01
Front Desk & Intake
Voice, web chat, and text agents that qualify the caller, triage emergencies, and write the job into your schedule with the right window and skill set. Overflow, nights, and weekends covered.
Agentic AI & automation for the trades
Your HVAC Company, Run by AI Agents.
One shop for every agentic build your business needs — front desk, sales, dispatch, back office, marketing, and the custom automations nobody sells off the shelf. We scope it, build it, integrate it, and keep it running. Automate. Optimize. Grow.
What you can expect
24/7
Agents on shift, no overtime
<60s
Follow-up on every lead
14 days
From kickoff to live
“Contractors don’t need another app to log into. They need the work to happen without someone remembering to do it.”
What we build
Agents and automations across the whole business, not one bolt-on tool.
Six build areas. Start with one, or let us map the whole operation and automate it in order of what it is costing you. Everything runs on the phone number, CRM, and dispatch software you already have.
02
Sales & Estimates
Proposal generation from tech notes, financing Q&A, and follow-up on every open estimate on a cadence nobody in the office has time to run. Closes the loop back into the CRM.
03
Dispatch & Field Ops
Route and capacity optimization, on-call escalation, parts and truck-stock checks, and automated customer updates so dispatch stops being three people and a whiteboard.
04
Back Office & Admin
Invoicing and collections chase, PO and warranty claim filing, permit paperwork, vendor pricing updates, payroll prep from timesheets. The work that piles up on one person’s desk.
05
Marketing & Retention
Maintenance agreement renewals before they lapse, database reactivation, review generation at the right moment, and seasonal campaigns that fire off your own customer list.
06
Custom Builds & Data
System integrations, internal tools, and one dashboard across calls, jobs, and revenue by source. If the workflow is specific to how you run, we build it rather than talk you out of it.
How it works
Live in two weeks, without pulling a tech off a truck.
Step 01 · Week 1
Audit
We map how work actually moves through your company — calls, dispatch, estimates, invoicing, renewals — and price out what each manual step is costing in hours and lost jobs. You get the map whether or not you hire us.
Step 02 · Week 2
Install
We build to your actual scripts, pricing, service area, and approval rules, then integrate with your CRM, phone system, and accounting. Highest-cost workflow goes live first; you approve everything before it touches a customer.
Step 03 · Ongoing
Optimize
We tune the agents as your season, staffing, and pricing change, and build the next automation off the same map. Monthly report, one point of contact, no ticket queue.
Industries
Built for HVAC first. It works anywhere a truck gets dispatched.
Residential HVAC
Peak-season call volume, no-heat emergencies, replacement quotes.
Commercial HVAC
Property managers, PM contracts, multi-site work orders.
Plumbing
After-hours emergencies and same-day dispatch triage.
Electrical
Service calls, panel upgrades, long quote cycles.
Refrigeration
Restaurant and grocery accounts that cannot wait for a callback.
Roofing & Exteriors
Storm-driven demand spikes and estimate follow-up.
Integrations
It plugs into the software you already run the shop on.
Your number stays your number. Your CRM stays your CRM. If you use something not listed here, we will connect it.
ServiceTitan
Housecall Pro
Jobber
FieldEdge
ServiceFusion
Google Business
About
Not a software vendor. Your agentic build partner.
Bates AI Solutions is a one-stop shop for AI builds in the trades. Most contractors end up with five subscriptions that each solve a slice of the problem and none of them talk to each other. We take the whole operation instead: scope it, build the agents and automations, integrate the systems, and own the result.
No seat licenses, no platform to learn, no new dashboard for your CSRs. One point of contact, and a system that runs whether or not anyone is at the desk.
Get a Free AI Audit
Johnnie Bates
Founder
Automate. Optimize. Grow. In that order — the automation has to work before the growth is real.
Every build ships with documentation, transcripts, and a kill switch you control.
johnnie@batesaisolutions.comFAQ
Questions contractors ask us first
Will my customers know they are talking to AI?
We script it your way. Most shops have the agent introduce itself as the scheduling assistant and hand off to a person on request. Emergencies always route to a human on call.
Do we have to start with everything at once?
No. Most companies start with one workflow — usually intake or estimate follow-up — and add build areas from the same map once the first one is paying for itself. Nobody on your team gets replaced; the agents take the repetitive volume so your people handle the work that needs judgment.
What does it cost?
A one-time build fee per workflow and a flat monthly fee to run and maintain it. We quote after the audit so the number is based on your actual volume and scope, not a tier chart.
How long until it is running?
Two weeks for a first workflow. Deeper builds — multi-location dispatch, custom integrations, internal tools — take longer, and we scope the timeline before you commit.
What if an agent gets something wrong?
Every agent runs inside the rules you set, logs what it did, and escalates to a human when it is outside them. Anything that touches money or a customer commitment can require approval. You can review, override, or shut off any agent at any time.
Free AI audit
Find out what the manual work is costing you.
Send us your details and we will map the workflows across intake, dispatch, sales, and back office, then show you what each one costs in hours and lost jobs. No charge, no obligation.