Meet the AI team that helps run your service business

Why this matters

Missed calls are the single largest source of lost revenue in home service. A ringing phone with no answer is a customer dialing the next company on the list. During peak season, after hours, or when the office is slammed, those missed calls compound — each one a job your competitor captures.

What Kate does

• Detects unanswered or after-hours calls and sends the first outbound SMS within 47 seconds
• Qualifies the caller by asking for service address, service type, and urgency
• Answers FAQs about service area, pricing range, and typical response time
• Offers a real-time booking link so the customer self-schedules into your live availability
• Routes emergency requests to an on-call technician when configured
• Sends follow-up messages if the customer doesn't respond to the first text

When Kate steps in

• A call goes unanswered during business hours
• A call comes in after hours, on weekends, or during holidays
• Call volume surges during peak season and the office can't keep up

How Kate works in the workspace

Kate's conversations appear on the customer's timeline alongside calls, texts, and job history. When a booking is confirmed, the job lands on your dispatch board with the caller's name, address, issue, and preferred time — just like any other scheduled job. Staff can review the full conversation summary for context before the technician arrives.

Owner and team controls

• Set greeting scripts and business hours per location
• Define service-area boundaries and accepted job types
• Configure pricebook ranges Kate can quote from
• Set escalation rules for emergency calls
• Enable or disable Kate per location

Human escalation

Kate flags low-confidence calls to a human and never auto-quotes outside your pricebook. You set the rules, approve the boundaries, and stay in control. Calls that fall outside configured service areas or require custom pricing are escalated for human review.

Revenue contribution

Helps recover opportunities that would otherwise receive no response — keeping leads warm before the customer dials a competitor. The 47-second first contact is what keeps the lead from moving on; the booking follows from the conversation.

What the business sees

Why this matters

Manual dispatch sends the wrong tech, backtracks routes, and leaves billable hours on the table. A senior technician on junior work while a specialty call waits, or a truck rolling without the right part — each mismatch costs a second trip and a dissatisfied customer.

What Max does

• Evaluates technician location, skill, current load, SLA, and travel time to recommend the best assignment
• Optimizes routes to cut windshield time by clustering jobs geographically
• Matches certifications and licenses to job requirements
• Rebalances the dispatch board as new jobs land or emergencies insert
• Proposes assignments — the dispatcher approves with one click or lets it run on auto

When Max steps in

• A new job is booked and needs a technician assignment
• An emergency call inserts and the day needs rebalancing
• A cancellation opens a gap in the schedule
• A technician finishes early and capacity opens up

How Max works in the workspace

Max's recommendations appear on the dispatch board as suggested assignments. The dispatcher sees the reasoning — skill match, ETA, route impact — and can accept or override. When set to auto, Max updates job assignments directly. All changes are logged on the job record.

Owner and team controls

• Define technician skills, certifications, and licenses
• Set SLA thresholds and priority rules
• Choose manual approval or auto-assignment mode
• Configure route optimization preferences (ZIP clustering, traffic, time windows)
• Override any AI recommendation at any time

Human escalation

When Max cannot find a confident match — for example, no technician has the required certification or the route is impractical — the job is flagged for manual dispatch. The dispatcher retains full override authority on every assignment.

Efficiency contribution

Helps reduce windshield time, fit more billable work into the same paid hours, and prevent wrong-tech rollbacks. The dispatcher gets an optimized starting point instead of building the board from scratch.

What the business sees

Why this matters

Estimates built from memory or a clipboard miss add-on opportunities and apply inconsistent pricing. When the tech quotes the cheapest fix and leaves, the business loses revenue the customer would have said yes to — and the estimate itself goes cold without a follow-up plan.

What Cal does

• Generates estimates from your approved pricebook with accurate line items
• Suggests good-better-best options tied to the specific job type
• Surfaces relevant add-ons based on the service context
• Creates a structured estimate record that flows into the follow-up pipeline

When Cal steps in

• A technician or estimator needs to quote a job on site or remotely
• A new lead requires a formal estimate before booking

How Cal works in the workspace

Estimates created by Cal appear in the open-estimate pipeline alongside manually created quotes. The estimate record includes line items, suggested options, and the customer context — so follow-up agents and dispatchers can see the full picture.

Owner and team controls

• Define the pricebook with approved services and pricing
• Configure which add-on suggestions are available per job type
• Set estimate approval requirements before sending to the customer

Human escalation

Cal generates estimates from the approved pricebook only. Quotes outside configured pricing or custom jobs that don't match a pricebook entry require human review before sending.

Revenue contribution

Helps capture add-on revenue the technician might not offer and keeps estimates structured so they enter the follow-up pipeline instead of going cold.

What the business sees

Why this matters

Most lost revenue isn't lost on the first call — it's lost in the silence afterward. Estimates go unanswered and leads go cold because no one followed up consistently. A few idle estimates each week become a hidden backlog of jobs that were almost won but never actively recovered.

