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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. 1

    Map lead-to-job stages

    Define inquiry, estimate, booked, completed, and invoice stages.

  2. 2

    Set channel and timing rules

    Configure reminders, recovery touchpoints, and approval paths.

  3. 3

    Review pipeline weekly

    Track stale estimates, no-show trends, and overdue collections.

Frequently asked questions

Does this work with Jobber or ServiceTitan?
Yes. Hey Teo coordinates follow-through around field-service tools you already use.
Can dispatchers review messages first?
Yes. Approval modes keep job details and pricing under human review.
Is technical setup required?
No technical knowledge required. Teams start with simple estimate and reminder workflows.

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