Free assessment
For HVAC, plumbing, electrical, roofing & more

You don’t need a stack of subscriptions.

Quotes chased, invoices collected, reviews won. With the software you have, or the right one if you’re just starting.

Get the Starter Guide · $69 Set it up for me
A service van outside a house, with a quote follow-up message and a five-star review ON THE WAY quote followed up ✓ ★★★★★
Sound familiar?

The jobs are there. The follow-up isn’t.

12 quotes

Sent this week. Nobody chased them.

Saturday

Truck’s parked. Office work isn’t done.

$400/mo

On software features you’ve never switched on.

How every lesson works

Native first. AI second. Custom last.

Built into your softwareUse the features you have before adding more.
AI-enhancedDrafts and summaries. You approve.
Custom integrationOnly when your plan supports it.
Your software

Steps for the system you use.

JobberHousecall ProServiceTitan ServiceM8BuildertrendQuickBooks Online
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Instant download

The Home Services AI Starter Guide

  • Step-by-step Start Here guide
  • Jobber, Housecall Pro & ServiceTitan setup checklist
  • 6 AI workflows: triage, estimates, big-quote follow-up, tech briefs, reviews, weekly numbers
  • 15 customer message templates
  • Job tracker spreadsheet + printable review checklist
$69one timeGet the guide

Digital download · 13 files: PDF guide, editable templates and a spreadsheet · All sales final.

Rather learn it live? Book a guided session.

Sneak peek

Chasing quotes, the smart way.

Your software handles most. AI personalizes the big ones.

Exact setup is in the guide.

1

Quote sent

Your software tracks it.

2

Auto follow-ups

For customers who opted in.

3

AI note for big jobs

No invented prices.

4

You approve and send

Outcome tracked.

Coming next

The full playbook: 32 workflows.

Starter Guide owners get first access.

Lead captureNever miss a call-back
EstimatesFaster quotes, more wins
SchedulingPrepped techs, fewer surprises
Customer experienceUpdates and reviews
Revenue growthMaintenance and repeat work
OperationsNotes, handoffs, permits
Financial visibilityProfit by job type
Team managementSOPs and training
Advanced automationAlerts and reporting
Founder Edition

Get it first, at founder pricing.

We’re testing every workflow in real accounts before we publish. Join the list and you’ll get first access, founder pricing, and a say in which software we cover next.

One or two emails when it matters. No spam, unsubscribe any time.

You’re on the list. We’ll be in touch when your workflows are ready.

Questions

Quick answers

Will I need to buy more software?

Probably not. If you already use software, we get more out of it. If you’re running on a phone and a notebook, we’ll help you pick one affordable tool, not five.

Is it for my trade?

Yes. It’s built for HVAC, plumbing, electrical, roofing, landscaping, cleaning and remodeling businesses, from owner-operators to growing teams.

What will I actually get done?

Quotes followed up, invoices chased, techs briefed, reviews requested and a clear weekly picture of your numbers, without more evenings in the office.

I don’t have time to set this up.

Then let us. A done-for-you setup gets it running in your software and trains your team. Or book a guided session and we’ll do it together.