Trades and home services

Book more of the work that's already calling you

For electrical, plumbing, HVAC, renovation, landscaping and other multi-crew businesses where the office is the bottleneck.

Talk through a workflow See what changes

Sound familiar?

Calls go unanswered while the crew is on site
Quotes wait until someone has time in the evening
Job details are re-typed from texts and notes into the job system
Invoices go out late and payments get chased by hand

What changes

Fewer missed jobs

Calls and web requests get a fast response and a booking link, even after hours.

Quotes sent sooner

Site-visit notes turn into a priced draft for the estimator to approve.

Less office re-typing

Job details move from the field to the office and into invoicing without being keyed twice.

Faster payment

Invoices go out when the job closes, with automatic, polite reminders.

How we'd approach it

Follow a job end to end
From first call to payment, we map where jobs stall.
Turn on your job software's features
Tools such as Jobber, Housecall Pro or ServiceTitan often include AI receptionists, quoting and reminders that just need setting up.
Connect the rest
Link your phone, website, job system and accounting so information flows.
Measure the difference
Compare missed calls, quote turnaround and days to payment.

What it might look like

HVAC company · 22 staff

After-hours calls captured

Missed calls get an instant text with a booking link. Requests land in the job calendar for the dispatcher to confirm in the morning.

Renovation firm · 18 staff

Quotes from site notes

Voice notes and photos from the site visit become a structured quote draft priced from the current rate sheet.

These are illustrative examples of the kind of work involved, not results from specific clients.

What we measure

We agree a baseline before changing anything, then check the same numbers afterwards.

Missed calls and unanswered web requests
Days from site visit to quote sent
Quote-to-job conversion
Days from job completion to payment

Works with what you have

Typical set-ups include Jobber, Housecall Pro or ServiceTitan, QuickBooks Online, Google Workspace or Microsoft 365, and a phone system. We start with what you have.

Questions

We're not a tech company. Is this for us?

Yes. Most of the work is setting up the software you already use so the office spends less time chasing. We explain everything in plain language and train your team.

Do we need to switch job-management software?

Rarely. We start with your current system and only suggest a change if it genuinely can’t do what you need.

How many calls did you miss last week?

Let's look at where jobs get stuck between the first call and getting paid.

Talk through a workflow