What Ava does

• Runs automated, timed follow-up sequences on every open estimate and unconverted lead
• Sends follow-up across SMS and email on a configurable schedule
• Re-engages cold leads with a second and third touch
• Answers common questions and routes ready-to-book customers into live availability

When Ava steps in

• An estimate remains unanswered past a configured time threshold
• A lead goes cold without a booking
• A follow-up sequence is scheduled for a specific stage in the pipeline

How Ava works in the workspace

Ava's follow-up activity appears on the customer timeline and the estimate record. Staff can see which opportunities received a follow-up, which are aging, and which responded. When a customer replies, the conversation surfaces in the workspace for the team to pick up.

Owner and team controls

• Configure follow-up timing (first touch, second touch, cadence)
• Set message templates and tone
• Define which pipeline stages trigger automated follow-up
• Pause or disable follow-up sequences for specific customers
• Review and override any automated message before it sends

Human escalation

When a customer responds with a complex question or a custom pricing request, the conversation is routed to a human. Ava handles the structured touches — a human steps in when the conversation needs judgment.

Revenue contribution

Helps keep open estimates from going cold and reduces the manual reminder work that often doesn't happen consistently. Follow-up happens every time, not just when someone remembers.

What the business sees

Why this matters

A customer who had a bad experience and no way to tell you about it goes straight to Google with a one-star review. That review costs you the next ten customers who read it. Most complaints are fixable — but only if the business hears about them before they go public.

What Grace does

• Sends post-job check-in messages to gauge customer satisfaction
• Routes negative responses to an internal resolution queue before they reach public review platforms
• Triggers re-engagement sequences — win-back offers, check-ins, and service recovery
• Detects churn risk from service history, cadence, and engagement signals

When Grace steps in

• A job is completed and a satisfaction check-in is due
• A customer indicates dissatisfaction in a response
• A customer's service cadence suggests they may be lapsing

How Grace works in the workspace

Grace's check-in messages and any customer responses appear on the customer timeline. Negative responses surface in a resolution queue the team can work through. Re-engagement activity is logged so staff can see what was sent and whether the customer responded.

Owner and team controls

• Configure post-job check-in timing and message templates
• Define what constitutes a negative response threshold
• Set re-engagement sequence rules and offers
• Review and approve win-back offers before they send
• Disable automated re-engagement for specific customers

Human escalation

When a customer expresses a serious complaint or requests a specific resolution, the case is routed to a human for personal handling. Grace initiates the check-in — a human owns the resolution.

Efficiency contribution

Helps protect reputation by intercepting complaints internally and reduces the manual work of post-job follow-up. Churn-risk detection gives the team a prioritized list of customers to reach before they leave.

What the business sees

Why this matters

Most growth is left on the table with existing customers — the upsell never offered, the membership never pitched, the happy customer never asked for a referral. Across a crew or network, weak growth motion quietly caps average ticket and recurring revenue.

What Rex does

• Reads job history and customer context to surface upsell opportunities at the right moment
• Identifies membership-eligible customers from service patterns and equipment age
• Prompts referral asks after great outcomes
• Coordinates marketing and campaign follow-through so demand and repeat revenue compound

When Rex steps in

• A job completes and the customer is eligible for an upsell or membership
• A customer's service history suggests a maintenance plan is due
• A positive outcome creates a natural referral moment

How Rex works in the workspace

Rex surfaces opportunities as recommendations on the customer record and in a growth queue the team can work through. Operators see which customers are eligible, what the suggested offer is, and whether it was acted on.

Owner and team controls

• Define which upsell and membership offers are available
• Set eligibility rules for when an offer surfaces
• Require human approval before an offer is sent
• Configure referral request timing and messaging
• Disable growth suggestions for specific customers

Human escalation

Rex surfaces opportunities as recommendations — it does not autonomously send offers unless configured to do so. The owner decides whether offers require approval or run automatically within approved boundaries.

Revenue contribution

Helps grow revenue from the customers you already have — raising average ticket, attaching memberships, and driving referrals — without a dedicated sales team.

What the business sees

Why this matters

You did stunning work. Nobody asked for the review. Your Google rank stalls while competitors with worse work outrank you. Every job finished without a review request is a marketing dollar set on fire — reviews are the cheapest lead source you already earned.

What Stella does

• Sends review requests via SMS or email after a completed job
• Times the request for the moment of highest customer satisfaction
• Routes negative responses to an internal resolution queue before they reach public platforms
• Tracks review volume and rating trends over time

When Stella steps in

• A job is marked complete and the review window opens
• A customer expresses satisfaction in a post-job check-in

How Stella works in the workspace

Review request activity appears on the customer timeline. The team can see which jobs triggered a request, whether the customer responded, and the resulting review. Negative responses are routed to the same resolution queue Grace uses.

Owner and team controls

• Configure review request timing and message templates
• Set which job types or satisfaction levels trigger a request
• Review and approve requests before they send
• Disable automated review requests for specific customers
• Respect customer opt-out preferences

Human escalation

When a customer indicates dissatisfaction instead of leaving a positive review, the response is routed internally for human resolution. Stella does not post to external platforms without owner approval.

