Custom AI workflow automation for hvac company owners operating in the Portland market — built on the ServiceTitan and FieldEdge stack most Portland residential & light commercial hvac teams already run.
HVAC Company Owners in Portland compete on speed — the firms that automate the back-office work on ServiceTitan win the market for residential & light commercial hvac clients, and the ones that don't fall behind on margin.
AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb.
AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit.
AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+.
AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.
AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+.
AI pulls permits via municipal APIs, schedules inspections, and tracks status against ServiceTitan jobs — permit-related delays drop, project velocity climbs.
AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days.
Remote-first engagement. We work with hvac company owners in Portland and the surrounding metro — no travel required, no software switch.
