Platform Core
The foundation every trade business needs — scheduling, CRM, invoicing, estimates, and job management.
Tom Richards
Furnace Tune-Up
● New AI booking
AC Repair
Sarah Chen
Maintenance
Mike Johnson
Thermostat
Smart Scheduling
Fill your calendar without the back-and-forth
Used by your Dispatch agent
CRM & Contacts
Know every customer before you knock
Used by your Concierge agent
Invoicing & Payments
Get paid faster with less effort
Used by your Finance agent
AC System Replacement — 3-ton unit
Good
$4,200
Standard efficiency
Better
$5,800
High-efficiency 16 SEER
Best
$7,400
Premium variable speed
Estimates & Proposals
Win jobs before the competition even quotes
Used by your Sales agent
AC Repair
Sarah Chen · 2-4 PM
Furnace Tune-Up
Tom Richards · AM
HVAC Install
Oakwood Apts · Marcus
Thermostat Install
Mike Johnson
Filter Replace
Amy Torres
Job Management
Track every job from dispatch to payment
Used by your Field agent
Revenue — Last 6 Months
Austin Comfort Pro
$31K
This Month
+11%
$842
Avg Job Value
+4%
37
Jobs Completed
+3
Business Analytics
See exactly where your money goes
Used by your Finance agent
AI & Automation
AI that works for you 24/7 — booking calls, drafting estimates, and running outreach on autopilot.
Good morning! How can I help you today?
My AC isn't cooling and it's 95 degrees
I can get a technician to you this afternoon between 2-4 PM.
AI Voice Agent
AINever miss a call again
Used by your Concierge agent
AC System Replacement — 3-ton unit
Good
$4,200
Standard efficiency
Better
$5,800
High-efficiency 16 SEER
Best
$7,400
Premium variable speed
AI Estimates
AIDraft estimates in seconds, not hours
Used by your Sales agent
Autopilot Outreach
AIMarketing that runs while you sleep
Used by your Growth agent
Abandoned Estimate · $4,800
Opened 3x, expires Friday
Equipment Aging · $6,500
AC is 12 years old
Re-engagement · $7,000
No service in 14 months
Act Now Intelligence
AIKnow which leads to call right now
Used by your Sales agent
Tom Richards
Furnace Tune-Up
● New AI booking
AC Repair
Sarah Chen
Maintenance
Mike Johnson
Thermostat
AI Scheduler
AIOptimal schedules, zero effort
Used by your Dispatch agent
(512) 555-0142 — Unknown
Inbound · 3 min 18 sec · Handled by AI
AI Call History
AIFull transcripts and insights from every AI-handled call
Used by your Concierge agent
Sections
Your Trusted HVAC Expert
Serving Austin, TX Since 2008
Our Services
HVAC
Plumbing
Electrical
Style
Heading Font
Primary Color
Button Style
SEO Score
AI Content Studio
AIBlog posts, social media, and videos — generated for you
Used by your Growth agent
Spring AC Tune-Up Campaign
Open rate: 34% · Click: 18%
Response rate: 12% · 23 bookings
2 days away · Scheduled
AI Advertising
AISmart ad campaigns that optimize themselves
Used by your Growth agent
Revenue — Last 6 Months
Austin Comfort Pro
$31K
This Month
+11%
$842
Avg Job Value
+4%
37
Jobs Completed
+3
Custom AI Apps
AIAI-built mini-apps tailored to your business
Communication
SMS, email, customer portal, and online booking — every channel your customers expect.
Sarah Chen
(512) 555-0142 · Customer
Your tech Marcus is on the way! ETA ~25 min. Track: hero365.ai/t/m4k2
Thanks! What's the estimated cost for the AC repair?
Diagnostic is $89, waived if you proceed. I'll send an estimate link shortly.
Sounds good. Can he also check the thermostat while here?
Two-Way SMS
Text like your customers expect
Used by your Concierge agent
Inbox
2 unreadYour estimate is ready
Hi Sarah, I've prepared your AC replacement estimate...
Re: Your estimate is ready
Thanks! Can you also include a quote for the thermostat?
Updated estimate #1042
I've updated the estimate to include the thermostat...
