Industries / Home services
One operating standard across every location.
Call handling, dispatch, billing, and reporting. Every new location runs the same playbook from its first day.
- Awaiting approval
Invoice batch
- Ready for review
Payroll preparation
- Within limits
Dispatch reassignment
Audit log
- Dispatch agent rebalanced three jobs within limits
The work
The work we build, and who approves it.
Call handling and booking
What AI doesAnswers calls and texts and books jobs.
Who approvesWithin limits. Staff take every escalation.
Dispatch support
What AI doesRebalances schedules when jobs change.
Who approvesDispatchers approve changes outside limits
Job to invoice
What AI doesMatches work orders, materials, and photos to invoices.
Who approvesOffice managers
Payroll preparation
What AI doesCalculates technician hours, commissions, and incentives.
Who approvesPayroll is approved before it runs
Location onboarding
What AI doesMoves an acquired company onto the platform standard.
Who approvesIntegration leads
Portfolio reporting
What AI doesRolls up every location into one view.
Who approvesFinance approves every metric
Security and compliance
Built to the rules you already answer to.
- Payment data is handled within PCI DSS and never stored by the AI.
- Calls and texts follow consent and calling-hour rules.
- Every automated action is recorded by location.
Frameworks we design to
- PCI DSSPayment card data
- TCPAConsent for calls and texts
- CCPA and CPRAConsumer privacy rights
- State privacy lawsConsumer data laws by state
- SOC 2Trust services criteria
These are requirements we build to inside your program. They are not certifications held by SRV LAB.
Visit the Trust CenterYour people
What stays with your people.
- Pricing and discount decisions
- Customer disputes and refunds
- Hiring and technician pay
- Anything a customer asks a person to handle
Your systems
Built around the systems you run.
Product names belong to their owners and do not imply a partnership.
Results
Measured in production.
Gardner Plumbing · Payroll preparation
30 hours to 4 minutes
Final review and approval stay with the team.
Read the case studyMeasures we agree on up front
- Booking rate on inbound calls
- Days from job to invoice
- Hours of office work per location
- Time to integrate an acquisition
Questions
What leaders ask us.
Will customers know they are talking to AI?
Yes. We disclose it, and customers can reach a person at any time.
Can you work across companies on different systems?
Yes. We connect to each company's systems first, then move locations onto one standard.
Who owns what you build?
You do, which matters at exit.