ABOUT THIS EPISODE
AI call handling is transforming home service businesses. In this episode, we dive into how AI voice assistants are booking jobs, capturing every call, and outperforming traditional call centers. Can contractors who don’t adopt AI survive the next 5 years?
Nate Keller from Free-2-Grow.com joins to explain how their AI-powered voice platform helps HVAC, plumbing, and electrical companies answer every call 24/7, integrate directly with ServiceTitan and other CRMs, and boost booking rates up to 80%. We cover real results from the field, fears about customer experience, and what the future of AI means for CSRs and technicians.
What you’ll learn in this episode:
📞 How AI voice captures 100% of inbound calls, including after-hours and overflow
⚡ Why contractors using human-only call centers are seeing lower booking rates
📊 Metrics to track to know if AI is working inside ServiceTitan
🤖 How AI is trained to sound natural, empathetic, and aligned with your brand
💡 Where AI is headed next: from outbound scheduling to helping techs in the field
Case studies covered:
✅ JM Mechanical (HVAC): 70%+ booking rate with faster follow-up
✅ Mr. Electric of Delaware: 79% booking with 24/7 AI coverage
✅ By the Book Plumbing: 100% call capture and consistent conversions
Nate also shares insights on onboarding, CSR adoption, customer sentiment, and why call centers are rapidly shifting from human labor to AI-first technology.
🚀 Join the ServiceTitan Hacks Facebook Group:
Connect with 9,000+ ServiceTitan power users. Access free resources, AI automations, and revenue-boosting tactics tested in the field by contractors like you.
https://go.st-hacks.cc/servicetitanhacks
Guest: Nate Keller, Chief Sales Officer at Free-2-Grow.com
Free-2-Grow specializes in AI-powered voice solutions for home service businesses.
Learn more about Free-2-Grow 👉 https://go.st-hacks.cc/free-2-grow
SHOW NOTES 🔗
TRANSCRIPT 🔗
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Do you think that a service company could even survive in the future without
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this tool, could even be profitable and make it?
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You can be a sizable company and maybe have two, three, four people behind the
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scenes that you're escalating things up to. AI is taking everything else.
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I think that's kind of the near future, to be honest. Everything else that's
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coming out, obviously, it's just going to be getting better.
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The integrations are going to continue to get better.
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The knowledge base behind and how nimble it's becoming is pretty cool.
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Welcome to the Home Service Hacks podcast, the show for contractors who refuse to settle for average.
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Hosted by Bill Brown, licensed HVAC contractor, AI and automation expert,
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and founder of Service Titan Hacks Community.
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Each episode features real conversations with contractors,
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tech founders, and innovators who are reshaping the trades from AI and automation
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to pricing, marketing, and management, if it's working in the field,
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you'll hear about it here. Let's get into it.
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Welcome back to Service Titan Hacks Podcast. This is the show where we talk
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about the tools and ideas that help you win in the home service space.
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I'm your host, Bill Brown, and today we're talking about something that's really
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changing the game, the growing gap between shops that use AI and those that
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are still doing everything by hand.
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Our guest today is an expert in the stuff.
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Nate Keller is the chief sales officer at Free2Grow, and they're a sponsor of our Facebook group.
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They use AI to help home service companies answer every call and book more jobs 24-7.
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And they give the smaller guys the kind of tools that just weren't possible
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a few years ago and at a price they can afford.
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So today, we're getting into the good, the bad, and the scary parts of using AI.
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Is this a tool that helps everyone, or will it crush companies that don't keep
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up? And what does it mean for your business?
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Nate, welcome to the show. Thanks for having me, Bill.
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Awesome, man. So first off, can you just tell us about Free2Grow and the main
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problem that you guys solve for contractors? Absolutely.
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Yeah. So Free2Grow, we're coming up to our sixth year in business.
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My partner, Charlie Felger, and I started this. We're based in St.
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Louis, Missouri. We started this, he had a couple of small contracting businesses
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that he was in the middle of selling.
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I was always in technology on the sales and operations side for large companies
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that worked at Oracle for a number of years and then kind of made my way to smaller businesses.
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Really liked working with smaller businesses because you can see the impact
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very quickly when you're getting stuff done.
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But I come from a family of entrepreneurs. I had that edge.
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It was like, I kind of want to do something. And the timing was right that he
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and I just got together and we started free growing.
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Essentially, we were a white glove overflow or replacement call center with
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humans, right? We had agents.
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Started off locally in St. Louis working with basically anybody home service related.
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So this was right around COVID, all these home service businesses were booming
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because everybody was at home and they understood they needed to have stuff done.
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And they were outside looking at their trees or their house or whatever.
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And they started calling these guys and all of these companies really took off.
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So our company really kind of did well in that time.
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So we got up to about 10 agents in the St. Louis area, started working outside of the St.
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Louis area because, you know, obviously we weren't tied to any sort of location.
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And our folks wanted to go remote as we were looking for bigger office space. So we went remote.
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As we went remote, we also said, hey, this gives us a bigger pool when we do
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need to hire because there were a lot of folks out there that had this type
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of experience, wanted to be remote, wanted to work at home.
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And, and at the time we were also starting to get pretty heavy into the trades.
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So, you know, the plumbing, electrical, and, and, and HVAC world.
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And there were a lot of, a lot of candidates out there from that agent side
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of things that had that type of experience from a CSR side of things.
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They knew the systems, they knew the service titans and the house called pros and everything else.
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And, and it was just a good fit on that side. Fast forward, as we grew,
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we got up to about 26 agents across the country.
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We were building out some AI tools, uh, fair. I don't want to say fairly early
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or kind of early on where our agents, as opposed to having to pull up an SOP or look up in a, you know,
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or look up in a sheet or something like that to figure out a service area or
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dispatch fee or something like that.
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They could just type it in. You know, they could type it into Slack.
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It would draw from a knowledge base. It would give them the right answer and
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they would be able to kind of solve.
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Call resolution was trimming down quite a bit.
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So as we were building out those tools, the developer we were working with,
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I was asking about AI voice. AI voice at the time, this is going back two and
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a half, three years ago now, said it wasn't quite there yet.
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There's definitely some stuff out there from an answering perspective, but not really robust.
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But just said, hey, keep your eyes open, right? After about six months of looking,
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I actually came across an AI voice company based in San Francisco called Archer.
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It was developed by a guy named Jerry Yee, UPenn kid, moved out to San Francisco,
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started a business, just a builder of technology, right?
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He is just, he's just an absolute wits, but he was doing the marketing,
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the sales, everything else on his own. So I reached out to him direct.
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We had a couple of phone calls and we just said, Hey, with what you do with
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your platform, you know, can we start looking at integrations and what that
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looks like and that sort of thing.
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And within about, you know, a month or two, we had, we had an agreement in place
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to essentially merge our two businesses. We had, we acquired his business.
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He's a partner of ours. Now he's our CTO. We were kind of going back and forth.
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Is the AI going to be supplemental or is it going to be across the board or what have you?
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And this is getting to where it helped our business and how we knew it was going to help others.
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Every summer as a human-based business, we would grow,
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We would take on more accounts. We have CSRs that even though they're at home
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and their pajamas working, they would have a hangout and they can't type, whatever, right?
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Any excuse under the sun, we've heard.
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And people don't show up. And all of a sudden, we're missing calls and we're
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not feeling what we said we were going to do. And we would rightfully get fired.
