AI for the trades that actually live on dispatch boards.
Plumbing, HVAC, electrical, cleaning, restoration, handyman. We build the intake, dispatch, estimate, and follow-up workflows that sit on top of ServiceTitan, Housecall Pro, Jobber, or whatever you're already running, so your CSR isn't the bottleneck.
30+ named workflow automations across restoration, trades, cleaning, and home repair
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.
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.
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 partners60-second response any hour, any channel.
First-touch & lead capture
4 workflowsWins 15-30% more inbound jobs from referral partners60-second response any hour, any channel.
Lead Intake Intelligence (24/7 first-touch)
LiveInbound 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 24/7Inbound call triage & routing
LiveTrades: classifies inbound calls (emergency / routine / quote / membership / billing) and routes to right CSR/dispatcher with full context.
BrainHandsInbound callLead intake & 5-minute response
LiveMulti-channel inbound leads (Google LSA / Angi / Nextdoor / website) get qualifying SMS within 90s + scheduling offer.
BrainHandsLead webhookMissed-call text-back
LiveMissed inbound call → automatic SMS within 30s asking what the caller needs.
NervousHandsMissed call
Documentation & insurance workflow (restoration)
5 workflowsCarrier-grade documentation as the work happens.
Documentation & insurance workflow (restoration)
5 workflowsCarrier-grade documentation as the work happens.
Photo + reading auto-categorizer
LiveField-uploaded photos auto-categorized (room, damage type, phase: dry / in-progress / final). Moisture readings logged with timestamp + tech + room.
EyesBrainMemoryPhoto / reading uploadXactimate-compatible scope drafter
LiveFrom photos + scope + carrier-specific guidelines + Xactimate price list, drafts a scope queued for office manager / estimator review.
BrainMemoryScope-ready eventCarrier status update drafter
LiveDrafts carrier-facing status updates from job activity (equipment placed, drying complete, content pack-out done); queued for office review.
BrainMemoryHandsJob activity eventTPA invoice format generator
LiveGenerates invoices in carrier/TPA-specific formats (Crawford / Sedgwick / Innovation / direct carrier) with required line items and supporting documentation.
BrainHandsInvoice-ready eventDaily homeowner progress message
LiveDrafts 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 workflowsContinuous optimization across trucks, techs, and time.
Dispatch & scheduling
4 workflowsContinuous optimization across trucks, techs, and time.
Dispatch optimization engine
LiveContinuously evaluates dispatch options as jobs progress; surfaces re-dispatch + reroute decisions to dispatcher.
BrainMemoryReal-time job event10-20% more jobs per truckTech routing optimizer
LiveDaily route generation per tech based on appointments + geography + skill + traffic + parts on truck.
BrainMemoryDaily morning cronScheduling change processor
LiveCleaning / recurring service: cancellations + additions + swaps processed automatically; surfaces conflicts.
BrainMemorySchedule change eventDay-of confirmation + photo collection
LiveCleaning: day-of confirmation SMS + post-service photo collection from cleaner; QA review queue.
NervousHandsService date
Quoting & estimating
4 workflowsPhoto-based + AI-drafted estimates with tech review.
Quoting & estimating
4 workflowsPhoto-based + AI-drafted estimates with tech review.
Photo-based quoting engine
LiveCustomer-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 visitsQuote drafter from job photos
LiveTrades: tech-uploaded photos at site become quote drafts with prior-similar reference + current parts pricing.
EyesBrainMemoryTech photo uploadQuote follow-up sequence
LiveQuote sent → automated follow-up at 3 days / 7 days / 14 days until customer responds.
NervousHandsQuote sentField tech parts auto-order
LivePhoto + voice memo + work order → identifies needed parts → checks availability + suggests order → tech approves with one tap.
EyesBrainHandsTech upload
Customer experience & retention
4 workflowsThe retention layer behind every job.
Customer experience & retention
4 workflowsThe retention layer behind every job.
Membership renewal orchestrator
LiveTrades: membership renewal cadence (60d / 30d / 7d / 0d), payment retry, win-back for lapsed memberships.
NervousBrainHandsDaily cronRecurring customer cadence
LiveCleaning / recurring: pre-service reminders + day-of confirmation + post-service feedback + win-back when frequency drops.
NervousHandsService cyclePost-job review request
LiveJob complete → review request via SMS/email; positive sentiment routes to Google/Yelp; negative routes internally for resolution before public post.
BrainHandsJob completeQA pattern detector
LiveCleaning: combines feedback + tips + photo audit + cancellation reasons to flag underperforming cleaners before customer churns.
BrainMemoryDaily cron
Recruiting & operations
4 workflowsThe supporting back-office layer.
Recruiting & operations
4 workflowsThe supporting back-office layer.
Recruiting pipeline manager
LiveHigh-turnover ops (cleaning, restoration tech): job ad posting + application screening + interview scheduling + onboarding workflow.
BrainHandsApplication receivedDaily ops dashboard
LiveEach morning: jobs scheduled, jobs in progress, AR aging, equipment in field, capacity available, alerts.
MemoryHandsDaily 6am cronAR aging chaser
LiveCustomer / insurance carrier AR > N days triggers automated reminder + payment portal link + escalation if no response.
NervousHandsDaily cronEquipment in-field tracker
LiveRestoration: tracks every piece of equipment (air movers, dehumidifiers) deployed across active jobs; surfaces equipment idle vs running vs needing pickup.
MemoryBrainDaily cron
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.
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.
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).
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.
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.
OSHA + state contractor licensing
Field operations have safety + licensing obligations for tech onboarding.
- Tech license + cert verification before dispatch
- Safety document tracking + expiration alerts
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."
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
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
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.
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.