Industries

Trades, field services and installers

The van and the office working from the same job record.

Walk us through a job

Cedar & Stone, renovation (fictional company)

Site photos and a voice note become a daily log and a client update. Nothing is retyped.

The companies are fictional. Every clip is a real screen recording of the same staged product, not a mockup.

How it actually runs

Trades and installers usually run on a field service tool like Jobber, Housecall Pro or ServiceTitan, QuickBooks for invoicing, a phone that never stops and photos on whichever device was handy. The tech knows what happened on site. The office finds out later, if the paperwork survives the drive back.

Built for

  • Plumbing, heating and electrical
  • HVAC, heat pump and solar installers
  • Home services and maintenance
  • EV charger and energy installers

Sound familiar?

  • Quote follow-ups go out once and die in the inbox.
  • We miss calls while we’re under a sink or up on a roof.
  • The invoice never quite matches what the tech did.
  • Permit and rebate paperwork falls through the cracks.

A job, start to finish

The system does the chasing. A person decides.

Every step splits the two. The copying, reminding and drafting move to the system. Prices, approvals and anything sent in your name stay with your team.

  1. 01

    Call or inquiry

    The system does

    • Answers the call or message and takes the address, the problem and photos
    • Creates the customer and the job
    • Offers the next open slot

    A person decides

    Your office confirms the booking and anything unusual.

  2. 02

    Dispatch

    The system does

    • Suggests the right tech by skill and area
    • Texts the customer when the tech is on the way
    • Puts the job history and equipment details on the tech’s phone

    A person decides

    Your dispatcher sets the day and changes it when plans change.

  3. 03

    On site

    The system does

    • Collects photos, checklists and notes from the tech’s phone
    • Turns a voice note into a job summary
    • Drafts a quote for extra work from your price book

    A person decides

    Your tech recommends the work, and the customer agrees it on the spot.

  4. 04

    Invoice and follow-up

    The system does

    • Drafts the invoice from what was actually done
    • Asks for a review once the job is paid
    • Sets the next service reminder

    A person decides

    Your office checks the invoice before it goes out.

What we’d build

Where we’d start

Each one links to the service behind it.

  • Calls answered on the job

    Inbound calls answered while everyone’s on the tools: problem, address and photos taken, the visit booked, emergencies passed straight on.

    Voice agents and call answering

  • A field app for techs

    Job history, checklists, photos and notes on the tech’s phone, with entries saved when there’s no signal.

    Field and mobile apps

  • Quote follow-up and service reminders

    Every quote followed up until the customer decides, and every installed system given its next service date.

    Follow-up and nurture

  • Paperwork that doesn’t stall

    Permits, rebate applications, certificates and handover packs tracked per job, with a reminder before anything stalls.

    Workflow automation

  • Invoices that match the work

    Invoices drafted from the job record and checked against the quote, so what was done and what’s billed agree.

    Document and inbox processing

  • One view of the business

    Calls, quotes won, open jobs and money owed in one live view.

    Dashboards and reporting

Software you probably run

  • Jobber
  • Housecall Pro
  • ServiceTitan
  • QuickBooks Online
  • Xero
  • CompanyCam
  • Google Calendar
  • Excel

We connect to what you have. Names only; we aren’t partners of any of them.

The line we hold

What stays with you

  • Diagnosis, pricing and safety calls stay with your qualified techs.
  • Permits, certification and code compliance stay with your business.

And in every industry, AI never does these alone:

  • Move money, or promise it
  • Send the first message to anyone in your name
  • Set a price or a quote
  • Make a legal commitment
  • Answer a complaint
  • Delete records or make bulk changes
  • Make an exception to your own rules

How we work

Walk us through a typical job.

Five short steps. We’ll tell you honestly where a system would help, and where it wouldn’t.

Start a project