AI for multi-location home services companies
You're not short on tools. You've got a field service platform, a phone system, a CRM, QuickBooks, and a couple of spreadsheets holding the rest together. What you don't have is anything that ties them together or tells you what's happening across all six locations.
We put AI to work across everything you already have. It handles the work your team keeps repeating, and it shows you the things you'd normally find out about a month too late.
Then we train your people to run it.
You've already tried this once
You put in a field service management system a few years back. It handles scheduling and invoicing fine. Your techs use maybe a third of it. Your office enters the data, and the reports sit there because nobody has an hour to read them.
Then you told the team to try ChatGPT. Your office manager wrote a few customer emails with it. Your bookkeeper tried using it to make sense of a report and gave up halfway through. Three weeks later nobody was using it.
And you sat through a session at a conference where somebody demoed AI doing things that looked incredible. But you got back to the office on Monday to a billing dispute, a tech no-show, and a supplier who didn't come through on a shipment. The AI stuff went on the someday list.
None of that was a mistake. It just wasn't connected to how the work actually gets done.
Where The Money Goes
Four places it's usually hiding
In most home services businesses, the same four things are costing you money every week.
The same questions, over and over
Your CSRs answer the same 20 questions all day. Is it safe for my dog. What's the difference between the two termite treatments. Why didn't the tech show up in my window. Every one of those is a real customer who needs a real answer, and every one of them takes one of your three people off the phone.
Calls that go to voicemail
Monday morning, three calls roll over. Two of those people book with somebody else. You'll never see it on a report, because it never became a job.
Decisions you're making on feel
You know your routes cold. But which service line is actually profitable once you count drive time, callbacks, and material costs? You've got the data in ServiceTitan and your accounting system. What you don't have is time to pull it and figure out what it means.
What your best tech knows
The guy who's been with you 11 years and handles all the commercial accounts. He trained half your crew. If he goes independent next year, that knowledge walks out with him.
What We Actually Do
We connect the systems you already run
We connect the systems you already run and load in how your business works. Your pricing, your routes, your service protocols, your rules for what to do in each situation.
Then we start taking work off your team, one piece at a time. A lead that comes in at 7pm gets answered and scheduled before you open. A tech in the field can ask a question and get an answer based on your protocols instead of calling a manager. The callbacks clustering in one territory show up on your desk in week two, not at the end of the quarter.
All that information is already sitting in your systems. What's been missing is something that looks across all of it, sorts the noise from the signal, and brings you what matters that morning. Which routes are losing money. Which customers are overdue. Which marketing channel is actually bringing in jobs that stick.
You don't have to go looking. And when you want to dig deeper, you can just ask.
What This Isn't
We're not here to replace your people
You can't find enough people as it is. The point is to get more out of the ones you have, and to free them up for the work only a person can do.
The upset customer. The tricky diagnosis. The job that turns into a bigger one if somebody's paying attention.
How We Start
Start with the Treasure Map
Before anyone builds anything, we go into your business and talk to the people doing the work.
- 01
We talk to the people doing the work
Your CSRs, your dispatchers, your operations team, your techs. Not just you. The way a process gets described upstairs and the way it actually runs are almost never the same thing.
- 02
You get a ranked list
The opportunities we found, what each one is worth, and how realistic it is to build with the data you already have. Then we recommend which one to do first and why.
- 03
You decide who runs it
Two to four weeks, and you end up with a detailed roadmap. You can then run the plan yourself, with your own team, or with us.
Not sure if this applies to your business?
Let's talk for 25 minutes. Tell us what's going on, and we'll figure out together whether there's something here worth a deeper look.