After-hours calls go to voicemail
The tech on the roof cannot pick up. The homeowner or facility manager calls the next company on the list.
Construction // AI for HVAC and mechanical companies
AI for HVAC and mechanical contractors: every call answered, every agreement priced right.
How a commercial HVAC company uses AI: an AI receptionist that books the service call, service agreement profitability on BuildOps or ServiceTitan, and labor over plan caught the week it starts. Omadli Group, Boston.
Works on Sage, QuickBooks, BuildOps, ServiceTitan. Nothing gets replaced.
How does an HVAC company use AI?
An HVAC company uses AI in two places first: the phone and the service agreements. Vickie, Omadli Group's AI receptionist, answers every call 24/7 in English and Spanish, qualifies the caller, books the visit into the calendar, texts the confirmation, and routes an emergency to the on-call technician; it goes live on the company's number in 22 days and works with ServiceTitan, Housecall Pro, Jobber, QuickBooks, and HubSpot. On the money side, a service agreement profitability report reads BuildOps, ServiceTitan, or Sage and ranks every recurring visit, agreement, and customer by true margin. On one HVAC and plumbing company, 67 of 353 service agreement visits, 19%, were losing money against a 41% blended margin, and HVAC labor sat $326,168 over budget while plumbing sat under, so the company total read healthy. Omadli Group is based in Boston, Massachusetts and starts every build with a $5,000 Automation Blueprint.
AI for an HVAC company, at a glance
| Phones | Vickie: 24/7, English and Spanish, books, texts, routes emergencies to on-call. Live in 22 days. Demo: (978) 717-0012. |
|---|---|
| Service agreements | Every agreement, visit, and customer ranked by true margin on BuildOps, ServiceTitan, or Sage. |
| Labor | Hours climbing against plan flagged while the job is open, by trade, not buried in the company total. |
| Systems | BuildOps, ServiceTitan, Sage, QuickBooks, Housecall Pro, Jobber, HubSpot. |
| Proof | 67 of 353 service visits losing money on one client; HVAC labor $326,168 over plan. |
| Starts with | Automation Blueprint from $5,000, or Vickie on its own. |
The problem
What goes wrong in a HVAC office today.
Agreements that quietly lose money
The blended margin looks fine. Inside it, one in five visits costs more than it bills.
Labor hidden in the total
HVAC over, plumbing under, company on plan. Nobody corrects either until closeout.
Three uses
What AI does for HVAC and mechanical companies, in order of payoff.
01
AI receptionist
Vickie answers, qualifies, books, texts, and escalates emergencies, on your number, logged and scored.
02
Service agreement profitability
Rank agreements and customers by margin; know what to re-price, sell more of, or cut.
03
Labor vs plan by trade
Hours against estimate per job and per trade, flagged the week they drift.
Your software
Which systems does this connect to for HVAC and mechanical companies?
Each one has its own page: what we pull, three automations, and how write-back works.
| Software | What it holds | Details |
|---|---|---|
| Sage | Sage 100 Contractor, Sage 300 CRE, and Sage Intacct Construction: construction accounting, job cost, payroll. | Sage with Omadli |
| QuickBooks | QuickBooks Online and Desktop: accounting for smaller contractors, often with job costing done in classes or in Excel. | QuickBooks with Omadli |
| BuildOps | Service and project management for commercial HVAC, plumbing, electrical, and mechanical contractors: dispatch, service agreements, quotes, job costs. | BuildOps with Omadli |
| ServiceTitan | Field service software for HVAC, plumbing, and electrical service companies: dispatch, memberships, pricebook, invoicing. | ServiceTitan with Omadli |
What the work finds
One proof point.
On one HVAC and plumbing company's open jobs: HVAC labor $326,168 over budget while plumbing sat $372,955 under, so the total read healthy; 67 of 353 service agreement visits (19%) losing money against a 41% blended margin. Amounts identified, not recovered.
Questions HVAC owners ask
Straight answers.
By joining ServiceTitan's agreements, visits, and labor to your accounting costs and ranking each one by true margin. Omadli builds that report read-only on top of ServiceTitan or BuildOps, reconciles it to your books, and refreshes it on a schedule. An agent flags the agreements that fell below your blended margin.
Yes. Vickie answers 24/7 in English and Spanish, qualifies the caller, books into your calendar or CRM (ServiceTitan, Housecall Pro, Jobber, QuickBooks, HubSpot), sends the text confirmation, and routes no-heat or no-cool emergencies to the on-call tech. If your answered-call rate does not rise within 60 days, we work for free.
No. Omadli connects read-only to the systems you already run and builds on top of them. Nothing gets replaced, and your team keeps working where they work today.
A dashboard averages about 18 days from kickoff to live, measured across our builds. Vickie, the AI receptionist, goes live on your number in 22 days. The Automation Blueprint that comes first is priced from $5,000 per scope.
Omadli Group is based in Boston, Massachusetts, meets Greater Boston contractors in person, and delivers builds and agents remotely for contractors across the United States.
Where to start
Three ways in.
Other trades
Bring one job that lost money.
A 30-minute call with Zulfiya Forsythe, CPA. We look at how the numbers moved between your systems and tell you what to build first.