Partners

Partners Who Share Our Mission

Building a business that scales takes the right ecosystem. We've partnered with best-in-class companies who serve trades and home services businesses with the same commitment to growth and results that we bring.

Stronger Together

The best outcomes happen when great businesses collaborate. Our partners are experts in their fields and committed to delivering real value to your trades and home services business. Whether you need industry-specific software, marketing support, or financial expertise, these partners can help—and we support the integration.

Core Operations Software

CRM, project management, and SOP documentation tools for sales, service, and daily operations

CRM & Estimating

DripJobs Purple Logo

DripJobs is an all-in-one CRM and automation platform designed specifically for home service contractors (with special features for painting contractors). It helps businesses streamline operations, automate customer communications, and win back valuable time to focus on what matters most—growing their business.

CRM & Estimating

Jobber_Bug-Navy-307x260 

Jobber is the platform that puts blue collar first. Built for service pros, Jobber software streamlines and automates their workflows to run more efficiently, increase profitability, and grow faster. Jobber brings quoting, scheduling, invoicing & payments, all in one place, so you can spend less time on admin and more time on the work that matters.

CRM & Estimating

Logo-HCP - primary blue textHousecall Pro is a top-rated business solution that helps home service professionals save time, sell bigger jobs, and provide best-in-class service. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to manage every aspect of their business all in one place. The software is available through a mobile app and web portal for Pros across the United States and Canada. 

CRM & Estimating

QuoteIQ Logo - BlackQuoteIQ is an all-in-one business management platform purpose-built for service-based businesses. Our mission is to help small business owners — especially those in the home service industries — quote jobs faster, stay organized, collect payments, and grow more efficiently. Every plan includes AI-powered tools through IQ Credits, with no separate add-on purchase required.

CRM & MAP

HighLevel Logo_Full Color_Dark Blue_ArtworkGoHighLevel is an all-in-one CRM and marketing platform designed to help home service and trades businesses capture more leads, automate follow-up, and convert jobs faster—without juggling multiple tools. From missed call text-back and online booking to pipeline tracking and review generation, it gives you everything needed to streamline your customer journey and keep your schedule full. Built for simplicity and scale, GoHighLevel helps owners spend less time on admin and more time growing their business.

Project Management

CC_Logo_BlueOverWhite-Vertical

CompanyCam is the photo-based communication tool that over 140,000 pros depend on to keep their projects running smoothly. Capture job details with unlimited photos and videos—then add them to checklists, reports, and more. Communicate effortlessly with your crews and customers with every photo, video, and convo in one place.

SOP & Process Documentation

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Whale is an AI-powered SOP and team training platform that organizes your company’s processes, playbooks, and knowledge in one place. It helps teams not only document how work gets done but also turn those processes into structured onboarding and training programs that drive consistency and performance.

SOP & Process Documentation

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Scribe automatically turns any workflow into a step-by-step guide by recording your screen and generating SOPs with screenshots and instructions in seconds. It’s one of the fastest ways for teams to document processes, share know-how, and create training materials without manual writing.

Core Operations Software

CRM, project management, and SOP documentation tools for sales, service, and daily operations

CRM & Estimating

Estimate Rocket Logo

Kathy to give me description and link in March (should be my co-branded page they are supposed to make per their agreement)

CRM & Estimating

DripJobs Purple Logo

DripJobs is an all-in-one CRM and automation platform designed specifically for home service contractors (with special features for painting contractors). It helps businesses streamline operations, automate customer communications, and win back valuable time to focus on what matters most—growing their business.

CRM & Estimating

JOBBER

I've applied to be a partner (as of feb 5)

CRM & Estimating

Logo-HCP - primary blue textHousecall Pro is a top-rated business solution that helps home service professionals save time, sell bigger jobs, and provide best-in-class service. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to manage every aspect of their business all in one place. The software is available through a mobile app and web portal for Pros across the United States and Canada. 

