Verticals · Services

Services

For owners and managers of services businesses — HVAC, plumbing, contracting, multi-location operations.

The Services vertical assumes you are running a business where AI never replaces the technician. It supplements the back office that gets buried in quotes, scheduling, customer comms, dispatch decisions, and the weekly rhythm of running 20 trucks. Patterns are written for owner-operators who manage by walking the floor.

Who it's for

Owners and operations managers of services businesses doing $2M to $50M in annual revenue. Often family-owned or owner-operated. The people who hire dispatchers and have to write the rules the dispatchers follow.

What it adds beyond core

Core teaches white-collar operator patterns. The Services vertical adapts them for businesses where the customer-facing work is physical, the workforce is hourly, and the manager spends half their day on phone calls.

Vertical-specific modules

Vertical module 1

Dispatch and Scheduling Decisions

Same-day reroutes, the week-out plan, and emergency-vs-recurring triage.

Vertical module 2

Customer Comms at Volume

Quote follow-ups, schedule-change communication, and service report write-ups.

Vertical module 3

Quotes and Proposals

New-construction bid drafts and competitive service-contract proposals.

Vertical module 4

Team and Dispatcher Coordination

Dispatcher rule-writing and Monday-morning crew-leader briefings.

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