AI & INTEGRATION SERVICES FOR THE TRADES

Put AI to work.
Connect your business.

AI guidance for home-service owners. Integration engineering for the software they rely on.

Not sure where AI fits? We help you choose useful tools and put a practical plan into use. For integrations, we work with home-service businesses and their software providers to scope, build, and maintain the agreed connection.

Let’s talk about your business Explore our services
Scoped to your businessBuilt with your team
THE TACK ENGINEERING PROCESS
01 / UNDERSTAND

Your business workflow

Lead intake Office tasks Reporting

Designed with Tack engineers

02 / BUILD

Put AI to work

Choose useful tools.
Test with human review.

Connect your systems

Build middleware.
Validate the handoffs.

Review AI data use and API access separately.

03 / PUT INTO PRACTICE

A workflow your team can run

Training Documentation Support

A service delivery model. The scope identifies the actual tools, permissions, responsibilities, and support.

BUILT AROUND HOME SERVICES

  • HVAC
  • Plumbing
  • Electrical
  • Roofing

MIDDLEWARE FOR CUSTOMER & SOFTWARE-PROVIDER PROJECTS

Your customer’s workflow.
An integration built to fit.

Your home-service customer needs your software to work with their existing systems. We help define, build, and maintain that connection as a scoped engineering project.

Where vendor requirements permit a customer-owned implementation, the home-service business owns and controls the agreed application. The scope records the actual hosting and operator, each software provider’s role, and the required approvals before work connects to an API.

Explore middleware services
ILLUSTRATIVE INTEGRATION ARCHITECTURE
01
SOFTWARE PROVIDERSoftware provider’s application
Agreed requests and responses
Integration runtime
Match recordsValidate fieldsHandle exceptions

Customer ownership where permitted. Actual hosting and operator documented.

Vendor-permitted API connection
02
HOME-SERVICE BUSINESSField service software & business systems
Illustrative only. The software provider’s application and its approvals remain separate from any customer-owned integration.
Build the right handoff

Field maps, matching rules, and agreed acceptance tests.

Make exceptions visible

Define alerts, retries, and the person responsible for recovery.

Keep the connection useful

Documentation, training, and maintenance under a defined support plan.

WHAT WE HELP WITH

From the first idea
to the everyday workflow.

Advice, implementation, and ongoing support.
Start with one problem. Build from there.

FIND YOUR STARTING POINT

Not sure where to start with AI?

Know where AI can help, compare the tools, and get a practical recommendation with a defined implementation scope.

Use-case discovery · Pilot · TrainingExplore AI services
BUILD WHAT’S MISSING

A custom tool. A better way to work.

Build a focused internal tool, portal, or operational workflow around the decisions your team needs to make.

Internal tools · Portals · WorkflowsExplore custom development

Middleware & Custom Integrations

Engineering for customer-commissioned integrations, with software-provider coordination, defined ownership, and vendor-permitted access.

Software Selection & Advisory

Find the right tools for your business. Compare options, understand the tradeoffs, and plan the rollout.

Reporting & Data Hygiene

Define the fields and measures behind decisions your office makes.

Workflow Automation

Turn repeated steps into supported automations with clear exception handling.

CSR & Office Training

Help people use the tools with practical exercises and documented playbooks.

THE WAY WE WORK

Practical at every step.

A clear scope. Regular reviews.
A handoff your team can use.

01

Find the right opportunity.

Walk through your office process with our engineers. Identify where AI can help, where a connection is missing, and what needs a person’s judgment.

Workflow map · Priorities · Defined scope
02

Engineer the workflow.

Configure the AI tools, build the middleware, or develop the custom solution your scope calls for. Test real scenarios with your team before launch.

Working solution · Human review · Acceptance checks
03

Help your team run it.

Train the people using the workflow, document how it works, and maintain it under an agreed support plan as your business changes.

Team training · Operating playbook · Support plan

SECURITY IS PART OF THE SCOPE

Clear controls.
Accountable support.

Before information moves, we agree on who can access it, where it can go, and how the connection can be stopped.

Access with a defined purpose

Document the people, systems, and permissions needed for the work. Use the narrowest supported access and review it when responsibilities change.

Credentials stay under your control

Your administrators control vendor credentials and revocation. Any downstream connection gets its own approved access path; vendor secrets are not passed along to other applications.

A handover your team can use

Record the data flow, hosting arrangement, change approvals, and offboarding steps. Confirm the access stops when it is revoked.

Read our ownership and access model

CLEAR OWNERSHIP. CLEAR RESPONSIBILITIES.

Your business.
Your systems.

You retain control of your vendor environments, users, client-owned applications, and credentials. Each project identifies who owns and operates the integration runtime, the access the vendor permits, and the agreed handover.

Agreed code and configuration handoffDocumentation your team can keep
How our integration model works

PLATFORM-AGNOSTIC
BY DESIGN

Discovery can include field service management platforms including ServiceTitan, Housecall Pro, Jobber, and FieldEdge. Access methods, supported actions, and approval requirements vary by vendor and account.

THE OPERATIONS NOTEBOOK

Get the details right.

Explore the resources
Owner’s checklist

Registering a custom app in your FSM developer portal: an owner’s checklist

4 min readRead the guide Workflow planning

Booking form to dispatch: mapping the handoffs that lose leads

4 min readRead the guide Integration decisions

Middleware vs. custom API integration: choosing a maintainable workflow

4 min readRead the guide

LET’S FIND THE RIGHT NEXT STEP

What could work
better in your business?

An owner exploring AI, or a software team planning a customer integration. Tell us about the workflow and we’ll help define the next step.

Start a conversation