LIVE SCENARIO · HVAC · PLUMBING · SOLAR

It's 6:45 AM. The maintenance renewals are already sold.

You have 420 residential maintenance agreements. 67 expire this month. Your TabTab agent sent renewal reminders at the 30-day, 14-day, and 3-day marks — each with the customer's unit age, last service date, and a personalized note about what was found on the last visit. By 6:45 AM on the first of the month, 51 have auto-renewed through the payment link. Your CSR has 16 to follow up on, not 67.

76%
Auto-renewal rate
Was 41% with manual calls. Maintenance revenue up $14K/month.
HVAC · Plumbing · Solar
HVAC · PLUMBING · SOLARLIVE
0
Missed after-hours calls
35%
Route efficiency gain
1d
Invoice turnaround
BEFORE → AFTER

The problems we eliminate.

01

After-hours calls go to voicemail — emergency revenue lost to competitors

AI answers every call 24/7, triages emergency vs. routine, collects job details, and books the right tech based on skill and proximity

02

Dispatch board is a mess — manual scheduling, constant reshuffling

Agent optimizes routes by geography and skill, rebalances in real-time when emergency calls come in, and minimizes drive time between jobs

03

Parts ordering delays jobs — techs show up without the right parts

Inventory agent tracks stock per truck, auto-orders when levels drop, and cross-references job requirements against truck inventory before dispatch

04

Invoicing happens days late — cash flow suffers

Invoice agent generates invoices from completed work orders same-day, sends to customers via preferred channel, and tracks payment status

05

Maintenance agreement renewals slip through

Renewal agent tracks every agreement expiration, sends renewal offers 60 days out, and schedules seasonal maintenance visits automatically

06

No visibility into tech productivity

Performance dashboard tracks jobs per tech, average job duration, callback rates, and revenue per truck — updated in real-time.

HOW IT WORKS

From intake to outcome.

01

Call comes in

AI triages: emergency gets immediate dispatch, routine gets next-available slot. Job details captured, customer history pulled, and tech matched by skill and location.

02

Dispatch & prep

Tech receives job brief with customer history, equipment details, and required parts. Route optimized against existing schedule. Parts confirmed on truck.

03

On-site work

Tech checks in on arrival. Job timer starts. Parts used logged against inventory. Photos captured for documentation. Customer signs digitally on completion.

04

Invoice & follow-up

Invoice generated from work order same-day. Maintenance agreement offered if applicable. Follow-up satisfaction check sent 48 hours later.

§ 04 — YOUR ORG CHART

17+ agents for HVAC · Plumbing · Solar.

Every node below is an agent that runs on your TabTab hardware. Click a department or agent for details.

T
HVAC · Plumbing · Solar
ONLINE
S
Service Call Intake

Captures emergency and routine calls, books the right tech instantly.

IDLE
S
Estimate Builder

Generates itemized estimates from tech notes with labor and parts.

IDLE
S
Membership Seller

Pitches maintenance plans at job completion with automated enrollment.

IDLE

Every agent above is buildable with a TabTab installation. Your 3-hour Bench onboarding gets you the first 6 agents. The community ships the rest.

BUILT DIFFERENT

Industry-specific intelligence.

01

Emergency dispatch mode

When an emergency call comes in, AI identifies the nearest qualified tech, calculates impact of pulling them from current route, and suggests the optimal reassignment.

02

Truck inventory sync

Real-time parts tracking per vehicle. Before dispatch, verifies the assigned tech has required parts. If not, suggests nearest warehouse pickup or tech-to-tech transfer.

03

Seasonal demand forecasting

Predicts call volume by week based on historical data and weather forecasts. Helps you staff up before the rush, not during it.

04

Maintenance agreement engine

Tracks every agreement, schedules seasonal visits, sends renewal offers, and calculates lifetime customer value to prioritize retention efforts.

Ready to automate hvac · plumbing · solar?

17+ agents across 5 departments — configured, tested, and trained for your specific operation. One price. Full ownership. No monthly platform fees.

HVAC · Plumbing · Solar — TabTab