CRM & MAP

HighLevel Logo_Full Color_Dark Blue_ArtworkGoHighLevel is an all-in-one CRM and marketing platform designed to help home service and trades businesses capture more leads, automate follow-up, and convert jobs faster—without juggling multiple tools. From missed call text-back and online booking to pipeline tracking and review generation, it gives you everything needed to streamline your customer journey and keep your schedule full. Built for simplicity and scale, GoHighLevel helps owners spend less time on admin and more time growing their business. 

 

**ChatGPT says make a Marketing & Sales Tools category and put GHL and similar tools there. Keep all other categories the same.

Project Management

CompanyCam

demo of this product on feb 6 to learn if they will allow me to partner even though i don't meet their criteria of being a CC user/customer.

Project Management

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go to your partnerstack account to grab assets and complete this card

SOP & Process Documentation

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Whale is an AI-powered SOP and team training platform that organizes your company’s processes, playbooks, and knowledge in one place. It helps teams not only document how work gets done but also turn those processes into structured onboarding and training programs that drive consistency and performance.

SOP & Process Documentation

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Scribe automatically turns any workflow into a step-by-step guide by recording your screen and generating SOPs with screenshots and instructions in seconds. It’s one of the fastest ways for teams to document processes, share know-how, and create training materials without manual writing.

AI & Automation Tools

AI agents that accelerate growth—add these once your CRM foundation is optimized


AVOCA (AI Agent)

Make an AI category where the subtext can be "Tools to layer on top of an optimized CRM/Project Mgmt tech stack and accelerate growth"

CHIRP ??

AI agent tools that sound human, by growth stage

I’m focusing specifically on voice + conversational AI, because that’s where trades businesses feel risk the most.

🛠️ Founder-led / Small teams (1–10 employees)

Primary goal: Don’t miss leads. Buy back time. Sound professional.

These teams usually need:

  • 24/7 call + text handling

  • Basic booking

  • Lead qualification

  • Overflow coverage

Best-fit tools:

🟢 HighLevel (GHL) AI Agents

  • Strong for trades

  • Voice + SMS agents

  • Can qualify leads and book appointments

  • Works well once CRM pipelines are defined

Why it fits your approach:
You can optimize the CRM first, then layer AI inside the same ecosystem.

🟢 Talkdesk Express / Aircall AI (lighter setups)

  • Good for call handling + summaries

  • Less autonomous, more assistive

  • Safer for owners nervous about AI “saying the wrong thing”


🚀 Growth-stage / Mid-market (10–75 employees)

Primary goal: Scale without hiring admin staff at the same rate.

These companies need:

  • Consistent customer communication

  • After-hours coverage

  • Job status updates

  • Call routing by job type

  • Integration with CRM + PM tools

Best-fit tools:

🟡 Tidio (AI + human blend)

  • Very natural conversational tone

  • Strong escalation to humans

  • Good for chat + SMS + basic voice

🟡 Smith.ai

  • Hybrid human + AI

  • Excellent for trades where trust matters

  • AI assists, humans handle nuance

  • Expensive, but very “safe”

🟡 Dialpad AI

  • Voice-first AI that sounds natural

  • Strong transcription + intent detection

  • Works well for growing service teams

Why these matter:
At this stage, sounding human matters more than being fully autonomous.


🏢 Enterprise / Large operators (multi-location, franchises)

Primary goal: Consistency, reporting, and scale across locations.

These orgs need:

  • Advanced routing

  • Custom logic

  • Multilingual support

  • Deep integrations

  • QA and compliance

Best-fit tools:

🔵 PolyAI

  • Best-in-class natural voice agents

  • Extremely human-sounding

  • Used by large service brands

  • Long implementation cycles, high cost

🔵 Cognigy

  • Enterprise-grade conversational AI

  • Highly configurable

  • Powerful but requires mature ops

🔵 Kore.ai

  • Strong enterprise orchestration

  • Works best when processes are already documented end-to-end

Why these come last:
They assume operational maturity. Without it, they’re overkill—and dangerous.

