Service Lab notebook

Field Studies

Technical specs, operating notes, and practical studies on the systems that catch leads before they go cold.

Technical spec

Relay 1.0 Technical Specs

The wiring behind Service Lab intake: secure lead storage, CRM routing, API integrations, retry handling, alerts, and monitoring.

S Service LabSystem notes

Record firstThe lead exists before any CRM write can fail.

Route secondAlerts and CRM sync run from the same record.

# Field Studies

A home service operator on a phone call with intake automation visible behind the scenes.

Industry memo

The Future of AI in Home Services Is Not What Most Contractors Think

A calm argument for using automation behind the scenes so the human team gets faster, clearer, and harder to miss.

AI / Home services / IntakeRead memo ->

A Service Lab intake diagram showing a lead arriving mid-afternoon.

Advertorial

The Hidden Intake Gap in Small HVAC Companies Using Jobber

A field guide for HVAC owners who are organized once the job reaches Jobber, but still lose opportunities before a clean record exists.

HVAC / Jobber / IntakeRead study -> Technical spec

The wiring behind Service Lab intake.

Relay connects the site, funnel, database, alerts, and CRM into one maintained intake layer.

Relay 1.0 / SpecsOpen spec ->

More studies are being prepared.Future notes will cover CRM-specific intake paths, form design, lead scoring, and where automation helps without replacing the human callback.

Bring the lead flow. We will inspect the system.

Let's Talk ->