HVAC, Plumbing & the Trades

Every service call, documented and delivered — before the truck leaves the driveway.

What you'd run here.

Each one is authored once and delivered over RCS, Apple Messages for Business, or WhatsApp — no app to install, proof captured as data.

Guided service call

Arrive, diagnose, quote, complete — each step a tap in the thread, with the customer, unit, and history already loaded.

Equipment inspection

Loop through every unit on site: readings, a nameplate photo, pass/fail — one workflow for one or a hundred units.

Proof-of-service

Timestamped, GPS-stamped, photo-documented, e-signed — a branded PDF to the customer the moment the job closes.

Subcontractor compliance

Overflow and surge techs run the exact same checklist over WhatsApp — nothing to install, photo evidence required.

PM season, on autopilot

A maintenance agreement in your system auto-dispatches the seasonal workflow to the right tech's phone.

Take payment in the thread

Collect the balance with a one-tap card charge right in the conversation — no separate app, no terminal.

Whatever you run, these come standard.

Every workflow above rides the same platform — so every one of them gets all of this, out of the box:

No app to install

A text starts the workflow — onboard a whole crew, or a one-day sub, with a single message.

Photos + GPS proof on every step

Time-stamped, location-stamped, attached to the right job — proof, not promises.

Payments in the thread

Take the balance right in the conversation — one tap for returning customers.

Run it by voice

The Wingman earpiece reads the job into your ear and captures spoken answers — hands stay on the work.

Jobs that dispatch themselves

New work lands in your data; the right workflow lands on the right phone — automatically.

The proof PDF

A branded record — photos, readings, signatures — sent automatically the moment work completes.

See it running in the showcase ›  ·  Every feature, in plain English ›

Build one for your shop.

Model your world, author the workflow, and publish it to a real phone — with a visual builder, the API, or your AI at /mcp.