Industries · Home Services
An AI Operations Assistant for home services.
HVAC, plumbing, electrical, roofing and cleaning teams run on the phone, the schedule and a pile of unsent estimates. The assistant reads all three before the trucks roll.
Home Services
The dispatch morning
Home-service days are won before the first truck leaves. The assistant works the board the way a dispatcher would, and leaves every booking decision to you.
5:45 AM
Overnight calls become tickets
Voicemails and web requests are sorted into emergencies, quotes and callbacks, with the address and the problem pulled out.
6:15 AM
Route and parts check
Today's jobs are checked against tech schedules and the parts notes from the last visit, so nobody drives out without the right part.
7:00 AM
One brief to the owner
No-heat and no-water calls first, double bookings second, stale estimates third.
After each job
Close-out drafts
Invoice notes, a thank-you text and a review request are drafted from the tech's job notes.
What it does Monday morning
Monday at 7 AM for a home-services company
Ridgeline Home Services is a fictional business used to show the work.
Daily Ops Brief
Ridgeline Home Services · Mon 7:00 AM
- draft
No-heat call not scheduled
UrgentVoicemail from J. Alvarez at 9:42 PM. Furnace out, two kids at home. Draft booking for today's 8 AM opening, the first slot on the board.
- draft
2 estimates with no reply
MoneyPark Ave condenser $4,850 and Oakview repipe $6,200. Both sent 6 days ago. Follow-ups drafted.
- approval
Tech double-booked at 1 PM
TodayMarcus has the Chen maintenance and the Rivera install. Rivera can move to 3 PM per their note.
- read
Supplier price change
FYIEmail from the parts supplier. Copper line set up 8 percent from Oct 1. Price sheet in memory flagged.
Scheduled jobs
Illustrative- 6:45 AMOvernight voicemail and form sweep. Turns missed calls and web requests into drafted bookings.
- 7:00 AMDaily ops brief. Schedule conflicts, open estimates and anything urgent, in one message.
- 2:00 PMEstimate follow-up. Drafts a check-in for every estimate quiet for 5 days.
- Fri 4 PMUnpaid invoice reminders. Drafts polite reminders for anything 14 days past due.
7:02
Monday
Daily Ops Brief is ready
4 items. 3 need a tap from you.
Approval needed
Book J. Alvarez for 8:00 AM today
Flagged for you
One message is outside my rules. I did not reply.
Ridgeline Home Services is a fictional business. The brief, names and amounts are illustrative.
Approval · Pro and Max
You tap. It does the rest.
On Basic the same change arrives as a draft for you to make yourself.
Needs your approval
approvalBook J. Alvarez for 8:00 AM today
No-heat call from last night. Takes the first open slot on Marcus's route this morning and texts the customer a confirmation.
When it is unsure
It stops and flags you.
“The customer says our tech damaged their floor and wants money back.”
This is a damage claim, so I will not respond to it or offer anything. I flagged it for you with the full thread and the job notes from that visit.
It will never
- Quote a price that is not on your price sheet
- Promise a refund or discount
- Dispatch a tech without approval on Basic or Pro
Systems
What it connects to here.
Typical systems: Gmail or Outlook, Google Calendar, Housecall Pro or Jobber, QuickBooks. Each is marked with its real status.
- GmailBETA
- Google CalendarBETA
- Google DriveBETA
- Outlook and ExchangeBETA
- Housecall ProROADMAP
- JobberROADMAP
- QuickBooks OnlineROADMAP