About this Event
Join the AI Back-Office Sprint for Home Service Teams!
Practical Focus: A hands-on operational workshop designed for contractors, trade operators, and field-service teams (HVAC, plumbing, electrical, roofing, landscaping, cleaning, pest control) to streamline internal job communications and eliminate administrative bottlenecks.
Working Deliverables: Participants work through structured exercises to build four core operational assets: an Internal Job Handoff Packet, a Customer Update Communication System, a Daily Back-Office Triage Matrix, and an End-of-Day Action Queue.
Human-in-the-Loop Governance: Emphasizes human review checkpoints and operational oversight; tools are configured to organize and draft internal information rather than make unsupervised business or safety decisions.
Strict Data Security & Privacy: Attendees must utilize anonymized, synthetic, or redacted operational scenarios; entering payment details, passwords, live customer records, or protected personal information into workshop tools is strictly prohibited.
Independent Educational Format: Focuses exclusively on workflow architecture and administrative process design; does not include custom software programming, API integrations, or CRM replacements.
Zero-Solicitation Environment: No multi-level marketing (MLM), lead harvesting, financial product prospecting, or third-party software sales pitches permitted.
Third-Party Trademark Notice: Any reference to trade software (such as ServiceTitan, Jobber, or Housecall Pro) is made strictly for operational context; this workshop is independently produced and is not sponsored by, endorsed by, or affiliated with these entities.
Agenda
5:40 PM – 6:00 PM: Doors open, check-in, Wi-Fi connectivity, and individual laptop setup.
6:00 PM – 6:15 PM: Framework Overview: Identifying and mapping operational handoff gaps in field services.
6:15 PM – 6:50 PM: Sprint 1: Building the Standardized Job Handoff Packet (converting scattered job details into a clear technician summary).
6:50 PM – 7:25 PM: Sprint 2: Customer Update Communication System (drafting repeatable message templates for arrival windows, schedule changes, and next steps).
7:25 PM – 7:35 PM: Break & Technical Troubleshooting Window (10-minute reset).
7:35 PM – 8:05 PM: Sprint 3: Daily Back-Office Triage & End-of-Day Action Queue (organizing incoming requests and establishing clear end-of-day responsibilities).
8:05 PM – 8:20 PM: Scenario Stress-Test: Running an anonymized service scenario through the workflow to test human verification points.
8:20 PM – 8:30 PM: 14-Day Internal Rollout Plan, resource folder distribution, and closing remarks.
Event venue & nearby stays
CERA - Corporate Employees Recreation Association, 3300 Bryant Irvin Road, Fort Worth, United States
Concerts, fests, parties, meetups — all the happenings, one place.