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Trades & Field

Automation for home services.

Plumbing, electrical, cleaning, pest, landscaping, garage doors. Different trades, the same operational shape: too many calls, too much re-entry, and a schedule that only one person truly understands. A Convoy CIS makes that shape run itself.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a home services operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Bookings arriving by phone, text, web form and marketplace, none of them connected
  • The schedule living in one person's head
  • Quotes and invoices typed twice, sometimes three times
  • Review requests never sent, so the profile that drives the calls goes stale
  • No reliable read on which jobs actually made money
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Unified booking

Every channel lands in one queue with the customer record attached.

02

Schedule & dispatch

Routes and assignments built from skill, location and job length.

03

Quote to cash

One record carries the job from estimate to paid invoice.

04

Reviews & repeat work

Follow-up and review asks staged after completion, not left to memory.

03 / The dashboard

This is how your board could look.

A command view built for Home Services. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Home Services
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Jobber Housecall Pro ServiceTitan QuickBooks Google Business Profile Twilio Stripe

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.