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HVAC & refrigeration

trades-hvac

Trades pack with service-due recalls turned on.

9 agents~167h / month4 playbooks

What installs

  1. 01

    Reception

    Answer FAQs, take job details, capture address and urgency, create the lead

    voicesmsemailchatTwilioVapiGoogle CalendarGmail
  2. 02

    Quote AI

    Draft quotes from job notes and your price list rules

    emailchatGmailGoogle DriveXeroHubSpot
  3. 03

    Booking

    Propose slots, confirm appointments, keep the calendar honest

    smsemailGoogle CalendarTwilioVerbalCRM
  4. 04

    SMS reminders

    Appointment reminders and on-the-way texts

    smsTwilioGoogle CalendarGmail
  5. 05

    Recall & rebook

    Bring people back when the next visit is due

    smsemailTwilioGoogle SheetsGoogle CalendarGmail
  6. 06

    Invoice follow-up

    Polite, persistent chasers on overdue invoices

    smsemailXeroTwilioGmail
  7. 07

    Payment collection

    Send pay links, confirm receipt, update the invoice status

    smsemailStripeXeroTwilioGmail
  8. 08

    Stock & materials

    Log parts used, raise low-stock alerts, draft the supplier order

    emailchatXeroGoogle SheetsGmail
  9. 09

    Job follow-up

    Post-job check-in and review request

    smsemailTwilioGmailHubSpot

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. Your emails, files and job history stay in your own workspace and are never used to train shared models.