IndustriesTrades
Trades
You're the bottleneck in your own business.
HVAC, plumbing, electrical, general contracting. The job is straightforward. The business around it keeps breaking the same way.
The Reality
What you're actually dealing with.
01
Quoting is a bottleneck the owner created
Jobs sit in the pipeline waiting for a quote because only one person can produce one — usually the owner or lead estimator, who is also in the field, also managing existing jobs, also handling callbacks. The business can't grow past the capacity of the person holding the quote sheet.
02
The schedule is always one call behind
Jobs get booked faster than the calendar gets updated. Double-bookings happen. Technicians show up to jobs that were rescheduled by text. Customers wait in windows that have already shifted. The schedule is managed reactively, which means the schedule is always wrong.
03
Parts and materials are an individual judgment call
Each technician decides what to bring, what to order, and when to order it. There's no connection between job scope and inventory. The result: service calls that should take two hours take four because the part isn't on the truck, or there's $40,000 of uncommitted inventory in the yard.
04
Post-job follow-up doesn't happen
Warranty documentation, maintenance schedule reminders, and referral asks fall through because nobody owns them once the invoice goes out. Repeat business and referrals — the highest-value revenue for a trades business — depend entirely on whether the customer happens to remember to call.
Our Approach
We build around how a trades business actually runs.
Trades businesses break in predictable places: quoting, scheduling, parts, and follow-up. The owner usually knows which one is worst. The problem is that fixing it requires time they don't have because they're busy managing the problem.
We build targeted automation at the dispatch-to-invoice chokepoints. The goal isn't to transform the operation — it's to take the things that require the owner off the owner's plate.
Build around the dispatch-to-invoice cycle
Every trades business runs on: receive lead → estimate → schedule → execute → invoice. We automate the connective tissue between these stages.
Separate the owner from the bottleneck
If quoting, scheduling, or follow-up requires the owner, the business can't scale. We build systems that distribute these functions without losing accuracy.
Work with field service tools you already use
ServiceTitan, Jobber, HouseCall Pro, or a custom mix. We integrate and automate rather than replace.
Protect the technician's time on site
Wasted trips for parts, unclear job scope, and missing information are margin problems. We fix the pre-dispatch process so technicians arrive ready.
What We Build
Specific systems. Real outcomes.
Automated quote generation
Structured estimating from inquiry inputs — built on your pricing rules, labour rates, and material costs. Quotes generated and sent without the estimator's involvement for standard job types. Complex jobs flagged for manual review.
Configurable by job category, material cost inputs, and margin targets. Works alongside existing estimating tools or as a standalone intake flow.
Job scheduling and technician dispatch
Calendar management with conflict detection, automated customer confirmations, and real-time schedule updates. Technicians get job details, customer history, and site notes before they leave the yard — not when they're already at the door.
Integrates with Google Calendar, Outlook, or field service scheduling platforms. SMS and email confirmations sent automatically at booking and 24h before.
Parts and materials workflow
Job scope triggers inventory checks and supplier orders before the technician is dispatched. Parts availability confirmed before the appointment is booked. Reorder alerts fire when field stock drops below threshold — not after the next service call fails.
Connects job estimates to parts list. Supplier orders triggered automatically for stocked items with defined reorder points.
Post-job follow-up automation
Warranty documentation sent automatically at job close. Maintenance reminders scheduled based on service type and recommended intervals. Satisfaction checks and referral requests timed for when the work is still fresh.
Configurable follow-up sequences by job type. Responses tracked and routed to the right person. Repeat booking opportunities surfaced automatically.
Results
Numbers from the field.
Representative outcomes from active implementation patterns.
74%
of quotes sent without owner involvement
For standard job types after quote automation implementation
28%
fewer failed service calls
From parts availability confirmed before dispatch, not during
2.4×
increase in referral requests sent
After automated post-job follow-up sequence replaced manual outreach
Ready to start?
Tell us what's not working.
We'll ask about your operation, not your org chart. No sales pitch — just an honest conversation about where automation actually makes sense for your trades operation.