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HumanAgent

Industries · Home services & trades

AI for home services & trades.

Help HVAC, plumbing, electrical, roofing and other service businesses answer enquiries, book jobs and turn site photos into quotes and reports, with the owner or office approving what goes to customers.

Talk through your workflow Start with a workflow audit

Where it helps

Three places to start.

Illustrative workflow patterns, not results from a specific customer.

Home services & trades

Enquiry and booking intake

Capture new enquiries from web, phone notes and messages, ask for missing details, and draft a booking for the office to confirm.

Home services & trades

Quotes from site notes

Turn technician notes and photos into a draft quote using your price list for a person to review.

Home services & trades

Job reports and follow-up

Organize job photos and notes into a customer report and schedule follow-ups.

Use cases

See the full workflow.

Sales

Lead intake to CRM

New inquiries are enriched, summarized and written to the CRM with a suggested next step, and the right person is alerted.

See the workflow Sales

Quotes from site notes and photos

Turn a technician’s site notes, measurements and photos into a draft quote using your own price list and standard line items, so the office reviews and sends a consistent quote the same day instead of retyping it.

See the workflow Sales

Quote and proposal follow-up

Track every quote or proposal that has gone out, draft a timely follow-up for each one, and give the owner a short weekly list of open deals that need a call.

See the workflow Operations

Job completion reports and follow-up

Turn a technician’s job notes and before-and-after photos into a clear customer report, and schedule the right follow-up, such as a review request, a warranty reminder or the next service visit, for the office to approve.

See the workflow Customer support

New customer onboarding

Guide each new customer through the first weeks with timely, relevant steps based on what they bought and what they have done so far, and alert a person when someone gets stuck.

See the workflow Sports & field operations

Field inspection photo reports

Turn the photos and notes field crews capture on site into an organized inspection report, with possible issues flagged for a qualified person to confirm.

See the workflow

Related

Go deeper.

ServiceAutomate the repeatableGive recurring work an owner, a trigger, and a stop rule.ServiceConfigure your AITurn individual AI use into a repeatable way of working.BasicsClient vs. server: where code runsWhat belongs in the browser or app, and what must stay on a server you control.AnswerWhat is an AI agent in a business setting?An AI agent is software that uses a language model to carry out a multi-step task — reading information, deciding the next step and using connected tools — within limits the business sets, with people approving actions that matter.AnswerDoes a small business need an AI use policy?Yes, if staff use AI tools for work — and most already do. A short policy that names the approved tools, the information that may and may not go into them, and which outputs need review protects the business without stopping useful work.GuideAutomate one workflow in 30 daysA four-week playbook to take one recurring workflow from manual to automated, with an owner, approval points and a measured result.GuideSet up ChatGPT or Claude for a teamA four-step playbook to turn scattered individual AI use into a shared, governed setup your team actually uses.

Bring the messy version

One workflow.
A better way to run it.

Show us the tools, the handoffs, and the part that keeps slowing your team down.

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