Win more roofing projects, speed up estimates, cut costs, boost installs, efficiency, margins, and profitability
Book more plumbing jobs faster, reduce costs, increase installs, efficiency, & margins for your plumbing company
Book more HVAC jobs, speed up quotes, reduce costs, increase installs & replacements, efficiency, & margins
***You will find lots of valuable information here about our Custom AI Agents, what they do, how they are installed, and how they are benefiting our HVAC, Roofing, & Plumbing Clients. Please be aware that this page is still under construction. Some links may not be functional yet.
Where AI Agents Are Installed: • Inside existing software (ServiceTitan, Housecall Pro, GHL, HubSpot, & More) • As external AI systems connected via API/webhooks • On websites (chatbots, booking widgets) • In phone systems (AI call scoring, AI receptionist) • In internal dashboards (forecasting, profitability)
• API integration • OAuth connections • Webhooks • JS widgets • SIP routing
• Custom AI frameworks Setup Time Ranges: Website chatbots: 1‒3 days • Missed-call AI: 1‒5 days • Call scoring AI: 3‒7 days • Voice AI: 5‒14 days • Dispatch AI: 5‒15 days • CRM automations: 3‒10 days • Forecasting dashboards: 14‒30 days

Inbound and outbound voice agents answer calls instantly, qualify emergencies, book jobs, & recover missed calls 24/7. They follow up on estimates, schedule inspections, confirm appointments, & route high-value jobs correctly, helping plumbing, HVAC, & roofing companies increase bookings, reduce lost leads, improve customer experience, & lower staffing costs.

Measurement and quoting AI tools speed estimates, reduce errors, and improve consistency by using data, imagery, and automation to generate accurate quotes. Plumbing, HVAC, and roofing companies close more jobs faster, protect margins, reduce site visits, and present professional proposals that build trust, accelerate decisions, and improve overall customer confidence.

CRM and workflow integration centralize leads, calls, jobs, and customer data into one system, automating follow-up, scheduling, & task assignment. Roofing, Plumbing, and HVAC companies gain better visibility, faster response times, fewer missed opportunities, improved team accountability, streamlined operations, and higher conversion rates across marketing, sales, and service.

Missed-call human-like recovery agents instantly text or call back customers when calls go unanswered. They collect job details, provide booking links, and flag urgent requests. This recovers 30–50% of lost opportunities, especially for emergency plumbing, HVAC failures, and storm-related roofing inquiries, while improving response speed, customer trust, conversion rates, and revenue.

Analyzes 100% of inbound & outbound calls, scoring lead quality, urgency, and booking performance. It identifies missed opportunities, CSR mistakes, objection patterns, and upsell moments. This data improves scripts, trains staff, increases booking rates, and recovers lost revenue, while enhancing accountability, coaching consistency, customer experience, and long-term sales performance.

Builds polished, branded proposals automatically, including Good/Better/Best options, financing, warranties, and energy-savings comparisons. It personalizes messaging based on customer needs and system data, helping sales teams present consistently, shorten sales cycles, increase average ticket size, and close more installs, with faster decisions.

AI follow-up agents automatically nurture unbooked leads, open estimates, and inspection prospects via text, email, and voice. They send reminders, answer common questions, and re-engage price shoppers. This dramatically increases conversions from existing leads without additional ad spend or staff workload, improving consistency, responsiveness, and customer relationships.

This agent analyzes weather forecasts, historical calls, equipment age, and local data to predict demand spikes and slow periods. Companies use it to adjust staffing, marketing spend, inventory, and promotions in advance, stabilizing revenue, improving preparedness, and reducing seasonal volatility, while identifying high storm-damage areas for proactive outreach and faster response.

Reputation AI automatically requests reviews, responds to feedback, flags unhappy customers, and protects online ratings. Strong reviews improve local SEO and increase call volume. Ensures consistent reputation growth without wasting staff time, directly impacting lead quality and close rates, while strengthening brand authority, customer loyalty, and long-term market dominance.

This agent combines marketing, call, job, technician, and financial data into executive dashboards. It tracks profit per job, profit per tech, marketing ROI, and operational inefficiencies, allowing owners to make smarter decisions, cut waste, improve margins, and scale profitably, with predictive insights, trend analysis, accountability, strategic clarity, and long-term operational resilience.
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