HAIKU 4.5→Quick rewrites, bulk variations, fast lookups
🧠Sonnet 4.6 also supports Extended Thinking for deeper reasoning at lower cost.
Claude
for Home Services
Your unfair advantage for closing more jobs with the crew you already have.
Built by Crest Authority
3Extended Thinking
1
Model selector▾
2
Opus 4.7👑
3
Extended Thinking on
🧠Forces Claude to reason before answering. Use it for big decisions: pricing, hiring, contracts, strategy.
4The small business setup
Make a Project for each part of your business. Drop in your docs once. Stop re-briefing Claude every chat.
OPERATIONS
SOPs, vendors, processes, recurring decisions
CUSTOMERS
Emails, follow-ups, reviews, support replies
GROWTH
Offers, content, ads, outreach, pricing
5The prompt template
I'm a home services owner.
I want [task] so that
[outcome].
Here's the context: [...].
Ask me anything unclear
before you start.
6Eight use cases with example prompts
📐Estimates"Draft a follow-up to this customer I quoted last week but haven't heard back from."
★Reviews"Write a reply to this 3-star review about a tech showing up late. Own it without making excuses."
📋Job summaries"Turn in these tech notes into a clean wrap-up email the homeowner can read in 30 seconds."
📣Seasonal push"Write three texts for our fall HVAC tune-up offer. One to past customers, one to maintenance plan members, one to neighborhood targets."
📊Job costing"Look at last month's job costs. Where are we losing margin? What's the pattern?"
🤝Tech hiring"Write a job post for an experienced lead tech and 10 questions to screen for someone who can run a truck without supervision."
📅Dispatch"Draft a delay text to these 4 customers. Reassuring, gives a real new ETA, no excuses."
💬Price questions"Help me explain why my bid is higher than the cheap competitor without trashing them."
Not sure where to start? Take the 3-minute Crest Authority assessment to see exactly where you're leaking time or revenue today → crestauthority.com
7Five power moves
"
Feed it your customers' words
Paste real reviews, support texts, sales calls. Ask Claude to find the patterns. Their language becomes your sales copy and your training material.
📖
Get the owner off the truck
"Here's how I run a job from estimate to final invoice. Write the SOP so my dispatcher could run it without me."
?
Pressure-test the bid before you send
"Roleplay a homeowner getting three quotes. What questions will they ask? Where will I lose them?"
📊
Find the lost-job pattern
Paste 10 estimates that went cold. "What do these have in common? Where are we losing them?"
🏛
Prep before the supplier call
"Help me push back on this material price increase. Anticipate the rep's responses. Give me 3 angles."
8What Claude is BEST at
✓Writing and rewriting at speed — emails, posts, replies, listings
✓Documenting how you do things so you can hand it off
✓Synthesizing reviews, calls, and feedback into clear patterns
✓Cleaning up and analyzing spreadsheets you already have
✓Pressure-testing offers, prices, and decisions before you commit
✓Turning rough thoughts into something a customer can read
9What Claude is NOT best at
✕Real-time data it hasn't been given (current prices, today's stock)
✕Talking to your customers for you with no oversight
✕Final calls on hiring, firing, or big money decisions
✕Touching tools or accounts you haven't connected to it
✕Knowing what's true about your business unless you tell it
✕Replacing the judgment you've earned running the place
💡
10 The Home Services Businesses mindset shift
Claude isn't here to replace your crew. It's here to take the paperwork, follow-ups, and proposal writing off your plate so you can actually run jobs. Faster estimates, tighter follow-up, fewer dropped balls between sales and install — that's how home services businesses turn AI into more closed jobs and time off the truck. Find where you're leaking time or revenue today: crestauthority.com
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ConnectorsPlug Claude into Gmail, Drive, Calendar, Slack, and dozens of other tools you already use. Find them in Settings → Connectors → Browse.