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And we just said, you know what? Let's put our chips on the table here.
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Let's push them all in and just say, let's go all AI voice across the board.
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At the time, big risk, right? Big, big risk.
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Yeah. It was a fringe technology, but with the progressions that we were seeing with the AI,
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between what Jerry was building out, what we're built on top of,
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and what our team's been capable of doing with the integration side,
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we just said, you know what, this looks like it might be the future here from
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that third-party call center side of things. So, yeah.
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And from there, we just said, you know, we're solving this problem for ourselves.
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We now have a new business model. We changed from a service business to a technology
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business in about 90 days.
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And we went AI voice across the board and really started going after that third-party
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call center, you know, where someone calls in after hours or even overflow and
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they're on hold for too long or whatever that might be, saying, we can fix this problem.
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We can get to these customers fast. That's awesome.
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I didn't know that you guys came from specifically the call center space and
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had a bunch of CSRs or agents at the call center.
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And that what I found when looking at AI companies is they tech,
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they usually have a very technical guy that knows how to interact with an AI,
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knows how to prompt it, program it really, really good.
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But what they're missing is that very specific domain knowledge of exactly how
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to test it and make sure that it meets the expectations of the end user, the customer.
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And with your guys' call center background, you know exactly what a good call
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looks like, you know what to say, how to answer questions.
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And so I'd imagine that with you and Jerry working together,
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you were able to have this feedback loop and say, no, let's change this,
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let's do that, and basically copy the best CSR.
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And I've seen that in other companies.
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In a lot of ways, that's exactly what it was. It's like we had...
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Yeah, I had listened to tens of thousands. I can't even tell you how many live
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human calls, good, bad, and otherwise, right?
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It's like, yeah, we know good ones and we can train off that model, right? Yeah, for sure.
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And when I first started messing with AI and ChatGPT a couple of years ago,
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it was pretty expensive to use, especially in high volume.
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When did it get cheap enough that you could bring that technology to home service
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businesses, even ones that were a little on the smaller side at a reasonable price? Yeah.
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So when we first acquired Jerry's
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company called Archer, and that's the platform that we're built on.
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So our customers, they have access to this platform where they can see the dashboard
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and calls coming in and everything like that.
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As soon as we acquired it, the technology prices started dropping,
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I would say almost a year ago.
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We started really contemplating. We're like, okay, what do we do with our model here?
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Because we started off with the old school pricing approach of an allocation
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of minutes and an overage and everything like that.
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And let's be honest, nobody likes to, even if they're busy, even if it means
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they're booking more calls and making money, dealing with overages sucks, right? It really does.
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Remember when we had to do that? Are you old enough to remember when we had
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to do that with cell phones and you had to only do nights and weekends?
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God, that was such a pain. And then you got a surprise $500 bill and they said, tough.
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Yeah, we hate minutes and overages. and not to cut you off or whatever,
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but I know that like a lot of contractors don't even know how many minutes they use.
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That's just like not, they know how many jobs, but how does that translate to
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minutes? They have no idea. Yeah, they have no idea.
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Yeah, right. And typically, you know, that model of the pricing on an allocation
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on a per minute side of it, it's, I don't want to say it's intentionally confusing,
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but it can get confusing, right?
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It's like, OK, I paid for this at the beginning of the month and now I'm paying
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for, you know, my next allocation and then my overages are in it.
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And it's a lot of them make their bills.
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I think it's really easy to understand how AI can save money by answering the phone.
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Right. Because you're not going to use as much human labor, which is pricey. And so.
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Can you give me like a real story about how it helped a company make more money?
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Like were there any types of jobs or types of calls that they were missing that
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AI now was able to handle those questions and start booking those jobs? Yeah, a lot.
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So a lot of our customers, it's a competitive industry. Everybody knows that, right?
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There's a new AI voice company that pops up and then goes away the next month,
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right? It's there's a lot out there.
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But a lot of our business still comes from that traditional call center side
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where those companies are taking messages and passing them on and hopefully
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someone's able to get back to them before they call someone else and get it
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booked or whatever that might be, right?
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Our system is built out to take that call, qualify that call and book that call, right?
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It's that speed and saying, you know, hey, Marissa, some of our clients have
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digital assistance or some of them don't.
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I'm able to answer your questions or get you on the calendar within 90 seconds, right?
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Knowing that something's going to come out of that call is productive,
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right? That customer is going to feel like they're getting taken care of right now.
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You know, typically when someone calls a call center and it's kind of,
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you know, it's becoming a lot better with AI, but some still understand that it is AI.
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But, you know, when you call the call centers, the same thing happens,
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right? You're calling after hours and those folks know that something's probably
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not going to happen with that call.
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A lot of times a message is getting taken and sent on, right?
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We want to have our customers onboarded in a manner where we don't have to,
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we'll send messages on for emergency cases, for billing questions, for stuff like that.
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Anything that if someone wants to make a payment, you know, I mean,
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it's really no one wants to give their credit card to AI yet.
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But at the same time, if someone's calling for, you know, their AC is out and
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it's emergency call and they need to get on right now, hey, we're going to look
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to make sure there's a technician available. We're going to notify that technician.
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We're going to put them on the schedule. That's awesome, man. That's something that,
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just wasn't possible, you know, a few years ago, right?
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It's awesome. So let's say you, you get free to grow AI voice set up in your system.
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And, you know, everything today, when it comes to operating a business,
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we like to put it in a quantitative, you know, like to measure it by numbers, right?
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So what numbers should you be looking for on your CSR dashboard and service
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Titan to know that it's actually working? What kind of changes should you expect as an operator?
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Yeah. So in, in our dashboard, well, one, it's going to show up in,
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in service site and right as, as an agent. So 3D Grow is going to show up as an agent.
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You're going to be looking at, at, you know, how it's, how it's booking and
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compared to your, you know, your, your, either your normal agents that are on
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during the day, it's going to be booking comparable to that.
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And then from an after hours perspective, we're, we're shooting for that 75
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to 85% range, right? That's where our customers are seeing success.
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75 to 85%, You know, you do that over a thousand calls in a month.
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That's a, that's a lot of calls it's adding, right?
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Yeah. What do you usually see as far as the range of booking rates from humans?
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So third-party call centers, I think they, they typically claim to be in that
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60% range, but when you really start digging into numbers, they're probably in 50 or less.
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It's not, it's not high, right? There's a lot of kind of number fudging and
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you'd have to go through every single one of them on there. So.
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Yeah. So that's a that's a pretty big, significant increase as far as booking
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those calls go, which we all know as operators how expensive it is just to get that phone to ring.
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It's way more expensive than we'd like it. You know, one of the big concerns
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with AI is really customer happiness.
00:14:08.783 --> 00:14:10.623
So, you know, your callers happiness.
00:14:11.003 --> 00:14:15.563
And it's pretty easy to tell if the person on the phone is making a customer mad.
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That sentiment's pretty, pretty easy. So one of the big important parts of this
00:14:19.943 --> 00:14:24.503
is customer caller happiness. And it's really easy to tell if a person on the
00:14:24.503 --> 00:14:26.623
phone is making a customer mad.
00:14:26.763 --> 00:14:30.963
But how do you know if the AI is doing a good job or frustrating people?
00:14:31.723 --> 00:14:36.303
Yeah. So our AI is looking at those calls and we are looking at sentiment in
00:14:36.303 --> 00:14:37.383
the background and that sort of thing.
