AI workflows by trade

The AI tools are the same for every trade, but each trade leans on different ones. Here's where they tend to help most. Every AI draft still waits for a person, as described in Set AI approvals.

#HVAC & plumbing

• AI estimate in the field. After a diagnosis, the tech taps AI estimate on the visit and describes what they found. Homeforce builds good/better/best options from your pricebook and factors in the age of the equipment on file, so an older system can get a replacement option. See AI estimates, follow-ups and dictation.
• Write follow-up on replacement estimates that have been viewed but not approved.
• AI Suggest on the dispatch board for no-cooling or no-heat calls, so the closest qualified tech gets the emergency.
• Coach for CSRs booking calls in peak season.

#Electrical

• Dictate helps techs capture panel findings and code issues without typing on a phone.
• AI Suggest respects tech skills, so licensed work goes to techs with the right skill set on their profile.

#Painting

• Write follow-up for interior and exterior bids, which often sit while the homeowner picks colors.
• A Flow on estimate approved that texts the customer a thank-you and next steps.

#Roofing

• Estimate follow-up agent to rank open roof estimates by value and how recently they were viewed.
• A Flow on lead created with a condition on a roof-type custom field to email your sales team.
• Copilot to check which lead sources are paying off after storm season.

#Remodeling & restoration

• Copilot and the Collections agent for keeping an eye on large receivables on long projects.
• A Flow on payment failed that emails your accounting team.

#Landscaping, lawn, pool & pest (recurring routes)

• Copilot for membership questions: "Which memberships are expiring?" and "Who's past due?"
• A Flow on visit completed that texts the customer a short service note.
• The Dispatcher agent for a morning summary of the day's board.

#Cleaning

• A Flow on invoice paid that tags repeat customers, so you can build a saved view of them.
• Coach for the people booking cleanings by phone: booking rate is the number to watch.