Part of our Operations agents
AI agents for operations teams in plumbing and HVAC
Actionist is an AI automation tool whose agents operate the apps your plumbing and HVAC operations team already uses, so the board is drafted, the vans are stocked, and parts arrive before the job.
Dispatchers and coordinators get back the hours lost to rebuilding the board, counting vans, and chasing wholesalers.
AI Employees for Plumbing & HVAC Operations 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 board that is ready by morningTechnicians leave the yard with a route, not a text asking where to go first.
- The right licence on the right jobGas, refrigerant, and backflow work needs the matching card on the truck.
- No truck rolls without the partA second visit for a missing fitting costs a day of margin and a patient customer.
- Wholesaler orders that arriveBackorders and ETA changes should reach the job before the technician does.
- Tune-ups routed by neighbourhoodPlanned visits packed by zip code leave room for the emergencies that always come.
- Jobs closed out properlyPhotos, checklists, and time logged before the paperwork moves to billing.
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 Operations team's day.
Where the hours go
The dispatch board is rebuilt every evening from a list of booked jobs, a sheet of technician skills, and a map, and by seven the next morning a long job or a sick call has already torn it up again.
An agent drafts the board each evening from the booked jobs, skills, licences, and drive times, and redrafts it when something moves, leaving the dispatcher to approve the final routes.
A technician opens the van and finds the capacitor or fitting he needs is not on it, so the job becomes a second visit and the customer waits another day.
An agent compares each job's likely parts with what the assigned van holds, builds the kit list the night before, and drafts the restock order for the coordinator to approve.
Backordered equipment and changed supplier ETAs sit in an inbox until the installer is already booked, so the first the customer hears of it is a rescheduled install.
An agent reads supplier emails and ordering pages on a schedule, ties every delay to its job, and drafts the customer update for approval before the installer is committed.
Jobs get marked complete with no data plate photo, a blank checklist, or the wrong time on site, and the gaps only show up when a callback or a warranty claim needs them.
An agent checks each closed job for the required photos, notes, and times, asks the technician for what is missing, and flags the pattern behind each callback.
Actionist Will Automate
What one automation looks like
A week with your Plumbing & HVAC Operations agents
Some of the apps for your Plumbing & HVAC Operations team
Some of the plumbing and HVAC operations apps your agent works across 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.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Dispatch240 min / weekRebuilding the board every evening
The dispatcher opens the job list, the skills sheet, and a map, and spends the end of the day assigning each stop by hand, then does it again when a sick call comes in.
Dispatch Agent0 minAgent drafts the board for approvalAn agent drafts the next day's board from skills, licences, drive time, and van stock, redrafts it when a job moves, and leaves the dispatcher to approve the routes.
- Van stock210 min / weekWalking the vans to see what is low
A coordinator checks each van against a par sheet and guesses which parts tomorrow's jobs will need from the job titles.
Van stock Agent0 minAgent counts from tickets and builds kitsAn agent updates van counts from closed tickets, drafts a kit list for each job, and flags what is below minimum before the order cut-off.
- Parts counter200 min / weekKeying orders into wholesaler sites
Someone logs in to the wholesaler portal each morning and types every part for the next day, then rings around when one is backordered.
Parts counter Agent0 minAgent fills the order and tracks the ETAAn agent fills in the counter order from the job list, holds it for the coordinator to submit, and reads the portal for changed delivery dates.
- Maintenance routing150 min / weekScheduling tune-ups one call at a time
Planned visits are booked as the customer asks, so a technician drives across town for a single filter change between emergency calls.
Maintenance routing Agent0 minAgent packs visits by neighbourhoodAn agent groups planned visits by zip code, fits them around the emergency load, and checks crew hours against the forecast before a surge.
- Closeout120 min / weekFinding the missing photo after the callback
A job is marked complete and nobody notices the missing data plate photo or blank checklist until a warranty claim needs it.
Closeout Agent0 minAgent checks each closed job the same dayAn agent checks photos, checklist, and times on every closed job, asks the technician for what is missing, and holds the job from the billing hand-off.
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: ~7 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
Operations agents touch the board, the stock room, and your supplier accounts, so every change that matters stays under your control. Actionist prepares the work; your dispatchers and coordinators decide.
The agent drafts routes and reshuffles. A person decides which technician takes which job, especially anything involving gas, refrigerant, or a tight window.
Heads-ups about a delay or a changed install date are drafted and held for the dispatcher. Nothing reaches a customer unless you choose to widen that autonomy.
Counter orders and warranty claims are filled in and held. A coordinator checks the quantities and the account before anything is submitted to a wholesaler.
Each reshuffle, kit list, and order the agent prepares is logged with a timestamp, and the data stays yours, encrypted and never used to train a model.
More Plumbing & HVAC teams
More use cases for Plumbing & HVAC Operations teams
Frequently asked questions
Do my dispatchers and coordinators need to be technical to use Actionist?
How do I get started with an operations agent for my plumbing and HVAC company?
How do I build a custom AI agent for how our operations team actually runs?
How quickly can I set Actionist up for the operations team?
Where does our job, customer, and supplier data go, and does it train AI?
Will the agent move a technician's job without the dispatcher deciding?
Our wholesaler portal and ordering sites have no API. Does that stop an agent?
Can an agent decide which technician goes to a gas or refrigerant job?
Does it keep working when a heatwave triples the number of jobs?
See an agent draft tomorrow's dispatch board and parts kits
Book a free demo and watch an Actionist agent match jobs to licensed technicians, build the van kits, and prepare the morning counter order for your approval.