AI for home services
Live systemRoofing, siding, gutters, windows, and the exterior trades that sell from an inspection instead of a price list.
In home services, the job is won or lost in the first few minutes after a homeowner calls. We build systems that answer every call, qualify the job the way your estimator would, and put an inspection on the calendar, without ever quoting a price over the phone.
24/7
The phone is covered after five
Never quotes
No price without an inspection
Your CRM
The job lands where you already work
Where the time goes
None of this is a mystery to you. It is the same six leaks in almost every exterior contractor we look at, and they all happen while the owner is somewhere with a ladder.
A homeowner with a leak calls three contractors. The one who picks up gets the inspection. You were on a roof, so you called back at six, and by then somebody else had already been to the house. The lead was not lost to price. It was lost to availability.
Every call after five goes to voicemail
A crew lead takes a call in the truck, means to write it down, and does not. There is no record that the call happened, so there is nothing to follow up on and nothing to learn from. Your CRM shows a quiet week that was not quiet.
No record means no follow-up
The first thing a homeowner asks is what it costs. The honest answer is that nobody can price a roof from a phone call, and every ballpark you give becomes the number they hold you to. So the call turns into a negotiation before anyone has seen the property.
A ballpark becomes the quote
Somebody books a truck roll for a property outside your service area, or a repair too small to be worth the drive, or a rental where the caller cannot authorize the work. That is half a day gone, and it was decided in a two minute phone call by whoever answered.
A wasted truck roll is half a day
You inspected, you quoted, and then nothing. Following up takes a person remembering, on the right day, with the right context about which shingle line they wanted and whether financing came up. It usually takes three touches. Most operations manage one.
Most quotes get one follow-up
The job is sold, and now everything the salesperson learned has to reach the crew: the gate code, the dog, the neighbor's driveway, the color the homeowner picked twice. It moves by text message and memory, so some of it does not move at all.
Context moves by text and memory
The machine
Before we talk about what AI touches, here is the machine itself. An exterior contractor runs four surfaces, and the money leaks at the seams between them, not inside them.
01
02
03
04
The split
The rule we build into the system: it never quotes a price. Not a range, not a per-square number, not a "most jobs run about." A ballpark given over the phone becomes the number you are held to, and it is given by the person with the least information about the property. So the system is built so it cannot do it, and the eval suite has a test that fails the whole build if it ever does.
What we build
01
A voice system that answers when nobody can, understands what the homeowner is describing, asks the qualification questions your estimator would ask, and books the inspection. It sounds like a person having one conversation, not a phone tree collecting fields.
02
Every unanswered call gets a text inside a minute, while the homeowner still has your number open. This is the cheapest system on this page and it is usually the one that pays first, because it competes with nothing except silence.
03
Service area, work type, property type, and whether the caller can authorize the job, decided before the truck moves. Repairs, replacements, and insurance claims each go where they should, instead of all landing in the same pile.
04
The appointment lands in JobNimbus or whatever you already run, with the property details attached. Nobody rekeys it. There is no second system for your office manager to check.
05
The follow-up remembers the consult. It knows they asked about financing, or wanted the upgraded shingle, or said they were waiting on a spouse. Three touches on a schedule, each one referencing what was actually said.
06
What sales learned becomes what the crew knows: access, materials, color, the homeowner's one specific worry. Written into the job record at sale, not remembered at the tailgate.
In production
A&J Professional Services · Home services
Built, tested, and deployed / dark until the owners flip it onA&J Professional Services is a family-owned roofing and exterior contractor. When the owners are on a roof, the phone goes to voicemail, and the homeowner calls the next contractor. We built a voice receptionist that answers, qualifies the job the way their estimator would, and books the inspection. It is backed by 132 passing tests and a written call-quality rubric.
132
Tests passing before it could ship
10
Labeled golden calls the judge must match
0
Prices it is allowed to quote
Under the hood
Roofing CRM
Field capture
Service and dispatch
Phones
Your CRM is the system of record and it stays that way. We build into it, not beside it. If your team lives in JobNimbus, the booked inspection shows up in JobNimbus, and nobody gets a new login.
Principles
In this trade the sale starts on a phone call with a stranger who has water coming through a ceiling. Everything else in the operation is downstream of whether that call got answered well. That is why the first system we build here is almost always the phone.
A receptionist that pushes for the appointment on every call reads like a telemarketer and homeowners hang up. The job is to understand the problem, be useful, and earn the inspection. We had to delete every "always ask for an email" instruction out of a knowledge base to get this right.
A system that does not know the difference between a manufacturer certification and a workmanship warranty, or what a square is, will say something wrong to a homeowner who knows better. Trade vocabulary is not decoration. It is the difference between credible and embarrassing.
We score calls against a written rubric, not against a feeling. Deterministic checks catch the hard rules first: a price quoted caps the score, asking for an email caps the score, inventing a fact caps it lower. Then a model judges the softer parts against the same rubric a human would use.
Same approach, different language
Construction
General contractors, electrical and specialty trades, and renovation companies billing progress against a contract.
Live system →Insurance
Medicare brokers, independent agencies, and the licensed agents who live and die by enrollment windows.
Live system →Professional services
Agencies, consultancies, and expert firms where the product is judgment and the constraint is the founder's calendar.
We speak the language →Questions
Yes, and the reason it works in this trade is that the first call is mostly qualification, not selling. A voice system can answer at any hour, understand what the homeowner is describing, check the service area, ask what your estimator would ask, and book the inspection into your CRM. It does not price the job and it does not diagnose the roof. It gets a qualified inspection on the calendar while the lead is still warm.
No, and that is built in as a hard rule rather than a preference. It will not give a range, a per-square number, or a "most jobs like yours run about." Pricing a roof without seeing the deck, the ventilation, and the flashing is how contractors get held to a number they never should have said. The system is built so it cannot do it, and there is a test that fails the build if it ever does.
Yes. JobNimbus, AccuLynx, Roofr, Jobber, and the other systems of record in this trade are where the work already lives, so that is where the booked inspection and the call record go. We build into the CRM you run. Your team does not get a second system to check, because a second system to check is a system nobody checks.
It hands off. An angry customer, an insurance adjuster, a commercial job, anything outside what it is built for: it stops, takes the details, and routes the call to a person with the context attached. A system that tries to handle everything is a system that eventually says something you have to apologize for.
Evals. An eval is a test that grades the system's judgment rather than just checking that the code ran. We build a rubric with hard caps that mirror the trade's real risks, run a set of labeled golden calls through it, and require a model judge to band-match a human grader before anything ships. The receptionist we built for A&J Professional Services is backed by 132 passing tests and a written call-quality rubric with ten labeled golden calls.
It is different and it is cheaper. Missed-call recovery is a text that goes out inside a minute of an unanswered call, while the homeowner still has your number on screen. It does not need to understand anything. It is the highest-return system on this page for most contractors because it competes with silence, and it is usually the first thing we turn on.
Two to four weeks for a first module, because we build modules and not projects. Missed-call recovery can be live sooner than that. A voice receptionist takes longer, because the trade knowledge has to be assembled and the rubric has to pass before it is allowed near a homeowner.
You do, from day one. The code is in your repository, the knowledge base is in your cloud, the phone number and the accounts are in your name. If you stop working with us, the phone keeps getting answered.
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Where to start
Find the bottleneck, price the fix, build the system, then keep compounding it. The four engagements are how you buy it, and you can start on any rung.
See the four engagements →Get started
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