For HVAC & Plumbing · 5–25 Techs

You're Losing$45K–$120KEvery Year.

AI Answering  ·  Job Margins  ·  Back-Office Automation

27% of your calls go unanswered. 78% of those customers never call back. We fix that — and every other place money leaves your business — in 30 days, built on top of what you already use.

Book Your Free 15-Minute Call
$5KTo start
30Days to go live
$13KDue after results
$0New software
The Real Cost
27% of Calls Go Unanswered.
78% Never Call Back.

That's documented across 1,200 HVAC and plumbing contractors. At your volume, that's $45,000–$120,000 a year in jobs that went to your competitor — not because they're better, because they picked up the phone. Every month you wait is another $4,000–$10,000 gone.

78%
Never call back
What We Build

Three Systems.
One Engagement.

Every HVAC and plumbing company at your stage has the same three gaps. We close all of them in 30 days.

01 — AI Answering
Every Call.
Answered.

Your AI front desk answers every call — after hours, weekends, busy season. Books jobs, routes emergencies, handles questions. Your office manager stops being a phone answering service.

  • Answers every inbound call 24/7/365
  • Books jobs directly into your calendar
  • Routes emergency calls to the right person
  • Handles FAQ so your team doesn't have to
$45K–$120K/yr recovered from missed calls
02 — Job Margins
Know What
Every Job Made.

You know revenue. You don't know which jobs made money. We build the system that shows you profit by job, by tech, by service type — in real time, without asking anyone.

  • Job-level profit by tech and service type
  • Labor and materials captured automatically
  • Field-to-office sync — real time, not 38 hours later
  • Live owner dashboard every morning
8–15% of revenue invisible without this system
03 — Back-Office Automation
The Office
Runs Itself.

AP, AR, confirmations, reminders, data entry — every manual task your office does on repeat, handled automatically. Built on top of QuickBooks, ServiceTitan, or Jobber. Nothing gets replaced.

  • AP and invoice automation — no manual entry
  • AR follow-up runs without your team
  • Confirmations, reminders, follow-ups automated
  • Nothing replaced — only connected
Avg. 6–14 hrs/week of manual work eliminated
Why You Can Be Certain This Works
Built by a Former CFO

15 years inside trade businesses — HVAC, plumbing, electrical. Not a tech company that learned your industry last year. Someone who ran the books, managed the ops, and knows exactly where the money disappears.

On Top of What You Have

QuickBooks. ServiceTitan. Jobber. Whatever you're using, we build on it. Nobody learns new software. Nobody changes how they work. The system gets smarter around your team — not the other way around.

You Don't Pay Until It Works

$5,000 locks in your start date. The remaining $13,000 is due 30 days after go-live — only after you've seen more calls answered, jobs tracked by margin, and the back office moving without you.

Results

What Companies
Your Size Find

Findings from HVAC and plumbing companies in the $2M–$12M range. Specific numbers because the problems are specific.

6-Tech · $2.4M Revenue
$41,200
Found and recovered in year one
$29,400 in unbilled labor — field tickets not captured within 48 hrs
2 service types priced 9.3 points below true breakeven
AP process: 6.5 hrs/week → 22 minutes
9-Tech · $4.2M Revenue
$67,800
Found and recovered in year one
$43,100 unbilled labor — dispatch-to-invoice lag averaging 38 hours
Material waste on installs never captured in job cost
"First time in 14 years I knew where the money was going."
12-Tech · $7.1M Revenue
$94,300
Found and recovered in year one
14 hrs/week of manual back-office entry fully automated
Collections cycle: 47-day avg → 19-day avg
Business appraised 40% higher after systems rebuilt

Projected benchmarks based on typical findings for companies in this revenue range. Individual results vary.

Founding Client Program
Four Clients.
This Quarter.
One Spot Left.

We're in our founding client phase. We take on four companies total this quarter — and founding clients get something we can't give client fifty: our full attention. Every hour of our capacity goes into your operation until it runs exactly right.

3 of 4 spots filled — 1 remaining this month
Claim the Last Spot
01
Full AttentionWe don't divide time across dozens of clients. You get us completely until go-live.
02
$5,000 to StartLocks your start date. We begin within three business days of deposit.
03
$13,000 at DeliveryDue 30 days after go-live — only after you've seen the results.
04
First Month Retainer FreeWe stay on after delivery to maintain everything. First month is on us.
05
Onboard This MonthWe start on the first or third Monday. Your slot is waiting.
Still Running on Memory and Whoever Has Time?