00:14:37.463 --> 00:14:40.283
But the biggest thing we're looking at is completed calls, right?
00:14:40.423 --> 00:14:42.683
All the way through that it was customer, that it was recognized,
00:14:42.683 --> 00:14:46.263
that it was booked or completed or answered or whatever that might be, right?
00:14:46.423 --> 00:14:49.243
Completed just means that it was taken from start to finish.
00:14:49.243 --> 00:14:53.183
One of the things that we built out in there too is we, at any given point in
00:14:53.183 --> 00:14:56.923
time, we can live transfer calls over to a person, right?
00:14:57.063 --> 00:15:00.283
Especially in that overflow side of things or whatever that might be, right?
00:15:00.423 --> 00:15:04.683
Because no matter what, if it's AI or if it's a third-party call center,
00:15:04.883 --> 00:15:08.343
if it's recognized as a third-party call center, a lot of times someone's going
00:15:08.343 --> 00:15:10.123
to say, can't you just transfer me over to a manager?
00:15:10.603 --> 00:15:14.363
You don't have any information. I need to talk to someone that knows what they're
00:15:14.363 --> 00:15:18.743
talking about, whatever that might be, right? So as soon as we build out trigger
00:15:18.743 --> 00:15:22.043
words in there, if we're hearing these, hey, let's get them over to someone
00:15:22.043 --> 00:15:24.863
that can handle this issue.
00:15:25.445 --> 00:15:30.945
Sure. Sure. That makes sense. So still having that human that can take over
00:15:30.945 --> 00:15:36.785
so you don't just leave a customer upset and they, they abandon the call and
00:15:36.785 --> 00:15:38.325
call someone else, you know? Right.
00:15:38.525 --> 00:15:42.385
And we're transferring in to people that are within the organization, right?
00:15:42.985 --> 00:15:48.005
I don't think there's anything worse than if you take a call and you're transferring
00:15:48.005 --> 00:15:49.285
that to another call center.
00:15:51.025 --> 00:15:54.485
You want to give that to someone that actually knows they can fix the issue
00:15:54.485 --> 00:15:58.005
of whatever it might be at college college. Yeah, for sure.
00:15:58.365 --> 00:16:03.985
So, you know, I talked to a lot of people online and I know a lot of owners
00:16:03.985 --> 00:16:07.825
want to implement AI, but they're really nervous about it. Right.
00:16:08.345 --> 00:16:15.385
And their fear is obviously the customer service in the organization going down from where it is.
00:16:15.545 --> 00:16:21.645
Right. And so besides the fear of, you know, having an AI sound like a robot,
00:16:21.905 --> 00:16:26.445
what other fears do you hear from these contractors?
00:16:26.825 --> 00:16:32.045
We hear a lot of, hey, I have an older customer base. I don't know how they're going to like this.
00:16:32.465 --> 00:16:38.525
I can say with 100% certainty, older customers, a lot of times they don't know that it's AI.
00:16:39.165 --> 00:16:42.365
You know, you do have, everybody's going to have a customer.
00:16:42.505 --> 00:16:46.365
No one has 100% happy customers, right? You're going to have a customer that's upset.
00:16:46.545 --> 00:16:50.385
They're going to call in, whether it's AI or a CSR picking up, that's upset.
00:16:50.705 --> 00:16:54.905
You know, we do a lot of demo calls with prospects beforehand and I tell them,
00:16:54.985 --> 00:17:00.265
Hey, when you call in, be pissed off, right? Be upset, right? Whatever that is.
00:17:00.585 --> 00:17:04.745
And, and see how the AI handles it. And it, a lot of times it's handling it
00:17:04.745 --> 00:17:07.545
better than a human would because it's not getting flustered.
00:17:07.865 --> 00:17:10.425
As you're responding back with, I understand your frustration.
00:17:10.645 --> 00:17:14.125
I understand it's, you know, it's hot out right now. Let's get you on the schedule
00:17:14.125 --> 00:17:17.185
so we can come out and get this taken care of. The emotion isn't there.
00:17:17.405 --> 00:17:20.405
You know, it is empathetic and that sort of thing, but it's not going to get
00:17:20.405 --> 00:17:23.825
flustered and get irritated back at that customer.
00:17:24.325 --> 00:17:26.785
Right. Which escalates it. Mm-hmm. Yeah.
00:17:27.524 --> 00:17:32.104
Yeah, that makes sense. And I called your demo number and the number was,
00:17:32.184 --> 00:17:36.264
you know, recreated a real life situation.
00:17:36.764 --> 00:17:40.424
And I tried to throw all kinds of curveballs at the AI.
00:17:40.664 --> 00:17:46.604
So I cut the AI off. And I have a video of it that has a lot of views on YouTube
00:17:46.604 --> 00:17:48.884
because it was really interesting.
00:17:48.884 --> 00:17:53.464
So I just said some wild things and asked for pricing and everything just to
00:17:53.464 --> 00:17:56.484
try to see if I could throw the AI off.
00:17:56.564 --> 00:17:58.704
This was a few months ago and I wasn't able to.
00:17:59.144 --> 00:18:03.924
So, I mean, I really, I'm going to put a number in this description of this
00:18:03.924 --> 00:18:08.404
podcast so that other people who have fears and concerns about it can try it.
00:18:08.464 --> 00:18:12.604
Because that's really the best way to do it is to actually call it and try it
00:18:12.604 --> 00:18:17.224
and listen to what the AI responds with, right? Right.
00:18:17.724 --> 00:18:23.344
So, well, and the AI that's built out for that number is a super simple demo, right?
00:18:23.544 --> 00:18:26.804
When it comes to how we're building these out for our customers,
00:18:27.224 --> 00:18:31.344
you know, the scripting is one part and the scripting is something that is obviously
00:18:31.344 --> 00:18:33.424
very important, but it's that knowledge base, right?
00:18:33.424 --> 00:18:37.244
When you get into the knowledge base and you're starting to load it with pages
00:18:37.244 --> 00:18:42.764
and pages of documentation on a company, or if this, then if someone calls in
00:18:42.764 --> 00:18:44.344
and you don't have a soon enough time,
00:18:44.604 --> 00:18:47.664
book them for the time that you're quoting them and tell them someone's going
00:18:47.664 --> 00:18:52.324
to call them back if something else opens up. Secure that appointment.
00:18:52.644 --> 00:18:55.664
There's a lot of different things that can happen within that knowledge base
00:18:55.664 --> 00:19:00.184
that really kind of get the nimbleness and the personality of the AI locked in.
00:19:00.184 --> 00:19:05.744
So that the AI, yeah, the AI is going to need to understand the specifics about
00:19:05.744 --> 00:19:08.424
that company that a CSR understands, right?
00:19:08.524 --> 00:19:12.744
Like what are their hours and what is their service fee and things like that
00:19:12.744 --> 00:19:14.924
and their policies and even...
00:19:15.993 --> 00:19:21.153
One of the things I was talking to Ben about a while ago with Free to Grow was, man,
00:19:21.293 --> 00:19:27.613
I really wish that these AIs can go into Service Titan based upon who's calling
00:19:27.613 --> 00:19:32.553
and talk about job history and answer some questions from the job history.
00:19:32.673 --> 00:19:37.353
Because whenever I called, like I called, I remember calling Verizon and it
00:19:37.353 --> 00:19:41.833
was really annoying when I called them after we just had a conversation and
00:19:41.833 --> 00:19:46.013
they didn't know anything we previously talked about. So I'd have to start over.
