AI for home and field services
AI can take job close-out, invoicing, estimate follow-up, missed calls and collections off your office and call center. Fixed Labs builds these workflows inside ServiceTitan or the field system you run, then runs them after launch. We work with HVAC, plumbing, electrical, restoration, cleaning and pest companies with roughly 50 to 500 technicians.
A first workflow
We measure
Jobs completed but not invoiced, and days from job close to invoice.
Today
Technicians close jobs with thin notes, and the office chases photos, parts and signatures before it can invoice.
With AI
The workflow checks each completed job for what billing needs, asks the technician for gaps and drafts the invoice.
Who approves
Office staff approve invoices with price changes, discounts or warranty work.
Built around systems like
We work with owners, COOs and CFOs of home and field services companies, many of them PE-backed roll-ups of several local brands. Common triggers: an acquisition on a different field system, a call center that falls behind in peak season, or invoices waiting on job notes.
The leak sits between the truck and the office. Jobs close without complete notes, so invoices wait and cash comes in late. Estimates go out and nobody follows up. Missed calls in peak season become jobs for a competitor. Warranty and commercial balances age in receivables. After each acquisition, staff re-key customers and pricing into a new system.
Workflows
Today
Technicians close jobs with thin notes, and the office chases photos, parts and signatures before it can invoice.
With AI
The workflow checks each completed job for what billing needs, asks the technician for gaps and drafts the invoice.
Who approves
Office staff approve invoices with price changes, discounts or warranty work.
We measure
Jobs completed but not invoiced, and days from job close to invoice.
Today
Comfort advisors leave estimates with homeowners, and follow-up depends on who has time that week.
With AI
The workflow follows up on every open estimate by text and email on a set schedule and books callbacks.
Who approves
Sales managers approve the messages once and decide on any discount or financing offer.
We measure
Open estimates followed up, and estimate-to-job conversion.
Today
In peak season, calls roll to voicemail and CSRs return them hours later.
With AI
The workflow texts back missed callers, collects the job details and offers appointment windows that fit your booking rules.
Who approves
Dispatch approves emergency calls, overtime slots and anything outside the booking rules.
We measure
Missed calls returned, time to first response, and jobs booked from returned calls.
Today
Commercial, home warranty and insurance-paid jobs sit in receivables while the office chases adjusters and property managers.
With AI
The workflow tracks each open balance, sends follow-ups with job documents attached and logs every reply.
Who approves
Your controller approves write-offs, payment plans and any response to a dispute.
We measure
Days sales outstanding, and balances over 60 days.
A first engagement
Most companies start with invoicing from completed jobs or unsold estimate follow-up, because both tie straight to cash. A first workflow usually reaches production in three to six weeks, built with your office manager, a field operations lead and your controller. A person approves anything that changes a price, schedule or bill.
We work inside the software your team already uses. No rip-and-replace.
Discover
Trace a job from first call to cash collected, and count where office hours go.
Pull the lists that show the leak: unbilled jobs, open estimates, lapsed memberships and aged receivables.
Check how each acquired brand runs its field system, price book and phones.
Agree which steps run on rules and which need a dispatcher, manager or controller.
Build and run
Build inside ServiceTitan, Housecall Pro or your field system, so technicians do not learn a new app.
Write booking, pricing and follow-up rules down with your managers before anything goes live.
Prove the first workflow at one brand or branch, then roll it out.
Report weekly on unbilled jobs, open estimates, response time and DSO.
Start with job close-out to invoice, unsold estimate follow-up and missed calls, because each ties straight to cash. Membership renewals and receivables follow-up often come next. Each runs on clear rules and shows up in numbers your field system already tracks. We rank them by hours and cash at stake.
A first workflow usually reaches production in three to six weeks. The range depends on access to your field system and phones, and how settled your booking and pricing rules are. One brand on clean ServiceTitan data moves fastest. A platform with acquired brands on different systems takes longer, so we start with one brand.
Each workflow has a fixed build fee and a monthly fee to run it. We quote both after discovery, once we know your systems, volume and how much review the work needs. You see the full price before any build starts. The monthly fee covers monitoring, fixes and updates when your price book or software changes.
No. Technicians do the work, and dispatchers and managers keep the decisions about schedules, pricing and customers. AI takes the repetitive preparation and follow-up: checking job notes, drafting invoices, returning missed calls and working estimate lists. Your team approves anything that changes a price, schedule or bill. CSRs stay on live calls instead of callbacks.
Each workflow gets only the access it needs, through accounts your company controls. Customer records stay in your field system, and we document what each workflow can read and change. Your IT lead reviews that design during discovery. Changes to a bill, price or appointment outside agreed rules need a person’s approval. Specific data terms go into the agreement.
A 15-minute discovery call. We learn how the work runs today and tell you honestly whether AI can take it on.
Book a discovery call