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Truvisory
§ Commercial / Field Service

AI consulting for field service and the trades.

The highest-ROI AI for a trades business isn't paperwork — it's the calls nobody answers. Truvisory® ships the AI that captures the revenue you're already losing — an AI phone and booking agent plus instant lead response — integrated cleanly to your field-service platform, in 90 days, measured by recovered revenue.

Read the complete guide
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§ 01 / The missed-call math is the opportunity

One booked call is worth real money.

Roughly a quarter or more of inbound calls to home-services businesses go unanswered, most of those callers never call back, and a missed call represents $200 to $1,000-plus in expected revenue. A roofer with a $2,500 average job and a 35% close rate loses about $875 every time the phone rings and nobody picks up. You can't hire your way out of the call volume — which is the whole case for handling more of it with AI. We model conservatively and measure recovered revenue.

§ 02 / By the numbers

The economics that make the case.

$200–$1,000+
expected revenue per missed call, once you account for average ticket and close rate
Invoca — missed-call cost for home services
~27%
of calls to home-services businesses go unanswered — one study of 85 businesses found only ~38% answered by a live person
Invoca research (SMB miss rates run higher; treat as a range)
~7×
more likely to qualify a lead when you make contact within an hour — yet the average business takes about 47 hours
Harvard Business Review, ~1.25M sales leads
~half
of contractors are already using or experimenting with AI; high-performing service orgs adopt it at far higher rates
Late-2025 contractor survey; Salesforce field-service research

// Most dollar-loss figures in this space are vendor-published and inflated — we model a conservative 20–30% recovery rate against a realistic miss count and measure actual recovered revenue.

§ 03 / What we ship

Start where the money is: the calls and the leads.

  • 01

    AI phone & booking agent

    An agent that answers missed, after-hours, and overflow calls 24/7, books straight to your dispatch board using real-time capacity, recognizes existing members, and — critically — escalates to a human the moment it detects frustration or an out-of-scope request.

  • 02

    Instant lead response

    Instant response to web forms and paid leads from Angi, Thumbtack, and Google Local Services Ads. Contacting a lead inside the first hour makes you roughly 7× more likely to qualify it — and the average business still takes about 47 hours.

  • 03

    Scheduling, dispatch & route optimization

    Match the right tech to the job by skill, location, and availability, rebalance the day, and re-sequence routes to lift jobs per day and cut drive time — tested against your own history with a shadow comparison, not a vendor’s headline number.

  • 04

    Clean integration to your platform

    The real engineering work is a tight integration to ServiceTitan, Jobber, Housecall Pro, or Workiz, a clean price book, and well-designed escalation logic — so the AI never confidently books the wrong thing into a calendar your team can’t see.

Field-service AI is high-ROI and fast-payback and customer-experience- sensitive — which is exactly why the right pattern is bounded, well-integrated, human-in-the-loop-where-it-matters automation. We start by capturing the revenue you're already losing, with clean escalation to a person, not a full bot replacement of your front office.

§ 04 / We meet your stack where it is

Built on the field-service platform you already run.

You don't rip out your system of record. We integrate the AI agent into the dispatch board, capacity, and price book you already use, so bookings land where your team can see them — no separate calendar to reconcile later.

  • ServiceTitan
  • Jobber
  • Housecall Pro
  • Workiz
// Operator prior

The principal co-founded and ran Do the Bang Thing Salon® for nine years — an appointment-based local-services business scaled to a team of 12 and 10,000+ clients on a mapped customer journey. The booking, capacity, and front-desk realities of a trades shop aren't abstract here.

// CX honesty

A homeowner standing in a flooding basement is not the call to fully automate. Every agent we ship escalates to a human the moment it detects frustration or an out-of-scope request — that behavior is what separates a revenue tool from a brand liability.

§ 05 / Engagement & pricing

Fixed scope. Transparent ranges. Start with an audit.

When recovered revenue divided by cost clears 3–5× in the first quarter, you shouldn't be on an open-ended retainer for it. Most engagements open with a fixed-fee AI Audit and move into a fixed-scope call-capture sprint or an embedded monthly model — here's the honest range up front.

Package A 2 weeks

AI Audit & Roadmap

$5K – $30K · fixed

A process audit across your call capture, lead response, dispatch, and back-office workflows — a prioritized backlog, ROI sizing per opportunity, and a build·buy·configure recommendation you can hand to any team, including ours.

Most chosen
Package B 4–6 weeks

Ship-It Sprint

$20K – $120K · fixed

One production-grade workflow shipped end-to-end — an AI phone and booking agent with clean human escalation, integrated to your field-service platform — with a 30-day handover window. A working system, not a prototype.

Package C Monthly

Embedded Fractional CTO / AI Lead

$6K – $25K+ / mo

A capped-hour monthly engagement for operators scaling multiple workflows without an FTE hire — weekly working time plus a monthly architecture review, hiring and vendor management, no retainer trap.

Not sure where to start? Take the 1-min AI Readiness Scorecard →

§ 06 / The complete guide

Researching first? Read the deep dive.

The missed-call math, the speed-to-lead win, the full map of where AI pays off in HVAC, plumbing, electrical, and roofing, where bots backfire, and where to start. The full research piece, no booking required.

§ 07 / FAQ

Questions buyers ask before booking.

What does AI consulting for a field-service business deliver?

A working system that captures the revenue you’re already losing — an AI phone and booking agent for missed and after-hours calls plus instant lead response — integrated cleanly to your platform and shipped in 90 days. We baseline your current miss rate and response time first, then measure recovered revenue.

How long until something is in production?

An after-hours call-capture agent — the highest-ROI first workflow — typically goes live inside 90 days. A Ship-It Sprint puts it in production in four to six weeks, wired to your dispatch board with clean human escalation; a two-week AI Audit can come first when you want the prioritized backlog and recovered-revenue sizing before you commit to the build.

Will an AI agent annoy my customers?

Not if it’s built right. Emergency and distressed callers want a human, and bots that mishandle them damage your brand. We have AI book and triage the routine high-volume calls and escalate the complex or emotional ones to a person with full context — so the customer never has to repeat themselves.

Do you build from scratch or configure tools we already use?

Mostly the latter for the trades. ServiceTitan, Jobber, Housecall Pro, and Workiz now ship native AI, and strong add-on voice vendors exist — so for most businesses the win is integrate-and-configure around the platform you already run, not a rebuild. Our engineering goes into the tight integration, a clean price book, and the escalation logic that keeps the agent from confidently booking the wrong thing.

Should I read the article or work with you?

Read the article if you’re still mapping the territory — it covers the missed-call math, the speed-to-lead win, and where voice bots backfire. Use this page when you’re ready to put a call-capture agent in production. The two are designed to be read in that order: guide first, scoping call second.

§ 08 / Book a 30-min AI Audit

A working call, not a discovery call.

Bring one workflow you want to ship — an after-hours call-capture agent, instant response on your Angi and Thumbtack leads, or AI-assisted dispatch tested against your own history. We come with a working hypothesis on the build, a stack pick, a fixed-scope ballpark, and a conservative read on the recovered revenue. No SDR, no drip.

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