For HVAC · Plumbing · Electrical shops

Plans for a shop that runs itself.

One system that answers every call, books the job, follows up with every customer and sells the membership. It's the office help a small shop can't afford to hire, and it keeps working while you're under a house.

The problem

Good work. Leaky office.

Most small shops don't lose jobs on the work. They lose them on the phone, in the follow-up and after dark at the kitchen table.

LEAK 01

Missed calls

A call that rings out goes straight to the next shop on Google.

LEAK 02

Nobody follows up

Estimates, old customers and memberships quietly slip away.

LEAK 03

Office work at night

Booking, texting and invoicing after a full day on jobs.

LEAK 04

Tools that don't talk

Phones, booking, invoices and reviews in five different apps.

The set of plans

One system. Every part of the shop.

Five parts on one foundation. Your shop switches them on in the order that patches your biggest leak first.

S-1

Phones

Every call answered and booked, day or night. You set how much AI answers, and emergencies always reach a person.

S-2

Dispatch

Right tech, right job. Matched by trade, skill and drive time, and adjusted when the day changes.

S-3

Club

Maintenance memberships that renew, remind and bring customers back every season.

S-4

Growth

Ready-made offers, reviews and referral campaigns in your shop's own brand. A full schedule.

S-5

AI Manager

Your numbers every morning, plus coaching on what to fix next. You stay the boss.

THE FOUNDATION One record per home · One inbox · Booking + payments · Automation · Trade packs that stack
CALLS ANSWERED
BOOKED RATE
CLOSE RATE
AVG TICKET
MEMBERS
REVIEWS
Answering serviceBooking appDispatch boardReview toolMarketing agencySpreadsheets
The playbook

Built by contractors who've run the trucks.

This isn't software somebody guessed at. It's the marketing and management we used to build and run our own HVAC, plumbing and electrical companies, packaged so your shop can use it on day one.

01

Marketing that makes the phone ring

Ready-to-run offers, ads, postcards and follow-up texts, field-tested in our own shops, like a $79 drain cleaning special. They go out in your name, on schedule, without anyone remembering to send them.

02

Management that protects your margin

Budgets for marketing, labor and parts, with targets for booked rate, close rate and average ticket. Every morning the AI Manager shows where you're on track, where money is leaking, and the one thing to fix.

03

Gets better every season

When an offer or script works at one shop, every shop gets it. Your playbook keeps improving without you rebuilding a thing.

Grow fast without growing broke. More calls only help if every job makes money.

Built to code

The rules every sheet is built on.

01

Every call gets answered.

Day, night or Sunday.

02

Emergencies reach a person.

Always, no matter the setting.

03

Nobody has to remember.

If a step depends on memory, the system does it.

04

One home, one record.

Every call, job and membership in one place.

05

Simple enough for three trucks.

If a small shop can't run it, we don't build it.

06

Diagnose before you quote.

Every shop gets its own plan.

How it starts

Same as a service call: diagnose first.

A one-truck shop and a ten-truck shop need different things first. So we look before we recommend anything.

Tell us about your shop

Two minutes. Your trades, your website and your Google listing.

We find the leaks

We look at how calls, follow-up, reviews and memberships are working today.

You get a plan

Which parts to switch on first and the numbers to watch. No obligation.

Free shop diagnosis

Find out where your shop is leaking jobs.

  • For HVAC, plumbing and electrical shops, in any mix
  • Built for one-man bands and small crews
  • A plan for your shop, not a canned package
  • No contracts and no pressure

Already running big enterprise field software? We're probably not a fit, and we'll tell you so.