Part of our Sales agents
AI agents for sales teams in plumbing and HVAC
Actionist is an AI automation tool whose agents operate the apps your plumbing and HVAC sales team already uses, so replacement leads get a reply and proposals go out the same day.
Comfort advisors get back the hours lost to retyping proposals, chasing quiet quotes, and keying rebate forms.
AI Employees for Plumbing & HVAC Sales 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
- Replacement leads answered firstThe homeowner with a dead furnace usually books the first contractor who replies with a real window.
- Proposals out the same afternoonA quote built while the site visit is fresh beats one sent after the homeowner has three others.
- Quiet quotes get a second lookMost open proposals are waiting on a spouse or a rebate, not a no. Someone has to ask.
- Financing and rebates ready at signingThe lender file and the manufacturer form are complete before the install date, not after.
- Property managers kept warmCommercial accounts send a request for quote and move on in a day if nobody replies.
- Numbers you can steer byClose rate per advisor and cost per booked job, without a Friday spreadsheet rebuild.
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 Sales team's day.
Where the hours go
A replacement lead from Angi or Google Local Services lands in a shared inbox at lunchtime, and by the time a comfort advisor opens it the homeowner has already heard back from three other contractors.
An agent pulls every portal lead into the CRM within about a minute, matches it to an existing account, and drafts a first reply for the advisor to approve, so your answer is the first one in.
Good, better, best proposals get rebuilt from a data plate photo and a page of site notes after the advisor is back in the truck, so the quote reaches the homeowner the next evening, if the day allows.
An agent drafts the three options from the site visit notes and the price book the same afternoon, and queues the batch for an advisor to check, adjust, and send.
Open proposals go quiet after day one because the homeowner is waiting on a spouse, a rebate, or a second bid, and nobody has time to find out which, so the follow-up is a single "just checking in" text weeks late.
An agent watches every open proposal, notes when it was viewed, and drafts a follow-up matched to the likely holdup for the advisor to approve on day two, day seven, and day twenty-one.
A signed system replacement stalls on paperwork: a financing file missing one document, a manufacturer rebate form with a mistyped serial number, a utility claim that needs the install photos nobody saved.
An agent assembles each financing file and rebate packet from the job record and the technician's photos, flags what is missing, and leaves the final submission for you to approve.
Actionist Will Automate
What one automation looks like
A week with your Plumbing & HVAC Sales agents
Some of the apps for your Plumbing & HVAC Sales team
Some of the plumbing and HVAC sales 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 an Angi, Yelp, or Facebook lead notification lands, the agent reads the homeowner, address, and job type, checks the CRM for an existing account, and creates the opportunity. It then drafts a first reply with two appointment windows from the advisor's calendar. The draft waits in Slack for the advisor to approve before anything reaches the homeowner.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Lead desk150 min / weekReading portal leads one inbox at a time
A coordinator opens Angi, Yelp, and the lead ad inbox in turn, copies each homeowner into the CRM, and writes a reply while the advisors are already out on visits.
Lead desk Agent0 minAgent logs and drafts as leads arriveAn agent logs each lead within about a minute, matches the account, and drafts a first reply that waits in Slack for the advisor to approve and send.
- Proposals300 min / weekRebuilding three options from site notes
The advisor retypes the model, tonnage, and accessories from notes and a data plate photo into a template, then prices each tier from a separate sheet.
Proposals Agent0 minAgent drafts all three options from the price bookAn agent reads the visit notes and the price book, drafts the good, better, and best options in PandaDoc, and leaves the advisor to check the figures and send.
- Follow-up120 min / weekRemembering which quotes are still open
The sales lead scrolls the CRM on Friday, guesses which quotes are worth a call, and sends the same short check-in text to everyone.
Follow-up Agent0 minAgent drafts a follow-up per open quoteAn agent ranks open proposals by value and days quiet, notes the likely holdup, and drafts a follow-up for each advisor to approve on the right day.
- Financing and rebates180 min / weekKeying forms and chasing lender status
Someone logs in to the lender portal, then the manufacturer site, then the utility portal, retyping the same serial number three times.
Financing and rebates Agent0 minAgent assembles each packet and flags gapsAn agent builds the financing file and rebate packets from the job record, lists what is missing, and holds each packet for a person to check and submit.
- Commercial bids90 min / weekA bid board kept in someone's head
Requests for quote arrive by email and sit in an inbox until the manager remembers the due date, usually the day before.
Commercial bids Agent0 minAgent logs each bid with a due dateAn agent reads each request, extracts the scope and deadline, adds it to the tracker, and flags any bid due within a week for the account manager.
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
A sales agent touches pricing, homeowner messages, and lender files, so you keep the final say on all of it. Actionist drafts and prepares; your comfort advisors and managers decide.
Replies, follow-ups, and financing requests are drafted and queued for a comfort advisor to approve. Nothing reaches a customer unless you widen that autonomy yourself.
The agent builds options from your price book. It does not set a price, offer a discount, or decide which financing term to recommend. A person signs off every figure.
Each lead logged, proposal drafted, and form filled is recorded with a timestamp, so you can trace exactly what the agent did on any job.
Homeowner details and financing documents are encrypted, never used to train any model, and can live on your own infrastructure if you self-host.
More Plumbing & HVAC teams
More use cases for Plumbing & HVAC Sales teams
Frequently asked questions
Does my plumbing and HVAC sales team need to be technical to use Actionist?
How do I get started with a sales agent for my comfort advisors?
How do I make customised AI agents for how my sales team sells?
How quickly can I set up Actionist for the sales team?
Where does our customer and pricing data live, and is it used to train AI?
Will the agent text or email a homeowner without a comfort advisor seeing it?
Our lender and rebate portals have no API. Can an agent still work with them?
Can an agent set a price or offer a discount to win the job?
Our advisors are on the phone and on roofs all day. Can the agent cover the phone for them?
See an agent turn a site visit into a ready-to-send proposal
Book a free demo and watch an Actionist agent log a replacement lead, draft good, better, best options from your price book, and queue the follow-up for approval.