The GM
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The GM for HVAC

An AI back office for your HVAC business.

In the seasonal rush there's no time for paperwork, and in the shoulder season there's no cash for a bookkeeper. The GM chases the invoices you didn't get to in July, follows up the system-replacement quotes that went quiet, and keeps maintenance agreements renewing year-round.

Put your GM to work in 10 minutes

Free to try — no credit card required.

What owners hand off

“Chase the customers who owe me.”
Pulls overdue invoices from QuickBooks and drafts the follow-ups.
“Follow up the quotes that went quiet.”
Spots no-reply quotes in Jobber and writes the nudge that wins the job.
“Invoice this week's jobs.”
Turns completed Jobber jobs into ready-to-send invoices.
“Where am I losing money?”
Reads your P&L and points at the leaks, in plain English.
“Plan my week before Monday.”
Today's schedule, who's overdue, and what needs a call.
“Get more reviews.”
Asks happy customers for a Google review, automatically.
Custom agent
Build a Maintenance-Agreement Manager
Tracks agreements, seasonal tune-ups, and renewals — smooths the shoulder seasons.
“The Jobber integration has been a game-changer. I am on the road, can pull my phone out and just text with my AI agent. She tells me exactly what my schedule is and even told me about overdue invoices on a job I was headed out to later that day. Collected on those during the job!”
AAustin P.Window Cleaning
QuickBooksJobberSquareGoogle Sheets

Read-only connections, revocable anytime. Your GM works from your real numbers — never guesses.

Questions owners ask

What does The GM actually do for an HVAC company?

The back office you don't have time for in season: pulls overdue invoices from QuickBooks and drafts follow-ups, flags the big replacement quotes sitting quiet in Jobber, turns completed jobs into invoices, and shows where the margin went when the dust settles.

Can it help sell maintenance agreements?

It can keep them from slipping — build a Maintenance-Agreement Manager that tracks who's due for a tune-up and drafts the outreach, so agreement revenue keeps arriving in the months the phone doesn't ring.

Which tools does it connect to?

Jobber for your schedule, jobs, quotes, and invoices; QuickBooks for your P&L, cash flow, and who owes you; and Google Sheets for live trackers and forecasts. Connections are read-only and revocable anytime. The GM can read your numbers to do its work, but it can't touch your money, change your books, or send anything without you.

How much does it cost?

There's a free trial — no credit card required — so you can put the GM to work before paying anything. Paid plans start at $49/month, and every plan includes the full AI team.

The GM also works for

All Trade ServicesPest ControlWindow CleaningPlumbingElectricalLandscaping & Lawn CareCleaning ServicesRoofing

ChatGPT doesn't know your business.
The GM does.

A 10-minute structured interview captures who you are, who your customers are, the tools you use, and the tasks you hate — then your GM gets to work.

Start the 10-minute setup

Free to try — no credit card required.