Automations for home services
Document and proposal generator for home services
Creates proposals, letters and contracts from a template using details you already have. For home service companies, it matters most while you're on a job across town. The usual trouble: quote requests wait until the evening for a reply.
Where home service companies lose time today
Quote requests wait until the evening for a reply. Nobody at a three-van plumbing company signed up for that part of the job, and the document generator handles it.
What it looks like in practice
Take a three-van plumbing company as an example. After a call you pick the record in ServiceTitan and click one button. A draft document is ready in your shared drive with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for home services
For a three-van plumbing company, the flow is short and predictable.
- You fill a short form or pick a record in ServiceTitan.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to your shared drive.
- You review and send.
Tools it connects to
It plugs into the tools home service companies already use, such as Jobber, Housecall Pro and ServiceTitan, and runs on n8n, Google Docs and OpenAI.
Questions from home service companies
Does the document generator work with Jobber?
It depends on your Jobber plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The document generator sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Can I change how it works later?
Yes. The document generator keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your homeowners, message me and I'll quote it first.
Want this for your home services business?
Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built