Industries · Home Services & Trades

Operations and growth for home services and trades.

Compass AI Group helps Canadian heating and cooling, plumbing, electrical and roofing businesses find where jobs and hours leak between the call and the invoice. Every sale comes in by phone, referral or builder. We map the quotes, the dispatch and the paperwork, fix the process, and add technology and AI only where it pays.

About one in six Bearings Reports says: do nothing yet.

Plot Your CourseSee how we work
A no-heat call, with the fix
A homeowner calls a sample heating company at 10:15 AM with no heat. With the fix, the call is answered while the crew is on a roof, the estimate visit is booked into the calendar, and the quote is drafted from the visit notes and signed online the same afternoon. The crew does the install as before.ONE FURNACE CALL10:15 AMA homeowner calls: no heatTwo kids at home, wants someone today10:15 AMAnswered while you are on a roofAddress, problem and urgency capturedBefore: voicemail while the crew was on site10:20 AMEstimate visit bookedSame-day slot in your calendar, confirmed by textBefore: a callback at lunch, if anyone remembered3:30 PMQuote sent from the visit notesDrafted for you, signed online by the customerBefore: written up Thursday, after a yes elsewhereNEXT DAYInstall dayYour crew does the work, as beforeWhat the fix changesWhat stays as it isA homeowner calls a sample heating company at 10:15 AM with no heat. With the fix, the call is answered while the crew is on a roof, the estimate visit is booked into the calendar, and the quote is drafted from the visit notes and signed online the same afternoon. The crew does the install as before.ONE FURNACE CALL10:15 AMA homeowner calls: no heatTwo kids at home, wants someone today10:15 AMAnswered while you are on a roofAddress, problem and urgency capturedBefore: voicemail while the crew was on site10:20 AMEstimate visit bookedSame-day slot in your calendar, confirmed by textBefore: a callback at lunch, if anyone remembered3:30 PMQuote sent from the visit notesDrafted for you, signed online by the customerBefore: written up Thursday, after a yes elsewhereNEXT DAYInstall dayYour crew does the work, as beforeWhat the fix changesWhat stays as it is
FIG. 00A sample heating company, not a client’s. In gold, what the fix changes: the call answered on the job, the visit booked, the quote out the same day. The crew’s work stays the same.

S.01Where time leaks

The bottlenecks we see in home services and trades businesses.

  1. 01

    Quotes take three days

    The homeowner calls, someone visits, someone else writes it up, and the quote goes out on Thursday. Half the time the customer has already said yes to whoever answered first.

  2. 02

    The phone rings on the job site

    The “are you available” calls come in while you are under a furnace. They go to voicemail, and voicemail goes to the competitor.

  3. 03

    Dispatch, inventory, and paperwork by hand

    Installers scheduled by text, parts reordered when someone notices the shelf is empty, contracts signed on a clipboard and typed in later. Three processes, three people, no single view.

S.02What we fix first

The fixes that usually come first.

Every engagement starts with the Bearings Report, so the first fix is the one with the clearest payback, not the newest tool.

  1. 01

    Map call to invoice and time every step

    A Bearings Report follows a job from the first call through quote, booking, dispatch, install, and invoice, and puts hours and dollars on the handoffs. It ranks what to fix first, and sometimes the fix is a form, not a system.

  2. 02

    A phone answered while you are on a roof

    An AI receptionist captures the address, the problem, and the urgency, screens the tire-kickers, and books the estimate into your calendar. The summary is in your inbox before you climb down.

  3. 03

    Buy or rent online, with installation in the cart

    A storefront where the customer can buy or rent monthly, book the installation at checkout, and sign electronically. Dispatch to your installer partners happens automatically from the order.

  4. 04

    Inventory that reorders itself

    Stock levels tied to orders and installs, reorder points that trigger on their own, and one program instead of six vendors to keep it running.

S.03What we measure

What changes when it works.

Potential, not a promise. We set your baseline before anything is built, then measure the same things after, in writing.

Quote turnaround
Time from the first call to the quote in the customer’s hands, measured against your baseline.
Manual handoffs
Steps keyed in by hand between order, dispatch and inventory, counted before and after the workflow goes live.
One program
The vendors, spreadsheets and text threads that ran the back office, listed and replaced one at a time.

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S.05Next step

Plot your course.

A free 30-minute Bearings call. You and the Compass team, talking about your business. An honest read on what to fix first, and whether AI belongs in it.

Book Your Bearings Call

Or reach the Compass team directly: batwal@compassaigroup.com, 416-409-2112