Industry / Home services contractors

Agentic operations for home services contractors

HVAC, plumbing, and electrical shops live on the phone. Inbound calls, dispatch, follow-up estimates, recall to past customers, and review chasing are exactly where revenue leaks. Agents handle the steady-state so your office can focus on the calls that actually need a human.

Systems I integrate with:Field service softwareCRMSchedulingAccounting software

Agent catalog

7 agents I build for hvac, plumbing & electrical

Every one of these is shippable in 30–60 days, tied into the systems your team already runs on. Pick the one that hurts the most — we start there.

Inbound Call Triage Agent

01

Routes after-hours and overflow calls without losing the job.

Handles after-hours and overflow inbound calls, classifies by urgency (emergency vs. schedule), captures details, books a slot if available, and escalates emergencies to the on-call tech.

SchedulingField service software

Dispatch Optimization Agent

02

Builds the daily route and re-optimizes when emergencies come in.

Builds the daily dispatch schedule across techs based on skills, location, and job duration. When an emergency call comes in, proposes the rebalance and notifies affected techs and customers.

Field service softwareScheduling

Estimate Follow-Up Agent

03

Chases pending estimates so they don't go cold.

Watches estimates sent and not yet accepted. Sends graduated follow-ups at 3, 7, and 14 days with helpful nudges (financing options, scheduling windows). Books the job through your scheduling link when accepted.

Field service softwareCRM

Maintenance Recall Agent

04

Brings past customers back for seasonal maintenance.

Tracks every customer's equipment age and service history. Sends seasonal maintenance outreach (spring AC tune-up, fall heater check), books the visit, logs everything to the customer record.

CRMEmail & calendar

Review Request Agent

05

Asks for reviews from happy customers at the right moment.

After a completed job with no callbacks and payment in full, sends a personalized review request to Google. Lifts review volume without anyone remembering to ask.

CRM

Membership Renewal Agent

06

Renews service-plan memberships without office calls.

Watches membership expiration dates, sends renewal reminders 60/30/0 days out, processes renewals through your portal, and updates the customer record.

CRMAccounting software

Tech Performance Digest

07

Daily tech-performance brief for the manager.

Each evening, summarizes the day per tech: jobs completed, average ticket, callbacks, customer feedback. Manager sees patterns instead of digging through reports.

Field service software

Next step

Want one of these built for you?

A 30-minute discovery call maps your operations and identifies the agents that would pay back fastest. No pitch.