By industry
AI Automation for Home Services Companies
Home services companies lose money in two places: the gap between a lead arriving and someone calling it back, and the gap between finishing a job and sending the invoice.
Both gaps are filled with people doing work that has to happen right now, which is why hiring never quite fixes them. There is always an evening, a Saturday, or a week when three jobs run long.
Where the money goes
| Operation | What it costs before it is replaced |
|---|---|
| Speed to lead | Four hours on average, overnight leads waiting until morning |
| Dispatch | A coordinator on the board from open to close |
| Quoting and estimates | Site visits and pricing judgement held by two people |
| Invoicing | Invoices going out the week after the job closes |
| Review and follow-up | Done when someone remembers, which is rarely |
What changed where we have done this
| Measure | Before | After |
|---|---|---|
| Time to first callback | About 4 hours, overnight leads until morning | 4 minutes, including nights and weekends |
| Close rate on inbound | 19% | 28% |
| Dispatch coordination | One person on the board all day | Assigned and tracked without them |
| Invoice sent | The week after the job closed | The day the job is marked complete |
These are the numbers from the specific builds linked at the foot of this page, not an average across a portfolio. Yours will not be identical, which is what the assessment is for.
Speed to lead is the number that moves first
In home services the first company to call back usually wins, and the drop-off is steep. A lead answered in minutes converts at a completely different rate to the same lead answered after lunch.
Most companies at this size answer inbound in about four hours, and anything arriving after five in the afternoon sits until the next morning. That is not a discipline problem. It is that the people who could answer are on jobs.
One home services company we worked with went from four hours to four minutes on time-to-lead. Close rate went from 19% to 28%. Nothing about their sales pitch changed.
The dispatch board is a full-time job that should not be
Zones, skills, who is free, which job ran long, which customer will complain if you move them. A coordinator holds all of that in their head from open to close, and the day falls apart when they are sick.
A system trained on your zones, your skills matrix, and how you have actually handled collisions in the past assigns and tracks the work. In one field-service company that took the coordinator off the board entirely.
Cash sits in the invoicing gap
The job closes on Tuesday. The invoice goes out the following Monday, sometimes later. Across a year that gap is a meaningful amount of working capital that could have bought next month's advertising.
When the job is marked complete, the invoice can go out that day, built from your items and your terms. That is one of the cheaper systems to build and one of the fastest to show up in the bank.
What we would look at in your business
The assessment covers the whole company, not just the parts you flagged. In home services it usually surfaces the same shortlist in a different order.
- How long a lead waits, measured rather than estimated, including nights and weekends
- How many quotes go out per week and how many go stale before they land
- How much of the dispatch decision is judgement versus rule
- Where the invoice actually stops between job completion and sending
- Which of the recurring questions your office manager answers could be answered without them
You get this in writing: each operation, whether it can be automated, and what it is worth if it is. You can build from that list with or without us.
Questions from this industry
Will customers know they are talking to a system?
For qualification and booking, the system is trained on how your team actually speaks and it hands off to a person the moment something falls outside its rules. Being deceptive about it tends to cost more than it saves.
We already use a field service platform. Does that change anything?
It helps. A platform that already holds your jobs, techs, and customers is where the system reads from and writes to, which shortens the build.
What is the smallest useful project?
Usually speed to lead or same-day invoicing. Both are narrow, both show up in a number you already track, and both are quick to run.
What this looked like when we did it
Comparisons buyers in this industry run
Find out what your most expensive operation is
The assessment covers the whole company: how you get customers, how you deliver, and how the place runs. You get it in writing, and you can build from it with or without us.