00:19:46.233 --> 00:19:52.713
And I always liked and I noticed years ago that these these CSRs at these companies
00:19:52.713 --> 00:19:55.013
started to have history and they could see, oh, Mr.
00:19:55.113 --> 00:20:00.613
Brown, I saw you talk with with Susan a few days ago and they could continue the conversation.
00:20:00.813 --> 00:20:04.113
And Ben told me that your AI does that.
00:20:04.253 --> 00:20:09.593
So you guys can go into Service Titan. Yeah, we can look at job history.
00:20:09.753 --> 00:20:11.873
So if someone calls in, it's a callback, right?
00:20:12.473 --> 00:20:15.653
Yeah. You know, hey, you guys were just out here. Yep. Mr. Smith,
00:20:15.813 --> 00:20:17.053
I'm seeing that we were just out there.
00:20:17.333 --> 00:20:19.813
Is this having to do with, you know, the work that was just done?
00:20:19.933 --> 00:20:21.733
Yep. You were just out here and things aren't working.
00:20:21.893 --> 00:20:25.633
Okay. Let's get you on the schedule and I'm going to ask this up to make it a priority.
00:20:26.213 --> 00:20:30.093
That's cool. And that probably was not super easy to program.
00:20:30.373 --> 00:20:33.813
As somebody who dabbles into the back end of AI.
00:20:34.213 --> 00:20:38.573
Man, that must have taken a while, but you guys must have, that's where Jerry comes in, right?
00:20:39.793 --> 00:20:44.273
It's always those. Jerry and Jerry's team. They're great. It's always those young guys.
00:20:44.433 --> 00:20:49.453
They are killing it when it comes to being able to program and speak with AI.
00:20:49.853 --> 00:20:53.173
It's crazy how you look at these guys in the tech
00:20:53.173 --> 00:20:56.173
space and I read a lot of news articles
00:20:56.173 --> 00:20:58.953
online and they're always like kids that know this stuff
00:20:58.953 --> 00:21:02.193
it's crazy it's wild man it's wild so you know
00:21:02.193 --> 00:21:04.953
when it comes to setting this technology up in your
00:21:04.953 --> 00:21:07.673
business a lot of contractors have a
00:21:07.673 --> 00:21:10.553
lot of different pieces of software that they set up
00:21:10.553 --> 00:21:13.653
service titan because a lot of the listeners in this
00:21:13.653 --> 00:21:17.173
podcast are going to be on service tight is a mountain
00:21:17.173 --> 00:21:23.473
of work to set up to onboard and you're never 100 ready when you onboard and
00:21:23.473 --> 00:21:27.473
there's people that have been using Service Titan for years that haven't even
00:21:27.473 --> 00:21:33.773
been able to take advantage of the features in it that they're paying for, right?
00:21:33.913 --> 00:21:38.493
And so as an operator, I always think, man, all right, I'm going to,
00:21:38.653 --> 00:21:43.293
I love the idea of the technology, but now it's going to be weeks and weeks
00:21:43.293 --> 00:21:44.613
and weeks of onboarding.
00:21:44.933 --> 00:21:49.853
And it's going to be up to me to do the onboarding really, really well and know
00:21:49.853 --> 00:21:53.673
the system really well to be able to get my return on investment and everything.
00:21:54.033 --> 00:21:56.953
So contractors are just really sour to that.
00:21:57.313 --> 00:22:05.013
Can you talk about your onboarding process and is it easier than it normally
00:22:05.013 --> 00:22:06.173
would be with other software?
00:22:06.513 --> 00:22:08.553
It is. We intentionally...
00:22:09.619 --> 00:22:14.019
Have worked really hard on onboarding, right? We understand that getting this
00:22:14.019 --> 00:22:16.019
right out of the gate is extremely important.
00:22:16.079 --> 00:22:20.759
When we do that, we do tell customers, hey, for onboarding, we would like the
00:22:20.759 --> 00:22:24.599
attention of the folks that are going to own this within your organization,
00:22:24.979 --> 00:22:26.899
right? Be it an owner, a manager, whoever that might be.
00:22:27.039 --> 00:22:31.659
We actually assign them a customer success and an onboarding manager, right?
00:22:31.799 --> 00:22:35.079
And they're with them throughout the lifetime of the contract.
00:22:35.499 --> 00:22:39.039
They have someone that's assigned to their account. That person is there to
00:22:39.039 --> 00:22:42.719
help set everything up, help test, roll it over to the customer to have them
00:22:42.719 --> 00:22:44.699
test. We're looking at all the test calls.
00:22:44.919 --> 00:22:49.359
And then as things progress and they go live, we're looking at their calls that are coming in.
00:22:49.539 --> 00:22:52.319
Yeah, we're doing it with AI, but we're also doing it with humans,
00:22:52.499 --> 00:22:56.679
making sure that, hey, you know, what's your success rate? What is your booking rate?
00:22:56.879 --> 00:22:59.219
You know, completed calls, everything along those lines.
00:22:59.559 --> 00:23:03.139
Great little story about that. One of our customer success, you know,
00:23:03.219 --> 00:23:04.699
we have a great customer success team.
00:23:05.079 --> 00:23:09.519
But one of our customer success managers, Jess, is actually a former client of ours.
00:23:09.779 --> 00:23:14.499
So when we first transitioned AI, she was our point of contact with a company
00:23:14.499 --> 00:23:15.919
that is still a client of ours.
00:23:16.059 --> 00:23:19.579
She left to, she was CSR manager role.
00:23:19.739 --> 00:23:23.439
And she went on to another company that was more on the commercial side.
00:23:23.579 --> 00:23:25.079
I think she was there maybe a few months.
00:23:25.699 --> 00:23:31.939
And she reached out to me and said, hey, I made this move, not thrilled with where I am.
00:23:32.819 --> 00:23:34.979
What are you guys doing? Do you guys have anything? I was like,
00:23:35.139 --> 00:23:39.019
you know what, if we can find someone that has the experience that Jess has
00:23:39.019 --> 00:23:42.779
and bring them in and she understands the technology and she can get people
00:23:42.779 --> 00:23:45.259
up and running, but she also understands this role,
00:23:45.419 --> 00:23:49.499
the CSR and what needs to get done and how service time works and all that stuff.
00:23:49.499 --> 00:23:55.619
And I was like, I told Jerry, I told Charlie, I was like, we need to make a spot here.
00:23:55.679 --> 00:23:58.319
And we did. And she's been fantastic.
00:23:58.479 --> 00:24:03.499
But she's one member of the team, but she's great.
00:24:03.539 --> 00:24:08.519
I just love the story that we had a former point of contact with a client that
00:24:08.519 --> 00:24:09.619
wanted to come work for us.
00:24:10.179 --> 00:24:16.739
For sure. You know, as an owner, well, former owner, sold my business a year
00:24:16.739 --> 00:24:21.139
ago, you know, you always want to save money.
00:24:21.899 --> 00:24:26.379
You always want to grow revenue and reduce expenses so you get to keep more money, right?
00:24:26.539 --> 00:24:31.859
So it's kind of easy for an owner to get buy-in on AI, right?
00:24:32.019 --> 00:24:34.079
On utilizing something like AI voice.
00:24:34.479 --> 00:24:40.899
And then also for GMs who are held to numbers and call center managers.
