Part of our Marketing agents
AI agents for marketing teams in plumbing and HVAC
Actionist is an AI automation tool whose agents operate the apps your plumbing and HVAC marketing team already uses, from texting review links by hand to drafts that wait for your approval.
Plumbing and HVAC marketers get back the hours lost to review chasing, renewal lists, and lead-source spreadsheets.
AI Employees for Plumbing & HVAC Marketing in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- A review request after every closed jobFinished calls get a drafted request while the customer still remembers the technician by name.
- Agreements renewed before they lapseExpiry lists and offer drafts land weeks ahead, so a lapse never arrives as a surprise.
- Tune-up pushes timed to the forecastA heat advisory or a hard freeze brings the right campaign draft while the schedule still has room.
- A Google profile that matches the shopHours, posts, and service areas stay consistent across Google, Yelp, Angi, and Nextdoor.
- Every lead source tied to a booked jobCall tracking and ad spend line up with jobs that closed, so the budget follows the revenue.
- Built around your shopThese are examples. Build a custom agent for any marketing task your team repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Plumbing & HVAC Marketing team's day.
Where the hours go
Review requests depend on a dispatcher or technician remembering to send the link, so a strong week of work leaves a handful of reviews while a competitor with a thinner record outranks you on the map.
An agent finds each closed job in ServiceTitan or Housecall Pro, skips anyone with an open complaint, and drafts the review request for your approval, so every happy customer is asked while the technician is still fresh in mind.
Maintenance agreements lapse quietly because the expiry list lives in a spreadsheet nobody opens until a customer calls to ask why their tune-up never got booked.
An agent pulls agreements ending within 45 days, matches each one to its equipment and plan tier, and drafts the renewal offer, so a lapse is caught weeks before it happens.
The tune-up campaign gets written the week the first heatwave hits, by which time every competitor is already advertising and the install schedule is already full.
An agent reads the forecast, keeps the campaign drafts ready, and proposes the send when a heat advisory or a hard freeze is on the way, leaving you to approve the timing and the offer.
Nobody can say whether the Google Ads, Local Services, direct mail, or truck-wrap number produces jobs, because the call log lives in one tool and the booked jobs in another.
An agent tags each call by source, matches it to the booked job, and builds a weekly cost per booked job by channel, so spend follows the work that closes.
Actionist Will Automate
What one automation looks like
A week with your Plumbing & HVAC Marketing agents
Some of the apps for your Plumbing & HVAC Marketing team
Some of the plumbing and HVAC marketing apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a technician closes a job in the field-service platform, the agent notices within about a minute, checks the record for a callback or an unpaid complaint, and drafts a review request that names the technician. The draft waits in your approval queue, so nothing reaches the customer until you have seen it.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Review requests200 min / weekAsking for reviews from a list
A dispatcher scans the day's closed jobs, copies the review link into a text for each customer, and forgets on a Friday afternoon rush.
Review requests Agent0 minAgent drafts requests for approvalAn agent finds each completed job, skips customers with an open callback, and drafts a request naming the technician, queued for your approval in the evening.
- Agreement renewals180 min / weekWorking the expiry spreadsheet
Someone exports plan end dates, sorts them, and writes a renewal note per household, usually after a few plans have already lapsed.
Agreement renewals Agent0 minAgent lists and drafts renewalsAn agent surfaces agreements 45 days out, matches the plan to the equipment on file, and drafts each offer for approval before the expiry date.
- Seasonal campaigns240 min / weekWriting the campaign when the heat arrives
The tune-up postcard, email, and text are written in a hurry the week of the first heatwave, after rivals have already started.
Seasonal campaigns Agent0 minAgent keeps drafts ready for the forecastAn agent reads the forecast, holds the campaign copy ready, and proposes the send when a heat advisory or freeze warning is close.
- Local listings120 min / weekUpdating each profile by hand
Hours, holiday closures, and service areas are changed one directory at a time, and the old Yelp or Bing listing keeps the wrong number.
Local listings Agent0 minAgent keeps listings consistentAn agent compares name, number, hours, and service areas across Google, Yelp, Angi, and Nextdoor, and prepares the corrections for you to approve.
- Lead attribution210 min / weekGuessing which number brings jobs
Call logs sit in the tracking tool and booked jobs in the dispatch software, so the weekly spend discussion runs on instinct.
Lead attribution Agent0 minAgent builds cost per booked jobAn agent tags each call by source, matches it to the booked job, and writes the weekly cost-per-booked-job sheet by channel.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent working on your shop's reputation and ad budget only earns trust if you stay in charge. Actionist is built so you see everything it touched, approve what reaches a customer, and keep ownership of every record it creates.
Review requests, renewal offers, and campaign texts are drafted and queued. Nothing reaches a customer until you approve it, unless you widen that autonomy through Approval Modes.
The agent proposes negative keywords, pauses, and budget moves with the numbers behind them. A person makes the change, so a clever guess never spends your money.
Each draft, edit, and approval is recorded with a timestamp, so you can see what was proposed, who approved it, and what actually went live.
Names, addresses, and job history are encrypted and never used to train a model. Self-host on your own VPS if records must stay on your infrastructure.
More Plumbing & HVAC teams
More use cases for Plumbing & HVAC Marketing teams
Frequently asked questions
Does my marketing person need to be technical to use Actionist?
How do I get started with an agent for my plumbing or HVAC shop?
How do I make customised AI agents for how our shop markets itself?
How quickly can I set up a review or renewal agent?
We run ServiceTitan or Housecall Pro plus a call tracker. Will an agent work without an API?
Will it text or post anything to a customer without me seeing it first?
Could it reply to a bad review in a way that makes things worse?
Will it change my Google Ads budget or bids on its own?
Where does customer and job data go, and is it used to train AI models?
See an agent draft this afternoon's review requests from your closed jobs
Book a free demo and watch an Actionist agent find the day's finished jobs, skip the unhappy customers, and draft each review request for your approval.