Course

AI for Home Services Companies at Scale

Fifteen trucks, two trades, and the numbers on your phone before six.

HardHome services

0/99 stops · about 2.5 hours · final quiz · certificate

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Start with

• AI at Work: FoundationsStart from zero and finish with three things you can actually use.
• AI for Home ServicesRun the board, price from the driveway, home by six.

Who this is for

Owners and general managers of home services companies running five or more trucks with an office team. Every example follows Sam, who owns a fifteen-truck plumbing and HVAC company across two San Fernando Valley locations, with a dispatcher, an office manager and a sales lead, on ServiceTitan, QuickBooks and Local Services Ads.

You will be able to

• Report the booking rate, average ticket, revenue per truck and callback rate every morning from your own exports
• Run the dispatcher's day on a confirmations delegation and an end-of-day recap that write nothing to the schedule
• Turn the price book into a margin system by job type with a quarterly update a human signs
• Score technicians fairly from ride-along notes, reviews and call recordings, with pay and personals kept out
• Read Local Services Ads, Google Ads and Business Profile spend against booked revenue and move the budget yourself
• Open the second location from a playbook with day 30, 60 and 90 numbers already written

Stops

1. 1 The numbers that run the companyFour numbers from the ServiceTitan and QuickBooks exports, defined once, reported to Sam every morning at six by a routine nobody has to remember. Set once
2. 2 Guardrails for the officeThe five changes only a named human makes, the three kinds of data that never reach a chat, and the log that proves both held all month. Set once
3. 3 The dispatcher's dayA Cowork delegation drafts ninety confirmations before Rosa arrives, the reshuffle rule decides who absorbs a long job, and the recap counts what rolled. Daily
4. 4 The price book as a systemEvery job type carries a loaded cost and a target margin band, the weekly read shows where the band broke, and the quarterly update is a proposal Sam signs. Weekly
5. 5 Technician scorecardsFour sources become one page per tech, normalized for job mix and territory, delivered to the tech first, with pay and personals kept out of the file. Weekly
6. 6 Marketing spend against booked revenueThree ad exports joined to booked jobs across both locations, one channel table ranked by booked revenue per dollar, and a budget move Sam makes by hand. Weekly
7. 7 Call recordings and the booking rateThe unbooked calls become five named reasons with the sentence where each one turned, then two script lines and a number Sam reads again next Friday. Weekly
8. 8 The second location playbookWhat actually carried the first location, read out of the data rather than remembered, turned into a checklist and a ninety-day plan with numbered gates. Later
9. 9 Sam's quarter and the capstoneFive scheduled routines carry the quarter, then the graded capstone runs one month on them and scores it out of 100 against a rubric written here. Weekly

Final quiz