Service businesses
Every call, a quote.
Every job,
the next sale.
AI writes up every call, researches the home, and drafts the quote. Every finished job helps sell the next one.
We come to your locations, review the numbers with you every week, and nothing changes without your yes.
Coming in today
- Call: deck staining, Wimberley2 minApproveCall and county record
- Web request: ceiling fans, Buda9 minApproveWebsite and county record
- Returning: door repair, Dripping Springs1 hrCall backCall and past jobs
- Homes like Thursday’s deck, same ZIP23Send workCounty records and photos
- Fence staining requests this week+40%Post itCalls and website
- Quotes approved, not yet booked3Follow upPipeline
Our recommendation: send Thursday’s deck photos to the 23 similar homes before the weekend.
Leads by day
Owner’s phone
New lead · 2 min ago
The home, from the address
- Built
- 2004
- Size
- 2,480 sq ft
- Deck
- 380 sq ft
- Similar homes
- 23 in the ZIP
Next steps, in order
- Approve the quoteDeck stain and fan installFirst
- Send past workThursday’s deck, same ZIP
- Book the property walkTuesday or Wednesday
You did not type any of this.
An example home services business, shown with illustrative numbers.
How a lead becomes a job
From the first ring to the next sale.
Every call and request, written up
Calls are recorded, and web requests come in the same way. AI writes each one up as a lead, new or returning, with what the customer asked for.
The home, researched from the address
Year built, size, and the homes like it nearby, pulled from public records before you call back.
The quote drafted, you approve
Line items, hours, and the message to the customer, ready to approve and send from your phone. We work a shift with your crew, so the quote sounds like your best tech.
Every job sells the next one
Job photos go to similar homes nearby, with past clients never named, so finished work becomes the next lead.
We work alongside the software you already use. What we find goes back into it, so it becomes more valuable to you over time.
Wherever the work happens
AI at the counter, on the floor, and online.
- Visit rhythms read beside the work put off
- Offers that change with the weather
- Location against location, seen on site
AI on the job, in the office, and online.
- This week’s deals matched to the jobs
- Offers by home model, age, and size
- Parts checked before the invoice goes out
AI with clients, in the work, and online.
- Quotes approved, waiting to book
- Maintenance plans due for a visit
- Referral sources ranked by best jobs
See it working
One dashboard for the whole company.
Calls, quotes, homes, plans, supplier deals, and the customers who are due, on one screen, with suggestions ranked and our recommendation on every view.
Example home services
Two yeses on this week’s supplier deals cover the filter increase on all 40 jobs. Offer the air purifier first in the nine homes over 20 years old on the route, where it sells best.
What is next
This week by day
| Day | Jobs | Techs | Add-ons offered |
|---|---|---|---|
| Mon | 8 | 3 | 8 |
| Tue | 9 | 3 | 9 |
| Wed | 7 | 3 | 7 |
| Thu | 10 | 4 | 10 |
| Fri | 6 | 2 | 6 |
What we noticed: Furnace calls triple the day after the first freeze, and 86 plan customers are due this month.
The move: Text them Wednesday with two open times Thursday morning.
What we noticed: Air purifiers sell best in homes built before 2005 with pets on file.
The move: Put it first on those nine jobs, and second everywhere else.
What we noticed: Marcus’s jobs lead the team in add-on yeses and in reviews that say “explained.”
The move: Have him record a 60-second walk-through the other techs watch before Thursday.
What we noticed: Jobs from Kyle are up 31%, and those customers find you by searching the area name.
The move: Launch a Kyle service page and put yard signs on this month’s Kyle jobs.
Quotes opened within 15 minutes are won three times as often as the rest, and most quotes that sit unopened went out after 6 p.m. Hold evening quotes until 7 the next morning and send them with a text that the quote is ready.
What is next
From the first ring to won
| Source | Leads | Quoted | Sent in the hour | Opened in 15 min | Won |
|---|---|---|---|---|---|
| Phone calls | 22 | 19 | 16 | 14 | 12 |
| Website requests | 11 | 9 | 7 | 6 | 4 |
| Returning customers | 5 | 3 | 3 | 3 | 3 |
Homes built between 1998 and 2006 in Wimberley ask for deck work more than any other homes, and 23 of them sit in the same ZIP code as Thursday’s job. Send Thursday’s before-and-after photos to those homes before the weekend, with the past client never named.
