AI Workflow Automation for HVAC, Plumbing & Trades — No Meetings. One Workflow at a Time.
Most clients recover 8–15 hours a week in the first 30 days. No meetings. No long contracts. One workflow at a time.
Trigger
Missed call
Automation
Auto text-back
Outcome
Estimate booked
Response
< 60 sec
Live in
14 days
Time saved
8–15 hrs/wk
Live this week
+47
missed calls recovered
Auto text-back active
1.7M
businesses need AI now
Almost nobody serving them
$500K+
avg annual AI budget
For a 50-person company
14 days
to your first live workflow
Free discovery call to start
Live Demos
Watch a missed call turn into a booked job
Customer calls while you’re busy. Instead of losing the lead, the workflow handles it automatically.
Call missed
Auto text-back sent
Customer is typing...
Customer replies
Lead saved to CRM
Lead rescued
2:14
Thursday, March 13
Waiting...
< 60s
Median first-response time
5-14 days
First workflow live
Complimentary
Setup cost
Common fix
Missed calls sit for hours
Automated text-back fires in under 60 seconds
Common fix
Follow-ups fall through the cracks
Every lead gets a sequence — no one gets forgotten
See a missed call turn into a booked job — automatically.
Watch the full trigger-to-outcome flow: call missed, text-back sent, lead captured, job in the queue. Zero effort from your team.
Missed call
Auto text-back
Lead captured
Job booked
Already using templates?
Templates save you 20 minutes. Workflows save you 8 hours a week.
Invoice templates, estimate forms, and contract PDFs are a great first step — they make you look professional. But you still fill them out manually, chase follow-ups by hand, and lose jobs when you don't reply fast enough. AI workflows are what happens when the template runs itself: auto-sent quotes, automatic follow-up, invoices that chase themselves.
Where our clients find us
Service business owners aren't on Twitter — they're here.
The mid-market gap
Too big for SaaS. Too small for McKinsey.
That's exactly who we serve.
There are 1.7 million mid-market businesses in the US doing $1M–$50M in revenue. They're drowning in manual workflows, have real budget, and almost no one is building AI for them. The enterprise consultants won't return their calls under $500K. Generic SaaS doesn't fit their workflows. We do.
1.7M
businesses / need AI now
$500K/yr
avg AI token budget
14 days
to first live workflow
The window
Most of your competitors have no idea this exists yet.
Right now, the majority of local service businesses — HVAC, plumbing, dental, trades — have never heard of workflow automation. They're still manually following up on quotes, chasing invoices by phone, and losing calls to competitors who happened to answer. The businesses that automate first don't just save time. They close faster, collect sooner, and respond before anyone else does. That advantage compounds every month. It doesn't last forever.
< 5%
of local trades businesses use AI automation today
14 days
from discovery call to your first live workflow
8–15 hrs
recovered per week in the first 30 days
We automate the repetitive parts of operations
View service ladder →What we actually sell
We're not a vendor. We're a transformation partner.
Vendors compete on price. They get replaced the second a cheaper option shows up. We sell business outcomes — increased EBITDA, lower overhead, faster operations. The workflow is how we deliver it, not what we sell.
Vendor
Builds a thing and walks away
Competes on price
Replaced by cheaper option
Transformation partner
Sells EBITDA, not a build
Proven ROI before month 2
Embedded in your operations
Built meeting-free by design
Live calls are limited and used only when needed. Most builds run end-to-end without a single meeting.
Tell us what drains the most time
Quick intake form — no meeting required. We learn the workflow, tools, and pain points.
We map the process and confirm rules
We document triggers, logic, templates, and escalation paths before building anything.
We build it on your tools in 5-14 days
Connected to what you already use. No rip-and-replace, no new platforms to learn.
You review before anything goes live
Walkthrough recording, test run, and sign-off. Nothing launches without your approval.
Live workflow plus 30-day tuning
Your team gets a simple handoff, then we monitor and tune for the first 30 days.
What's falling through the cracks?
Adjust the sliders to see how much revenue you could recover with automation.
Your workflows run on your rules
We capture your context before building. Every workflow ships with guardrails that protect your brand and customer relationships.
Context we capture
Qualification rules — who gets a callback, who gets a form
Response templates — approved language your team already uses
Escalation paths — when to loop in a human, no exceptions
Tool-specific rules — CRM fields, status triggers, notification routing
Guardrails we enforce
No unsanctioned promises — pricing, timelines, and refund decisions stay with your team
Escalation on ambiguity — unclear inputs go to a human, never guessed
Approved templates only — no free-form responses unless explicitly allowed
Human review baked in — every workflow includes a manual fallback path
I built systems at Amazon.
Now I build them for your front desk.
Before Tier9AI, I was a Product Manager at Amazon. I saw how the right workflow saves thousands of hours — and realized most local businesses never get access to that kind of engineering.
Amazon
Former PM & Solutions Engineer
$1.4M+
Saved through process automation
25%
Faster workflow turnaround
Fortune 20
Enterprise programs led
Quick answers before you commit time or money
Questions we hear from lean teams.
A workflow is one repeatable process with a trigger and measurable outcome — like lead response, invoice follow-up, or onboarding sequences.
Start with one workflow
Accepting new buildsTell me the biggest bottleneck. I'll reply with the best first workflow.