Field Notes

Practical AI for
people who build things

No hype. No vendor pitches. Just what I've learned auditing and building AI systems for trades and field service businesses — written for operators, not technologists.

All Articles — 12 posts

February 6, 2025

Why Most AI Projects Fail — And What to Do Instead

The failure rate for AI implementation in small businesses is high. After seeing it firsthand, here's my honest diagnosis of what goes wrong and how to avoid it.

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December 9, 2024

What Is an AI Operations Audit — And Is It Right for Your Business?

The phrase 'AI operations audit' gets thrown around a lot. Here's a plain-English explanation of what it actually involves, what you get out of it, and how to know if you need one.

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November 14, 2024

Dispatching Smarter: How AI Scheduling Works for Field Service Crews

Manual dispatch is a people problem masquerading as a scheduling problem. Here's how AI scheduling actually works — and what it takes to implement it without disrupting your operation.

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October 3, 2024

The Case for Starting with an Audit, Not a Tool

Everyone wants to jump straight to implementation. Here's why the businesses that start with an audit get better results — and why the ones that skip it usually end up starting over.

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September 18, 2024

Building AI Systems That Actually Stick

Most AI implementations fail — not because the technology doesn't work, but because they were built without understanding how the business actually operates. Here's how to do it differently.

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August 15, 2024

Stop Chasing Invoices: How AI Payment Follow-Up Works

Unpaid invoices are the most uncomfortable part of running a service business. Here's how to automate the follow-up so you get paid faster without the awkward calls.

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July 10, 2024

How We Reduced Estimate Turnaround from Two Days to Ten Minutes

A specialty contractor was losing jobs because estimates took too long. Here's the exact system we built to change that — and what it took to get there.

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May 22, 2024

Five Automations Every HVAC Business Should Have (But Most Don't)

After auditing dozens of field service operations, these are the five automations that show up as high-impact opportunities again and again — especially for HVAC companies.

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April 8, 2024

What Is an AI Operations Audit — And Do You Actually Need One?

Before you spend a dollar on AI implementation, you need to know what to build. An operations audit maps your workflows, scores the opportunities, and tells you exactly where to start.

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March 12, 2024

The Real Cost of Manual Scheduling for Trades Businesses

Most trades business owners don't know what manual scheduling is actually costing them. We broke it down — and the number is bigger than you think.

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February 20, 2024

How to Automate Lead Follow-Up Without Hiring Anyone

Manual lead follow-up is a full-time job nobody signed up for. Here's how to build a system that follows up automatically — in your voice, at the right times, without a virtual assistant.

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January 15, 2024

Why Field Service Businesses Lose Jobs to Slow Response Times (And How to Fix It)

The average field service business takes 4+ hours to respond to a new lead. By then, the customer has already hired someone else. Here's what's actually happening — and how AI closes the gap.

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