Based in Wichita, KS(316) 778-4376 Book a Free Call
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HVAC & Plumbing Contractors

Wichita, Kansas. I come to you across Wichita, Kansas City, and Oklahoma City, and work with businesses anywhere.

What I'd automate

20+ automations, each with a measurable result.

Missed-call text-back

Manual
Automated
  • Within 30 seconds of a missed call, the caller gets a text: "We're on a job, what's the issue? We'll call back in 15 minutes."
On the table
$450 to $1,800/mo
  • Roughly what a typical HVAC or plumbing contractor leaves on the table from missed or after-hours calls, about 1 to 4 a month at around $450 per new customer
  • Run the free X-Ray for your real number

After-hours AI receptionist for emergency triage

Manual
Automated
  • AI answers 24/7, qualifies emergency vs. non-emergency, books the slot or pages the on-call tech
On the table
40%

Online booking widget tied to the dispatch board

Manual
  • Every appointment requires a phone call and a manual calendar entry
Automated
  • Customer self-books a slot the dispatch board says is open
  • Tech and customer both auto-confirm
On the table
2x
  • Industry-wide, online-booked jobs convert 2x higher than phone callbacks (estimated, based on ServiceTitan benchmarks)

"On my way" text with live ETA and tech bio

Manual
  • Customer calls the office twice asking where the tech is
Automated
  • Auto-text fires when tech taps "en route": name, photo, live ETA link
On the table
60 to 80%

Automated maintenance plan renewals

Manual
  • Annual plan renewals slip because nobody on staff owns the list
Automated
  • Workflow sends 60-, 30-, and 7-day renewal notices with one-click pay link
On the table
30%
  • Maintenance plan retention is the single biggest predictor of profit
  • ServiceTitan reports member households are ~30% more valuable annually (ServiceTitan home services stats)

Post-job Google review request

Manual
  • Tech tells customer "give us a review" and nothing happens
Automated
  • Auto-text 2 hours after invoice closes with the direct Google review link
On the table
$450 to $900/mo
  • About what you leave on the table when customers pick a competitor with more visible reviews, at around $450 each

Payment collection follow-up

Manual
  • Office staff print and mail statements
  • AR ages to 60 to 90 days
Automated
  • Day-7/14/21 automated text + email + pay link sequence on unpaid invoices
On the table
30 to 50%
  • Field service vendors report 30 to 50% reduction in days-sales-outstanding (estimated, Housecall Pro / ServiceTitan benchmarks)

Recurring filter-swap reminders

Manual
  • Customer forgets to swap filters
  • AC fails in July, books a competitor in panic
Automated
  • Quarterly text: "Filter change due
  • Tap to schedule or order shipped to you."
On the table
$200
  • Drives ancillary revenue and protects equipment warranty claims (estimated $200 to 500/year per maintained household)

Permit and inspection paperwork prep

Manual
  • Office manager hand-types each permit application from the work order
Automated
  • Automation pulls work order data into the city's permit form, flags the file for review
On the table
  • 15 to 30 minutes saved per permit
  • High-volume shops file 20+ per week (estimated)

Job photo / parts list auto-attached to invoice

Manual
  • Tech texts photos to office
  • Office staff manually attach to the invoice
Automated
  • Photos shot in the field app auto-attach
  • Parts scanned into PO sync to invoice
On the table
  • Eliminates 5 to 10 min/job of office reconciliation (estimated)

Lead source attribution to dispatch

Manual
  • "How'd you hear about us?" asked inconsistently
  • Marketing spend unaccountable
Automated
  • Call-tracking numbers per channel auto-tag jobs by source in the FSM
On the table
20 to 40%
  • Owners commonly find 20 to 40% of ad spend goes to a channel producing no jobs (estimated, CallRail benchmarks)

Estimate follow-up sequences

Manual
  • Tech leaves a $4,800 system replacement quote
  • Nobody follows up
Automated
  • Day 1/3/7/14 sequence: text, email, voicemail drop, financing offer
On the table
40 to 55%
  • Industry close rates on replacement quotes jump from ~25% to 40 to 55% with structured follow-up (estimated, ServiceTitan / Housecall Pro case studies)

Technician timesheet auto-capture

Manual
  • Tech fills out paper timecards Sunday night
  • Office keys them into payroll
Automated
  • Clock-in/out happens via the dispatch app at job site GPS arrival
On the table
1 hour/week
  • Eliminates ~1 hour/week per tech of admin + reduces payroll disputes

Membership upsell on the work order

Manual
  • Tech forgets to pitch the maintenance plan
Automated
  • Work-order screen surfaces a "Add maintenance plan: $19/mo" button at checkout
On the table
3x
  • Conversion lifts 2 to 3x when offered at point of service (estimated)

Inventory low-stock auto-PO

Manual
  • Tech grabs the last condenser fan motor
  • Nobody reorders until next install fails
Automated
  • Stock count drops below threshold → PO auto-drafts to vendor portal
On the table
50%
  • Cuts truck-stock stockouts ~50% and slashes emergency parts runs (estimated)

Two-way SMS for confirmation/reschedule

Manual
  • "Confirm by phone or we'll cancel" calls eat 2+ office hours daily
Automated
  • Inbound text "C to confirm, R to reschedule" with calendar link
On the table
40%
  • Roughly 40% of confirmations now never touch the phone (estimated, EZTexting + Podium data)

Win-back campaign for dormant customers

Manual
  • Last serviced 18 months ago, then silence
Automated
  • Quarterly win-back drip with a tune-up offer
On the table
8 to 15%
  • Reactivation rates of 8 to 15% on dormant lists are typical (estimated)

Equipment age tracker + replacement campaign

Manual
  • Owner has no list of which customers' systems are 12+ years old
Automated
  • CRM flags any installed system at year 12 → annual "time to plan a replacement?" sequence
On the table
3x
  • Replacement leads from existing customers convert 3x higher than cold (estimated)

Tech check-in / safety pings

Manual
  • Office calls each tech morning + lunch to confirm location/safety
Automated
  • Geofence + scheduled check-in pings auto-log status
On the table
  • Saves 30 to 60 min/day of office dispatch labor (estimated)

Customer health-record (system history)

Manual
  • New tech arrives knowing nothing about the equipment or prior repairs
Automated
  • Auto-generated job sheet shows full history, last filter date, model/serial, prior diagnoses
On the table
  • 10 to 15 minute reduction in diagnostic time per service call (estimated)

Ready to see what I'd build for your business?

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