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Persona guide
AI chief of staff for plumbing and HVAC
Hey Teo helps plumbing and HVAC businesses respond faster to leads, follow up on open estimates, and reduce no-shows without all-day phone tag.
How this helps
No technical knowledge required: no coding, no complex setup, and no operations playbook needed.
Trade businesses win on speed. Hey Teo helps owners and dispatchers run estimate follow-ups, appointment reminders, and invoice nudges so revenue does not depend on whoever checked the phone last.
- Follow up on open estimates before competitors respond.
- Run visit reminders and no-show recovery for service calls.
- Coordinate reschedules and same-day openings with less texting.
- Keep invoice and payment follow-ups on a predictable cadence.
How to implement
- 1
Map lead-to-job stages
Define inquiry, estimate, booked, completed, and invoice stages.
- 2
Set channel and timing rules
Configure reminders, recovery touchpoints, and approval paths.
- 3
Review pipeline weekly
Track stale estimates, no-show trends, and overdue collections.
Frequently asked questions
Does this work with Jobber or ServiceTitan?
Can dispatchers review messages first?
Is technical setup required?
Related articles
- Plumbing & HVAC Missed Call Text-Back: Recover Jobs Before They Dial Out
Text back missed calls within minutes, route emergency vs estimate requests, and protect schedule density for field service teams.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
- ResourcesFree playbooks, statistics, calculators, and cited benchmarks—templates for follow-ups, collections, scheduling, and automation.
- IntegrationsShopify, Stripe, QuickBooks, Gmail, Calendly, HubSpot, Pipedrive, FreshBooks, WhatsApp, GoHighLevel, and more—workflow guides for stacks you already run.
- By personaIndustry and role guides—photographers, agencies, clinics, real estate, and more—with workflows and FAQs.
- Tool automationPlaybooks for Gmail, Stripe, QuickBooks, Calendly, HubSpot, Shopify, and other stacks you already run.
- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Copilot, Axe, Zapier, Make, Lindy AI, n8n, and hiring a VA—focused on business operations execution.