Email Campaigns
Professional emails, zero design skills needed
Used by your Growth agent
Mon 24
Tue 25
Wed 26
Thu 27
Fri 28
AC Repair
Marcus
Furnace
Jake
HVAC Install
Sarah
Tune-Up
Marcus
Inspection
Jake
Duct Clean.
Sarah
System Replace
Marcus
AC Install
Jake
Maintenance
Sarah
Online Booking
Let customers book on their terms
Used by your Concierge agent
Sarah Chen
(512) 555-0142 · Customer
Your tech Marcus is on the way! ETA ~25 min. Track: hero365.ai/t/m4k2
Thanks! What's the estimated cost for the AC repair?
Diagnostic is $89, waived if you proceed. I'll send an estimate link shortly.
Sounds good. Can he also check the thermostat while here?
Customer Portal
Self-service for your customers
Used by your Concierge agent
Bookings Management
Manage every booking from request to completion
Used by your Concierge agent
4.8
Overall
Review Collection
Automatically ask for reviews at the perfect moment
Used by your Care agent
Post-Service Automation
"Rate your experience" link included
Opened · Link clicked
Annual AC tune-up offer
Post-Service Engagement
AIKeep customers engaged long after the job is done
Used by your Care agent
Operations
Route optimization, inventory, equipment tracking, and maintenance agreements to keep your business running efficiently.
Route Optimised
3 jobs · en-route
2 jobs · on-job
1 jobs · available
6 jobs · 3 technicians · 22.1 mi saved today
Estimated fuel savings: $18.40
Route Optimization
AILess driving, more earning
Used by your Dispatch agent
Inventory Management
Never run out of what you need
Used by your Field agent
Equipment Tracking
Full history for every unit you service
Used by your Field agent
Estimate #1042
Sarah Chen · AC System Replacement
Expires Apr 10
Good
13 SEER
Better
16 SEER
Best
21 SEER
Lennox XC16 16 SEER Unit
ea
Installation Labor (4 hrs)
hr
Refrigerant R-410A
lb
Disposal & Haul-Away
flat
Maintenance Agreements
Recurring revenue on autopilot
Used by your Care agent
Financial Management
Cash flow, payments, accounting, expenses, and tax compliance — everything to keep your books clean.
Cash Position
$24,180
+$3,200 this week
Outstanding A/R
$8,450
4 invoices open
Collection Rate
94.2%
vs 88% last month
Overdue
3
$2,100 at risk
Revenue — Last 6 Months
+11% MoMRecent Payments
View all →Sarah Chen
AC System Install
$3,200
Mike Torres
Maintenance Visit
$450
Oakwood Apts
HVAC Replacement
$8,400
J. Williams
Furnace Repair
$890
Cash Dashboard
See your money in one place
Used by your Finance agent
Cash Position
$24,180
+$3,200 this week
Outstanding A/R
$8,450
4 invoices open
Collection Rate
94.2%
vs 88% last month
Overdue
3
$2,100 at risk
Revenue — Last 6 Months
+11% MoMRecent Payments
View all →Sarah Chen
AC System Install
$3,200
Mike Torres
Maintenance Visit
$450
Oakwood Apts
HVAC Replacement
$8,400
J. Williams
Furnace Repair
$890
Payment Processing
Accept every payment method your customers want
Used by your Finance agent
Expense Tracking
AIStop losing receipts and start tracking expenses
Used by your Finance agent
Cash Position
$24,180
+$3,200 this week
Outstanding A/R
$8,450
4 invoices open
Collection Rate
94.2%
vs 88% last month
Overdue
3
$2,100 at risk
Revenue — Last 6 Months
+11% MoMRecent Payments
View all →Sarah Chen
AC System Install
$3,200
Mike Torres
Maintenance Visit
$450
Oakwood Apts
HVAC Replacement
$8,400
J. Williams
Furnace Repair
$890
Bank Reconciliation
Match transactions and close your books in minutes
Used by your Finance agent
137.8
Total Miles
This week
$93.37
Reimbursement
Pending
67.8¢
Rate
Per mile (IRS)
Marcus R.