Efficiency contribution

Helps turn completed work into review volume — the cheapest lead source a service business has. Intercepting negative feedback internally protects the public rating while the team resolves the issue.

What the business sees

Why this matters

Operators often learn a job lost money after it's done, and unpaid invoices age until they're written off. Revenue looks strong on the P&L while the bank account says otherwise — because revenue and profit are measured as if they're the same thing.

What Finn does

• Computes profitability per job from existing records — labor, parts, and time against the invoice
• Runs automated collection sequences on unpaid invoices
• Flags margin erosion as it happens, not at job close
• Surfaces which jobs and service mixes actually make money

When Finn steps in

• An invoice becomes overdue past a configured threshold
• A job closes with costs that exceed the estimated margin
• A service mix shows a pattern of low profitability

How Finn works in the workspace

Finn's profitability calculations appear on the job record and in a financial dashboard. Collection activity is logged on the invoice record so staff can see what was sent and whether the customer responded. Margin flags surface in the operational view.

Owner and team controls

• Configure collection sequence timing and message templates
• Set overdue thresholds that trigger automated follow-up
• Define what cost components are included in profitability calculations
• Require human approval before collection messages send
• Override or pause collection sequences for specific customers

Human escalation

Finn does not modify invoice amounts or mark invoices as paid. Collection sequences are send-only — they cannot change the financial record. Disputed invoices or complex billing situations are routed for human handling.

Revenue contribution

Helps collect cash that would otherwise age into write-offs and gives the operator visibility into which work actually makes money — so pricing and mix decisions are based on margin, not just revenue.

What the business sees

Why this matters

Franchise corporate usually sees lagging financials one location at a time, weeks after the fact. Without a normalized, network-wide view, struggling locations hide inside averages and the cause is old by the time anyone acts.

What Scout does

• Normalizes every location onto the same scale and ranks them by operational drivers
• Tracks call capture, conversion, follow-up, utilization, and review velocity
• Maps territory performance and flags early-warning declines
• Surfaces top and bottom quartile locations in real time
• Produces the Network Operational Health Score corporate sees per location

When Scout steps in

• A location's operational signals deviate from network norms
• A location drops in ranking against the network benchmark
• Early-warning indicators suggest a decline before revenue moves

How Scout works in the workspace

Scout's benchmarks appear in the franchisor command center as a ranked view of all locations. Corporate sees the network at a glance — top vs bottom quartile, territory concentration, and which locations are sliding. Scout produces the operational intelligence; Iris presents it in reporting.

Owner and team controls

• Define which operational signals are included in the benchmark
• Set network benchmark thresholds and alert triggers
• Configure which roles can see network-level data
• Set franchisee data access scope per role

Human escalation

Scout is read-only at the franchisee level — it surfaces data and benchmarks but does not make changes. Corporate view requires explicit org membership. Alerts flag locations for human review; Scout does not auto-correct.

Efficiency contribution

Helps corporate see which locations need attention before the royalty check reflects the decline. Turns the franchisor from a reporter of last quarter into an operator who intervenes this week.

What the business sees

Why this matters

Your team has 15 dashboards and still can't answer one question: where is the money leaking, and why? More tools created more versions of partial truth. The job isn't another dashboard — it's the one answer all of them are circling.

What Iris does

• Compiles daily operational briefings from across the workspace
• Surfaces revenue anomalies, churn-risk signals, and schedule gaps
• Presents the operational intelligence Scout produces in a readable format
• Highlights tasks requiring human attention each day

When Iris steps in

• A daily briefing is scheduled for the morning
• An operational anomaly is detected across the workspace
• A performance threshold requires attention

How Iris works in the workspace

Iris presents the daily briefing in the operational dashboard — a summary of what happened, what's at risk, and what needs action today. The briefing draws from the same shared data layer as every other agent, so the numbers match across the workspace.

Owner and team controls

• Configure which metrics appear in the daily briefing
• Set anomaly detection thresholds
• Choose briefing delivery time and format
• Define which roles receive the briefing

Human escalation

Iris is a reporting and intelligence agent — it surfaces information and recommendations, not autonomous actions. Anomalies and alerts are presented for human decision-making.

Efficiency contribution

Helps owners monitor important activity without assembling reports manually. Gives staff a prioritized starting point each morning instead of hunting across multiple dashboards.

What the business sees

Single-location and multi-crew operators

For one-truck businesses and growing multi-crew operators, the AI team helps prevent everyday calls, estimates, reminders, and administrative tasks from being forgotten. The same operational clarity a corporate-backed competitor has — without the corporate overhead.

Multi-location and franchise operators

For multi-location operators, the same workspace can help surface patterns, compare operational activity, and identify locations that need attention. Scout benchmarks every location against the network, and Iris presents the intelligence in daily briefings.