Local Service Businesses

Local Services – Multi-Location HVAC & Plumbing (Metro): Dispatch & Parts Intelligence AI

Timeline: Build: 7 weeks. Deploy: branch rollout. Optimization: 8 weeks parts model.

Business overview

Industry: residential/commercial HVAC. Size: 90 trucks. Complexity: seasonal surge.

Common pain points

Manual dispatch, parts guesswork, billing delay.

Full AI automation system (PrimeAxiom solution)

Triage Agent, Route Agent, Parts Agent, Billing Agent.

Automation workflow (detailed system flow)

1. Call/text intake.
2. AI classifies urgency.
3. Tech match + ETA.
4. Parts check on van.
5. Job completion mobile.
6. Invoice draft.
7. CSAT feeds routing.

AI agents & logic

Intake Agent, Dispatch Agent, Inventory Agent.

Technical architecture

Telephony + GIS, FSM integration, LLM for call summaries.

Tools & integrations

ServiceTitan, Fleet GPS, PostgreSQL, OpenAI, Twilio

Results

First-time fix rate +18%; average drive time −22%; invoice lag −64%; revenue per tech +12%.

Timeline

Build: 7 weeks. Deploy: branch rollout. Optimization: 8 weeks parts model.