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 & Estimating

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 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
Housecall 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 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
GoHighLevel 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
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

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

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 & Estimating

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

CRM & Estimating
Housecall 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
GoHighLevel 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

SOP & Process Documentation

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

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
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:
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24/7 call + text handling
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Basic booking
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Lead qualification
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Overflow coverage
Best-fit tools:
🟢 HighLevel (GHL) AI Agents
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Strong for trades
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Voice + SMS agents
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Can qualify leads and book appointments
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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)
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Good for call handling + summaries
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Less autonomous, more assistive
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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:
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Consistent customer communication
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After-hours coverage
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Job status updates
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Call routing by job type
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Integration with CRM + PM tools
Best-fit tools:
🟡 Tidio (AI + human blend)
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Very natural conversational tone
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Strong escalation to humans
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Good for chat + SMS + basic voice
🟡 Smith.ai
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Hybrid human + AI
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Excellent for trades where trust matters
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AI assists, humans handle nuance
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Expensive, but very “safe”
🟡 Dialpad AI
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Voice-first AI that sounds natural
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Strong transcription + intent detection
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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:
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Advanced routing
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Custom logic
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Multilingual support
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Deep integrations
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QA and compliance
Best-fit tools:
🔵 PolyAI
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Best-in-class natural voice agents
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Extremely human-sounding
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Used by large service brands
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Long implementation cycles, high cost
🔵 Cognigy
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Enterprise-grade conversational AI
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Highly configurable
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Powerful but requires mature ops
🔵 Kore.ai
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Strong enterprise orchestration
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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
USA

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

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
USA

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)
WebFX
Financial Services & Tools
Financial Advisory (CANADA)

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

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
Financial Advisory (Canada)

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
approved messaging by QB. Don't use all 3 paragraphs as it may be too longAccounting 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
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.
