Scheduling & dispatch
Matching a service call to the right tech and time, often juggled by phone and a paper board.
Industries
A service call, a quote, and its follow-up touch a phone, a paper board, and an invoicing tool. We find where that breaks down.
HVAC and home-service businesses often lose hours to scheduling, dispatch, and quote follow-up done by hand. We find where that work costs you time, then automate it, starting with one task.
Common tasks
Matching a service call to the right tech and time, often juggled by phone and a paper board.
An estimate gets typed up after the job walk. Then someone calls or texts later to close it.
Photos, notes, and parts get written up after the truck leaves, then re-typed into invoicing.
These are common tasks we can look at — not a record of work already done for a client in this industry.
Where to start
Usually the quote-to-follow-up gap. A drafted estimate, ready the same day. An automatic follow-up a few days later if the customer hasn't replied. We review it as one pilot first.
Example pilot
Pilot
A pilot automates one task end to end. For example, drafting and sending the follow-up on an open quote.
From $500
AI agents & the agent brain
An AI agent can gather job details and draft the estimate, then hand it to you to approve. The agent brain keeps your price list and service area current, so every draft uses your real rules, not a guess.
FAQ
No. HVAC and home services is one industry where this kind of work is common. We work with businesses across many industries.
Related services
Ready to find your first pilot?