00:24:40.899 --> 00:24:48.259
But I feel like, and you would know this better, how does CSRs feel about bringing in AI?
00:24:48.619 --> 00:24:52.759
Do they feel threatened by it where they see these numbers in Service Titan
00:24:52.759 --> 00:24:57.719
that says, this AI has 75% booking rate. I have 50.
00:24:58.039 --> 00:25:05.139
I'm going to get the ax to this technology, right? How do they feel about that? You know what? I...
00:25:05.776 --> 00:25:08.436
A question I get a lot, as you can imagine, right?
00:25:08.696 --> 00:25:13.956
A question that I go through with, you know, people that were onboarding or
00:25:13.956 --> 00:25:18.916
that were about to, you know, sign up and they say, hey, I'm worried about how
00:25:18.916 --> 00:25:21.376
my folks are going to react to this and everything else.
00:25:21.516 --> 00:25:27.296
I feel like the good owners know who their A players are and they know where
00:25:27.296 --> 00:25:31.816
their A players are going to succeed when the AI is going to be a success, right?
00:25:32.456 --> 00:25:39.096
They figure out how to let the AI have their humans human better and do things
00:25:39.096 --> 00:25:41.316
that are more revenue generating.
00:25:41.396 --> 00:25:44.216
We have a client that's onboarding right now.
00:25:44.296 --> 00:25:49.536
And this guy was great because the enthusiasm that we get from our clients after
00:25:49.536 --> 00:25:50.856
the fact is always really high.
00:25:50.996 --> 00:25:54.556
He was very enthusiastic kind of coming into this, which I love. them.
00:25:55.656 --> 00:25:59.196
But he, he said, he's like, I'm going to be able to have my folks,
00:25:59.376 --> 00:26:03.796
you know, during peak season, take demand calls because he's going to set up
00:26:03.796 --> 00:26:08.056
the AI to where it's an emergency or where, where it's a replacement or whatever that is.
00:26:08.536 --> 00:26:11.656
You know, AI is going to book the maintenances, the simple fixes,
00:26:11.936 --> 00:26:15.196
anything that comes through with these trigger words, we're going to send on
00:26:15.196 --> 00:26:17.476
someone that's going to be available and they're going to be able to book that
00:26:17.476 --> 00:26:18.736
job and do a really good job.
00:26:19.156 --> 00:26:24.376
Right. And that's just one way that it's getting set up. And he just, from his side of it too.
00:26:24.496 --> 00:26:29.436
He's like, then when it does come to peak season next year, I don't have to bring on more people.
00:26:29.956 --> 00:26:31.716
I don't have to worry about adding more people.
00:26:32.324 --> 00:26:36.984
Yeah, there's an onboarding period when you add people that you're not going
00:26:36.984 --> 00:26:42.084
to get the KPIs and production out of those people when they first start.
00:26:42.364 --> 00:26:46.504
And there's also the fantasy of getting someone who's plug and play,
00:26:46.724 --> 00:26:48.944
which, I mean, come on, how often do you see that, right?
00:26:49.044 --> 00:26:52.804
Those people are usually well taken care of at the job they're at now.
00:26:52.804 --> 00:26:56.044
So I definitely see that as part of scaling.
00:26:56.424 --> 00:27:02.204
And I would, that would be my fear a little bit as an owner would be worst case,
00:27:02.404 --> 00:27:07.404
are all my CSRs going to see some writing on the wall, get really negative and quit?
00:27:07.604 --> 00:27:10.544
And then what if the AI doesn't work the way I hoped it to?
00:27:10.604 --> 00:27:14.144
Now I don't have CSRs and I have this technology that isn't working.
00:27:14.144 --> 00:27:18.164
So I would think that that would be, you know, something that you guys as the
00:27:18.164 --> 00:27:23.184
tech company have to be able to approach with empathy and understanding,
00:27:23.184 --> 00:27:26.064
you know, if you're just talking about people's jobs here. Yeah, absolutely.
00:27:26.324 --> 00:27:30.484
And that's where I tell, hey, this is an opportunity to kind of put your arms
00:27:30.484 --> 00:27:32.344
around your A players, right?
00:27:32.504 --> 00:27:36.124
And say, listen, this is going to be a tool that's going to make your life easier.
00:27:36.304 --> 00:27:40.364
It's going to make, you know, your job probably a little less stressful,
00:27:40.664 --> 00:27:43.744
right? the calls that are coming in, you know, that they're going to be the
00:27:43.744 --> 00:27:48.024
calls that truly need, you know, human attention and then everything else,
00:27:48.064 --> 00:27:50.764
you know, you can, you can leave to the AI, right.
00:27:51.004 --> 00:27:55.584
You know, but I also think, you know, the, the, the folks that are worried out
00:27:55.584 --> 00:27:59.404
there, and this is probably not the best thing to say, but it's like the folks
00:27:59.404 --> 00:28:02.504
that are worried out there are probably the ones that are getting by.
00:28:03.144 --> 00:28:09.124
Yeah. That are just filling a slot because the company is scaling and growing, right?
00:28:09.324 --> 00:28:15.564
And from what I've seen as my company grew, the A players would rather have
00:28:15.564 --> 00:28:20.784
AI or an automation do the work of the D players.
00:28:21.204 --> 00:28:24.224
The D players really bother the A players, right?
00:28:24.444 --> 00:28:26.124
Yeah, absolutely. And so a lot
00:28:26.124 --> 00:28:30.064
of the things that take away from the A players doing a great job is they
00:28:30.334 --> 00:28:34.134
picking up the slack for the people that don't do well or just dealing with
00:28:34.134 --> 00:28:35.974
them on the emotional side, right?
00:28:36.154 --> 00:28:41.554
So I could see that the A players would be like, I like this.
00:28:41.694 --> 00:28:45.334
So now when we scale, I don't have to be the person that onboards all these
00:28:45.334 --> 00:28:49.994
people who might not even stay or do a good job so they can focus on getting
00:28:49.994 --> 00:28:51.294
better at their job. Exactly.
00:28:51.514 --> 00:28:56.074
For somebody that just wants to dip their toe in the water with this technology,
00:28:56.074 --> 00:29:00.854
what would you say is the safest and easiest way to begin using it?
00:29:01.714 --> 00:29:05.214
Yeah, most of our customers start off in that, you know, after hours,
00:29:05.374 --> 00:29:09.254
overflow, weekend capacity, and then they soon figure out, okay,
00:29:09.394 --> 00:29:10.934
I can start having this as frontline.
00:29:11.014 --> 00:29:17.554
They may have like an IVR in place right now and IVR is really good for filtering out spam calls.
00:29:17.714 --> 00:29:21.154
But, you know, when you're in, you know, dial nine to get to the right person
00:29:21.154 --> 00:29:24.234
and all this other stuff, you can lose people then too because people are already
00:29:24.234 --> 00:29:27.614
frustrated and they're not calling you. Typically, they're not calling for a good reason anyway.
00:29:28.054 --> 00:29:31.974
Sure. Yeah, they're calling because there's a problem. AI can take that place
00:29:31.974 --> 00:29:34.974
of that IVR too, right? Where it is filtering out that spam.
00:29:35.214 --> 00:29:39.574
It's taking all calls, right? It's able to schedule the emergency calls.
00:29:39.574 --> 00:29:41.674
It's able to schedule the maintenances and everything else.
00:29:41.794 --> 00:29:45.574
They figure out, okay, this can start taking over the IVR side of it.
