A nine-person heating and air company
A 7 pm voicemail becomes a scheduled job
Illustrative example · fictional data
Voicemail and a photo by text, after the office has closed
“Upstairs unit is blowing warm air and clicking. I sent a picture of the label.”
- 7:14
AI
Understands the request
Transcribes the voicemail and reads the model and serial number from the photo of the nameplate.
Phone system
- 7:14
Your systems
Finds the customer
Matches the number to the Reyes household: maintenance plan active, two visits on record.
CRM
- 7:15
Your systems
Checks the warranty
Reads the certificate on file. The compressor is covered through 2029; labor is not.
Documents
- 7:15
AI
Works out the likely job
The symptom and this model's repair history point to a failed capacitor. Lists the part and typical labor.
Service history
- 7:15
Your systems
Finds a slot and the part
Two technicians are free tomorrow morning, and the capacitor is on truck 3.
CalendarInventory
- 7:16
AI
Drafts the quote and the reply
Applies the plan discount, waives the diagnostic fee and offers two arrival windows.
Price list
- 7:21
Your approval
The owner approves from their phone
One tap. The price and the wording can be edited first.
- 7:21
Done for you
Does the paperwork
Puts the job on truck 3's calendar, texts the customer, creates the draft invoice and sets a reminder if there is no confirmation by 8 am.
CalendarSMSAccounting