Today · 4 trips
47.2 mi
$31.96
Jake T.
Today · 3 trips
38.5 mi
$26.09
Amy K.
Yesterday · 5 trips
52.1 mi
$35.32
Mileage Tracking
Log every mile and maximize your tax deduction
Used by your Field agent
Tax Compliance
Stay ready for tax season all year long
Used by your Finance agent
Revenue — Last 6 Months
Austin Comfort Pro
$31K
This Month
+11%
$842
Avg Job Value
+4%
37
Jobs Completed
+3
Financial Reports
P&L, balance sheet, and trial balance on demand
Used by your Finance agent
Sales & Pipeline
Estimates, invoices, agreements, subscriptions, and opportunity intelligence to close more deals.
Estimate #1042
Sarah Chen · AC System Replacement
Expires Apr 10
Good
13 SEER
Better
16 SEER
Best
21 SEER
Lennox XC16 16 SEER Unit
ea
Installation Labor (4 hrs)
hr
Refrigerant R-410A
lb
Disposal & Haul-Away
flat
Price Book
Good, Better, Best pricing that wins more jobs
Used by your Sales agent
AC Replacement
Oakwood Apts
Furnace Swap
J. Williams
AC System
Sarah Chen
Annual Maint.
Rivera LLC
Duct Cleaning
Torres Family
Sales Pipeline
Track every deal from lead to close
Used by your Sales agent
Estimate #1042
Sarah Chen · AC System Replacement
Expires Apr 10
Good
13 SEER
Better
16 SEER
Best
21 SEER
Lennox XC16 16 SEER Unit
ea
Installation Labor (4 hrs)
hr
Refrigerant R-410A
lb
Disposal & Haul-Away
flat
Service Agreements
Lock in recurring revenue with maintenance plans
Used by your Sales agent
Estimate #1042
Sarah Chen · AC System Replacement
Expires Apr 10
Good
13 SEER
Better
16 SEER
Best
21 SEER
Lennox XC16 16 SEER Unit
ea
Installation Labor (4 hrs)
hr
Refrigerant R-410A
lb
Disposal & Haul-Away
flat
Subscription Billing
Automated recurring billing for memberships
Used by your Finance agent
Austin, TX — HVAC Market
Updated daily · 18-mile radius
Market Intelligence
AIKnow what your competitors charge before you quote
Used by your Sales agent
Marketing & Growth
Campaigns, promotions, reputation management, and advertising tools to grow your business.
Spring AC Tune-Up Campaign
Open rate: 34% · Click: 18%
Response rate: 12% · 23 bookings
2 days away · Scheduled
Campaign Management
Plan, launch, and track marketing campaigns
Used by your Growth agent
Spring AC Tune-Up Campaign
Open rate: 34% · Click: 18%
Response rate: 12% · 23 bookings
2 days away · Scheduled
Promotions & Offers
Create targeted offers that drive repeat business
Used by your Growth agent
4.8
Overall
Reputation Management
Monitor and grow your online reviews
Used by your Care agent
Referral Program
$50 credit offered per referral
First job booked — AC Repair $340
Applied to next invoice automatically
Referral Program
Turn happy customers into your sales team
Used by your Care agent
Team Management
Team scheduling, time tracking, time off, and role management for your entire crew.
Team & Roles
Manage your crew with the right permissions
Used by your Dispatch agent
Mon 24
Tue 25
Wed 26
Thu 27
Fri 28
AC Repair
Marcus
Furnace
Jake
HVAC Install
Sarah
Tune-Up
Marcus
Inspection
Jake
Duct Clean.
Sarah
System Replace
Marcus
AC Install
Jake
Maintenance
Sarah
Time Clock
Track hours worked with GPS verification
Used by your Field agent
Mon 24
Tue 25
Wed 26
Thu 27
Fri 28
AC Repair
Marcus
Furnace
Jake
HVAC Install
Sarah
Tune-Up
Marcus
Inspection
Jake
Duct Clean.
Sarah
System Replace
Marcus
AC Install
Jake
Maintenance
Sarah
Team Calendar
See everyone's schedule at a glance
Used by your Dispatch agent
Mon 24
Tue 25
Wed 26
Thu 27
Fri 28
AC Repair
Marcus
Furnace
Jake
HVAC Install
Sarah
Tune-Up
Marcus
Inspection
Jake
Duct Clean.
