Built for trades that left the dispatch board behind in 2014.
HVAC, plumbing, electrical, roofing, landscaping, pest, remodeling. Field crews on phones. Office staff on screens. We build the connective tissue between them so dispatch, invoicing, and customer follow-up stop bleeding hours.
ServiceTitan or Housecall Pro is the dispatch board. The truth lives in the owner's head, the WhatsApp group, and a magnetic whiteboard above the printer. Reschedules happen by yelling. Same-day callbacks get missed because nobody owns 'between calls.'
The owner runs payroll. The owner does collections. The owner closes the books. The owner answers the after-hours line because the answering service costs $200 a month and the owner doesn't trust it. Every senior person you can name is doing two roles, one of them a desk job.
A tech finishes a job, marks it complete on the iPad, drives off. The office finds out an hour later. The customer follow-up text goes out four hours after that. The estimate revision somebody asked for sits in a Notes app on a phone in a cup holder.
ServiceTitan and QuickBooks disagree on what got billed. The CRM and the dispatch board hold different customer phone numbers. Marketing platforms run on a list export from last quarter. Reconciling them is a Tuesday morning ritual nobody asked for.
You probably need two or three of these on day one. We tell you which on the audit call.
Claude wired into your call recordings, customer history, and FSM records: classifying inbound calls, drafting follow-up texts in your voice, scoring leads against your service area and capacity, flagging upsell opportunities from technician notes. Drafts route to dispatch — sends do not happen without a click.
One database where customers, properties, equipment, jobs, invoices, and trucks live once. ServiceTitan, Housecall Pro, Jobber, QuickBooks, and your texting platform read from and write to it. Customer phone numbers, equipment model histories, and warranty dates finally agree across systems.
Make.com or n8n routing the work end-to-end: inbound call to ticket to dispatch to invoice to payment to follow-up text to review request. Every leg logged. Every breakage caught. Dispatch stops being a person who has to be everywhere at once.
Invoices generated from completed jobs against your price book. Stripe and ACH reconciled to QuickBooks. Past-due AR routed to dispatch with one-click reminders. Tech utilization, average ticket, callback rate, and gross margin per truck — numbers on a dashboard, not a story.
We’ve shipped against all of these in production. If yours isn’t listed, we’ll be honest about ramp time on the audit call.
ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion
OpenPhone, Twilio, Podium, NiceJob, Listen360
HubSpot, Mailchimp, ActiveCampaign, Beehiiv
QuickBooks Online, Xero, Stripe, Plaid
Anthropic Claude, OpenAI, Google Gemini
Make.com, n8n, Supabase, Airtable
The reschedules, the same-day callbacks, the truck that just broke down on the way to the third call. We’ll tell you what we’d build first to take an hour back, then a day, then a Saturday.