AI for
service businesses.
Home services, agencies, field service, and multi-location service operations. The work is scheduled, dispatched, documented, and billed — and most of the friction lives in the handoffs between those steps.
The handoffs decide how much capacity you actually have.
An inquiry becomes a qualified opportunity, an estimate, a scheduled job, a completed visit, an invoice, and a follow-up. Every gap between those steps costs either revenue or margin.
Speed to response decides the sale
Inquiries go cold quickly, and inbound opportunities can arrive outside the hours your team is available to respond.
Context lives with individuals
What happened on the last visit is in someone's head, or in a note nobody reads.
Scheduling is a constraint, not a calendar
Capacity, skills, travel, and parts all decide what can actually be promised.
Documentation is done last
Job notes, photos, and follow-up tasks get written up when the day is already over.
Follow-up is inconsistent
Quotes that never got a second touch are the cheapest revenue in the business.
Reporting is assembled manually
Management questions require someone to rebuild the same view every week.
The work worth
building around.
Not a menu to buy from. These are the places where connected systems most often remove work, improve a decision, or keep the operation moving.
- 01
Lead Intake & Qualification
Inbound inquiries captured, classified, and enriched with account history before anyone picks them up.
- 02
CRM Operations
Record hygiene, next-step recommendations, and follow-through that no longer depends on memory.
- 03
Estimating & Proposals
Drafts prepared from scope, prior jobs, and pricing rules — priced and sent by a person.
- 04
Scheduling Support
Capacity, skills, and travel checked before a commitment is offered to a customer.
- 05
Dispatch & Routing Support
Assignment options prepared with the constraints made visible; the dispatcher still decides.
- 06
Customer Communications
Confirmations, arrival updates, and follow-ups prepared from real job status.
- 07
Call & Email Summarization
Conversations turned into structured notes, tasks, and CRM updates automatically.
- 08
Job Documentation
Field notes, photos, and completion records organized into a usable record of work.
- 09
SOP & Knowledge Retrieval
Technicians and office staff get answers from your own procedures, not a group chat.
- 10
Billing & Collections Workflows
Invoice preparation, exception flagging, and structured collections follow-up.
- 11
Feedback & Reviews
Themes surfaced from customer feedback before they turn into a pattern.
- 12
Sales Follow-Up
Unclosed estimates worked systematically instead of whenever someone remembers.
- 13
Onboarding & Training
Role documentation and training material built from how the work is actually done.
- 14
Management Reporting
Jobs, capacity, revenue, and margin assembled without a weekly spreadsheet ritual.
An inquiry arrives at 9pm.
By the time a person opens it, the context is assembled, the qualification questions are answered, and a draft estimate is waiting for commercial approval.
- 01Intake
Inquiry arrives by form, email, or call
Observed - 02AI Environment
Need classified and urgency assessed
Reasoned - 03CRM
Existing account and service history retrieved
Reasoned - 04AI Environment
Qualification gaps identified and questions prepared
Reasoned - 05AI Environment
Estimate drafted from scope and pricing rules
Reasoned - 06Sales
Commercial terms reviewed and approved
Human authority - 07Scheduling
Capacity and skills checked before a date is offered
Reasoned - 08Customer
Communication sent with confirmed expectations
Human authority - 09Operations
Job created and follow-up tasks queued
Reasoned
One illustrative workflow, not a product. The architecture behind it — how systems, context, and approvals fit together.
What stays
with a person.
The system prepares the work and removes the waiting. Price, promise, and the relationship with the customer stay with your people.
- Quoted pricing and any commercial commitment
- Promised dates and capacity commitments to a customer
- Dispatch decisions where safety, skill, or risk is involved
- Escalations, goodwill, and dispute resolution
- Anything that changes the scope of agreed work
How Big Timber works
We don't start with
a product.
We learn how the business works, then identify where connected AI creates useful capacity — and where it does not.
See the engagement model →Discover
We learn how the operation actually runs — systems, handoffs, and where work stalls.
Design
We map where connected AI creates capacity, and what stays with a person.
Build
Integrations, context, workflows, approvals, and logging built into your environment.
Train & Maintain
The team is brought with it, and the environment keeps an owner afterwards.
Find where AI fits in yours.
A working session against how your service operation actually runs — intake, estimating, scheduling, field work, and billing. We will tell you where connected AI creates capacity, and where it will not.