
Live
Photo + voice memo + work order → identifies needed parts → checks availability + suggests order → tech approves with one tap.
EyesBrainHandsTech upload

Customer experience & retention

4 workflows

The retention layer behind every job.

Membership renewal orchestrator
Live
Trades: membership renewal cadence (60d / 30d / 7d / 0d), payment retry, win-back for lapsed memberships.
NervousBrainHandsDaily cron
Recurring customer cadence
Live
Cleaning / recurring: pre-service reminders + day-of confirmation + post-service feedback + win-back when frequency drops.
NervousHandsService cycle
Post-job review request
Live
Job complete → review request via SMS/email; positive sentiment routes to Google/Yelp; negative routes internally for resolution before public post.
BrainHandsJob complete
QA pattern detector
Live
Cleaning: combines feedback + tips + photo audit + cancellation reasons to flag underperforming cleaners before customer churns.
BrainMemoryDaily cron

Recruiting & operations

4 workflows

The supporting back-office layer.

Recruiting pipeline manager
Live
High-turnover ops (cleaning, restoration tech): job ad posting + application screening + interview scheduling + onboarding workflow.
BrainHandsApplication received
Daily ops dashboard
Live
Each morning: jobs scheduled, jobs in progress, AR aging, equipment in field, capacity available, alerts.
MemoryHandsDaily 6am cron
AR aging chaser
Live
Customer / insurance carrier AR > N days triggers automated reminder + payment portal link + escalation if no response.
NervousHandsDaily cron
Equipment in-field tracker
Live
Restoration: tracks every piece of equipment (air movers, dehumidifiers) deployed across active jobs; surfaces equipment idle vs running vs needing pickup.
MemoryBrainDaily cron

Phased rollout

What the first 6 months look like

We ship in phases, each with a measurable success criterion before the next phase begins.

Weeks 1-4

Foundation: 24/7 first-touch + dispatch

Lead Intake Intelligence (24/7) live
Inbound call triage live
Dispatch optimization engine live

By end of Phase 1, median first-touch under 60s 24/7 and dispatch decisions are optimized in real-time.

Weeks 5-12

Documentation + estimating

Photo + reading auto-categorizer live (restoration)
Photo-based quoting engine live
Xactimate-compatible scope drafter live (restoration)

By end of Phase 2, restoration documentation is structured as the work happens; trades quoting cycle compresses 50%.

Weeks 13-20

Insurance + customer comms cadence

Carrier status update drafter live (restoration)
TPA invoice format generator live (restoration)
Daily homeowner progress message live (restoration)

By end of Phase 3, every customer + carrier gets consistent daily comms and invoice cycles compress 30-50%.

Weeks 21-26

Retention + recruiting + intelligence

Membership renewal orchestrator live (trades)
QA pattern detector live (cleaning)
Recruiting pipeline manager live

By end of Phase 4, retention metrics are surfaced proactively, recruiting pipeline runs without partner attention, and operational intelligence is at-a-glance.

Compliance & governance

What the AI is allowed to do, and what it isn't

Field operations + customer trust + insurance documentation are the high-stakes surfaces. AI handles the mechanical layer; humans make the field, customer, and insurance judgment calls.

TCPA / state telemarketing rules

Outbound SMS + voice contacts trigger TCPA + state telemarketing rules. AI workflows must respect consent, time-of-day, and opt-out.

Consent + opt-out tracking on every contact
Time-of-day rules (no SMS before 8am or after 9pm local)
Honor opt-out across channels
Audit log of every outbound contact

Insurance carrier vendor requirements (restoration)

Restoration vendors are subject to carrier-specific vendor program requirements (Servpro, PuroClean SPAR, IICRC certifications, response time SLAs).

Response time monitoring per carrier referral
Documentation completeness tracking against carrier requirements
Audit trail meeting carrier vendor program standards
Per-vendor program reporting and KPI tracking

Boundary: We support, never replace, the franchise's vendor relationship management. The franchise owner is the relationship.

PCI DSS (payment processing)

Trades + cleaning + restoration take card payments; PCI obligations follow.

No card data stored; tokenized references only
PCI DSS validated infrastructure under platform-level SOC 2

OSHA + state contractor licensing

Field operations have safety + licensing obligations for tech onboarding.

Tech license + cert verification before dispatch
Safety document tracking + expiration alerts

3 actions: AI3 actions: AI with human approval2 actions: Human only

Where to start

Pick one. Run it for a quarter. Prove it.

Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped", not "maybe."

30 days pilot

Lead Intake Intelligence pilot

Run 24/7 first-touch on all inbound lead channels for 30 days.

Success criteria

·Median first-touch under 60s 24/7
·Booked job rate up 15-30%
·Zero missed inbounds

$30-80k of additional captured revenue in pilot window

60 days pilot

Documentation pilot (restoration)

Run photo + reading + scope drafter on next 10 active jobs.

Success criteria

·Carrier first-pay rate ≥85%
·Scope cycle time down 40%+
·Zero documentation gaps flagged by carrier

60 days pilot

Photo-based quoting pilot

Photo-based quoting on next 100 inbound leads requesting estimate.

Success criteria

·≥60% reduction in unnecessary site visits
·Quote-to-job time down 30-50%
·Quote accuracy within ±10% of post-visit refinement

We extend your stack, we don't replace it

Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.

ServiceTitan / Housecall Pro / Jobber / FieldEdgeAPI + webhooks

DASH / Encircle / Xactimate / MICA / Restoration ManagerAPI

RingCentral / Twilio / phone providerWebhook + API

DocuSign + payment processors (Stripe / Square)API

Google LSA / Angi / HomeAdvisor / Nextdoor (lead sources)API + webhook

Insurance carrier portals + TPA portals (Crawford, Sedgwick, etc.)Connector

Get my operation's automation map

Tell us your operation type (restoration franchise / trades / cleaning / handyman), team size, and the workflow that breaks most often. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.