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AI field operations, from first message to job done. WhatsApp, SMS, email, and voice become jobs you approve, assign, and finish. A person still lets the work through.

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HVAC

“AC stopped cooling in the waiting room. Tomorrow afternoon?”

The AC call is already in the inbox. AI drafts the repair, the site, and the window. A person still says it is a job.

This is

AI field operations for cooling and heat calls that already live in the inbox.

This is not

  • Not a packaged HVAC edition.
  • The model does not create the job or pick a tech.
  • There is no customer portal.

The hop

Summer does not wait for a spreadsheet.

The request is a sentence. The delay is the hop, screenshot, sheet, guess, then “are you coming?” in the same chat.

  1. 01

    The call lands on a personal phone

    A customer writes the way they already write. If that WhatsApp is the owner’s, the week is off when the phone is off.

  2. 02

    Someone retypes the unit and the window

    Address, “waiting room,” tomorrow afternoon, something is always off. The crew member guesses which rooftop.

  3. 03

    Done is a photo in a group

    Filter, readings, signature, or nothing. The customer asks again in the thread that started the work.

The draft

Same gate. Different sentence.

If afternoon is only 82% sure, you see it. If “AC repair” is not in your catalog, software rejects the guess. The thread stays next to the draft.

Draft

“AC stopped cooling in the waiting room. Tomorrow afternoon?”

Service
96%

AC Repair

Site
88%

Waiting room

When
82%

Tomorrow afternoon

Problem
97%

AC not cooling

The path

First message to job done.

  1. 01

    They write the cooling call

    No portal. “AC stopped. Waiting room. Tomorrow afternoon?” That is enough. Filters, boilers, and no-heat land the same way.

  2. 02

    Queries owns the thread

    WhatsApp, SMS, email, and voice sit in one inbox tied to the business. AI drafts HVAC repair, site, and window. You still see the raw message.

  3. 03

    A person converts it

    Approve, edit the site, or leave it as a conversation. The model does not invent a job or pick a tech.

  4. 04

    The crew closes on a phone

    You assign by hand. They open the job, run your checklist, photos, signature. The customer is told it is done.

In the office

The desk sees a request, not a group chat.

Needs you, AI handling, ready to convert. Link a customer when you have one. Assign the tech and the window from the jobs list, late and unassigned sit up front. Insights stay with owners and admins; dispatchers stay on the inbox.

Queries · one inbox

Queries inbox
Whatever they wrote about the AC, it lands in Queries. AI drafts. You convert.

In the field

The visit is still the product.

The crew does not get a second inbox. They get the job: site, briefing, status, maps, then the checklist you configured, filters, readings, photos, signature. AI started the record from a message. It does not replace the van.

Crew App job overview
Same Crew App whether the draft said AC repair or a boiler. The checklist is yours.

FAQ

Straight answers for this trade.

No. The architecture is generic field operations. The first sales conversations are HVAC-shaped because that is how the request already arrives, “AC stopped”, not because we ship a packaged edition.

No. It drafts service, site, window, and the problem, each with confidence. Software checks the service against your catalog. A person still approves.

It can suggest from the message and your catalog. If the service is not something you offer, the draft does not invent it. You still read the thread.

A one-off request still has to become a job someone owns. We do not ship a standing maintenance series as a packaged edition.

Other trades

Same path. Different sentence.

Next

Plumbing

“No hot water at 12 Oak. Can someone come this morning?”

Bring a real cooling call to the next conversation.

Tell us how a request becomes a job today. We walk the inbox-to-job path if it fits.

Contact sales