Lead sources
- Thumbtack
- Angi
- Google Local Services
- Website / forms
- Meta / Facebook
AI Automation for Contractors & Home Service Businesses
Follow up on every lead. Keep estimates from going cold. Reduce office work. Know what needs attention every morning.
Built for HVAC, plumbing, electrical, roofing, landscaping, restoration, pest control, general contractors, and larger field-service companies—typically $2M–$10M, 10–75 employees, owner-led, with real lead and estimate volume and no internal AI team.
ServiceTitan, Jobber, and Housecall Pro already ingest leads and send notifications. Lumify sits above that stack: it connects the systems you already use, understands what is happening across them, and surfaces the things that actually require human attention.
Your software is already talking. Nobody has the whole conversation.
A new lead arrives in Thumbtack. An estimate sits in ServiceTitan. A customer replies in Gmail. An invoice becomes overdue in QuickBooks. A negative review appears on Google.
Each application can alert you about its own event. Lumify connects the signals and identifies what actually matters. Your business does not need more notifications.
Communication
- Gmail / Google Workspace
- Outlook / Microsoft 365
- Phone / voicemail
- SMS
Operations
- ServiceTitan
- Jobber
- Housecall Pro
Finance
- QuickBooks
- Stripe
Connect the tools your business already uses. Names are examples—not partnerships or certified listings.
The Lumify attention layer
A growing service business may have dozens or hundreds of daily signals. The owner or GM does not need another stream. Lumify reduces the noise.
Connect
Collect events from the systems you already use.
Understand
Determine what happened and what it means.
Correlate
Connect related information across systems.
Prioritize
Identify urgency, revenue impact, customer risk, and required action.
Act
Route, notify, draft, update, or automate when appropriate.
Monitor
Make sure important items do not fall through the cracks.
What the owner sees
The Owner’s Daily Brief is the visible output—not another dashboard of events.
Good morning. 7 things need your attention today.
Revenue at risk: $47,500
- 3 estimates need follow-up — $31,000 with no customer contact for 7+ days
- 2 high-value leads have not been contacted — both look like replacements
- 1 customer issue requires immediate attention — emailed twice about a missed appointment and posted a negative review
- 4 invoices crossed 45 days overdue — $12,800 outstanding
Everything else: 95 events reviewed. No action required.
Your applications understand their own data. Lumify understands the business.
No single system has the complete story. That is why Lumify exists even when you already own sophisticated software.
Gmail
“Nobody showed up yesterday.”
ServiceTitan
Job status: Completed
QuickBooks
Invoice paid: $1,850
Google
New 2-star review
Lumify · critical customer issue
Customer appears to have paid $1,850 for a job marked completed, but says nobody arrived and has now posted a negative review.
Recommended action: owner or GM should contact the customer immediately.
Lead intelligence, not just lead routing
Field-service platforms already ingest and notify. Lead follow-up is one capability of the attention layer: classify, score, and decide what deserves a person right now.
New lead — high priority
“Water heater is leaking badly. We’re in Mill Valley and need someone today if possible.”
Source: Thumbtack Location: Mill Valley Service: Water heater Urgency: HIGH · score 96/100 Create the lead, assign Plumbing / Emergency, acknowledge immediately, alert dispatcher, escalate if not contacted in 5 minutes.
Low priority — do not interrupt
“Do you repair portable window AC units?”
Service match: NO Priority: LOW · score 12/100 Send a polite response. Do not interrupt the dispatcher. Record the inquiry for reporting.
Estimate follow-up
Estimate follow-up watches issued quotes. Silence triggers a timed, personalized sequence. A reply alerts sales and updates the pipeline—without another sticky note.
AR and collections monitoring
Overdue invoices surface on the morning brief. Follow-up can be sequenced without the bookkeeper rebuilding a list from QuickBooks every Friday.
Connect the tools you already use
Where the platform provides an API, OAuth, webhooks, or other supported access: ServiceTitan, Jobber, Housecall Pro, Thumbtack, Angi, QuickBooks, HubSpot, Salesforce, Google Workspace, Microsoft 365, Slack, Twilio, Stripe, Zapier, and n8n. We do not claim certified or native marketplace integrations we do not have.
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
Do you replace ServiceTitan, Jobber, or Housecall Pro?
No. Those systems stay. They already ingest leads and send notifications. Lumify sits above them and connects email, accounting, reviews, and the rest.
Is this just lead routing?
No. Routing is one capability. The product is an attention layer: correlate signals, filter noise, and give the owner a short list of what actually needs a person.
We are smaller than 10 employees. Still relevant?
Sometimes, if lead and estimate volume is high. The review will say if a first build is worth it.
How long is a first implementation?
A focused workflow after the review and assessment. Timeline depends on integrations and how clean the process is today.