For commercial HVAC & mechanical

The AI part isn’t the job.
The job is the job.

AI workflows for the commercial HVAC industry. Built for reps, mechanical contractors, and service teams. Copy-paste prompts for submittals, quotes, RFIs, service tickets, PM reports and more. Copy the prompt, fill the brackets, check the draft. Then get back to work.

Find your role ↓Search workflows
01

Pick your role

Every folder has 8 work orders. Grouped by where you sit in the industry. Start with the one that's annoying you today.

Rep Firms4 roles · 32 work orders

  1. 01 · Rep Firms Inside Sales / Applications Engineer8 work orders →
  2. 02 · Rep Firms Parts & Aftermarket Sales8 work orders →
  3. 03 · Rep Firms Rep Firm Project Manager8 work orders →
  4. 04 · Rep Firms Outside Sales / Manufacturer's Rep8 work orders →

Mechanical Contractors2 roles · 16 work orders

  1. 05 · Mechanical Contractors Mechanical Contractor Estimator8 work orders →
  2. 06 · Mechanical Contractors Mechanical Project Manager8 work orders →

Service & Facilities4 roles · 32 work orders

  1. 07 · Service & Facilities Controls Technician8 work orders →
  2. 08 · Service & Facilities Facility / Building Engineer8 work orders →
  3. 09 · Service & Facilities Service Dispatcher8 work orders →
  4. 10 · Service & Facilities Service Technician8 work orders →
02

How it works

  1. 01

    Copy the prompt

    One button. It goes into whatever AI tool your company already approved.

  2. 02

    Fill the brackets

    Swap [placeholders] for your details. Leave out what the caution label says to leave out.

  3. 03

    Check the draft

    AI is a fast first draft, not a signature. You read it before it goes anywhere.

Weekly dispatch

One new workflow a week for commercial HVAC pros.

Reps, contractors, service teams. No hype, no "10 prompts that will change your life." Unsubscribe whenever.