Industry 04Trades and field services
AI for HVAC, plumbing and field service companies.
From the missed call to the paid invoice. Calls that roll to voicemail after five, estimates written from scratch, answers only the senior tech knows. We find where your office loses the most, install the play that fixes it, and run it for you.
01Where the return is
Most AI sold to the trades answers the phone. A job has more steps than that.
An answered call is the start. The estimate, the tech's question at the unit, the parts invoice and the callback all decide whether that call turns into margin.
Answering the phone
Marketing and reviews
Scheduling software
A chatbot on the website
Missed calls answered and routed in a minute
Estimates drafted from your price book
Answers for techs standing at the unit
Job margin you see before the month closes
02The desk
Hand it a call. Step it through.
Three things that reach a service company's office on a winter weekday. Pick one, then walk it through the four steps the play takes.
Missed call from a new number · transcript
Hi, our furnace stopped working tonight, it's blowing cold air. It's an older unit, maybe fifteen years. We have a toddler at home, so we'd like someone as soon as you can. The address is 42 Linden Court.
Scored urgent: no heat with a small child at home. Text sent at 18:41:52 with the on-call options.
- 18:41:05Arrives
A missed call from a new number, after hours. The caller left a 38-second voicemail.
- 18:41:31
Transcribed. The problem, the equipment's age and the address lifted. The address is inside your service area.
- 18:41:52
Scored urgent. A text went back to the caller in under a minute with the on-call options.
- 18:42:10
Routed to the on-call dispatcher with the summary. The lead, the voicemail and the texts sit in your CRM, logged once.
R-22 system: a new line set and coil are added to every option.
| Option | Price |
|---|---|
| Good: 14 SEER2, 10-year parts | 8,950 |
| Better: 16 SEER2, variable fan | 11,400 |
| Best: variable-speed heat pump | 14,800 |
- 09:12:44Arrives
An estimate request from your website: replace a 15-year-old AC, three photos attached.
- 09:12:50
System size, refrigerant, home size and the photos lifted from the form.
- 09:13:32
Priced from your price book as good, better and best. The R-22 system means a new line set and coil, added to all three.
- 10:05:18
Estimate E-4410 drafted for the comfort advisor, who changed one option and sent it at 10:05.
From: service tech, van 7 · 14:26
Rooftop unit at the dental office on 5th, 2019 model, flashing code 4 on the control board. Already checked the flame sensor. What next?
Code 4 on this model is a pressure switch fault. Check the inducer hose for a crack first: that was the fix on two past work orders for the same model.
- 14:26:03Arrives
A question in team chat from the tech in van 7, standing at a rooftop unit.
- 14:26:07
Equipment, model year, the error code and what the tech already checked lifted from the message.
- 14:26:15
Found in the manufacturer's manual and in two past work orders on the same model, all dated.
- 14:26:23
Answered in the thread in twenty seconds, with the manual page and both work orders cited. The senior tech's phone stayed quiet.
Sample documents. Names, addresses, prices and figures are illustrative. The play runs on your calls and records, in your systems.
03Where we would look first
Five places AI pays in a service company's office.
StrikeArc Scout scores all twelve plays against your own answers. These five are where we would start looking in an HVAC, plumbing or electrical company, and the readout says plainly which to skip.
- 01P07Answer every lead in 60 secondsREV
Missed calls that go to a competitor
After five and on weekends, calls roll to voicemail. A caller who reaches voicemail dials the next company on the list.
ReportsAnswer time, booked jobs and revenue per lead.
- 02P08Instant quotes, proposals, RFPs, and contractsREV
Estimates written from scratch
The comfort advisor rebuilds each estimate by hand at night. The homeowner signs with whoever sent one first.
ReportsQuote turnaround and win rate.
- 03P12Your company's second brainTIME
Answers only the senior tech knows
Model quirks, error codes and what fixed it last time. The senior tech's phone rings all day.
ReportsAnswer rate, and how fast new hires get productive.
- 04P06Never touch a PO or invoice againTIME
Supplier invoices and job paperwork
Parts invoices and signed work orders arrive by email and get keyed into two systems.
ReportsShare of documents processed without a touch.
- 05P10Get told before it becomes a problemCOST
Job margin you see after the month closes
Callbacks, overtime and parts overruns show up at month-end, one job at a time.
ReportsEarly catches on churn, margin and cash.
04Find
What StrikeArc Scout measures in a service company.
StrikeArc Scout, our Intake and Diagnostic, works from your answers and read-only access to your systems. It puts a dollar figure on each workflow before we recommend a play.
Intake, scoring and a readout with our recommendation. Free, and yours to keep.
One play at $20,000 one-time, or the library at $7,500 a month with one play installed each quarter.
Keep reading.
Other industries.
How to get started
Bring last month's missed-call count.
Thirty minutes with the owner or the service manager. If a play could fit, StrikeArc Scout comes next.