Triages inbound emergency calls, assigns priority levels P1–P3, dispatches nearest available technician, and sends customer ETA via SMS.

Runs automated 5-touch follow-up sequences via phone, SMS, and email for all unsold estimates. Scores probability and escalates high-value leads.

Automates renewal outreach for all expiring maintenance memberships. Handles SMS, email, and inbound calls with booking capability.

Continuously resequences technician routes based on traffic, job duration, priority calls, and customer proximity. Reallocates techs on job completion.

Orchestrates all moving parts of residential and commercial installs: warehouse pull, permit status, customer readiness, equipment delivery, crew scheduling, and inspection booking.

Monitors warehouse stock levels, supplier lead times, and seasonal demand forecasting. Auto-generates POs when reorder points are triggered.

Analyzes every completed service call for revenue per hour, upsell rate, customer satisfaction, and call quality. Generates personalized coaching recommendations.

Manages multi-stage collections outreach for all past-due invoices. Sends reminders, negotiates payment plans, and escalates accounts over 60 days.

Automatically files manufacturer warranty registrations for all installed equipment within 24 hours of job completion. Maintains serial number database.

Monitors permit status across all OC municipalities, auto-submits applications, schedules inspections, and flags correction requests for immediate human review.

Manages post-approval financing conversion for GoodLeap and Synchrony approvals. Follows up with approved customers to close pending installs.

Analyzes service call data and home profiles to identify IAQ upgrade opportunities. Generates personalized proposals and schedules follow-up conversations.

Manages commercial maintenance contract renewals, service scheduling, and account health scoring. Flags at-risk accounts for human relationship management.

Monitors NWS and Weather.gov feeds for OC heat events. Automatically adjusts staffing recommendations, inventory pre-positioning, and customer outreach.

Compiles daily executive summary with revenue, sales, collections, technician rankings, membership growth, and rolling 30-day forecast. Delivered via email to ownership.

Manages all inbound and outbound communications across phone, SMS, email, and web chat. Books appointments, answers FAQs, and escalates complex issues.

Tracks revenue attribution across all marketing channels. Calculates true ROI per source including lifetime value adjustments for maintenance members.

Identifies and re-engages dormant customers (12–36 months since last service) through personalized campaigns. Restores memberships and schedules tune-up appointments.