What is next
What sells to homes like these
| Job | Homes like it | Photos | Sent | Leads back |
|---|---|---|---|---|
| Deck staining | 140 | 6 | 9 | 3 |
| Ceiling fans | 96 | 4 | 3 | 1 |
| Door repair | 88 | 3 | 2 | 1 |
| Fence staining | 52 | 2 | Next week | None yet |
Plan customers who got a text the week before their visit renewed at a higher rate than those who got an email. Switch the reminder to text for the 52 renewals due, with the tech’s name in it.
What is next
Plans this month
| Plan | Customers | Due | Renewal rate |
|---|---|---|---|
| Heating and cooling | 310 | 24 | 84% |
| Plumbing | 180 | 16 | 79% |
| Whole home | 150 | 12 | 78% |
Thermostats are 40% off this week and 14 of this week’s homes still have the original unit. Offer it at 15% off retail on those jobs only, so the deal reaches the customers most likely to say yes.
What is next
This week’s deals
| Item | Offer price | Profit | Matched homes |
|---|---|---|---|
| Air purifier | $509 | +$239 | 15 |
| Smart thermostat | $254 | +$104 | 14 |
| Surge protector | $212 | +$95 | 11 |
Customers who had a drain cleaned about 18 months ago call again this winter, and they open messages on Tuesday mornings. Send them the camera photo and a price range, not a coupon.
What is next
Who is due
| Group | Customers | Last visit | Best first move |
|---|---|---|---|
| Tune-up due | 52 | 11 to 13 months | Text with two times |
| Drain, 18 months out | 22 | 18 months | Photo and price range |
| Water heater over 10 years | 12 | Install records | Article and video |
| Longtime customers | 480 | Any | Thank-you text |
Reviews praise the property walk more than any other moment, and customers who get one come back twice as often. Make the walk standard on every quote, and lead the next ad with it.
What is next
What customers say
| Phrase | Mentions | Rating | Back |
|---|---|---|---|
| “Property walk” | 52 | 4.9 | 44% |
| “On time” | 48 | 4.9 | 38% |
| “Clean” | 31 | 4.8 | 35% |
| “Fair price” | 22 | 4.7 | 33% |
Fence staining requests are up 40% this week, and the library has only two fence photos. Shoot Saturday’s fence job before and after, and run it with the fall fence offer in Dripping Springs and Wimberley.
What is next
What each piece brought
| Piece | Where it ran | Leads | Won |
|---|---|---|---|
| Deck before-and-after | Social, past work | 22 | 9 |
| Ceiling fan install video | Social, site | 11 | 5 |
| Fall tune-up offer | Email, text | 14 | 7 |
| Door repair story | Blog, Google profile | 6 | 3 |
Fence staining searches in Wimberley doubled this month, and the site has no Wimberley fence page. Add one in the words customers use on calls, with Saturday’s photos, and link it from the Google profile.
What is next
Searches that bring leads
| Search | Rank | Visits | Leads |
|---|---|---|---|
| handyman near me | No. 1 | 880 | 34 |
| deck staining Wimberley | No. 2 | 410 | 19 |
| ceiling fan install Buda | No. 3 | 260 | 11 |
| fence staining Wimberley | Not yet | None yet | None yet |
Scroll inside the dashboard to see more. Click any view. An example home services business, shown with illustrative numbers.
The outcome
What your business gains.
AI embedded
An operation that runs smoothly.
Every system revealed in one weekly view, so the next move is already in front of you.
See how →Branding
A brand customers believe in.
Built from what we see on site and what your crew does best, and lived in every location.
See how →Marketing
Marketing that moves with your numbers.
Offers and campaigns built from what the data reveals, and changed as the numbers change.
See how →Online
Found first, and chosen when they look.
Your site, booking, social channels, and content, built to book jobs.
See how →Questions
Questions owners ask.
Can we keep our software?
Yes. Your crew keeps the job software it knows. We work from what it already holds and put what we learn back into it.
Does this work with one location?
Yes. It starts with one location. It is built so a second location, a new territory, or a franchise opens with what the first location learned.
What do my people have to enter?
Only what they enter today. Everything comes from the jobs, estimates, and invoices they already create.
Will anything change or post without us?
No. We draft and rank. You approve, and only then does anything change or post.
How do we know it is working?
Everything is measured against your own first month, in your own numbers, and reviewed with you on a set schedule. Every target is set from that baseline.
Ready to grow into your next location?
We start with a conversation, then spend time in your business before we recommend anything.