Home Services
Connect the field service platform, accounting, marketing, and supplier data your home service company runs on, so every location and every trade is measured the same way. Cass & York builds custom AI-assisted document processing and software integrations that reconcile field jobs, accounting, marketing and acquired locations, with human review for uncertain records.
HVAC, plumbing, electrical, roofing, pest control, landscaping, cleaning, restoration, and the other trades that send crews into homes. Built for companies running several trucks, several locations, or a growing set of acquisitions.
Show Us Your Workflow[01] Where systems separate
Where the numbers stop matching.
- 01The field service platform and accounting disagree on revenue, customers, and jobs
- 02Marketing reports calls and leads, not booked and paid work
- 03Recurring plans and service agreements are sold in one system and fulfilled in another
- 04Technician pay, commissions, and job costing are rebuilt in spreadsheets every pay period
- 05Supplier invoices, permits, and photos live in email and portals instead of on the job
- 06Every acquired company arrives with its own software and its own definitions
[02] The software in place
The systems we usually find.
Home service companies tend to run one main field platform, an accounting system, and a long tail of marketing, phone, review, and supplier tools. The questions owners care about cross all of them.
Field service platform
ServiceTitan
Common at larger HVAC, plumbing, electrical, and garage door companies. We connect it to the systems it doesn't cover and to locations that run something else.
Field service platform
Housecall Pro and Jobber
Popular with growing companies across many trades, and often still running at acquired locations.
Route based service platform
FieldRoutes and PestPac
Built for recurring route work like pest control and lawn care, where density and renewals drive the business.
Accounting
QuickBooks Online and Sage Intacct
Where invoices, payroll, and costs land, usually with a different customer and job structure than the field platform.
Lead sources
CallRail and Google Local Services Ads
Lead and call data that only becomes useful once it is matched to booked and completed jobs.
[03] Questions worth answering
Numbers owners ask for that no single system can answer.
- 01Profit by location, trade, and technician
- Revenue lives in the field platform. Labor, materials, and overhead live in payroll and accounting. The answer needs both.
- 02Cost per completed job by lead source
- Joins marketing spend, calls, booked jobs, and paid invoices so channels are judged on revenue.
- 03Recurring revenue and retention
- Active agreements and plans, renewals, cancellations, and the visits still owed against them.
- 04Callbacks and warranty work
- Return visits linked to the original job, technician, and equipment so the true cost of a job is visible.
- 05Acquisition performance
- Each acquired company measured on the same definitions as the rest of the business from the first month.
[04] What we build
Keep what works. Build what's missing.
We start with one report or handoff that costs your team time every week, then build the connections and software around it.
01
Field platform to accounting reconciliation
Systems Integration →02
Location and technician profitability dashboards
Dashboards & Reporting →03
Lead source to revenue attribution
Dashboards & Reporting →04
Agreement and recurring plan tracking
Dashboards & Reporting →05
Payroll and commission calculations from job data
Workflow Automation →06
Combined reporting across acquired companies
Unified Data Platforms →07
AI-assisted processing of invoices, work orders and documents across service locations, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
A roll up with five platforms
A group buys companies faster than it can migrate them. We map every company's jobs, customers, and accounts to one set of definitions so the board sees a single set of numbers while each location keeps working.
Commission day
The office pulls sold and completed jobs from the field platform and rebuilds technician pay in a spreadsheet. We calculate it from the source records and flag the jobs that need a person to look.
Which ads actually pay
Marketing reports cost per lead. We follow each lead through booking, completion, and payment so spend moves toward the sources that produce revenue.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull jobs, customers, agreements, and invoices from the field platform, plus payments, payroll, and costs from accounting and suppliers.
02Unify
Match customers, locations, and jobs across systems and agree on how revenue, margin, and retention are counted.
03Build
Deliver the dashboard, reconciliation, or workflow your team needs, with every number traceable to the job it came from.
[08] By specialty
Home Services by specialty
HVAC Companies
Connect your field service platform, accounting, call tracking, and membership data so you can see which calls, technicians, and agreements actually make money. Cass & York builds AI-assisted document workflows and custom integrations around your existing HVAC software, with exceptions reviewed before records update.
ExplorePlumbing Companies
Connect your field service platform, accounting, backflow test records, and permit tracking so you can see which drain, water heater, and sewer jobs actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile backflow records, parts purchases and job costs, with human review for uncertain records.
