Industry · Contractors & Trades

AI integration for contractors and trades

Storm season, missed calls, scattered photos, claim paperwork, lead aging in the CRM. The work moves fast; the systems do not. We integrate AI across phones, CRM, documents, and the field — so leads stop dying and crews stop drowning in admin.

RoofingGeneral ContractorsRestorationHVACPlumbingElectrical
What we build

The AI integrations
that matter for contractors.

Workflow · 01

AI receptionist + missed-call recovery

Pain: Phones ring during a job; storm leads go cold by tomorrow.

What we install: 24/7 AI receptionist qualifies, books, and texts back inside 12 seconds. Lead lands in CRM scored and routed.

Workflow · 02

Photo + claim document intelligence

Pain: Inspector phones full of unsorted photos. ACV and deductible buried in PDFs.

What we install: Photos auto-tagged by trade and damage; carrier docs parsed into structured fields and dropped into the CRM record.

Workflow · 03

Proposal automation

Pain: A salesperson writes the same proposal a hundred ways from Sunday.

What we install: AI drafts proposals from job notes, photos, and your pricing book. Sales reviews and sends — 3.2× faster, fewer errors.

Workflow · 04

Crew-side internal assistant

Pain: Field crews texting the office for the same info five times a week.

What we install: Internal AI knows the job history, contracts, photos, and SOPs. Crews ask in plain English; answers cite the source.

What changes

Numbers we see across
these installations.

12s
missed-call response
84%
calls auto-qualified
3.2×
faster proposals
35%
cold leads recovered
Questions

FAQ for contractors.

Does this work with ServiceTitan / Jobber / Workiz / AccuLynx?

Yes — all four have APIs we integrate against. For tools without APIs, we use document automation and structured exports/imports. We will tell you in the audit what your stack can and cannot do.

Can the AI receptionist handle storm-season call volume?

Yes — that is exactly when it pays for itself. Voice AI handles concurrent calls without queue, qualifies the lead, and books in the schedule. Owners get a daily roll-up.

Will this work for a 4-truck shop or do I need to be bigger?

Sweet spot is roughly $1M–$50M revenue, but smaller works if call volume and admin paper are heavy. Under $500K, an audit will usually steer you to a Productivity Sprint, not a transformation.

Let's talk

Don't watch the
AI shift from the
sidelines.

Tell us about your business. We'll come back within one business day with honest thoughts — not a sales pitch. First call is free.The audit is paid. If we're not the right fit, we'll tell you.

  • 30-min discovery call · free
  • NDA available on request
  • Most clients in $1M–$50M revenue
  • We'll tell you if you're not ready