Stop doing paperwork, start doing paid work.
Invoicing, scheduling confirmations, follow-up emails, data entry — these tasks eat hours out of every week. We set up AI tools that handle the repetitive work so your team can focus on billable hours. From auto-generating invoices after job completion to syncing your calendar across platforms, back office automation gives you your evenings back.
For an HVAC shop with 8 techs, this means automated invoice generation after each service call, AI-drafted follow-up emails to customers, and scheduling confirmations sent without anyone picking up the phone.
Included in: Quick Start, Managed, Transformation
See what your competitors don't.
Your business generates data every day — job tickets, call logs, revenue by tech, seasonal patterns. Most shops never look at it. We build dashboards and automated reports that turn your existing data into decisions: which services are most profitable, where you're losing customers, when to hire, and where to market next.
For an HVAC shop with 8 techs, this means seeing which tech closes the most upsells, which zip codes generate the most callbacks, and whether your maintenance agreements are actually profitable.
Included in: Managed, Transformation
Your codes, manuals, and specs — instantly searchable.
Building codes change. Equipment manuals stack up. Warranty documents get lost. We build AI-powered knowledge bases from your existing documents so your team can ask questions in plain English and get instant, accurate answers — on the job site, from their phone.
For an HVAC shop with 8 techs, this means a tech can ask "What's the warranty status on a Trane XR15 installed in 2022?" and get an answer in seconds instead of calling the office.
Included in: Managed, Transformation
Never miss a call. Never lose a lead.
When the phone rings at 10 PM or during peak season, you're losing money every time it goes to voicemail. Voice AI answers your calls, schedules appointments, captures lead information, and routes emergencies — all in a natural conversation. Available in English and Spanish.
For an HVAC shop with 8 techs, this means every after-hours call gets answered, emergency requests get flagged immediately, and you wake up to a full schedule instead of a voicemail box full of missed opportunities.
Included in: Quick Start, Managed, Transformation
The same AI that routes airline crews, now routing your techs.
Airlines use AI to dispatch thousands of mechanics across global hubs. Your dispatch board is solving the same puzzle at a different scale. We bring that same intelligence to your shop: optimized routes, skill-based job matching, real-time schedule adjustments, and demand forecasting so you're never caught short-staffed or overstaffed.
For an HVAC shop with 8 techs, this means less windshield time, more jobs per day, and the right tech with the right certifications at every job.
Included in: Managed, Transformation
Not sure which tier? Take the quiz or book a free consultation.
$2,500 – $5,000 one-time
Solo operators & shops with 1–5 employees
Pillars: Back Office, Voice AI
Get Started$500 – $2,000 /month
Growing shops with 5–20 employees
Pillars: All Five
Get Started$10,000 – $25,000 per project
Established firms with 20–50+ employees
Pillars: All Five
Get Started$200 – $500 per seat
All sizes & trade association partnerships
Pillars: All Five (overview)
Learn MoreFree consultation to understand your shop, your pain points, and your goals. No pitch. No pressure.
Set up AI tools fitted to your workflow. Everything is configured for how you actually work, not how a software company thinks you should.
Ongoing support, monthly results, your shop gets smarter. We measure what matters and adjust as your business evolves.