INDUSTRY REPORT
Jobs stall between the truck and the invoice
Dispatch runs on phone calls, invoices pile up unpaid, and callbacks eat 20% of your capacity.
THE PAIN POINTS
Where HVAC, Plumbing & Trade Contractors leak time and money
01Scheduling conflicts cause double-booking and no-shows
02Technicians arrive on site without the right parts
03Invoices sent days after job completion — cash flow suffers
04Payment collection requires manual follow-up calls
05Callback and warranty work not tracked — costs are invisible
06Customer appointment reminders and ETA texts done by hand
TYPICAL PRESCRIPTION
The tool stack we prescribe
ServiceTitan / Jobber
Dispatch, invoicing & CRM in one
Stripe / Square
On-site card collection + auto-invoicing
PartsTech
Real-time parts ordering from the field
Zapier
Job complete → invoice → review request sequence
CASE STUDIES
What other HVAC, Plumbing & Trade Contractors achieved
14 hrs/week on dispatch saved
ServiceTitan scheduling + automated appointment reminders cut dispatcher workload by 60% and customer no-shows by half.
A 6-technician HVAC company in Dallas
Days-to-pay: 18 → 3
Auto-invoicing on job close + a Stripe payment link texted to the customer cut average collection time from 18 days to 3.
A residential plumbing company in Phoenix
Get your hvac, plumbing & trade contractors prescription
20 minutes on the phone. 48 hours to a custom written plan.