Several specialized AI agent software platforms are now on the market to serve trades and home services businesses (HVAC, plumbing, electrical, cleaning, etc.) by handling 24/7 customer calls, booking appointments, qualifying leads, and providing customer service. 

Here are the top AI agent software options for the trades and home services industry:

1. Specialized AI Phone Agents & Receptionists

These agents act as "virtual office staff," answering phones 24/7, handling inquiries, and booking jobs directly into field service software. 

Retell AI: A 24/7 AI voice platform specifically for home services. It handles customer support, emergency dispatching (no heat, leaks), and schedules appointments by integrating directly with ServiceTitan, Housecall Pro, and Jobber.

Sameday: An AI customer service rep built for home service trades that handles call qualification and books appointments directly into CRM systems.

XAPP AI: A, ServiceTitan Silver Technology Partner that leverages AI for conversational search and scheduling.

Fonio.ai: An AI voice agent designed for tradespeople to handle calls when they are on site, offering 24/7 booking and emergency processing.

Avoca: Provides an "AI Workforce" that acts as a 24/7 receptionist for inbound calls and chats, featuring deep integration with ServiceTitan. 

2. All-in-One AI & Growth Platforms

These tools combine AI communication with marketing, website building, and reputation management. 

MyBusinessFlow: A turnkey solution that bundles an AI voice agent with an SEO-optimized website to both generate leads and book them.

LeadTruffle: Focuses on SMS-first, 24/7 conversational AI to capture and qualify leads, specifically targeting HVAC, plumbing, and electrical contractors.

Salient AI: Automates lead follow-up, schedules appointments, and sends invoices, designed specifically for trades.

TopLine Pro: An AI-powered system that builds SEO-optimized websites, manages reviews, and offers an AI Sales Assistant for lead follow-up.

Regal.ai: AI agents that enhance home services by providing, instant lead qualification and automated appointment confirmations via SMS or voice. 

3. Field Service Management (FSM) AI

These are established industry CRMs with embedded AI features. 

ServiceM8: Offers AI-powered tools for trade contractors, including an AI phone receptionist, auto-generating invoices, and AI email writing.

Housecall Pro: Uses AI to power its scheduling and dispatch tools, helping to minimize missed jobs. 

Key Capabilities of These Agents

24/7 Availability: Eliminating missed calls during, after hours, or during peak seasons.

Instant Lead Qualification: Qualifying, scoring, and segmenting leads before they reach a human, often within 90 seconds.

Scheduling & Dispatch: Connecting directly to calendars (e.g., ServiceTitan) to book, reschedule, or cancel jobs.

Emergency Handling: Recognizing urgent situations (no heat, leaks) and routing them to on-call staff.

Automatic Follow-ups: Sending SMS/emails for booking confirmation, technician ETAs, and reviews. 

Best Options by Company Size

Small Businesses/Solo: Tidio, ManyChat, or Fonio.ai for basic, cost-effective, and easy-to-set-up AI.

Mid-Market/Growing: MyBusinessFlow, LeadTruffle, or Sameday for a blend of AI and marketing growth.

Large/Franchises: Avoca, Netic, or Retell AI for high-volume, enterprise-grade AI integration. 

Marketing & Growth Services

Agencies that help you attract and convert customers

USA

NED Name_color

Nest-Egg Digital helps trades businesses turn marketing into a measurable, repeatable lead engine by tightening the fundamentals: clear positioning, a website that converts, and local visibility that drives calls. The result is more qualified leads, fewer missed opportunities, and marketing spend that can be tied back to real booked jobs.

CANADA & USA

DLC LOGO

Deadline Creative is a full-service video production agency, based in Burlington, Ontario, specializing in brand storytelling, commercial production and social media content creation. 

