AI Automation for Home Services & Trades
Turn ServiceTitan, the calls you've already recorded, and the notes your techs already write into a searchable customer memory — without changing how your team works.
The Challenge
Home Services face operational bottlenecks that drain time, money, and focus from what matters most.
Customer Context Lives in Ten Places
Call recordings, dispatch notes, invoices, equipment history, membership status — your team has to piece it together every time a tech rolls out to a job.
Call Recordings Disappear
Most field service platforms only retain call audio for about 60 days. The next time that customer calls, the institutional memory of what they said last time is gone.
Generic Transcription Mangles Trade Vocabulary
Off-the-shelf AI doesn’t know “PRV,” “recirc pump,” “slab leak,” or “mini-split.” Searching transcripts for the things that actually matter on a job comes back empty.
Membership & Service Plan Opportunities Get Missed
Techs in the field can’t do the math live to tell a homeowner exactly how much they would have saved on recent jobs if they’d been on the membership plan.
How AI Automation Solves It
We design and implement AI-powered workflows tailored to how home services actually operate.
Searchable Forever-Archive of Customer Calls
Every call gets pulled out of your field service platform automatically, transcribed with a model fine-tuned on plumbing, HVAC, and electrical vocabulary, and indexed for instant phrase search across years of history.
AI Summaries Pinned Inside ServiceTitan
A smart customer summary appears at the top of every record in the app your techs already use — covering who they are, job history, equipment to watch, and site-access notes like gates, dogs, parking, and codes.
Trade-Aware Vocabulary & Invoice Reconciliation
Plumbing and HVAC terminology is cleaned up before it reaches a summary. Dollar figures are reconciled against the actual invoice before they’re quoted — so techs trust the numbers in front of the customer.
Membership Plan Match Analysis
Deterministic math flags customers who would have saved real money on recent jobs if they’d been on your service plan, and tells the tech the exact dollar amount — turning a guess into a data-backed pitch.
Expected Outcomes
- Instant search across every customer call your team has ever taken
- Techs walk in with full context instead of hunting through ServiceTitan tabs
- Membership upsells based on real dollar savings, not guesses
- AI summaries that update only when something actually changed — low cost, always fresh
- No new app, no new login — everything lives in the tools your team already uses
See It in Production
Capstone Plumbing in Cave Creek, AZ runs this playbook every day, on top of ServiceTitan.
Foundation AI
Run a plumbing, HVAC, electrical, or other home services business on ServiceTitan? Let’s talk about what an AI agent could do for your team.