AI Operations · Trade & Home Services
Answer every lead. Close more of them. Without hiring.
Trade and home service operators live and die by response time and follow-through. We wire up the systems that capture every inquiry, move it to the estimate, and keep the relationship alive long after the job is done.
What's broken
The friction we hear about most.
Leads come in after hours — and die by morning
The best lead of the week arrives at 9pm. By 8am, they've called three competitors.
Estimates are slow and inconsistent between techs
Every tech prices the same job a little differently. Margin is a coin flip.
Follow-up only happens when someone remembers
The post-job check-in, the annual reminder, the seasonal upsell — all informal, all inconsistent.
Reviews are an afterthought
Your best customers would leave a review if someone asked. Nobody asks.
Case Study
Who we've built this for.
Client
Closet Systems SupplyVisit site
Our sister specialty contracting business is the proving ground for the trade and home services playbook. Closet installs are a contracting trade — every workflow on this page (24/7 lead response, photo-based estimates, automated follow-up) was built and hardened on our own work before we ship it to clients.
Also building with
Eclipse Glass CleaningVisit site
Eclipse covers the home-services side of this playbook — windows, gutters, one-off residential jobs, and solar panel cleaning across Hawai'i. We built their website and designed the operations stack that moves specialty scopes through the same quote-to-cash flow as their recurring work. They're also our first deliberate cross-sell between Operations Architecture and Visibility Architecture.
Tools we integrate
Your stack. Not ours.
We meet your team in the software they already use. These are the platforms we most commonly connect, automate, and layer AI on top of in this industry.
Workflows we build
Concrete systems, delivered.
24/7 AI lead response
Every inbound gets an immediate, branded reply — qualified, tagged, and routed before a human touches it.
AI-assisted estimates from photos
Techs submit photos and notes. AI drafts a consistent estimate from your templates.
Post-job review requests
Automated, personalized review asks that run in the background and actually get clicked.
Seasonal re-engagement
Last year's customers reminded about this year's service — without anyone keeping the list.
Dispatch & scheduling sync
Closed estimates become scheduled jobs without copying data between apps.
What we do about it
Concrete deliverables, not generic frameworks.
24/7 AI-assisted lead response and routing
Every lead gets an immediate, branded response — qualified, tagged, and routed to the right person with full context before the first human touch.
Estimate templates with AI scoping
Techs submit photos and a few notes. AI drafts a consistent estimate from your templates so pricing stays tight across the team.
Automated follow-up and review flows
Post-job check-ins, review requests, and seasonal re-engagement — all scheduled, all personalized, all running without anyone remembering.
Dispatch and scheduling integrations
Connect your field ops tools to the front of the funnel so a closed estimate becomes a scheduled job without anyone copying data between apps.
Visibility cross-sell
Trade and home services is also where our AI Visibility Architecture practice hunts — getting your business recommended by ChatGPT, Claude, Gemini, and Perplexity when someone searches for a provider. If you want leads from AI, not just leads handled by AI, we offer both.
How We Work
Survey → Blueprint → Build → Maintain.
Every engagement follows the same four stages. Here's how each one looks inside trade & home services.
Survey
30 minutes mapping where leads enter, where they stall, and where the review + referral loop is quietly broken.
Blueprint
Lead-to-invoice end-to-end. Every step scored for response time and conversion leakage.
Build
24/7 lead response first — it's the single highest-ROI piece in most shops. Estimate and follow-up flows next.
Maintain
Seasonal re-engagement campaigns, review-flow tuning, and — if you want it — Visibility Architecture layered on top to get you recommended by LLMs.
Two Ways to Work
Build it yourself, or hand it to us.
Strategy & Coaching
For the technical operator who wants to build it themselves.
You're already fluent with AI tools. You need a partner who'll diagnose where the leverage is, hand you a blueprint, and coach your team through the build. We scope, we advise, we review. You execute.
Done-For-You Operations
For the operator who wants it handled.
You don't want to touch the tools. You want someone to audit the back-office, build the workflows, integrate the systems, and keep it all running. We run the build; you run the business.
Common Questions
Before you book the call.
Related industries we serve
Specialized Janitorial & Cleaning
Specialty cleaning — canopies, solar, high-reach, post-construction — has specialty pricing. We wire up the quote-to-cash stack so the margin doesn't disappear between the crew and the invoice.
Construction Services
Tighten the workflow from bid invite through close-out — without ripping out the tools your team already knows.
Get Started
Let's plug the leaks in your lead flow.
A 30-minute call to map where leads are getting lost between inquiry and invoice.