AI automation

AI automation for Home Services Trades

The owner is the dispatcher, the estimator, the AR clerk and the answering service, all at once. The software covers the record of the job, but the chasing, calling and following up around it is all still on you. We build the AI that handles the chase: the calls, the quotes, the invoices and the reviews. Built on top of the FSM you already pay for, not a replacement for it.

The numbers

What the friction is costing.

14-27%

of inbound calls to home services businesses go unanswered, and worse in peak season

CallRail and Invoca platform data, 2025 benchmarks
13 days

median time to get paid on a home services invoice, with a quarter taking over 32 days and 84.5% of invoices stating no payment terms at all

Tofu Field Service dataset, 3.75 million US contractor invoices
18%

reported no-show rate for trade appointments, where top operators with three-touch reminders get under 6%

NoShowCalc contractor benchmark, via Vaultio
The problems we fix

Where the time goes, and what we build instead.

Missed calls are the lead engine leaking. The owner or spouse answers between jobs, in attics and on roofs, and after hours it is just voicemail.

We build a voice agent that answers 24/7, qualifies the caller, books into the FSM and texts back hang-ups. The emergency rules are set by you. The platform-native AI stops at booking; we build the workflow after the phone call, the follow-up and the cross-tool stitching it does not do.

Quotes get ghosted. You spend hours on an estimate, send it, and silence. The follow-up that closes the job is the step nobody has time to do.

We build a quote follow-up loop: the FSM is watched for quotes sitting in sent, the follow-up is drafted in your voice with the job and the price in it, and the low-risk nudges go out on their own. The closing-file nudge at day 14 is the one that pulls the most responses.

Invoice chasing is unpaid evening work. The paperwork has nearly driven owners to give up more than the work itself.

We build an AR chasing flow: an aging report from your FSM or QuickBooks, an escalating reminder cadence with a pay link, and the angry-customer exceptions routed to you. The Sunday evening invoice session stops.

Reviews are the lead engine and the most neglected job. The tech finishes, gets in the van, and the request never goes out.

We build a review flow: a text request within the hour of job completion, a three-touch sequence, and negative feedback routed to you before it goes public. The shops that get 10 to 20 reviews a month do not have pushy techs. They have systems.

The dispatch and office manager is the load-bearing job in a 4 to 10 tech shop, and it is chronically overwhelmed. Reschedule communication is where the trust dies.

We build two-way reminders and reschedule comms: confirm at booking, 24 to 48 hours before, day-of on the way, with reply parsing that updates the FSM schedule. The customer is never told the wrong thing, and the techs get fewer touches, not more.

Where to start

What to automate first.

You do not automate everything at once. You start where the time is worst and the payback is clearest. In a home services trade, that order tends to look like this.

01
Quote follow-up

Start here. The estimate work is the expensive part and the follow-up is the part nobody has time to do. Contractors report that around 9 in 10 of their peers never follow up once, and the closing-file nudge is the message that pulls the most responses. We build the loop: the FSM is watched for quotes sitting in sent, the follow-up is drafted in your voice with the job and the price in it, and the low-risk nudges go out on their own. The estimate work finally pays for itself.

02
Invoice chasing and AR

Do this next. It is the best-evidenced pain in the vertical. The median payment on a home services invoice is 13 days, a quarter take over 32 days, and 84.5% of invoices state no payment terms at all. We build an aging report from your FSM or QuickBooks, an escalating reminder cadence with a pay link, and the exceptions routed to you. The Sunday evening invoice session stops, and the money that comes back arrives faster.

03
Review generation

Then this, because it is the cheapest win and the lead engine. Reviews are the ranking input and the social proof, and the most neglected job. We build a text request within the hour of job completion, a three-touch sequence, and negative feedback routed to you before it goes public. The shops getting 10 to 20 reviews a month do not have pushy techs. They have systems.

The honest take

What we will not automate.

Plenty of the work should stay human. If a tool promises to take this off you, close the tab.

The trade work itself

The install, the repair, the judgement on the job. This is what the business is, and AI is worst at it. We automate the work around the job, never the job.

The emergency call routing

A burst pipe at 2am is a decision you make, not a bot. We build the rules you set: what reaches you, what waits for morning, and what goes to the on-call tech. The voice agent qualifies, and the human decides on the emergencies.

Anything you cannot check

If you cannot quickly sanity-check what the system sent, it does not go live. A drafted follow-up you skim before sending is a win. A customer-facing message nobody verified is a risk to your name. We build the human review in, not as an afterthought.

The options

A tool, a hire, or a build?

Three ways home services trades try to fix this. Here is what each one actually does.

