Home Services & Restoration · persona
Plumbing / HVAC / Electrical Trades
Residential or light-commercial trades, 5-50 trucks. Dispatch + scheduling + invoicing + memberships is the full-time operation.
A day in the life
What the next Tuesday looks like
A 12-truck plumbing company gets 60-100 inbound service calls per day. CSRs route them based on geography + tech availability + skill match + customer priority. Dispatchers update the schedule constantly as jobs run long, parts aren't on the truck, or emergencies bump existing appointments. Field techs need parts orders, photo documentation for insurance jobs, and quote support for upsell opportunities. Office staff invoice nightly + chase AR + manage membership renewals.
The AI Operating Layer handles the predictable load. Inbound calls are triaged + routed. Dispatch optimization runs continuously as jobs progress. Field tech parts orders are auto-detected from photo + voice memo + work-order activity. Quote drafts are generated from prior similar jobs + current parts pricing. Invoices generate at job close. Membership renewals run on cadence.
The plumbing / hvac / electrical trades playbook
The automations that matter most
Out of the full Home Services & Restoration catalog, these are the ones a plumbing / hvac / electrical trades should run first.
Inbound call triage & routing
First-touch & lead capture
Trades: classifies inbound calls (emergency / routine / quote / membership / billing) and routes to right CSR/dispatcher with full context.
Dispatch optimization engine
Dispatch & scheduling
Continuously evaluates dispatch options as jobs progress; surfaces re-dispatch + reroute decisions to dispatcher.
Quote drafter from job photos
Quoting & estimating
Trades: tech-uploaded photos at site become quote drafts with prior-similar reference + current parts pricing.
Field tech parts auto-order
Quoting & estimating
Photo + voice memo + work order → identifies needed parts → checks availability + suggests order → tech approves with one tap.
Membership renewal orchestrator
Customer experience & retention
Trades: membership renewal cadence (60d / 30d / 7d / 0d), payment retry, win-back for lapsed memberships.
In the wild
How this actually plays out
Dispatch optimization is the workflow that decides whether the company books 50 jobs/day or 70.
The AI workflow: continuously monitors job progress, traffic, parts availability, tech skill, customer priority. When a job runs long or a tech is delayed, surfaces re-dispatch options to the dispatcher (move next job to nearby tech, expedite parts to current tech, reschedule low-priority job). Dispatcher accepts/modifies in seconds.
A 12-truck plumbing company typically increases daily jobs per truck 10-20% just from improved dispatch, without adding trucks.
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.