ExploreElectrical Contractors
Connect your estimating software, field service platform, and construction accounting so you can see how service calls and project work actually perform against the bid. Cass & York builds custom AI-assisted document processing and software integrations that match labor and material costs to jobs and WIP reporting, with human review for uncertain records.
ExploreRoofing Contractors
Connect your roofing CRM, measurement reports, Xactimate scopes, supplier orders, and accounting so every insurance and retail job closes out with a real margin. Cass & York builds custom AI-assisted document processing and software integrations that match approved supplements, supplier orders and claim payments, with human review for uncertain records.
ExploreGarage Door Companies
Bring repair tickets, door orders, Local Services Ads leads, and accounting into one place so you can see what each spring call, opener sale, and door install really earns. Cass & York builds custom AI-assisted document processing and software integrations that reconcile door orders, technician commissions and completed jobs, with human review for uncertain records.
ExploreAppliance Repair Companies
Connect your service software, manufacturer warranty portals, home warranty work, parts distributors, and accounting so you know what every call actually pays and when. Cass & York builds custom AI-assisted document processing and software integrations that match warranty claims, parts and technician visits, with human review for uncertain records.
ExploreWater Treatment Dealers
Connect your service software, rental billing, salt routes, financing, and accounting so you can see what your rental fleet, recurring service, and equipment sales really earn. Cass & York builds custom AI-assisted document processing and software integrations that link rental units, salt deliveries, financing and service renewals, with human review for uncertain records.
ExplorePest Control Companies
Connect your pest control software, accounting, and chemical records so you can see which routes, service agreements, and termite bonds actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile routes, service renewals and chemical records, with human review for uncertain records.
ExploreLawn Care & Landscaping
Connect your landscape software, accounting, payroll, and lawn application records so you can see which properties, crews, and service lines actually make money. Cass & York builds custom AI-assisted document processing and software integrations that compare property budgets, crew hours and job costs, with human review for uncertain records.
ExploreTree Service Companies
Connect your tree care software, accounting, payroll, and equipment records so you can see which jobs, crews, and service lines actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile crew hours, equipment costs and storm invoices, with human review for uncertain records.
ExplorePool Service Companies
Connect your pool service software, accounting, and supply house purchases so you can see which routes, pools, and technicians actually make money. Cass & York builds custom AI-assisted document processing and software integrations that track pool chemical costs, route profitability and repair invoices, with human review for uncertain records.
ExplorePressure Washing Companies
Connect your field service software, quoting, job photos, and accounting so you can see which commercial accounts, crews, and services actually make money. Cass & York builds custom AI-assisted document processing and software integrations that connect recurring visits, crews, photos and billing, with human review for uncertain records.
ExploreWindow & Gutter Cleaning
Connect your field service software, quoting, and accounting so you can see which routes, commercial accounts, and seasonal services actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile recurring storefront routes and crew schedules, with human review for uncertain records.
ExploreFence Companies
Connect your estimating, field service, supplier, and accounting systems so you can see which jobs, crews, and fence types actually make money. Cass & York builds custom AI-assisted document processing and software integrations that match fence estimates, material orders and final job costs, with human review for uncertain records.
ExploreHouse Cleaning & Maid Services
Connect your booking platform, payroll, accounting, and quality records so you can see which recurring clients, teams, and territories actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile cleaning visits, payroll, recleans and retention, with human review for uncertain records.
ExploreCarpet Cleaning Companies
Connect your job management software, accounting, and lead sources so you can see which technicians, trucks, upsells, and commercial accounts actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile upsells, technician commissions and repeat visits, with human review for uncertain records.
ExploreWater, Fire & Mold Restoration
Connect your job management software, Xactimate estimates, field documentation, and accounting so you can see which jobs, carriers, and programs actually pay, and how long they take. Cass & York builds custom AI-assisted document processing and software integrations that reconcile carrier payments, equipment days and job margins, with human review for uncertain records.
ExploreHandyman Services
Connect your field service platform, accounting, and property manager portals so you can see which job types, technicians, and client accounts actually make money. Cass & York builds custom AI-assisted document processing and software integrations that connect property work orders, parts receipts and technician time, with human review for uncertain records.
