This is a sample dashboard built to show how AI can help a plumbing and HVAC operation manage jobs, track inventory, chase invoices, and never walk into a job unprepared. Your real customers, your real schedule — organized and ready.
| Time | Customer | Address | Job Type | Tech | AI Prep Note |
|---|---|---|---|---|---|
7:30 AM |
Henderson Residence
|
412 Seneca Trail Lewisburg |
Water Heater Replacement |
Travis
|
AI: 40-gal gas unit, customer confirmed it's in crawlspace. Bring knee pads and 3/4" flex line. |
9:00 AM |
Greenbrier County Schools
(Admin Bldg)
|
Admin Building Lewisburg |
Annual Backflow Testing |
Danny
|
AI: 4 backflow preventers on record from last visit. Certificate due by April 1. |
10:30 AM |
Beckley Medical Group
|
Suite 3B Beckley |
Clogged Floor Drain Suite 3B |
Travis
|
AI: Commercial kitchen drain. Recommend bringing the drum auger, not the hand snake. |
1:00 PM |
Caldwell Residence
|
Caldwell, WV |
HVAC Tune-Up + Filter Change |
Danny
|
AI: Trane XR15, installed 2019. Customer mentioned a clicking noise on startup — inspect capacitor. |
2:30 PM |
Princeton Urgent Care
|
Princeton, WV |
Emergency: No Hot Water |
Travis
|
AI: Commercial water heater, possibly thermocouple. Called in this morning — prioritize if running early. |
4:00 PM |
Ronceverte Self-Storage
|
Ronceverte, WV |
Frozen Pipe Repair (2 units) |
Danny
|
AI: Pipes were wrapped but still froze in the last cold snap. May need to recommend heat tape on follow-up. |
This isn't off-the-shelf software — it's a custom-built dashboard designed around how your plumbing or HVAC business actually operates. Flat-rate build, no monthly fee, you own it.