How we deliver.

The platform is the product. Services is how it gets installed, calibrated to your operation, and improved over time. Three things happen in a typical engagement — a diagnostic audit that scopes the work, an implementation that gets the system live, and an ongoing relationship that makes it sharper every month.

01 — Diagnostic

The AI Operations Audit.

Before we install anything, we look at your operation in detail. Where calls are leaking. What your office handles manually that shouldn't be. Where the ServiceTitan workflows are working and where they're being worked around. The audit produces a written report and a phased implementation plan — so when we build, we're building the right thing.

Stakeholder interviews.

We talk to the owner, the office manager, dispatch, and a representative tech. Different roles see different parts of the operational reality — the audit captures all of them. Most owners are surprised by what their office manager describes.

Workflow mapping.

Every inbound and outbound communication path gets mapped — calls, texts, forms, follow-ups, handoffs. We document what happens today, where it breaks, and what it costs in time or revenue when it breaks. This is the part of the engagement that sounds dry and ends up being the most valuable.

Implementation roadmap.

The audit ends with a phased plan — what gets built first, what gets built later, what the dependencies are, and what each phase produces. You see exactly what you're paying for before any code is written. No surprises in week six.

Deliverables

What the audit produces

  • →Written operational findings report — every leak, every workaround, every manual process, documented with the dollar cost where measurable.
  • →Workflow diagrams of current vs. proposed communication paths.
  • →Phased implementation plan with timeline, dependencies, and per-phase outcomes.
  • →ROI projection grounded in your actual call volume and ticket sizes — not industry averages.
  • →Recommended retainer scope for ongoing optimization after initial implementation.

02 — Build

Implementation.

Four phases, sequenced so you see value early and risk stays contained. Most operations are fully live within four to six weeks from audit approval — and they're producing measurable results within the first phase.

01

Voice agent goes live.

Inbound AI receptionist deployed on a test number, then ported to your primary line once we've verified it's handling calls correctly. Missed-call recovery active from day one. You start capturing leads you were losing immediately.

Week 1–2

02

CRM and routing wired up.

ServiceTitan (or your FSM) integration goes live. Qualified leads create records automatically. Emergency calls escalate to dispatch. The voice agent stops being an isolated tool and becomes part of your operational fabric.

Week 2–3

03

Outbound campaigns activated.

Follow-up sequences for quotes, maintenance reminders, and stale-lead revival start running on your historical CRM data. The first batch of dormant leads gets re-engaged. Revenue starts coming back from places you'd written off.

Week 3–4

04

Reporting and handoff.

Operational dashboards configured to your business. Office staff trained on what the system does and how to override it when needed. You get full visibility into what's running and what it's producing.

Week 4–6

03 — Retainer

Ongoing optimization.

The system gets sharper over time. Prompts get tuned to your specific call patterns. Outbound campaigns get refined based on what's actually converting. Reports get adjusted to surface the metrics your business genuinely cares about. The retainer is what makes the difference between "AI we paid for once" and "operational infrastructure that compounds."

Prompt and conversation tuning.

The voice agent's responses get refined as we hear real calls. Edge cases get handled. Industry-specific language gets sharpened. Six months in, the agent sounds like it's been at your business for years.

Campaign refinement.

Outbound cadences get adjusted based on response rates. New campaign types get added — seasonal promotions, specific equipment outreach, post-install follow-ups. The system evolves with your business.

Operational reporting.

Monthly reviews of what the system captured and what it surfaced about your operation. Patterns we notice — missed-call windows, conversion bottlenecks, response-time issues — become recommendations you can act on.

See what the system does on your phones.

Every engagement starts with a 30-minute demo. We answer one of your calls. You see exactly what the platform does and what it would do for the rest of them.

Book a Demo →