Sarah
System Replace
Marcus
AC Install
Jake
Maintenance
Sarah
Time Off Management
Handle PTO requests without the headache
Used by your Dispatch agent
Website & Online Presence
Your own professional website with visual editor, SEO tools, and performance tracking.
Sections
Your Trusted HVAC Expert
Serving Austin, TX Since 2008
Our Services
HVAC
Plumbing
Electrical
Style
Heading Font
Primary Color
Button Style
SEO Score
Website Builder
A professional website without hiring a web designer
Used by your Growth agent
Sections
Your Trusted HVAC Expert
Serving Austin, TX Since 2008
Our Services
HVAC
Plumbing
Electrical
Style
Heading Font
Primary Color
Button Style
SEO Score
SEO Tools
AIGet found on Google by local customers
Used by your Growth agent
Sections
Your Trusted HVAC Expert
Serving Austin, TX Since 2008
Our Services
HVAC
Plumbing
Electrical
Style
Heading Font
Primary Color
Button Style
SEO Score
Domain Management
Your brand, your domain, fully managed
Used by your Growth agent
Field Operations
Dispatch, projects, service areas, and vehicle stock management for field teams.
Route Optimised
3 jobs · en-route
2 jobs · on-job
1 jobs · available
6 jobs · 3 technicians · 22.1 mi saved today
Estimated fuel savings: $18.40
Dispatch Board
Assign and track every tech in real time
Used by your Dispatch agent
Rooftop HVAC Repl.
Phase 1 of 3
Commercial Install
Oakwood Office Park
Multi-Unit Upgrade
Rivera Apartments
School HVAC Refit
Austin USD
Multi-Job Projects
Manage complex jobs that span multiple visits
Used by your Field agent
Route Optimised
3 jobs · en-route
2 jobs · on-job
1 jobs · available
6 jobs · 3 technicians · 22.1 mi saved today
Estimated fuel savings: $18.40
Service Areas
Define and optimise your coverage zones
Used by your Dispatch agent
Vehicle Stock
Know what's on every truck at all times
Used by your Field agent
Trade-Specific
Features built for your trade
On top of the shared platform, each vertical includes specialized compliance, equipment, and workflow tools.
MEP Pro
5 feature groups · $295B market
EPA & Refrigerant
- EPA 608 certification tracking (Type I/II/III/Universal)
- Refrigerant logging with leak detection alerts
- EPA compliance reports for audits
- Reclamation and recovery documentation
HVAC Equipment
- Equipment specs (SEER, AFUE, tonnage)
- Service history and warranty tracking
- ENERGY STAR rebate eligibility
- Replacement age recommendations
Electrical
- NEC compliance checking
- Electrical license tracking by jurisdiction
- Panel specs and hazardous panel identification
- Load calculation tools
Plumbing
- Camera inspection logging
- Backflow testing and certification
- Water heater specs and warranty tracking
- Permit management by jurisdiction
Diagnostics
- Diagnostic tool integration (Fieldpiece, Testo)
- Real-time refrigeration monitoring
- Temperature alert thresholds
- Performance trend analysis
Solar & Energy Pro
4 feature groups · $50B+ market
Compliance
- NABCEP certification tracking
- Utility interconnection workflow
- Net metering application management
- Permission to Operate (PTO) tracking
Solar Design
- Site assessment and shading analysis
- System sizing and production modeling
- 25-year financial projections
- Federal ITC and state incentive tracking
EV & Battery
- Battery capacity planning
- Time-of-use rate optimization
- EV charger sizing (Level 2 and DC fast)
- Load panel upgrade recommendations
Monitoring
- Enphase and SolarEdge integration
- Production monitoring dashboards
- Performance alert notifications
- Warranty claim support
Coming soon — more trade-specific features
BuildPro
Coming SoonRight-Sized for Small Contractors
Property Pro
Coming SoonRoutes, Recurring Revenue, Results
Clean Pro
Coming SoonModern Cleaning Business OS
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