AI back office for HVAC, plumbing and electrical contractors

Closeout and collections for HVAC, plumbing, and electrical shops of about 2–20 people in the US and Canada.

The pain

Jobs get finished and the paperwork does not. Invoices go out late, payments sit, and supplier bills do not match the job. The shop is on QuickBooks Online plus Jobber or Housecall Pro, with about 2–20 people.

The outcome

A Closeout & Collections Clerk closes out jobs, sends invoices, chases payments, and matches supplier bills. It drafts, and a person approves, until it is accurate on that task.

Process

  1. Cash Leak Audit at $500, credited in full to setup. Free for the first 5 design-partner shops.
  2. Connect QuickBooks Online and Housecall Pro or Jobber.
  3. The Closeout & Collections Clerk goes live. Setup is $500 and the audit is credited.
  4. Managed operation at $700 a month.

Engagement models

  • Trades start at $1,200: $500 setup plus $700 for the first month. The $500 audit is credited. Free for the first 5 shops.
  • Collections-only at $400 a month.
  • Other workers at $600–$1,000 per worker per month.

Deliverables

  • Cash Leak Audit of unbilled jobs, unpaid invoices, and supplier bills
  • Closeout & Collections Clerk on QuickBooks Online and Housecall Pro or Jobber
  • Job closeout, invoices, payment chase, and supplier bill matching
  • A person still handles exceptions