Built for residential trades operations
Intelligence rooted in reality.
We lift up home services contractors by doing the work that takes their time and money away from the people they serve.
agentplain REPLACES the lead-source juggle and the insurance-supplement scramble, INTEGRATES with Outlook, Gmail, and QuickBooks Online on day one, and AUGMENTS the owner's read on every estimate, supplement, and homeowner-facing reply.
The lead-to-estimate skills, agents, and memory you'd otherwise have to wire yourself
The fleet for the residential trades operation.
ROI multiplier
14x–21x
Per seat
$299 → $199
Integrations planned
11
The short answer
What is agentplain for home services?
agentplain for home services is a managed AI service partnership for residential trades operations. A service team installs a fleet that routes leads across sources, drafts estimates from measurement data, prepares insurance supplements for storm work, and coordinates projects — working inside Outlook, Gmail, and QuickBooks Online. The owner reviews every estimate, supplement, and homeowner-facing reply before it leaves the shop; the fleet drafts and proposes but never sends on its own.
A day in the life
What the fleet drafts before you open the laptop.
Hailstorm Tuesday night. The phone rings 73 times before Wednesday lunch.
Today
Triage every call, qualify the storm-damage leads, dispatch crews to the highest-margin ones, draft homeowner intake forms, scope insurance estimates, follow up on the ones still deciding. Office manager is on the phone 8 hours straight.
With agentplain
The fleet classified every inbound by storm-zone proximity + roof age, prioritized 41 high-margin leads, drafted intake replies for each, and queued crew dispatch routes — all ranked by close probability. Once your measurement and estimating tools are connected, it will also attach a measurement window to each intake and surface the estimates that need scoping.
Outcome
The office manager runs a one-hour review block. Crews dispatch by 1pm. The other 39 leads get drafted follow-up the next morning — none drop.
Jobs to be done
The recurring work, role by role.
Owner
| Job | When | Today | With agentplain |
|---|---|---|---|
| See lead-to-cash velocity across all sources | Daily, mid-morning | AccuLynx export + spreadsheet | Pipeline view — every lead with current bottleneck (estimate / contract / material / install / review) |
| Sign off on insurance supplement submissions | Continuous through storm season | Manually drafted in Word, faxed or emailed | Supplement agent drafts the line-item rebuttal; owner signs and routes to the carrier |
| See where the back-office is bottlenecked this week | Weekly | Talk to the office manager | Ops view — drafted-but-not-sent estimates, stuck supplements, unrouted leads |
Sales rep
| Job | When | Today | With agentplain |
|---|---|---|---|
| Run an in-home estimate appointment | 6–10 per day during peak | Tablet + Xactimate + paper proposal | Estimate agent runs the EagleView measurement, generates the bid in your pricing model, drafts the homeowner-facing proposal in your brand |
| Follow up on a same-day estimate | T+24 hours | Calendar reminder, manual text | Follow-up agent drafts the homeowner-facing message with the proposal recap; rep sends |
Dispatcher
| Job | When | Today | With agentplain |
|---|---|---|---|
| Route same-day calls across the crew | All day, every day | Whiteboard + phone — re-shuffle on every cancel / no-show | Dispatch agent ranks calls by SLA + revenue band + tech-skill match, drafts the route, and re-drafts on cancels — dispatcher confirms changes |
| Communicate ETA changes to homeowners | Continuous through the day | Texts hand-typed between calls | ETA agent drafts the homeowner update on every job-state change (en-route / delayed / arrived); dispatcher approves the batch |
| Capture and dispatch after-hours emergency calls | Nights / weekends | On-call phone + manual call-back | Inbound agent classifies (true emergency / next-morning / quote), drafts the after-hours tech dispatch with the on-call rotation |
Service technician
| Job | When | Today | With agentplain |
|---|---|---|---|
| Pull job context before arriving on-site | Per-call, pre-arrival | Glance at the work-order PDF; call dispatcher for missing details | Prep agent surfaces the prior-job history, equipment age, brand notes, and homeowner preferences from the field-service tool your team already runs in |
| Build the estimate / repair scope on-site | Per-call, mid-job | Tablet entry + flat-rate book lookup | Estimate agent drafts the line items from the diagnostic notes, applies the flat-rate catalog, and drafts the homeowner-facing proposal in plain English |
| Capture post-job notes for the next visit | Job wrap-up | Typed into tablet between calls — often abbreviated or skipped | Notes agent drafts the equipment notes, parts-replaced list, and recommended follow-up window; tech reviews on the tablet |
Office manager / production
| Job | When | Today | With agentplain |
|---|---|---|---|
| Schedule a crew + materials against a signed contract | Continuous through season | Whiteboard + phone calls to suppliers | Project agent sequences material order, crew window, homeowner communication, inspection scheduling |
| Read the adjuster's scope and prepare the supplement | Storm-season default workflow | Read the Xactimate scope line by line, hand-match the missing line items, and draft the rebuttal in Word — 30–60% of back-office time at storm-heavy shops | Supplement agent reads the scope, drafts the line-item rebuttal with rebuilding-cost evidence |
| Run review + referral cadence post-completion | T+7 of every completed job | Form-letter blast when someone remembers to send it — usually skipped under job load | Reviews agent runs the cadence, drafts the NPS + Google review ask, tracks the response |
ROI math
The arithmetic. Audit it.
