Estimating Assistant
Drafts estimates from your price book and past jobs of the same type for review
TRADES & HOME SERVICES
Get Your Trades & Home Services Data AI‑Ready
The Trades & Home Services Pack is how Small Biz Data works with field-service businesses: electricians, plumbers, HVAC, roofing and other trades that run many short jobs.
Who It's For
Electricians, plumbers, HVAC, roofing and other field-service businesses. Their data sits across a field-service app, estimates and invoices, customer records and the books.
What We Measure
Job Costing
Labor and materials rolled up to each job, against what the job was billed
Where It Comes From: Field-service app and books
Work in Progress
Jobs started but not yet invoiced, and what they are worth
Where It Comes From: Field-service app and books
Technician Utilization
Billable hours as a share of paid hours, per technician
Where It Comes From: Field-service app and payroll
Callbacks
Return visits for the same problem, as a share of completed jobs
Where It Comes From: Field-service app
Average Ticket
Revenue per completed job
Where It Comes From: Field-service app and books
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Dispatch Notes
Turns job details into clear notes for technicians
Customer Follow-Up
Drafts follow-ups for estimates, maintenance and reviews for staff to send
What Stays With You
Small Biz Data organizes and connects the business's data. It does not give legal or tax advice, and customer payment details never go into an AI tool.
How Ready Is Your Business?
Twenty yes-or-no statements written for Trades & Home Services. About five minutes, nothing to sign up for.
Other Industries
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes