Home service trades
Jobs get lost between the phone call and the invoice.
For HVAC, plumbing and electrical businesses. I build the one production system that closes the gap costing you the most.
Book a callWhere the jobs get lost
Every job crosses the same handoffs: the phone, the schedule, the truck, the invoice. In most shops each one is a different tool and a person retyping what the last one wrote down.
The trade work is done well. What slips is the handoff, and each trade slips in its own place.
HVAC: the calls that come in when every tech is on a job
The first hot week of summer, the phones ring all at once and every tech is on a roof or in an attic. Calls roll to voicemail, and most callers do not leave one. They call the next company on the list. A no-cool call missed in July is often the replacement job that would have followed it.
What I would build
For example, an AI receptionist that answers every call, asks the questions your dispatcher asks (no heat or no cool, how old the equipment is, the address), books the slot in the scheduling tool you already run, and texts the customer a confirmation. The calls it should not handle go to a person, with the notes already written.
You can hear one now: an AI receptionist I built answers T2C's own line at (262) 333-3510.
Run it with your own numbers. Two missed calls a week at a $400 service call is about $40,000 a year, before any of them turns into a replacement.
Plumbing: the emergency that has to fit into a full schedule
A burst pipe does not wait for an open slot. Your dispatcher moves three jobs to fit it in, calls those customers, and updates the board, the techs' phones and the job notes by hand. Somewhere in that shuffle a customer does not get the call, a tech drives to the wrong address, or a finished job never makes it to an invoice.
What I would build
One system behind the schedule. The emergency comes in, the system proposes the reshuffle, your dispatcher approves it, and every affected customer and tech gets the update at once. When the job closes in the field, the invoice goes out the same day.
Run it with your own numbers. One finished job a week that slips past billing at $350 is about $18,000 a year of work you did and were never paid for.
Electrical: the estimate that sits until the customer goes cold
Panel upgrades, EV chargers and remodel work are quoted jobs. The walkthrough happens, the estimate gets written at the kitchen table at night, and it goes out days later. Nobody follows up, because the person who would is on a job site. The customer hires whoever sent a number first.
What I would build
A system that turns your walkthrough notes into a draft estimate the same day, sends it once you approve it, and follows up on a schedule until the customer says yes or no. Every open estimate sits in one list instead of in your head.
Run it with your own numbers. One estimate a month that goes cold on a $3,000 panel upgrade is $36,000 a year of work that went to someone else.
A home service business already runs on one
Yardigans is a subscription yard care and landscaping business. I built the system that connects its customer signup, job routing, communication when the field work is done, and billing. Weekly admin dropped to near zero, and the business is gaining customers.
It is the one client I name here because it is the one in your category. I do not have an HVAC, plumbing or electrical client to show you yet, and I will not imply one.
"The whole business now is always on, always running. We see the updates, stay in the loop as the decision makers, and spend almost all of our time focused on our customer needs."
If an answering app is enough, buy one
Answering apps built for the trades do one job well. If answering the phone is the whole problem, one of them is the right call, and I will tell you so on the call.
Where they stop is the rest of the job: the booking that has to respect your techs' real schedule, the reshuffle when an emergency lands, the estimate that needs a follow-up, the invoice when the job closes. One production system for one workflow, connected to the tools you already run, documented and handed over to your team: that is a Build. Focused builds start from about $2k as a project.
Start with the job you lost last week
Bring the call you missed, the schedule that fell apart, or the estimate that went cold. On the call we work out whether one system fixes it, and if it does not, I will say so. Not sure which one costs you the most? A $1k map of your whole operation will show you.
The guarantee: if the Map does not find at least 10 hours a week your team can get back, or at least $10,000 a year in revenue or cost, you do not pay for it.
The call is free. Bring the problem and leave with a straight answer.