Run Your Field Service Business Smarter, Not Harder

We help plumbers, HVAC specialists, home inspectors, pest control companies, and repair services automate scheduling, dispatching, and customer management so you can focus on the work that matters.

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Sound Familiar?

Running a field service business means juggling a hundred things at once. If these challenges hit close to home, you're not alone — and there's a better way.

Scheduling Chaos

Double bookings, missed appointments, endless phone tag with customers and techs. Your calendar is a mess, and every mistake costs you time, money, and reputation.

Dispatching Inefficiency

Wrong technician sent to the wrong job, wasted drive time, no route optimization. You're burning fuel and hours because dispatching runs on gut feel instead of data.

Paperwork Overload

Handwritten invoices, lost work orders, manual follow-ups eating up your evenings. You got into this business to do the work, not to drown in paper every Sunday night.

Customer Communication Gaps

Missed follow-ups, no automated appointment reminders, lost opportunities for reviews and repeat business. Your customers slip through the cracks because there's no system keeping track.

How We Help Field Service Businesses Thrive

01

AI-Powered Scheduling

We build intelligent scheduling systems that eliminate double bookings and optimize your calendar automatically. Customers book online, techs get notified instantly, and your schedule runs itself — no more phone tag, no more mistakes.

02

Smart Dispatching & Route Optimization

Our dispatch tools use AI to match the right technician to the right job based on skills, location, and availability — then optimize their route to reduce drive time. Less windshield time means more billable hours and happier techs.

03

Digital Work Orders & Automated Invoicing

Replace paper with mobile-friendly digital work orders that include photo capture, customer signatures, and automatic invoice generation. Jobs get documented on-site, invoices go out the moment the work is done, and you get paid faster.

04

Automated Customer Communication

From appointment reminders and on-my-way notifications to follow-up sequences and review request campaigns, we automate the entire customer communication lifecycle. Stay top of mind, earn more five-star reviews, and turn one-time calls into lifelong customers.

60%
Reduction in missed appointments
35%
Increase in repeat business
20hrs
Saved per week on admin tasks

How a 12-Person HVAC Company Transformed Their Operations

The Challenge

A growing HVAC company was running on paper work orders, losing track of appointments, and the owner was spending every Sunday evening doing invoices. There was no system for follow-ups — completed jobs disappeared into a filing cabinet, and repeat business depended entirely on customers remembering to call back.

Our Solution

We built a custom scheduling platform with AI-powered dispatch that matches techs to jobs by skill, location, and availability. We replaced paper with digital work orders featuring mobile photo capture and customer signatures. Invoicing was automated to trigger on job completion. Finally, we implemented customer follow-up and review request sequences that run on autopilot.

The Results

  • 20+ hours per week saved on administrative tasks
  • $180K revenue increase in year one
  • 60% fewer missed appointments
  • Google rating improved from 3.9 to 4.8 stars
  • Owner reclaimed weekends — no more Sunday invoicing

What We Build for Field Service Teams

AI Scheduling Assistant

Auto-books appointments based on technician availability, skill set, and geographic location. Customers self-schedule, conflicts are prevented automatically.

Dispatch Optimization

AI routes your technicians for minimum drive time and maximum job coverage. Real-time adjustments when emergencies or cancellations change the plan.

Digital Work Orders

Mobile-friendly work orders with photo capture, parts tracking, and on-screen customer signatures. Everything documented, nothing lost.

Automated Invoicing

Invoices generated automatically on job completion and sent to customers instantly. Integrated with payment processing so you get paid faster.

Customer Follow-Up Engine

Automated appointment reminders, post-service satisfaction surveys, and review request campaigns. Turn completed jobs into five-star reviews and repeat business.

Performance Dashboard

Track technician productivity, job completion rates, revenue per route, and customer satisfaction scores — all in one real-time dashboard built for owners.

Before Jade Heritage, I was running my plumbing business out of a notebook and my wife's kitchen table. Now I have a real system — my guys know where they're going, customers get reminders automatically, and I haven't done a paper invoice in six months. I wish I'd done this years ago.

MT
Marcus Torres
Owner, Torres Plumbing & Drain Services

Ready to Run Your Field Service Business Smarter?

Take our free AI Readiness Assessment to see exactly where automation can save you time, reduce headaches, and grow revenue — or reach out directly for a no-obligation consultation.