Most owners say they'll fix it when things slow down. Things don't slow down. The 15-minute call costs nothing. The $120K leak costs everything.

Book the 15-Minute Call
How It Works

30 Days. Four Phases.
2 Hours of Your Time.

You run the business. We build the system.

1
Week 1
Audit & Map
We walk your full operation — field to office. Find every gap, every missed call, every manual step. You see the analysis before we touch anything.
2
Week 2
Build & Connect
We build on top of what you already use. QBO, ServiceTitan, Jobber — we integrate, not replace. Your team keeps working exactly as they always have.
3
Week 3
Test & Validate
Live data runs through the system. Every number verified, every trigger confirmed. You sign off before anything goes live.
4
Week 4+
Hand Off & Hold
30-minute team walkthrough. We stay on for 30 days post-delivery. If anything breaks, we fix it. That's part of the deal.

"I kept waiting for the right time to deal with the back office. There isn't one. You either build the system or you keep running on adrenaline and hoping the numbers work out. We built the system. Now I know."

HVAC Owner · 9 Techs · Phoenix, AZ · $4.2M Revenue
Pricing

Simple. No Risk
Until Results Are Proven.

You don't pay the bulk until the system is live and working.

Step 1 — Start Date Deposit
$5,000
Due today · Locks your start date

Secures your founding client spot. We begin within three business days. This is what gives you our full priority attention for the entire build.

Step 2 — Delivery Payment
$13,000
Due 30 days after go-live · Only after results

You don't pay this until 30 days after the system is live and you've seen exactly what changed — more calls answered, jobs tracked by margin, back office running without you.

$18,000 TOTAL · FOUNDING CLIENT RATE
After delivery: ongoing maintenance + front desk phones. First month free. Retainer pricing discussed after go-live.
The Guarantee
You Don't Owe
the $13,000
Until It Works.

If at 30 days you can't see a measurable difference — more calls answered, jobs tracked by margin, back office moving without you — you don't owe the thirteen thousand. Period. No negotiation. No fine print. We put it in writing before we start.

⚑ Every week without this system costs your business an average of $904 in unrecovered margin and missed calls. The investment pays for itself in 60–90 days.
Questions

Every Question.
Answered Directly.

Is there a human involved, or is this all AI?
Both — and that distinction matters. The discovery, system design, and oversight are handled by a former CFO with 15 years in trade businesses. The systems we build use AI to handle phones, automate back-office tasks, and surface job-level data — but a human is accountable for every outcome. You're not buying a bot. You're buying infrastructure built and backed by someone who has run P&Ls for companies exactly like yours.
Do we have to replace our current software?
No. We build on top of what you already use — QuickBooks, ServiceTitan, Jobber, whatever it is. Nothing gets ripped out. Your team doesn't learn new software. Your processes don't change. The system gets smarter underneath them.
How much time does this actually take from us?
About 2 hours total over 30 days. One kickoff call to walk the operation (60 min). One validation sign-off to confirm the build (30 min). One handoff walkthrough for the team (30 min). We do everything else. Your team keeps running jobs while we build in the background.
What does "founding client" mean exactly?
We're taking on four clients total this quarter. Founding clients get something we genuinely can't offer at scale: our complete, undivided attention for the build. When we have 50 clients, you get a fraction of our capacity. Right now, you get all of it. That's the founding client advantage — and it's only available for one more company this month.
We're not planning to sell the business. Is this still worth it?
Yes — and most of our clients aren't selling either. The financial clarity, automation, and answered calls pay for themselves in recovered margin and saved time regardless of exit plans. The exit value increase is a bonus that comes automatically when you have clean books, documented systems, and a business that runs without you in it every day.
How is this different from hiring a bookkeeper or part-time CFO?
A bookkeeper records what already happened. A part-time CFO tells you what the numbers mean. We build the system that generates the right numbers automatically, answers every phone call, and keeps the back office running without ongoing labor. One engagement. Permanent infrastructure. You're not adding headcount — you're replacing manual work with a system that runs itself.
What if we already have systems that do some of this?
Good — that means we have something to build on. Most owners already use one or two tools that do pieces of this. What they don't have is the connections between them. Data in ServiceTitan doesn't automatically land in QuickBooks. Calls after hours go to voicemail. We build the bridges and close the gaps. We don't tear down what's working.

What Would You Do With
An Extra $47,000?

Because that's what's already yours. You just don't have a system to capture it yet.

15 minutes · No pitch · We'll tell you exactly what we'd find at your company

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