ExplorePainting Contractors
Connect your estimating software, CRM, crew schedules, and accounting so you can see which estimates, crews, and job types actually make money. Cass & York builds custom AI-assisted document processing and software integrations that compare quoted hours, actual labor and progress payments, with human review for uncertain records.
ExploreFlooring Companies
Connect your flooring business software, measuring tools, supplier orders, and accounting so you can see which stores, salespeople, installers, and jobs actually make money. Cass & York builds custom AI-assisted document processing and software integrations that match ordered materials, quantities and installer payments, with human review for uncertain records.
ExploreMoving Companies
Connect your moving software, accounting, payroll, and lead sources so you can see which estimates, crews, trucks, and marketing channels actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile crew hours, binding estimates and damage claims, with human review for uncertain records.
ExploreRemodeling Contractors
Connect your project management platform, estimating, accounting, and homeowner financing so you can see which jobs, project managers, and lead sources actually hit margin. Cass & York builds custom AI-assisted document processing and software integrations that connect change orders, job costing and work-in-progress reporting, with human review for uncertain records.
ExploreSolar Installers
Connect your sales platform, design tools, financing partner records, monitoring, and accounting so you can see where every signed deal stands and what it will actually pay. Cass & York builds custom AI-assisted document processing and software integrations that reconcile project milestones, funding and sales commissions, with human review for uncertain records.
ExploreHome Inspection Companies
Connect your inspection software, scheduling, payments, payroll, and accounting so you can see which agents, inspectors, and add on services actually grow the business. Cass & York builds custom AI-assisted document processing and software integrations that connect inspection bookings, add-ons and inspector pay, with human review for uncertain records.
ExploreLocksmiths
Connect your field service platform, accounting, key system records, and access control accounts so you can see which calls, technicians, and commercial customers actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile emergency callouts, technician pay and job costs, with human review for uncertain records.
ExploreChimney Service Companies
Connect your field service platform, inspection reports, and accounting so you can see which sweeps, inspections, and repair jobs actually make money. Cass & York builds custom AI-assisted document processing and software integrations that connect inspection findings, repairs and recurring sweeps, with human review for uncertain records.
ExploreFoundation Repair & Waterproofing
Connect your CRM, sales app, field service platform, and accounting so you can see which leads, sales reps, and crews actually produce profitable repair and waterproofing jobs. Cass & York builds custom AI-assisted document processing and software integrations that track estimates, crew cost and warranty service, with human review for uncertain records.
ExploreWindows, Doors & Siding
Connect your CRM, sales app, measurement tools, manufacturer orders, and accounting so you can see which leads, reps, and installs actually produce net sales. Cass & York builds custom AI-assisted document processing and software integrations that connect signed sales, product orders and installation margins, with human review for uncertain records.
ExploreSeptic Service Companies
Connect your pumping software, accounting, disposal tickets, and county reports so every gallon pumped can be traced from the tank to the plant to the invoice. Cass & York builds custom AI-assisted document processing and software integrations that reconcile gallons pumped, disposal tickets and customer invoices, with human review for uncertain records.
ExploreJunk Removal Companies
Connect your junk removal software, accounting, scale tickets, and donation receipts so you can see what each load earned after dump fees, labor, and the drive to the transfer station. Cass & York builds custom AI-assisted document processing and software integrations that reconcile load fees, truck profitability and disposal charges, with human review for uncertain records.
Explore
[09] Questions
Home Services: common questions
Do we have to replace our field service software?
No. We work with the platform you already run and build the connections, reporting, and tools around it.
Can you combine reporting across companies we've acquired?
Yes. We map each company's systems to shared definitions so revenue, margin, and retention can be compared and rolled up, before or instead of a migration.
Which home service trades do you work with?
The approach applies to most of them, including HVAC, plumbing, electrical, roofing, pest control, landscaping, pool service, cleaning, restoration, and remodeling. Each trade page below covers the systems and numbers specific to that trade.
What should we bring to the first call?
One report or process that frustrates your team, the systems involved, and who uses the result. You don't need a technical specification.
Can AI automate invoices, work orders and documents across service locations for home services?
Yes. Cass & York can build a workflow that extracts structured details from invoices, work orders and documents across service locations, matches them to records in ServiceTitan and Housecall Pro and Jobber and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile field jobs, accounting, marketing and acquired locations without requiring replacement of your existing core systems.
[10] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →