Custom CRM & AI Wins for Home Service Shops
Electricians, plumbers, HVAC, and beyond — measurable outcomes from custom CRMs, voice AI dispatch, and AI automations.
Custom CRM Replaces Housecall Pro for a 5-Truck Electrical Shop
A residential electrical contractor was paying $700/month for software that still required spreadsheets to track permits and EV charger specs. We built a CRM with native permit tracking, panel + EV fields, and on-site quoting — and they cancelled the SaaS the next month.
After-Hours AI Dispatch for a 4-Truck Plumbing Shop
Emergency calls were going to voicemail after hours and being lost to competitors. We deployed a voice AI agent that triages urgent water leaks to the on-call tech and books routine calls into the live schedule — all integrated with their custom CRM.
Maintenance Plan Engine for a Regional HVAC Contractor
Annual tune-ups were being tracked in a spreadsheet — and forgotten. We built a maintenance plan engine inside their custom CRM that auto-schedules visits, sends reminders, and pre-generates invoices on completion.
AI-Powered Patient Intake for a Regional Clinic
A multi-location clinic needed to reduce front-desk bottlenecks. We built a voice AI agent that handles appointment scheduling, insurance verification, and patient intake — available 24/7.
Custom Storefront with AI-Driven Recommendations
An online retailer was outgrowing their template-based site. We delivered a custom web application with AI-powered product recommendations that increased average order value.
Automated Lead Qualification for a Law Firm
A growing law firm was losing leads to slow response times. We deployed a chat AI agent that qualifies inquiries, collects case details, and books consultations automatically.
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Optimization?
Schedule a technical discovery session. We'll audit your current infrastructure and map out a bespoke AI transformation blueprint.