HVAC & refrigeration
trades-hvac
Trades pack with service-due recalls turned on.
$199/mo USD covers the run fees for the 9 agents in this pack; a platform plan is still required. After you pay, the next step is the build brief — your business facts and what each agent should do, never do and escalate — which is what we build your agents from.
What installs
- 01
Reception
Answer FAQs, take job details, capture address and urgency, create the lead
voicesmsemailchatGoogle CalendarGmail - 02
Quote AI
Draft quotes from job notes and your price list rules
emailchatGmailGoogle DriveXeroHubSpot - 03
Booking
Propose slots, confirm appointments, keep the calendar honest
smsemailGoogle CalendarTwilioVerbalCRM - 04
SMS reminders
Appointment reminders and on-the-way texts
smsTwilioGoogle CalendarGmail - 05
Recall & rebook
Bring people back when the next visit is due
smsemailTwilioGoogle SheetsGoogle CalendarGmail - 06
Invoice follow-up
Polite, persistent chasers on overdue invoices
smsemailXeroTwilioGmail - 07
Payment collection
Send pay links, confirm receipt, update the invoice status
smsemailStripeXeroTwilioGmail - 08
Stock & materials
Log parts used, raise low-stock alerts, draft the supplier order
emailchatXeroGoogle SheetsGmail - 09
Job follow-up
Post-job check-in and review request
smsemailTwilioGmailHubSpot
What happens after you order
- 01You order the pack and pay through the hosted payment page.
- 02You fill in the build brief: your business facts, and what each agent should do, never do, and escalate.
- 03A person at 88 Swarm reads the brief and builds the draft agents in your workspace.
- 04You review each agent, change the wording where you want it different, and approve it before it is switched on.
- 05Nothing runs against a real customer until you switch it on.
What we will need from you
- · Your business name, trading hours, services, service area and contact details.
- · Who a question gets escalated to, and how to reach them.
- · The tone you want, plus any policies and pricing notes an agent must follow.
- · For each agent: what it should do, what it must never do, what to escalate, and anything specific to your business.
- · No passwords, API keys, account SIDs or tokens. There is no field for them and we refuse answers that look like one. Access to your systems is arranged separately with you after we make contact.
Playbooks included
- · new job
- · service due
- · appointment reminder
- · overdue invoice
Guardrails shipped with the pack
- · Service claims from job history only
- · No warranty promises
Packs are built by 88 Swarm. What an agent learns stays in your workspace: we build no shared 88 Swarm model from your emails, files or customer records, and we never pool your data with another customer's. Where a run calls an external model provider, that provider's own API terms govern their handling — we publish which providers we use rather than make promises on their behalf.