AI Automation for Trades & Home Services

7 specialist roles. 7 sub-specialties. 49 ready-to-deploy workflows.

Custom AI workflow automation purpose-built for the trades & home services stack. We deploy on the tools your team already runs (ServiceTitan, FieldEdge, Housecall Pro, etc.), with human-in-the-loop on every judgment call.

Why trades & home services firms are automating now

Trades & Home Services firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on dispatch efficiency — and the firms automating now will be the ones setting the pace in 18 months.

Sub-specialties

Residential & Light Commercial HVAC

Custom AI workflows built specifically for residential & light commercial hvac: deep integrations with the ServiceTitan stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Residential & Commercial Plumbing

Custom AI workflows built specifically for residential & commercial plumbing: deep integrations with the ServiceTitan stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Residential & Light Commercial Electrical

Custom AI workflows built specifically for residential & light commercial electrical: deep integrations with the ServiceTitan stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Insurance Restoration Roofing

Custom AI workflows built specifically for insurance restoration roofing: deep integrations with the JobNimbus stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Residential Solar Installation

Custom AI workflows built specifically for residential solar installation: deep integrations with the Aurora stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Pool Build & Service

Custom AI workflows built specifically for pool build & service: deep integrations with the Pool Supply Pro stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Commercial Landscape Maintenance

Custom AI workflows built specifically for commercial landscape maintenance: deep integrations with the Aspire stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

Roles in trades & home services

Common trades & home services tool stack

Featured workflows

HVAC Company Owner · Communication & Outreach

Missed Call Recovery for HVAC Company Owners

AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb.

ServiceTitan FieldEdge Housecall Pro Jobber Zapier
HVAC Company Owner · Operations & Workflow

Dispatch & Route Optimization for HVAC Company Owners

AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit.

ServiceTitan FieldEdge Housecall Pro Jobber Slack
HVAC Company Owner · Communication & Outreach

Maintenance Membership Renewal for HVAC Company Owners

AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+.

ServiceTitan FieldEdge Housecall Pro Email
HVAC Company Owner · Finance & Accounting

Warranty & Manufacturer Claim for HVAC Company Owners

AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.

ServiceTitan FieldEdge Housecall Pro Email
HVAC Company Owner · Finance & Accounting

Insurance Supplement & Adjuster Negotiation for HVAC Company Owners

AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+.

ServiceTitan FieldEdge Housecall Pro Email
HVAC Company Owner · Operations & Workflow

Permit Pulling & Inspection Scheduling for HVAC Company Owners

AI pulls permits via municipal APIs, schedules inspections, and tracks status against ServiceTitan jobs — permit-related delays drop, project velocity climbs.

ServiceTitan FieldEdge Housecall Pro Google Drive
HVAC Company Owner · Operations & Workflow

Lead-to-PTO Pipeline Management for HVAC Company Owners

AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days.

ServiceTitan FieldEdge Housecall Pro Email
Plumbing Company Owner · Communication & Outreach

Missed Call Recovery for Plumbing Company Owners

AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb.

ServiceTitan FieldEdge Service Fusion Jobber Zapier
Plumbing Company Owner · Operations & Workflow

Dispatch & Route Optimization for Plumbing Company Owners

AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit.

ServiceTitan FieldEdge Service Fusion Jobber Slack
Plumbing Company Owner · Communication & Outreach

Estimate Follow-up & Close for Plumbing Company Owners

AI follows up on every estimate in ServiceTitan on a personalized cadence, answers objections, escalates to a sales manager when ready to close — close rate climbs 20–40%.

ServiceTitan FieldEdge Service Fusion Email
Plumbing Company Owner · Communication & Outreach

Review Generation & Reputation for Plumbing Company Owners

AI sends personalized review requests post-job from the ServiceTitan closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb.

ServiceTitan FieldEdge Service Fusion Email
Plumbing Company Owner · Communication & Outreach

Maintenance Membership Renewal for Plumbing Company Owners

AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+.

ServiceTitan FieldEdge Service Fusion Email

Custom AI for your trades & home services firm

Every trades & home services operation runs differently — we build what you actually need, on the stack you already run.