Department training
AI for the Trades & Field Service Office
Your office sorts every lead the day it lands, follows up every open estimate, and turns tech notes into invoices, on the AI you already pay for.
Office managers, dispatchers and owners behind HVAC, plumbing, electrical, roofing and contracting crews.
AI for the Trades & Field Service Office, in three workflows
These are where both ways of training this team start. The team, or each person, builds them on your own AI, tests them on your own examples, and keeps them.
Lead intake
Web-form and email leads turned into a lead sheet with job type, address and urgency, plus a reply draft.
Estimate follow-ups
Follow-up drafts for open estimates older than a week, in the owner's own words.
Job notes to invoices
Tech notes turned into an invoice draft and a customer summary for the office to check.
Together in a morning, or each person to a certificate.
Workshop · Half day (3 hours)
AI Department Workshop, Trades & Field Service Office version
The whole team builds the three workflows above together, on your own AI, in one morning.
- Three working team workflows, built on your own AI
- A shared prompt library for the department
- An owner for each workflow and a 30-day practice plan
$2,500 for up to 15 people
Full detailsCertificate · 8 hours, weekly or two half-days
AI Productivity Certificate, Trades & Field Service Office version
Each person builds their own: an assistant set up for their job, a tested template for every recurring task, and three workflows like the ones above, then proves them on a week of real work.
- 1Set it up right. A measured baseline and an AI assistant configured for the learner's own job.
- 2Build the library. A tested prompt template for every recurring task.
- 3Build three workflows. Three multi-step workflows running on real inputs, with a check before anything leaves.
- 4Run it, prove it. A week of live work done the new way, measured and written down.
$1,000 a seat
Full detailsWhat never goes into an AI tool
On top of your company's own rules, these are the red lines this team starts from.
Trades & Field Service Office
- Customer payment card numbers
- Gate, alarm and lockbox codes
- Details about a customer's home beyond the job
Also from the Trades and home services sector rules
- Payment card numbers
- Gate codes and alarm codes
- Employee personal records
Plan training for Trades & Field Service Office
Tell me about the team and I'll reply myself with dates and a plan. Taking inquiries for 2027 classes.