Marketing & Growth Services

Agencies that help you attract and convert customers

CANADA

Spectra Creative

USA

NED Name_color

Nest-Egg Digital helps trades businesses turn marketing into a measurable, repeatable lead engine by tightening the fundamentals: clear positioning, a website that converts, and local visibility that drives calls. The result is more qualified leads, fewer missed opportunities, and marketing spend that can be tied back to real booked jobs.

eQuil Digital Media

Circle back in April (i have this in my calendar already)

Thanks for circling back. It sounds like things are moving along well for you and Funnel Forward, very exciting.
 
A lot's been happening with eQuil; we're moving our business from Digital Marketing to Digital Management. Lindsay and I have been discussing this since the fall and have truly fallen into this role with our clients. We plan to roll this out going forward. In essence, we conduct digital audits for our clients and manage their digital presence more broadly. In general, we don't create digital content (written/video/etc) for clients; rather, we manage the people who execute on our clients' behalf. We do create some digital content internally when the client requests it, but we have found ourselves moving away from that.
 
The question Lindsay and I are now asking is, where does that leave eQuil in relation to Funnel Forward?
 
We understand that you're ready to move forward in your business plans, but we are in a position to really organize our new business plan and execute our "rebrand" properly.
 
If it fits your timeline, we would be happy to meet again in April to flesh out the partnership and ensure it truly aligns. We also understand that this may not fit your business plans, and we respect whatever you decide to do to solidify your partnerships.
 
Lindsay and I are interested in meeting Matt if you would still like to do a soft introduction. We see an opportunity for our clients who are looking for video content (again, not something we create, as you know).
 
Let us know your thoughts. Thanks again for following up.
 
Chat soon,
 
Zita

CANADA & USA

Deadline Creative

Financial Services & Tools

Expert financial guidance and software to keep your business fiscally responsible and profitable

Financial Advisory (CANADA)

Vandermolen_Logo_Primary_L

Running a business is demanding enough without worrying about your books, taxes, and CRA deadlines. Vandermolen CPA specializes in services for trades and contracting businesses, offering bookkeeping, tax planning, year-end filings, and CRA compliance all in one place from a proactive and responsive team. The result: fewer surprises, confident decisions, real tax savings, and the peace of mind to focus on the work you do best.

Accounting Software

QuickBooksLogo1

Get a complete, real-time view of your finances. See all your accounts and transactions in one place—so you always know where your business stands. Stay on top of every expense. Track spending, manage cash flow, and stay prepared for tax time without the guesswork.  Automatically organized, always up to date. QuickBooks syncs with your accounts and categorizes transactions for you—giving you clear, accurate financials with less manual work.

Financial Tools & Services

Software and expert guidance for your numbers and growth

Financial Advisory (Canada)

Andrew LLP

Financial Advisory (Canada)

Vandermolen_Logo_Primary_L

Running a business is demanding enough without worrying about your books, taxes, and CRA deadlines. Vandermolen CPA specializes in services for trades and contracting businesses, offering bookkeeping, tax planning, year-end filings, and CRA compliance all in one place from a proactive and responsive team. The result: fewer surprises, confident decisions, real tax savings, and the peace of mind to focus on the work you do best.

Financial Advisory (USA)

TBD

Accounting Software

QuickBooksLogo1approved messaging by QB. Don't use all 3 paragraphs as it may be too long
Get all-in-one financial clarity
Start each day with a full financial picture. No matter the account, every transaction imports to your dashboard, so you can monitor all your balances, all in one place.
Never lose sight of business expenses
From tracking everyday expenses to being ready for tax time, QuickBooks helps you understand where your money goes.
All your accounts, always organized
Get a clear view of your profits, without the manual work. QuickBooks syncs with your accounts and automatically categorizes your transactions, so you’re effortlessly organized all year long.

Accounting Software

WAVE APPS

try to find out how and if you can be a partner. i can't find a link to an affiliate partner page yet

Exit & Acquisition Partners

Planning your business succession or exit strategy

Canada

Venture for Canada

Join Our Partner Network

We're selectively looking for companies that serve trades and home services businesses with expertise, integrity, and commitment to long-term success.