Home-service operating models

Lead-to-booking systems shaped around how each trade works.

The same platform can support very different intake, urgency, estimate, booking, and field handoff patterns. Start with the operating model, not a generic automation template.

OPERATING DIFFERENCES

The trade name is not the useful distinction.

Edex looks for the point where the operation changes: who must review the request, what event creates an estimate or booking, which system owns field work, and when automation must stop. These pages are implementation models based on those differences. They do not claim Edex has delivered a client project in each trade.

Industry	Primary split	Human-owned boundary
HVAC	Urgent service, maintenance, replacement	Dispatch, diagnosis, capacity
Roofing	Inspection, proposal, production	Roof assessment, scope, insurance decisions
Plumbing	Urgent review, scheduled work, larger estimate	Triage, diagnosis, arrival commitment
Pest control	Inspection, treatment, recurring service	Identification, treatment, safety guidance
Garage door	Access issue, repair, replacement	Safety, diagnosis, product availability
Tree service	Potential hazard, routine assessment, crew handoff	Risk assessment, work method, crew release