The Library · By industry

AI agents for HVAC, plumbing and electrical contractors

What a custom agent looks like inside a residential and light-commercial service contractor — the ten roles in your language, and what each one plugs into in a shop running ServiceTitan or Jobber alongside QuickBooks.

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A service contractor's operation is unusually well suited to this, for a reason that has nothing to do with the technology: almost everything already happens inside one system. The field service platform holds the customer, the equipment, the job history, the estimate and the invoice, and it has an API. What it does not hold is the phone call, the supply house invoice, the warranty portal, the payroll clock and the manufacturer's terms — and the gaps between those is where most of the office labor in a service business actually goes.

What an agent plugs into here

The honest version of "does it integrate with my software." These are the systems this industry actually runs on, and what each one means for a build.

ServiceTitanField service management

The system of record in most shops past about 20 techs. Holds customers, equipment, job history, estimates, invoices and memberships, and exposes an API — which is why most agents in this industry read and write here first.

Jobber / Housecall ProField service management

The same job for smaller shops. Both have APIs; both hold less history, so an agent leans more on the mailbox and the accounting system for context.

FieldEdge / Service FusionField service management

Common in shops that grew up on older desktop software. Integration is workable but usually narrower — worth confirming what the API exposes before scoping anything that writes back.

QuickBooksAccounting

Where the money actually lives, and rarely in perfect agreement with the field service platform. Most reporting and reconciliation agents in this industry exist because of that disagreement.

Supply house portalsPurchasing

Ferguson, Winsupply, SiteOne and the regional houses. Pricing and order history sit behind a login rather than an API, so this is usually document extraction from emailed invoices rather than a clean integration.

Manufacturer warranty portalsWarranty and claims

Carrier, Trane, Lennox, Rheem and the rest, each with its own portal, its own claim form and its own window. No two work alike, and unclaimed warranty money is one of the largest quiet losses in a service business.

CompanyCamJob documentation

Timestamped, geotagged job photos. Underrated as an agent input — the photos are evidence for warranty claims, change orders and callbacks, and they are already tagged to the job.

Podium / Broadly / NiceJobCustomer messaging and reviews

Owns the text thread with the homeowner. Any customer-facing agent has to work with this rather than around it, or you end up with two systems texting the same person.

Gusto / ADP / PaylocityPayroll

The far end of every timesheet and commission question.

Angi / Thumbtack / Google Local ServicesLead sources

Deliver leads by email and by their own apps, mostly not into your system. This is the single most common intake gap in the industry.

The ten agents, in your language

Each of these is a real build, not a feature of a product you already pay for. Follow one through to see how it works in general.

The Follow-Up

Nothing you are owed gets dropped.

  • The $14,000 system replacement the homeowner agreed to on the doorstep and never signed
  • Maintenance memberships lapsing because nobody made the call
  • Commercial accounts 60 days out while your techs keep taking their service calls
  • Warranty claims filed in a manufacturer portal and never chased to reimbursement

The Intake

Whatever arrives, in whatever format, becomes a clean record.

  • After-hours calls that become somebody's problem the next morning
  • Angi and Thumbtack leads that arrive as email and get retyped into dispatch
  • A photo of a handwritten ticket from the tech who will not use the app
  • Commercial customers who email a PO instead of booking

The Drafter

Writes the recurring document from your own past work.

  • A good-better-best replacement proposal built from the tech's photos and measurements
  • The standard scope for a job type your crew has done two hundred times
  • The letter telling maintenance agreement holders their price is going up

The Watcher

Knows what expires, renews or comes due — and says so first.

  • Tech licenses and EPA certifications coming up for renewal
  • Certificates of insurance for the subs you use on commercial work
  • Second maintenance visits of the year that have not been scheduled
  • Manufacturer warranty windows about to close on equipment you installed

The Answer Desk

Answers from your own records, not from the internet.

  • "Is that covered under the membership?" — asked of dispatch forty times a month
  • What a tech needs to know about a model they have not worked on before
  • "When is my technician coming?" answered from the board instead of by a person

The Scribe

The conversation becomes the record, without anyone typing it up.

  • The site visit becomes job notes, the equipment record and a follow-up estimate
  • What the homeowner declined today, filed so it can be offered next spring

The Reporter

Assembles the recurring report from systems that do not talk.

  • Weekly numbers assembled from the field service platform and QuickBooks, which disagree
  • Job costing that shows which job types actually make money after truck time
  • Callback rate by technician and by job type

The Reconciler

Matches two sets of records and queues only the exceptions.

  • Supply house invoices against what actually went on the truck for that job
  • Tech hours against the jobs they were dispatched to
  • Manufacturer warranty credits against the claims you filed

The Connector

Two systems that do not talk, now talking.

  • The field service platform and QuickBooks, which agree until they do not
  • Payroll and the time captured in the field app
  • The website booking form and the dispatch board

The Gatekeeper

Applies your rules, escalates only what needs judgment.

  • The discount a tech wants to give standing in a customer's kitchen at four o'clock
  • Warranty or billable — deciding which one this repair is
  • Credit terms for a new commercial account

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