Off-the-shelf AI, an in-house hire, or a Nifty build: a comparison for home services trades.
Off-the-shelf AIAn in-house hireA Nifty build
What it isA general tool your team prompts by hand.A full-time AI or ops person on the payroll.Automation built into the tools you already use.
What it costsCheap per seat. The real cost is the hours spent steering it.$120k to $180k a year, plus ramp and management.Fixed scope from $5,000. You own it.
Time to valueInstant, but shallow.Six months to ramp.Two to four weeks.
What it changesHelps one person work faster. The process stays the same.A lot, eventually, if you keep them busy.How the work runs, not just how fast one person types.
Who runs itEach person, every time.Them, until they leave.It runs itself. You keep it, we keep it sharp.
In practice

What a build looks like here.

We are new, so this is the shape of a typical build, not a client we are dressing up. It is the pattern we build against at a trade shop, end to end.

The firm

A seven-person HVAC and plumbing shop. The owner estimates and dispatches, the spouse answers phones between jobs, and they run Jobber with QuickBooks. Peak season is booked out; the shoulder season is thin.

Before

Calls go to voicemail while the team is under a house, and the caller who got silence calls the next name on the list. Quotes get typed up at night and go out, then silence, with no follow-up because nobody has the time. Invoices get chased on Sunday evenings, and the review requests never go out because the techs are back in the van.

What we build

Three things, built on top of Jobber and QuickBooks. A voice agent that answers 24/7, qualifies the caller and books into the FSM. A quote follow-up loop that watches for quotes sitting in sent and drafts the nudge in the owner's voice. And an AR chasing flow with an aging report and an escalating reminder cadence. Two to four weeks, fixed price, success metric agreed first: answered calls, quote follow-up rate and days to payment.

After

The calls get answered and the quotes get sent, and the ones that sit get chased on a schedule. Invoices go out on time and the chasing is automatic. The review requests fire within the hour of the job. The owner stops doing the books at night, and the shoulder season is not a cliff because the quote follow-up is running while the team is busy.

How we fix it

Operator-led. Built into how you work.

01.
Start with a free audit.

Send us the one workflow eating the most time. Within 48 hours we send back a short walkthrough and a straight answer on what is worth automating.

02.
We build the thing.

A fixed-scope build, shipped in two to four weeks. We agree the success metric in writing first, in hours saved or pounds back. Then we build it into your tools.

03.
We stay through it.

An optional monthly retainer keeps the work current as your tools and your desk change. You run it. We keep it sharp.

Questions

The honest answers.

What home services trades ask before they send us a workflow.

Because the FSM covers the record of the job, not the chasing around it. Jobber and Housecall Pro both connect to QuickBooks, but the sync is one-directional on lower tiers and the chasing is manual. The platform's own AI answers calls and books jobs, but it does not follow up after the job closes, request reviews, chase invoices, or route work across tools outside the platform. We build the layer on top of what you already pay for, starting where the FSM stops: the quote follow-up, the invoice chasing, the review requests. You keep your Jobber or ServiceTitan. We make the work around it run.

Yes, and it is the build that pays back fastest. The voice agent answers 24/7, qualifies the caller for trade, urgency and service area, and books into the FSM or creates a work request. Hang-ups get a text response within minutes, because the caller who got silence already called the next name on the list. The emergency rules are set by you, so a burst pipe at 2am reaches you and a routine quote does not wake you. The honest answer on cost: the sector miss rate is between 14% and 27% of calls, and worse in peak season, and a friend of an HVAC owner who monitored his calls found over $8,000 of work in one month going to voicemail.

No. The trade work is not automatable, and we are not selling you that. What we build takes the work around it: the phone answering, the quote follow-up, the invoice chasing, the review requests. The dispatch and office manager is the load-bearing job in a 4 to 10 tech shop, and it is chronically overwhelmed. We take the chasing off it so the person can do the job the role actually is. We do not add touches on techs; the opposite is the design rule. The techs get fewer interruptions, not more.

Most builds ship in two to four weeks at a fixed price, typically between $5,000 and $20,000 depending on scope. Fixed means fixed. We scope it, quote it, and that is the number, with no hourly surprises and no open-ended retainer. Before any of that, we agree the success metric in writing, in hours saved or revenue recovered, so we both know what the build is supposed to move. Payment is half on signature and half on handover. You get the build, a documented handover and a 30-day warranty on what we shipped. If you want us close after that, the optional monthly Embed keeps the work current as the season and the schedule change, but it is never a condition of the build.

Start with the free audit, before you spend anything. Tell us the one workflow eating the most time, the missed calls, the ghosted quotes or the invoice chasing, and within 48 hours we send back a short walkthrough and a straight answer on what is worth automating and what it would give back in hours and pounds. If it is not worth building, we tell you, and we tell you why. We would rather lose the build than ship something that does not move a number. There is no pitch on the call and no obligation after it. The audit costs you one workflow and an email, and you get an honest read either way.

More verticals

We build for other lines of work too.

Get the admin off the desk.

Book a call, or send us one workflow for a free audit. A straight answer on what is worth automating, with no pitch.