NewFive Star Home Services cut cancellations 34% with UpSmith

The AI profit engine for home services.

UpSmith turns your ServiceTitan database into an always-on profit machine — confirming appointments, closing estimates, and surfacing replacement opportunities at a scale no CSR team can hire for.

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Trusted by 200+ home-services operators

How UpSmith runs in the background

Find. Operate. Win. Continuously.

UpSmith scans your database for every opportunity, engages customers to handle the work, and lands the revenue on the board — three layers running in parallel, every minute of every day.

UpSmith AI EngineAlways on

OPPORTUNITY ENGINE

Mike Russo, Frisco · Quote $4,200 sitting 47 days

Sarah Kim, Plano · Recall flagged on outdoor unit

James Wilson, Allen · Annual maintenance due

AI AGENTS

MR

Mike Russo

SMS · live

QUOTE REFRESH

Hi Mike! Hope you're doing well. Good news — that estimate we put together back in June is still good. Want me to lock in a time this week before it expires?

Yeah let's do Thursday

Perfect — you're all set for Thursday at 9 AM. I'll send the confirmation right over, and just text me if anything changes.

Same crew as last time?

Yep, same great crew as last time — Daniel and his team. They'll send a heads-up text about 30 minutes before they arrive so you're not left waiting.

RESOLVED

SK

Sarah Kim

SMS · live

RECALL

Hi Sarah! Just a friendly heads-up — the manufacturer flagged your unit for a free recall check. It's fully covered, so nothing out of pocket for you.

Oh wow, sure. When can you come?

How about Wednesday at 10 AM? I've got you booked — and again, there's no charge at all for the recall check itself.

Anything I need to do before they arrive?

Nothing much on your end! If you could just clear about 3 feet around the outdoor unit, that's perfect — the crew brings everything else they'll need. Thanks, Sarah!

RESOLVED

JW

James Wilson

SMS · live

WIN-BACK

Hi James! It's been a while since we last took care of your system — we'd love to have you back. Want me to get your annual maintenance on the calendar?

You guys still remember us??

Of course we do — we always remember our regulars! Would Tuesday at 2 PM work for you?

Perfect.

Wonderful, you're all booked! It'll be the same tech as last year — he actually asked how you all were doing. See you Tuesday, James!

RESOLVED

SCOREBOARD

Sarah Kim · Recall booked · Wed 10 AM

Mike Russo · Quote refreshed · $4,200

Linda Thompson · Cancellation saved · Tue 1 PM

Robert Diaz · Membership renewed · $389

James Wilson · Annual scheduled · $389

Recovered revenue

$128,440

Bookings closed

247

Cancellations saved

89

Memberships renewed

412

Opportunity engine — every customer, every quote, every lapsed planAI Agents — SMS conversations and internal asks, handledScoreboard — revenue, bookings, saves, renewals on the board

Trusted by the operators moving the trades forward

Built for the field

For the trades that keep America running.

HVAC, plumbing, electrical. Single-trade shops and multi-trade platforms. UpSmith is tuned for the language, pricing, and rhythm of the operators on the truck.

HVAC

Same-day comfort calls. Replacement quotes that close themselves.

Plumbing

Drains, leaks, water heaters. Every emergency, texted back in seconds.

Electrical

Panels, service upgrades, safety calls. Booked while your team is on the truck.

Also serving:DrainGeneratorsSolarRoofingGarage

Where the revenue leaks

There's a fortune sitting in your database.

Calls go to voicemail. Estimates go cold. Memberships lapse. Replacement opportunities age out. Every great operator runs into the same wall — and the only thing that scales past it is AI capacity working alongside your team.

1 in 5

booked jobs cancel before the tech arrives

Every cancel is a dispatch slot, a tech hour, and the revenue with it.

Years

of customer records you can't possibly call by hand

Even a focused CSR can only reach about 30 customers a day. The math never works.

5 min

to call a new lead before it goes cold

Wait longer than 5 minutes and your odds of qualifying the lead drop by 80%.

What UpSmith does

Three capabilities.
One relentless profit engine.

Customer experience, retention, and growth — all running on top of the ServiceTitan setup you already have.

Customer Experience

Answer every text. Confirm every job.

Two-way SMS confirms every appointment the day before — reschedules, questions, conflicts handled
Instant text response to inbound leads and web forms — day, night, weekend
Real conversations that sound like your best CSR, not a chatbot

Customer Retention

Keep the recurring revenue compounding.

Renewal outreach before a membership lapses
Reactivation for dormant customers and expired members
Maintenance reminders triggered by equipment age and season

Growth

Find the revenue hiding in your CRM.

Mines tech notes, repair history, and equipment age for replacement candidates
Personalized follow-up on every cold estimate and unbooked quote
Wakes up dormant customers — turning historical data into pipeline

Run the numbers on your shop

See what your shop is leaving on the table.

Drag the sliders to match your business. The numbers update as you go.

Annual revenue

$6.0M

Customers in your ServiceTitan

12K

Every year you wait

$470K+

is slipping through your shop.

Unconfirmed appointments. Cold estimates. Dormant customers who forgot you exist.

How you capture it

UpSmith

Live in 30 days
Consistent customer experience
Scales without hiring

Hire 6 CSRs

6–12 weeks to ramp
Experience varies by CSR
$29K / mo in payroll

See it on your ServiceTitan

Operators winning with UpSmith

How operators are winning with UpSmith.

See all customer stories

$50M+ Ohio · HVAC · Plumbing · Electrical

Five Star Home Services

How a $50M+ Ohio operator cut cancellations 34% and unlocked 180,000+ customer records.

−34%

cancellations

8×

faster than CSR outreach

1 day

to be live on ServiceTitan

“UpSmith gives our team capacity we never had — handling the outreach we never got to, so our CSRs and coordinators can focus on the customers in front of them.”
— Five Star Leadership

Read the full story

$6M+ Texas · HVAC & Plumbing

Medley AC

How a $6M+ Texas HVAC operator generated $147K in new revenue in just 3 months.

$147K

new revenue, 3 months