Alex Sears CPA  -  Katy, TX
Tap to call (832) 677-0085 Mon-Fri 8a-6p CT
AI workflows for home services

Respond faster and keep office work from slowing the field team.

Connect lead intake, estimate follow-up, job updates, invoice exceptions, and review requests into workflows your office can see and control.

Good first projects

Start with one narrow workflow your team repeats every week.

Each example is a starting point. The assessment maps your current process, systems, data, review point, and measurable definition of success before anything is built.

01

Lead intake

Normalize web, email, and missed-call requests and route urgent jobs using rules your team defines.

02

Estimate follow-up

Draft timely reminders based on estimate status, with staff approval for exceptions.

03

Job completion

Check for required notes, photos, and customer communication before a job is closed.

04

Invoice exceptions

Surface overdue, disputed, or incomplete invoices for office review instead of sending risky messages automatically.

Industry boundary

Automation supports the work. It does not appoint itself the decision-maker.

Dispatch, pricing, safety calls, refunds, collections, and customer commitments keep a named human owner. The system handles repeatable coordination, not field judgment.

  • Approved systems and data boundaries
  • Human review before consequential actions
  • Representative testing and acceptance criteria
  • Operating notes, audit trail, and shutdown path
Same controlled method

Assessment, implementation, then support if it proves useful.

Every industry page leads to the same implementation model: a $1,500 fixed-scope assessment, a $5,000+ bounded implementation sprint, and optional managed support from $1,500 per month.

You can stop after any stage. Software subscriptions, extensive data cleanup, and custom enterprise integrations are scoped separately.

See engagement details
Other industries
START WITH ONE WORKFLOW

Tell me where home-service companies lose time every week.

I will help determine whether it is a good automation candidate and scope the smallest useful next step.

Request an assessment