AI for multi-location home services operators. One way of working across every branch.

At a glance

• Who it's for: CEOs, COOs and operating partners of multi-location home services companies and roll-ups, including private equity backed platforms, with $10M+ in annual revenue.
• What Modern Thesis does: AI strategy, change management, implementation and ongoing stewardship, from one team.
• How it starts: a strategic assessment that measures how the work moves today and ranks where AI pays first. See the assessment.
• Where: based in the Denver area, with an office at 11001 W 120th Ave, Ste 400, Broomfield, CO 80021. On site across the Denver metro and Colorado, and remote anywhere in the US.
• What it doesn't do: replace your field service software, or publish a rate card. Each engagement is priced to its scope after a first conversation.

What makes AI different for a multi-location operator?

Multi-location home services companies have a problem single shops don't: every branch works a little differently. Acquired companies often arrive with their own field service software, pricebooks, phone systems and habits. Leadership wants comparable numbers, shared best practices and a lower back-office cost per branch, but forcing a migration on every acquisition slows the integration. AI can sit across those systems: reading from each, standardizing the reports and handling shared work centrally.

Where does AI help multi-location operators?

These are examples of what can be built, not past results:

• Answer calls and web leads for every branch through one system that knows each branch's service area, hours and rules.
• Pull the same measures (booking rate, average ticket, close rate, membership count) from different field service systems into one weekly report.
• Speed up onboarding of an acquired company by mapping its pricebook, customer list and processes to the platform's standard.
• Run shared back-office work centrally: invoicing checks, collections reminders, permit tracking and vendor bills.
• Spot the branches and technicians that fall behind on key measures and suggest what the leaders there should look at.

Do all branches need to be on the same software first?

No. Consolidating software is often the right long-term move, but it shouldn't block every other improvement. AI can read from several systems and produce consistent reports and workflows in the meantime. When a branch does migrate, the work we built moves with it. The assessment will tell you which branches to standardize first and what each move is worth.

How does an engagement start?

Every engagement starts with a strategic assessment. We sit with the people who do the work, map how it moves through the company today, and measure a baseline on the workflows that matter most: booking rate and average ticket by branch, back-office cost per branch, days to integrate an acquisition and reporting hours per month. Then we rank the opportunities by return and define the first build. If AI won't pay for itself somewhere in your business, we'll tell you.

When is something else the better choice?

If your platform is already on one field service system with strong reporting, use that first. If integration is handled well by an internal team, the assessment may point to call handling or the back office instead. If the main need is better writing and email, the ChatGPT or Copilot licenses you already pay for may be enough; our comparison of Copilot or ChatGPT and an AI partner walks through the difference.

How Modern Thesis handles this

We put AI to work inside xFusion, the 70-person company Jim co-founded, and then for several of its clients. Jim ran operations across a private equity fund's portfolio before founding Modern Thesis, so we start with comparable numbers across branches. Ongoing stewardship has no set end date, and you own your data, accounts, code and documentation throughout.