00:29:45.794 --> 00:29:48.634
That happens. We do have customers that come out and they say,
00:29:48.714 --> 00:29:50.614
hey, I want to go full bore on this. And that's great.
00:29:50.894 --> 00:29:54.354
Get them up. We get them running. But a lot of it is, they got to feel comfortable
00:29:54.354 --> 00:29:57.234
with it. They got to see, you know, the after hours call come in,
00:29:57.294 --> 00:30:00.554
you know, eliminate their third party call center.
00:30:00.674 --> 00:30:03.914
That's not booking anything that sucks. And someone's on, you know,
00:30:04.134 --> 00:30:07.854
on hold for three minutes and then waiting for another two minutes while someone's,
00:30:07.894 --> 00:30:10.814
you know, wiping the crusties out of their eyes and trying to figure out what
00:30:10.814 --> 00:30:12.854
they're. I've had it happen, man. What they're doing.
00:30:13.174 --> 00:30:16.234
Yeah. Had it happen. It's death, you know?
00:30:16.930 --> 00:30:20.130
So let's do something really fun, especially in the tech field,
00:30:20.290 --> 00:30:22.990
which is speculate, right?
00:30:23.230 --> 00:30:28.710
So five to 10 years from now, which I mean, could we imagine what would happen
00:30:28.710 --> 00:30:32.230
today, five or 10 years in the past? Probably nothing like it, right?
00:30:32.630 --> 00:30:37.830
But let's have fun with this. And maybe we'll come back to this podcast in 2030,
00:30:38.210 --> 00:30:42.850
2035 and go, wow, we were right on point or we were way off, right?
00:30:42.850 --> 00:30:49.710
So, man, do you think that a service company could even survive in the future
00:30:49.710 --> 00:30:52.570
without this tool, could even be profitable and make it?
00:30:53.250 --> 00:30:57.670
No, I don't. We pick up customers that are big. We pick up customers that are
00:30:57.670 --> 00:31:00.470
in that medium range and some that are smaller too.
00:31:00.750 --> 00:31:06.390
But I think it is about speed to lead. It is about taking care of customers.
00:31:07.630 --> 00:31:11.270
The worst day that the AI is having is right now, right?
00:31:11.670 --> 00:31:16.070
Yeah, right. And it's only getting better. You know, I think the model is going to be,
00:31:16.310 --> 00:31:19.890
you know, people are going to be able to do a lot more with a lot less from
00:31:19.890 --> 00:31:24.370
the human capital side in regards to you can have, you can be a sizable company
00:31:24.370 --> 00:31:27.270
and maybe have two, three, four people behind the scenes that are,
00:31:27.410 --> 00:31:31.090
you're escalating things up to and AI is taking everything else.
00:31:31.090 --> 00:31:34.690
You know, I think that's kind of the near future, to be honest.
00:31:34.850 --> 00:31:37.790
And then, you know, everything else that's coming out, you know,
00:31:37.890 --> 00:31:38.910
obviously it's just going to
00:31:38.910 --> 00:31:41.950
be getting better. The integrations are going to continue to get better.
00:31:42.550 --> 00:31:47.170
And just the knowledge base behind it and how nimble it's becoming is pretty cool.
00:31:47.961 --> 00:31:53.901
Yeah, it is. I agree with you that if you don't implement AI and automation
00:31:53.901 --> 00:31:59.321
in your company, you're going to get beat down and lose the market and probably go out of business.
00:31:59.481 --> 00:32:02.601
And one of the things I was talking to, I was talking to somebody about it the
00:32:02.601 --> 00:32:07.641
other day was, let's say that you sell a heating and air conditioning system
00:32:07.641 --> 00:32:09.921
on average for $15,000, right?
00:32:10.441 --> 00:32:15.821
And with that, your net profit of your company all the way when it flows down
00:32:15.821 --> 00:32:19.901
is 20%, which is that awesome goal that not a lot of companies achieve.
00:32:20.181 --> 00:32:27.221
Well, that build into that $15,000 are all of the expenses and inefficiencies
00:32:27.221 --> 00:32:28.661
that you have in your business, right?
00:32:28.741 --> 00:32:31.621
They have to be included in there. The customer pays for everything.
00:32:31.921 --> 00:32:38.741
So if you were able to scale without having to hire people and use this technology,
00:32:38.761 --> 00:32:43.701
then And essentially, you could charge less and keep the same amount of money,
00:32:43.861 --> 00:32:46.321
which means your conversion rate would be higher.
00:32:46.661 --> 00:32:52.041
So if you need to get $15,000 today out of a system and you're more expensive,
00:32:52.361 --> 00:32:59.241
if you're right along with the big competitors, and if you can drop that down
00:32:59.241 --> 00:33:05.581
to $14,000, you're going to convert, get more jobs, and keep more money than your competitors.
00:33:05.581 --> 00:33:11.441
So I think it's not just will be a big deal where as companies that don't use
00:33:11.441 --> 00:33:14.281
this will find that they're not
00:33:14.281 --> 00:33:18.481
able to be competitive in pricing in the market as well. Yeah, I agree.
00:33:18.861 --> 00:33:23.901
I don't think that like right away everybody's going to be super excited to drop their pricing.
00:33:24.161 --> 00:33:27.721
But you look at it and for the most part, pricing changes.
00:33:28.093 --> 00:33:33.133
Does determine what your close rate is. And, you know, if you can lower it a
00:33:33.133 --> 00:33:36.393
little bit, you'll get a little higher of a close rate for the most part.
00:33:36.593 --> 00:33:39.733
So I think that that'll be something that's coming up too.
00:33:39.913 --> 00:33:45.213
And, you know, you got these big companies using it and the smaller companies
00:33:45.213 --> 00:33:50.533
today, especially with private equity are wondering, how am I supposed to compete with these big guys?
00:33:50.733 --> 00:33:56.713
They have unlimited marketing budgets. They can pay everybody more money than I can pay them.
00:33:57.533 --> 00:34:00.773
And man, these big guys implementing AI.
00:34:01.513 --> 00:34:05.753
Wow. As a small company, I would really want to get on board with that so that
00:34:05.753 --> 00:34:10.153
I could keep my costs down as much as I possibly could. You know what I mean? Yeah.
00:34:10.813 --> 00:34:17.193
Yeah. So five to 10 years, it's going to be, it's going to be wild, you know? Yeah.
00:34:18.933 --> 00:34:22.913
Five to 10 years, it's almost unimaginable at this point.
00:34:22.913 --> 00:34:26.213
I hate to say it that way, but, you know, a lot of the things that we're seeing
00:34:26.213 --> 00:34:30.473
now with how, like, just the reactions of the AI, what we've been able to do
00:34:30.473 --> 00:34:31.833
from that knowledge base side,
00:34:32.253 --> 00:34:35.293
you know, a lot of it is just, you know, we thought it, you know,
00:34:35.373 --> 00:34:39.013
we thought it'd be a year out and it was, you know, a few months and it's like,
00:34:39.093 --> 00:34:41.413
it's just moving at, at warp speed here.
00:34:41.413 --> 00:34:44.433
So, yeah, it's, it's crazy.
00:34:44.673 --> 00:34:49.093
So for a while you did inbound voice only, right?
00:34:49.393 --> 00:34:52.753
And then there's something that a lot of CSRs do.
