INDUSTRY · HVAC + PLUMBINGHVAC + Plumbing
HVAC + Plumbing
Dispatch without the juggling.
Dispatch, maintenance-plan renewals, and after-hours intake by an agent.
AT A GLANCE
TYPICAL STACKHubSpot, ClickUp, Hermes, QuickBooks, ServiceTitan, RingCentral
STARTER CREWOffice Assistant, Dispatcher, Bookkeeper
WHERE MOST STARTLead Intake & Booking or Job Closeout
skills ready to install for hvac + plumbing companies.Payroll Prep · Proposal → Contract · Estimate Follow-up
3agents in the starter crew.Office Assistant · Dispatcher · Bookkeeper
01 · THE TRADE
AI for hvac + plumbing
HVAC and plumbing companies live on the phone: after-hours emergencies, tight dispatch windows, and maintenance plans that need renewing.
An Office Assistant takes after-hours requests and books the right slot, a Dispatcher keeps the board clean, and a Bookkeeper gets invoices out the day the job closes.
02 · WHAT'S HAPPENING IN HVAC + PLUMBING
After-hours calls, tight schedules, and maintenance plans that quietly lapse.
Sounds familiar?
After-hours calls
Dispatch juggling
Maintenance plan renewals
Invoice lag
That's us. Book a call →03 · HOW IT WORKS
How skills, agents + Claude help
01An agent answers after-hours requests and books the right slot
02Service summaries are written for the customer automatically
03Plans about to lapse get flagged for renewal
04Your team approves anything that touches money or a client
04 · HOW IT CONNECTS
How it connects
Skills we automate
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Contractor Claude KitDownloadable Claude skills: estimate writer, scope of work, SOPs, and homeowner emails.Ops Command CenterScans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Starter crew
Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Typical stack
HubSpotCRM and pipeline for teams with longer sales cycles.ClickUpTasks, projects, and deadlines.HermesRuns agents that live inside your tools and keep context between tasks.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.RingCentralCloud phone system: calls, texting, video meetings, and call recordings.Stacks we wire together
ServiceTitan + QuickBooksInvoices and payments synced to QuickBooks without re-keyingRingCentral + ServiceTitanMissed calls become booked jobs in ServiceTitanJobTread + QuickBooksPayroll prep from time entries, with approval before postingHubSpot + JobTreadClosed-won deal creates the job, budget, and tasksOther industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callYes. We connect to them the same way we connect to JobTread.
It flags plans about to lapse and drafts the renewal message for you.
You set the rules for what counts as urgent and who gets paged.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.