AI for cleaning, maintenance and installation firms
When the team is out on jobs, the office holds everything together by phone and spreadsheet. These are the jobs service firms ask to hand to AI first, and what we'd set up for each.
What should changeFewer jobs lost to missed calls, no retyping in the office, and more reviews.
Where the hours go in a firm with teams out on jobs.
- 01
Calls are missed while everyone's on a job.
The customer rings the next firm on Google instead of waiting.
What we set upA missed call gets a text back within a minute, and the enquiry lands in your system with a callback task.
- 02
Job sheets get retyped in the office.
Teams fill in paper or photos, and someone types it all into the accounts later.
What we set upA phone form on site that sends job details straight to your job and accounts software.
- 03
Quotes go out and nobody follows up.
The office is busy, so the quote sits until the customer forgets about it.
What we set upFollow-ups on open quotes on a schedule, stopping when the customer replies.
- 04
Reviews only happen when someone remembers.
Happy customers never get asked.
What we set upA review request after every finished job, and a heads-up to you about any bad one.
“field teams complete paper work orders, leaving office staff to manually enter job information into QuickBooks”
What six weeks could look like.
An illustration, not a client story. Your plan comes out of your audit.
Example plan
A commercial cleaning firm, 35 people, 6 vans
Where they startCalls are missed while the office is on the phone to crews, paper job sheets are retyped into QuickBooks, and quotes go out with no follow-up.
What should changeFewer jobs lost to missed calls, and the office stops retyping what the crews already wrote.
Runs in their phone system, job software and QuickBooks.
- Week 1
Missed calls get a text back within a minute, and the enquiry lands in the job system with a callback task.
- Week 2
A phone form on site that sends job details and photos straight to the job system and QuickBooks.
- Week 3
Follow-ups on open quotes on a schedule, stopping when the customer replies.
- Weeks 4 to 6
A review request after every finished job, and a weekly view of jobs, hours and margins. In week five the office builds the contract renewal reminder themselves.
Work it out on your own numbers.
Pick a job, move the sliders to match your team, and change our assumption if you think it's lower.
Work it out for your business
Our assumption. Change it if you think it's lower.
Their pay plus employer costs such as National Insurance and pension.
Worth to you, every year
£0
Your numbers and an assumption you can see. Your audit note checks them against how your business actually works, and week six measures what really happened.
Add this to my audit requestA Build Week, start to finish.
Every week follows the same pattern, so you always know what happens next.
- Week before
We rehearse
We run every step ourselves on our own test accounts, so we already know where it snags. You get a short checklist for adding us as a user. You never share passwords.
- Monday
Session one
Whoever does the work builds it on their own screen, in your accounts, while we guide them. About 90 minutes on Teams, Meet or Zoom.
- Tue to Wed
Between sessions
We fix anything that came up and prepare the next piece, down to the exact text to paste.
- Thursday
Session two
Another 90 minutes. The next piece gets built, and we check the first one still runs.
- Friday
The note
One page on what changed and what now runs by itself. The invoice for the week comes with it.
What service firms ask first.
Our crews aren't on computers. Will this work?
Yes. The crew side is a simple form on a phone. Everything else happens in the office's systems.
Does it work with our job software?
Many job management tools can export or connect through an API, as QuickBooks does. The audit note says what's possible with yours.
Start with a free audit.
Tell us what your team does by hand and where to look. Within three working days you'll get a one-page note: the first job we'd suggest, an estimate of the hours it would save each week, a six-week plan and the weekly price. If we need longer, we'll email to say so.
- 1
We read what you've told us, then look at your site, your ads and how enquiries reach you. If we need more, we email. A call is optional.
- 2
You get the note by email, written by the person who'd run your sessions. It's yours to keep.
- 3
If you go ahead, we agree a start date and rehearse the week before.