Challenges We Solve for Pool Service Companies
Recurring visits, seasonal spikes, and equipment quirks—we handle the admin and scheduling so you stay ahead.
Job Booking & Accuracy
Call Handling & Summaries
Invoice & Paperwork Automation
Customer Data Clean-up
Technician Arrival Tracking
Customer Review Management
Right job, right details, every time.
When a job is created in your ERP, we validate customer data and address accuracy so technicians aren’t chasing bad info.
Turn calls into clear actions.
Calls are auto-analyzed and summarized, so office staff get instant clarity on job details while CSRs focus on the next customer.
Paperwork you don’t have to chase.
Automatically generate and send warranty paperwork, invoices, or receipts so nothing slips through the cracks.
Customer info, always correct.
From phone numbers to customer names, our tools correct errors automatically — no more bad records slowing down dispatch.
Know when techs hit the ground.
When a technician arrives on-site, we confirm arrival and flag issues proactively — no guessing where your team is.
Win more trust online.
AI analyzes calls and generates personalized review responses that boost your Google rating without extra admin time.
Tool & Features Headline Goes Here
Automate recurring maintenance, parts tracking, and customer updates—so techs spend time poolside, not paperwork-side.
Estimate Generation
Automatically generate estimates based on customer preferences directly in your erp system.
Purchasing Simplification
Automatically parse purchasing documents directly from your email and send to your preferred ERP system.
Job Validation
Ensure every new job has correct customer and address details without relying on CSRs to type it in accurately
Technician Timesheet Validation
Review and manage timesheet data for accuracy using reasoning workflows across complex datasets.
Streamlining Commercial Work Orders
TGL built a custom workflow that automatically parsed timesheet and job summary data into polished PDF work orders without pricing. These work orders were automatically attached to the customer’s record in ServiceTitan and sent directly to the client in a clean, modern email. The entire process was hands-off for ENCON staff, ensuring speed, consistency, and professionalism with every job.
A Smarter Way to Send Estimates
TGL engineered a custom digital estimating solution that integrated seamlessly with ServiceTitan. Estimates were moved online with a polished, professional design that removed unnecessary line items while invoices in ServiceTitan remained fully detailed. Our tool even wrote the estimate summary (future tense) and the invoice summary (past tense) after the estimate sold. Customers could still receive estimates via ServiceTitan email, sign digitally, and upload attachments — all of which synced automatically back into ServiceTitan. This ensured both customers and internal teams had the right level of visibility at the right time.
Payroll - Optimized
TGL delivered customized automation and dashboards
They developed a Purchasing Assistant that digitizes invoices via webhook, routes them to ServiceTitan, and enables one-click approvals.
Rachel, the bookkeeper, took full ownership of this workflow—freeing up bandwidth for higher-level initiatives.
Dashboards were customized to show marketing spend, revenue pacing, 3-day call board status, and CSR performance.
CallIQ gave insight into missed opportunities, negative sentiment trends, and CSR behavior.
Frequently asked questions
What does The Graphite Lab do?
We embed AI and automation directly into skilled trades businesses’ software stacks. Instead of giving you yet another app to log into, we make your existing tools smarter so your business can run faster, leaner, and smoother.
Who do you work with?
Our customers are HVAC, plumbing, electrical, and other skilled trades businesses of all sizes, as well as private equity groups and aggregators that own multiple trades companies.
How are you different from other software companies?
Most software forces you to change your process to fit their app. We do the opposite: we build the functionality and fit it into your existing workflows. Think of us as building the car, not just putting an engine on a horse cart.
What’s a Tool?
A Tool is a building block in our platform. It takes an input, processes it (usually with AI), and gives you an output. Example: a tool that parses an invoice.
What’s an Assembly?
Assemblies are workflows built by stacking Tools together. For example, one assembly might grab invoices from your purchasing email, run them through a Tool to parse out transactions, and send them into your accounting system.
What’s the difference between Prebuilt and Custom Assemblies?
Prebuilt Assemblies are “off-the-shelf Lego sets” we’ve already designed for common problems (payroll, vendor bills, scheduling, reviews).
Custom Assemblies are when our “Lego Masters” (professional services team) design something unique for your business.
What results have customers seen?
50% reduction in payroll task time.
70% productivity lift in vendor bill workflows.
12% less time on CSR calls.
25% fewer cancellations.
4.9⭐ average Google reviews with AI-driven responses.
What if my team isn’t very tech savvy?
Perfect — most of our customers aren’t. That’s why we build everything around your process instead of asking you to learn new systems. We set it up so your team can keep doing what they do best.
How long does onboarding take?
Prebuilt assemblies can be turned on almost instantly. Custom assemblies usually take 1–2 weeks, depending on complexity.
What support do you provide?
We’re hands-on. Our professional services team designs and builds your solutions, and we provide ongoing support as your business evolves.
Do you replace my existing software?
No. We make your existing software better. We integrate with platforms like ServiceTitan, Jobber, and Housecall Pro — but we bend to your process, not the other way around.
Why “The Graphite Lab”?
Graphite is what makes a pencil work — it’s the tool you use to create, design, and solve problems. That’s what we do for trades businesses: give you the tools to build better.
What’s your mission?
Simple: Not just built for any trades business — built for yours.