Headline multiplier
14x–21x
Illustrative; your numbers will vary with the hours you reclaim.
- Subscription cost
- Partner tier · $299 per seat (solo), sliding to $199 per seat (50–99 seats) — 7-day free trial, card at signup
- Value delivered
- $50,000+ / yr in supplement reclamation alone at a storm-heavy shop
- The math
- Per `b2b_vertical_opportunity_analysis_2026-04-27.md` §3.3: "This single agent [insurance supplement] saves $50K+/yr at a storm-heavy shop." That single value stream alone is ~$4,167/mo per seat. Solo case: against the Partner-tier solo seat ($299/mo) = ~14x ROI. At-scale case: same per-seat value against the 50-seat-band price ($199/mo) = ~21x. Stack on cycle-time compression (estimate-to-contract velocity), reduced lead leakage across HomeAdvisor / Angi / LSA / GBP, and back-office reclamation — total is materially higher than $50k for shops doing $5–25M/yr. White-label, multi-state ops, or 100+ seats route to Max (quote-based) or /custom (capability build).
The downside it removes
The other half of ROI: the violation that never sends.
Customer outreach — appointment texts, follow-ups, review requests — falls squarely under the TCPA, where statutory damages run $500 per text and up to $1,500 for willful violations, with no statutory cap (47 U.S.C. §227). A single non-consented blast to a few hundred numbers is six-figure exposure, which is exactly why agentplain does not auto-send: the fleet drafts the message and a person reviews and approves it before it sends, so a TCPA-violating text never goes out by machine. That avoided exposure is value the 14x–21x hours math doesn't count — and the one promise an auto-dialer competitor structurally cannot make.
What agentplain does, and doesn't
Replace. Integrate. Augment.
Replace
Work the fleet takes off your desk entirely.
- Lead juggling across 5+ inbound sources — replaced by one queue, scored and routed
- Manual supplement drafting — replaced by line-item-rebuttal drafts against the adjuster scope
- Whiteboard project coordination — replaced by sequenced material / crew / homeowner cadence
- Reactive review collection — replaced by a T+7 cadence on every completed job
Integrate
Customer-system tools agentplain reads from and writes to.
- Outlook + Gmail (per-rep OAuth — email + calendar)
- Google Drive + OneDrive (photo + measurement substrate)
- QuickBooks Online (accounting + invoice writes)
Augment
Work the human still owns — the agent drafts, you decide.
- Owner sign-off on every supplement before it leaves the office
- Adjuster-scope reading — drafts cite the line number, never invent scope
- Material-order accuracy — drafts cite the estimate, every quantity traceable
- Homeowner communication tone — drafts checked for brand voice + compliance posture
Pricing
Partner · per-seat, $299 solo, sliding to $199 at 50+ seats
Solo (1 seat)
$299
per seat / mo
2–9 seats
$279
per seat / mo
10–24 seats
$249
per seat / mo
25–49 seats
$219
per seat / mo
50–99 seats
$199
per seat / mo
Need higher-intensity service, multi-state ops, white-label, or a dedicated team? Step up to Max → · Need a capability we don't ship yet? Build with us on /custom →
Integrations
What's live, what's ready, and what's coming.
Live
Accounting
QuickBooks Online
Planned · Q4 2026
FSM (multi-trade)
ServiceTitan
FSM (multi-trade)
Jobber
FSM (multi-trade)
Housecall Pro
FSM (HVAC/plumbing)
FieldEdge
CRM (roofing)
AccuLynx
CRM (roofing/restoration)
JobNimbus
CRM (roofing)
Roofr
Photo
CompanyCam
Aerial measurement
EagleView
Insurance estimating
Xactimate
Lead source
Local Service Ads / GBP
Sync-diff alone is a subtest. Integration-acceptance means the agent completes the full functional value loop — read, categorize, coordinate, schedule, draft — end-to-end on a real customer system.
Questions worth asking
agentplain for home services — the honest version.
What work does agentplain take off a contractor's plate?
The lead-source juggle and the back-office scramble: routing leads across sources so none go cold, drafting estimates from measurement data, preparing insurance supplements for storm work, and coordinating projects. The fleet drafts each piece and surfaces it for the owner's review.
Is agentplain a replacement for my field-service software?
No. agentplain works inside the Outlook, Gmail, and QuickBooks Online you already run and replaces the manual work between them — lead routing, estimate drafting, supplement prep, project coordination. It isn't a field-service-management platform, and there's nothing to migrate.
How much does agentplain cost for a trades operation?
Home services is recommended at the Partner tier — a named service partner with a weekly review cadence — $299 per seat per month for a solo operator, sliding to $199 per seat at scale. Every tier is per seat, month-to-month, with the first month free, and you can cancel anytime.
Does the fleet send anything to homeowners or insurers on its own?
No. Every draft — an estimate, a supplement, a homeowner reply — lands in your approval queue as a pending item. The fleet drafts and proposes; you approve and send from inside your own email and systems. It never auto-sends, moves money, or makes commitments on your behalf.
Start free
Run your home services practice on the fleet.
7-day free trial, card at signup. Month-to-month from day one — no annual contract, no auto-renew. The fleet drafts; you decide what ships. Cancel anytime from your billing settings. Need more depth than the tiers cover plug-and-play? We scope per customer — build with us.