Trades
AI for HVAC, plumbing & electrical.
HVAC, plumbing, and electrical shops live and die on call volume, tech utilization, and the install schedule. You already track those numbers in the tools you run: ServiceTitan, Housecall Pro, Jobber.
We don’t replace any of it. We add to it: capturing and triaging the after-hours calls you’d otherwise lose, surfacing which jobs on the dispatch board need attention first, and watching the numbers that move your week against what’s changing around you: local hiring that tightens your labor, refrigerant and licensing changes, parts lead times, and the storms that drive your surge weeks. When something moves, you hear about it early, with the likely reason and a few practical ways to handle it. Your call on which. If you run on the coast, the Audit can include your storm-season communications; see Storm season below.
What an Audit looks at in an HVAC, plumbing or electrical shop
How after-hours calls are recorded, handled and handed over in the morning. How dispatch priorities are set. How maintenance agreements, seasonal visits and the follow-up on them are tracked. How quotes and invoices move, and how long each step takes. Which of the relevant features in ServiceTitan, Housecall Pro or Jobber you use, and how they are set up. Where AI-produced material reaches a customer, and how it is checked.
In plain terms: “Refrigerant changes” means the EPA phase-out of R-410A toward low-emission A2L refrigerants. New equipment and handling certifications come with it. “Licensing changes” means shifts in state contractor licensing and building code. We flag these as they land, with what they mean for your shop.
Storm season
If you want it in the scope, the Audit reviews your storm communications and handoffs: who is responsible for what, which information sources you rely on, and how a message is approved before it goes to customers.
Questions to consider before an AI Audit
- We run on paper and a receptionist. Is any of this for a shop like ours?
- Yes. The Audit looks at how the work moves, not how much software you own. A schedule kept on sticky notes and an invoice that goes out days after the job are findings either way, and sometimes the first recommendation has nothing to do with AI at all.
- What is a missed after-hours call costing us?
- We separate missed calls from callbacks and booked work before anyone puts a number on it. Any estimate in the report shows its assumptions. A missed call is not automatically a lost job.
- Will my techs have to touch this?
- Any recommendation says who would need to use it, review it or keep it running — including technicians, if it touches a truck.
- My customers want to talk to a person. Will they get a robot?
- You decide which conversations stay with a person. Any proposal states plainly what the customer encounters and what is automated.
- We're flat out on break-fix. Are we leaving maintenance revenue on the table?
- The records will say. We look at how many customers are on an agreement, how many seasonal visits were scheduled, and how many were followed up when they slipped, before anyone estimates what that is worth. Any estimate shows its assumptions, and the report says whether the software you already have supports the scheduling and follow-up.
- I pay for ServiceTitan and use a fraction of it. Is that the problem?
- We look at the features and configuration you have before anything else. The software you own may already cover the need.
Start with a Discovery Conversation
30 minutes. We learn your business; you learn how we’d work with you. No pitch deck. No obligation.