00:34:53.687 --> 00:34:58.947
Which is outbound, which, you know, an outbound is normally going to be calling
00:34:58.947 --> 00:35:01.067
and following up on unsold work.
00:35:01.487 --> 00:35:06.267
So booking the maintenance calls for customers who have a maintenance plan.
00:35:06.507 --> 00:35:11.067
And really, it's a monotonous job for CSRs to do that, right?
00:35:11.207 --> 00:35:15.147
It's just, especially some of these companies that have thousands of them and everything.
00:35:15.147 --> 00:35:23.167
And have you guys been working on the AI outbound version, which is going to
00:35:23.167 --> 00:35:29.127
have these AI CSRs call and book these overwhelming quantity of calls for some companies?
00:35:29.267 --> 00:35:35.687
Yeah, we have AI outbound officially being released at the end of August.
00:35:35.727 --> 00:35:40.267
Our capability from doing AI outbound has been there for a while.
00:35:40.267 --> 00:35:44.567
It is going to be, you know, it's starting off just for, just for service site
00:35:44.567 --> 00:35:46.267
and the integration that we have into service site.
00:35:46.427 --> 00:35:49.907
You know, we had thought about releasing it more towards the beginning of the year.
00:35:50.187 --> 00:35:53.947
I've said this to a lot of people. I had, I was very bullish on it to begin
00:35:53.947 --> 00:35:57.647
with and then got, you know, into springtime and, you know, being in St.
00:35:57.687 --> 00:36:01.867
Louis, we had a lot of storms here and I've gotten a lot of AI roofing calls
00:36:01.867 --> 00:36:06.267
and that sort of thing. And Album is definitely a gray area too, right?
00:36:06.447 --> 00:36:11.607
Because you got to be really zeroed in. It has to be your customer base.
00:36:11.827 --> 00:36:16.727
It has to be, you know, you can't just cold call people because it's,
00:36:16.887 --> 00:36:19.407
you know, you get into some very gray legal areas too.
00:36:19.527 --> 00:36:22.987
And that's not a list you want to be on from a spam calling side of things.
00:36:23.507 --> 00:36:29.667
But, you know, limiting to current customers or we'll eventually do sales follow-ups
00:36:29.667 --> 00:36:33.607
too and that sort of thing. But starting off with that maintenance member check-in
00:36:33.607 --> 00:36:38.167
is going to be our first one here at the end of the month.
00:36:39.227 --> 00:36:43.187
Yeah, those calls are prepaid, so they're usually very easy to convert, right?
00:36:43.407 --> 00:36:48.547
Prepaid, easy to convert, and the outbound can go a bunch of different ways,
00:36:48.627 --> 00:36:52.047
but it's a pretty easy script. Hey, we haven't seen you in six months.
00:36:52.287 --> 00:36:55.167
Can we get you on the schedule for two weeks out from now? Yeah.
00:36:56.147 --> 00:37:02.247
And it's still important technology because these are customers that you could lose, right?
00:37:02.387 --> 00:37:06.287
These are ones that you've had existing relationships with. So they're usually
00:37:06.287 --> 00:37:09.707
a little bit more patient, but man, you don't want to lose those customers.
00:37:10.547 --> 00:37:15.387
That's your future sales, your future lifeline, right? Yep. Yeah.
00:37:16.319 --> 00:37:20.939
Still speculating on the future, what do you think the next big thing in AI
00:37:20.939 --> 00:37:24.759
to hit our industry will be within the next couple of years?
00:37:24.879 --> 00:37:27.499
Even if it's outside the scope of something that you guys would do.
00:37:28.059 --> 00:37:31.079
I think the next big thing is going to be outside the scope of what we're doing
00:37:31.079 --> 00:37:33.879
because I think there's a lot of stuff that, one, we have roadmapped,
00:37:33.879 --> 00:37:37.939
you know, and kind of rounding out our services, you know, from the inbound
00:37:37.939 --> 00:37:39.659
side and from the outbound side.
00:37:39.659 --> 00:37:42.959
And then, you know, the textings, like we have a lot of stuff that we're kind
00:37:42.959 --> 00:37:46.079
of putting together here to kind of round out our service offering so we can
00:37:46.079 --> 00:37:48.459
kind of be more of a complete solution on that side.
00:37:49.059 --> 00:37:52.659
I think it is going to be outside of what we're doing. I'm just,
00:37:52.779 --> 00:37:54.339
I'll be honest, Bill, I don't know what it is.
00:37:54.919 --> 00:38:00.259
Yeah. It's, yeah, it's so tough to predict, you know, when you get that far
00:38:00.259 --> 00:38:03.679
out and then all of a sudden a company pops up and they've been developing something
00:38:03.679 --> 00:38:05.459
and it's ready to be released and it's here.
00:38:05.719 --> 00:38:09.199
So, yeah. Yeah, I get it. What do you think? What do you think, Bill?
00:38:10.499 --> 00:38:13.159
Man i think that with the tech that you
00:38:13.159 --> 00:38:16.039
guys have that we're getting to diminishing returns
00:38:16.039 --> 00:38:19.159
on the call center side right i think
00:38:19.159 --> 00:38:22.239
that we're really starting to cover all of the
00:38:22.239 --> 00:38:28.559
key points that a csr does i think the next step goes more into the field and
00:38:28.559 --> 00:38:34.139
helps with the technicians be more successful and more comfortable doing their
00:38:34.139 --> 00:38:39.659
job on the customer communication side so they have you know,
00:38:39.939 --> 00:38:41.919
Ciro and SalesPro.
00:38:42.379 --> 00:38:46.219
And then there's also companies like Rilla that are very popular,
00:38:46.219 --> 00:38:48.259
which are these virtual ride along.
00:38:48.439 --> 00:38:53.859
So it is, you know, it's AI and they're recording calls. I think that taking that a step further.
00:38:54.579 --> 00:39:01.599
That technicians will be recording, will be prepared from AI based upon the
00:39:01.599 --> 00:39:05.439
complete history of the customer to be able to continue the conversation when
00:39:05.439 --> 00:39:07.399
they knock on the door, right?
00:39:07.559 --> 00:39:14.399
So they're going to get some sort of a pre-call AI back and forth.
00:39:14.579 --> 00:39:18.799
So maybe they'll call in to their own company and talk with the chatbot and
00:39:18.799 --> 00:39:20.339
say, hey, you're going out to Mrs.
00:39:20.499 --> 00:39:22.799
Jones's house. She's been a customer for 12 years.
00:39:23.259 --> 00:39:26.259
This is who's been there before. This is the equipment we've installed.
00:39:26.399 --> 00:39:28.459
So no searching through Service Titan.
00:39:28.679 --> 00:39:34.559
It's going to be a call on the way to the customer's house. So they're going
00:39:34.559 --> 00:39:38.439
to prepare the technicians with some very specific questions for that customer,
00:39:38.439 --> 00:39:41.859
make sure that there's questions and things they don't bring up, right?
00:39:41.999 --> 00:39:47.599
And then they record the conversation that they have with the customer, the AI does it.
00:39:47.919 --> 00:39:54.339
Then based upon all that information, the specific technical inspection is customized
00:39:54.339 --> 00:39:57.539
to exactly what is relevant to that job.
00:39:57.739 --> 00:40:00.859
So right now we have like a maintenance inspection, right? And there's.
00:40:01.475 --> 00:40:04.655
99 points you hit. Well, not everybody needs all those 99.
