Operations infrastructure for home-services and specialty contractors.
Speed-to-lead, follow-up, dispatch, and job-costing reporting for HVAC, roofing, plumbing, electrical, solar, and remodeling shops — the integration layer on top of the field-service software you already pay for, not another tool to replace it.
The problems we keep seeing in growing trades shops
Leads die in inboxes
A web form, a missed call, a form fill at 7pm — and nobody calls back until tomorrow. In home services the first shop to respond usually wins the job, and speed is an operations problem, not a hustle problem.
Your tools don't talk to each other
ServiceTitan, Jobber, or Housecall Pro for jobs; CompanyCam for photos; a call-tracking number; a separate CRM the office manager keeps in a spreadsheet. The data lives in five places and reconciles in none.
Staff don't use the automation you pay for
You bought the all-in-one platform, but the follow-up sequences, reminders, and pipeline stages sit unused. The software isn't the problem — the implementation and the habits around it are.
Reporting that can't answer the question
"Which lead sources actually paid back? What did that job really cost? Which crew is profitable?" If that takes a week of spreadsheet archaeology, you're bidding and spending blind.
What we build for home-services operations
- Speed-to-lead intake and routing — calls, forms, and lead-gen sources captured and in front of the right person in minutes, with automatic follow-up so nothing sits overnight.
- An integration layer on top of the software you already own — we connect ServiceTitan / Jobber / Housecall Pro, call tracking, CompanyCam, and your CRM so a job flows through once instead of being re-keyed five times. We make your stack work; we don't sell you a new one.
- AI call and intake handling — after-hours and overflow calls answered, qualified, and logged, so missed calls stop becoming missed revenue.
- Dashboards and job-costing reporting across tools — lead source to booked job to collected revenue, plus true job cost, in one view leadership trusts.
- CRM data hygiene — deduped customers, consistent pipeline stages, and validation at entry so your reporting and follow-up are built on data that's actually clean.
Proof from adjacent operations work
Speed-to-lead intake and routing
Inbound leads captured, enriched, and routed to the right rep automatically — so the first response happens in minutes instead of the next morning.
Read case →Lead formatter and CRM pipeline
Messy inbound from multiple sources normalized and dropped into a clean, consistent CRM pipeline the team will actually work.
Read case →Attribution and forecast dashboards
Lead source to revenue, in one trusted view — so spend goes where it pays back and the forecast is something leadership believes.
Read case →These are anonymized engagements from adjacent, lead-driven industries — the same speed-to-lead, CRM hygiene, and reporting problems home-services shops face. We'll scope your build against your stack and your numbers.
Built for contractors — and for the firms rolling them up
Private equity is consolidating roofing, HVAC, and solar at speed, and every tuck-in arrives on a different stack with its own spreadsheets. We standardize speed-to-lead, CRM, and reporting across a platform's acquisitions so the numbers are comparable and the operations are repeatable. If you're acquiring rather than operating, see how we work as an outsourced operating partner.
How we work with systems your revenue runs on
Your dispatch, your customer list, your lead flow — these run the business, so the engagement machinery is built for transparency: a named account lead and assigned engineer as your direct contacts, a shared workspace logging activity, decisions, and change orders, checkpoint sessions with written recaps, and milestone billing — you pay on delivered checkpoints, not on faith. We take only the access the work requires. The full delivery machinery is laid out in the method.
The low-risk way in
AI Adoption Audit
Where automation and AI actually pay back across your intake, follow-up, dispatch, and reporting — with hour and dollar estimates, the data and process prerequisites you're missing, and a prioritized build roadmap with fixed pricing. Credited toward a build that starts within 60 days.
Scope the operating layer your shop is missing.
Book a scoping call and we'll map where leads leak, where jobs stall, and what to build first — or start with the free checkup.