Heating and cooling, plumbing, electrical, roofing, landscaping. Every sale comes in by phone, referral, or builder, and every job runs through three or four manual steps between the call and the invoice. We map where the jobs and the hours leak, fix the process, and add technology and AI only where it pays.
The homeowner calls, someone visits, someone else writes it up, and the quote goes out on Thursday. Half the time the customer has already said yes to whoever answered first.
The “are you available” calls come in while you are under a furnace. They go to voicemail, and voicemail goes to the competitor.
Installers scheduled by text, parts reordered when someone notices the shelf is empty, contracts signed on a clipboard and typed in later. Three processes, three people, no single view.
A Bearings Report follows a job from the first call through quote, booking, dispatch, install, and invoice, and puts hours and dollars on the handoffs. It ranks what to fix first, and sometimes the fix is a form, not a system.
An AI receptionist captures the address, the problem, and the urgency, screens the tire-kickers, and books the estimate into your calendar. The summary is in your inbox before you climb down.
A storefront where the customer can buy or rent-monthly, book the installation at checkout, and sign electronically. Dispatch to your installer partners happens automatically from the order.
Stock levels tied to orders and installs, reorder points that trigger on their own, and one program instead of six vendors to keep it running.
Quote turnaround from the first call, with the customer booked before they shop around.
Handoffs between order, dispatch, and inventory once the workflow is live.
Replacing the stack of vendors, spreadsheets, and text threads that ran the back office.
Three manual processes replaced; one program instead of six vendors.
At go-live
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.