Hottest Day of the Year.And Your Phone Won't Stop.
The dispatch you're juggling between three trucks.
The service contract renewal you forgot to send.
The refrigerant log nobody's updated since Tuesday.
The install follow-up you meant to do last week.
No pitch deck. No demo. Just your numbers.
Four Roles. All of Them Are You.
Bids drafted from BTU calcs in your head. Equipment costs from memory. Same residential install quoted three different ways across the week.
Service tickets done in the field but not invoiced for two days. Maintenance contracts renewing at random because nobody's tracking expiration dates.
Dispatch decisions based on whoever's closest and free. Refrigerant inventory in a notebook. EPA filing reminders living in your head.
100° emergency calls at 11 PM. New install leads sitting overnight. Maintenance reminders you keep meaning to set up but never do.
Patton AI runs these four jobs in the background. You run the dispatch board.
Specific Asks We Hear From HVAC Contractors.
If any of these match your week, we should talk. None of these are generic; every one is something an owner-operator in your industry has actually asked for.
Heatwave forecast tomorrow → schedule rebuilds tonight prioritizing maintenance customers and reserving slots for emergency calls. Closest tech with right skill auto-assigned.
Annual contract expiring Sept 15 → customer-specific renewal email goes out Aug 15 with their last service notes and the upcoming year's price. They confirm, you don't chase.
Tech logs R-410A use on a service ticket → inventory updates, restocking flagged, EPA Section 608 documentation logged for annual filing. Audit-ready without effort.
New system installed → 24h check-in, 7d satisfaction survey, 30d performance review, 1y annual maintenance offer. All branded, all scheduled, none typed by you.
Every system installed gets logged with manufacturer-recommended maintenance intervals. Reminders fire automatically. Customer can book their next service in one tap.
Site visit notes + Manual J load calc → drafted bid with equipment options at three price points (good/better/best), labor, taxes, financing options. Customer sees it within hours.
Midnight no-AC call → automated initial response with troubleshooting questions. Real emergencies escalate to your phone. Non-emergencies booked first morning slot.
New install registered with manufacturer automatically. Warranty terms tracked. When a claim is needed, paperwork drafted from your service notes in minutes, not hours.
How much time are you actually losing?
We assume Patton AI recovers ~60% of these hours. Conservative by design — actual client results land 65–80%.
Hours per week sorting, triaging, following up on email
Logging contacts, chasing estimates, updating deal status
Building bids, coordinating subs, rescheduling jobs
Blended hourly rate — billable or your opportunity rate
Based on 60% recovery rate · 48 working weeks/year · your inputs above. Conservative by design.
Your back office shouldn't run you.Let's fix that in 30 minutes.
No slides. No demo. You tell me your week, I'll tell you what's automatable.
Talk through your service stops →