00:40:04.875 --> 00:40:10.795
Maybe this customer needs 45 of them. Well, the AI is going to customize the inspection.
00:40:11.035 --> 00:40:16.395
The inspection with the technician to the AI also might be a voice conversation
00:40:16.395 --> 00:40:19.895
where you're just talking about what you're measuring, what you're seeing.
00:40:20.135 --> 00:40:22.515
And then you could tell I thought about this a lot.
00:40:22.975 --> 00:40:28.215
Then we put all of that information together before it's time to make a presentation
00:40:28.215 --> 00:40:29.855
of solutions for a customer.
00:40:30.195 --> 00:40:36.055
And the AI looks at the price book and creates the solution options based upon
00:40:36.055 --> 00:40:42.615
all of these indicators and even based upon that specific conversation that
00:40:42.615 --> 00:40:44.955
the tech just had with the customer,
00:40:44.955 --> 00:40:49.295
what was found on the technical inspection, prepares the options.
00:40:49.295 --> 00:40:54.735
And for techs that are kind of nervous to talk to customers,
00:40:54.955 --> 00:40:59.935
especially new guys, You know, the AI can do the presentation and handle objections
00:40:59.935 --> 00:41:01.955
and close it. Here's the iPad. Right.
00:41:02.215 --> 00:41:06.835
And for the ones that are comfortable with doing a presentation,
00:41:07.155 --> 00:41:12.715
the AI will prepare them for it and help talk them through and everything like that.
00:41:12.715 --> 00:41:18.315
And I think one of the great things about something like that would be as a
00:41:18.315 --> 00:41:22.655
technician, you would be really confident that the options that you're putting
00:41:22.655 --> 00:41:26.275
together for customers are very relevant.
00:41:26.655 --> 00:41:30.415
I mean, I think that a real fear for a technician is trying to sell something
00:41:30.415 --> 00:41:32.435
to a customer that they want.
00:41:32.830 --> 00:41:35.950
Believe that they don't need. And I think that AI is going to help with that.
00:41:36.190 --> 00:41:38.930
So we close the deal at that point.
00:41:39.390 --> 00:41:46.610
And then the final piece of it is that there'll be a debriefing where the AI.
00:41:47.230 --> 00:41:51.970
Tells the technician how they did all the way through the process and says,
00:41:52.150 --> 00:41:55.210
and that's kind of from what I've seen, what Rilla does.
00:41:55.330 --> 00:41:59.930
And it's kind of like a coach that said, Hey, man, you did a great job talking about this.
00:42:00.370 --> 00:42:06.070
Your tone and your cadence of the conversation was great. You felt confident.
00:42:06.350 --> 00:42:10.950
And that's why the customer bought. And then the last thing would be the AI
00:42:10.950 --> 00:42:17.050
would analyze the whole thing and determine what future opportunities exist in that house.
00:42:17.270 --> 00:42:23.450
So let's say I had a humidifier as an option in my option sheet.
00:42:23.590 --> 00:42:27.350
And the customer was like, no, I had a humidifier before it leaked.
00:42:28.010 --> 00:42:33.210
Don't sell me on that. Right. Which is very obvious. Or sometimes it could be subtle.
00:42:33.450 --> 00:42:40.590
Well, the AI would go, would list it and either and put it into its memory or in service Titan.
00:42:41.070 --> 00:42:44.070
Don't bring up a humidifier to this customer again.
00:42:44.330 --> 00:42:50.650
So with that, I think the next level of help is with the guys in the field, you know?
00:42:51.190 --> 00:42:56.650
So I don't know how far along that tech is as far as being ready,
00:42:56.850 --> 00:43:02.730
but that's just what I would wish that I had as a technician,
00:43:02.730 --> 00:43:08.870
that I had that level of help so that I just didn't go out there and get blasted by customers, right?
00:43:09.070 --> 00:43:11.270
It's very disheartening as a
00:43:11.270 --> 00:43:15.430
technician to have a customer push you out of their home. It really sucks.
00:43:15.650 --> 00:43:17.970
It really hurts your confidence, right?
00:43:18.250 --> 00:43:21.650
So I think that'll be something we see in the future.
00:43:22.882 --> 00:43:26.462
And then after that, I really don't know, man. I really don't know what else
00:43:26.462 --> 00:43:28.862
there is. I can't see past that.
00:43:29.702 --> 00:43:35.302
Yeah. I think that solution is, it's probably like 20 or 30% of the way there
00:43:35.302 --> 00:43:36.682
from what you just went through, right?
00:43:36.822 --> 00:43:40.582
Yeah. It's not quite there yet, but it's, yeah.
00:43:40.802 --> 00:43:43.422
And you can add it in stages, right? It doesn't have to be perfect.
00:43:43.662 --> 00:43:47.002
The first stage was the debriefing at the end that Rilla does,
00:43:47.082 --> 00:43:50.702
which I think is, that's very important to get that feedback,
00:43:50.962 --> 00:43:55.962
man. I mean, you have no idea when you're on a call if you did a good job or a bad job.
00:43:56.082 --> 00:44:00.082
Neither do CSRs. They don't really know, especially if you do a high volume
00:44:00.082 --> 00:44:03.502
of calls. You can't say how your sentiment is.
00:44:03.682 --> 00:44:06.542
How happy was that customer? It's very difficult to do that.
00:44:06.682 --> 00:44:12.762
So for me as a tech who wants to get better, that would be vital information.
00:44:12.862 --> 00:44:17.562
As a tech today, I'd be recording every one of my phone calls so I could analyze
00:44:17.562 --> 00:44:23.822
that. Even if I did it myself, I'd want to know how I was doing from someone who was unbiased.
00:44:24.042 --> 00:44:27.442
And then also, you know, like everything, you'll have the text that'll think
00:44:27.442 --> 00:44:29.242
it's big brother and hate it.
00:44:29.402 --> 00:44:32.602
Right. But those usually aren't the real high level guys. Right.
00:44:32.922 --> 00:44:38.262
Yeah. So, yeah, that's awesome. It'll be fun to see how all this plays out, you know. It will be.
00:44:38.742 --> 00:44:44.002
Yeah. It will be. So, you know, thanks for breaking all this down for us.
00:44:44.082 --> 00:44:47.722
You know, it really shows the AI is not this fancy toy. it's
00:44:47.722 --> 00:44:51.422
really becoming a must-have to keep up and win the market so
00:44:51.422 --> 00:44:54.322
if you want to know more about free to grow where you
00:44:54.322 --> 00:44:57.642
can book a demo i also have the phone number below where
00:44:57.642 --> 00:45:03.022
you can give this demo ai voice a call and if you're not if you haven't already
00:45:03.022 --> 00:45:07.862
joined the service titan hacks facebook group you can join 9 000 other contractors
00:45:07.862 --> 00:45:13.322
who are learning about this technology and sharing tips tricks and hacks about
00:45:13.322 --> 00:45:17.602
service titan and we'll see you next time and nate Thanks for coming today, man.
00:45:18.002 --> 00:45:20.342
Bill, thanks for having me. This was fun. Love it. Awesome.
00:45:21.842 --> 00:45:26.042
Thanks for listening to the Home Service Hacks podcast. Be sure to subscribe
00:45:26.042 --> 00:45:29.922
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00:45:30.142 --> 00:45:34.682
For more information or to connect with Bill, you can check us out on Facebook
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00:45:40.182 --> 00:45:41.642
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