Not ready for the full audit?

Start with 15 minutes.

Tell me what's broken and I'll tell you straight whether automation is worth it for a shop your size — no report, no pitch. If it is, the full 2-hour AI Audit below is the natural next step.

Grab 15 minutes

No pressure, no pitch — just a straight answer.

By submitting you agree to be contacted about your call. We never share your data.

Free AI Audit

Two hours. We pull your baselines. You get a written report.

Ready to go deeper? The AI Audit is the natural next step — how we start every full engagement. It's also the deliverable we'd recommend if the 15-minute call above confirms automation is worth pursuing but you're not ready to commit to implementation yet. Either way, you walk away with a document you can act on with us, with a different agency, or alone.

What's included

  • 60-min discovery call to understand your operation, tools, and goals
  • 60-min working session pulling data: call logs, no-show rates, estimate close rates, review velocity, dispatch friction
  • Written 8–12 page report with specific automation recommendations ranked by ROI
  • Custom 90-day projected revenue impact (based on your actual numbers, not industry averages)
  • Tool recommendations specific to your existing FSM stack
  • 30-min readout call to walk through findings

Who qualifies

Free AI Audits are limited to HVAC contractors meeting the following profile. If you don't qualify, we offer the same audit as a paid $497 deliverable.

  • $300K+ in annual revenue
  • 2+ technicians (including owner)
  • Owner or co-owner attends both sessions
  • Located in a US metro of 250K+ population