A.I. Front Desk Kit: HVAC, Plumbing & Roofing
A deep call library, safety routing, money-talk rules and an A.I.-assistant setup for three home-service trades.
A deep front-desk kit for heating and cooling, plumbing and roofing companies: 34 call types with ready-to-edit scripts, a Trade Context Card, triage and arrival-window language, fee, financing, maintenance-plan and in-home-sale guidance (not legal advice), storm and heat-wave surge scripts, an A.I.-answering-assistant knowledge base with 20 trade test calls, and a training scorecard.
What you get
- Trade Context Card plus one table of exact spoken and text safety lines (gas, CO, smoke, water near electrical, sagging ceilings, downed lines) plus trade-specific danger-screen questions, used everywhere in the kit
- 34 call types across HVAC (12), plumbing (12) and roofing (10), each with what to capture, a ready-to-edit script and what never to say
- Shared call system: 20-second triage, arrival-window wording, capture sheet, the four-part price answer, confirmation texts, a texting and email checklist (service vs. marketing, consent, STOP, quiet hours, commercial-email footer) and callback log
- Money talk (not legal advice): diagnostic fees, financing wording that avoids Regulation Z trigger terms, auto-renewing maintenance plans, the FTC Cooling-Off Rule for in-home sales, rebate questions
- Roofing insurance boundaries: no approval promises, no deductible offers, no claim negotiation, with state examples to check against your own
- A.I.-assistant setup: provider capability check, 16-section knowledge base (including A.I. identity disclosure), escalation rules, 20 trade-specific test calls and a recording-consent order
- Role-play trainer, a 12-item QA scorecard, a weekly review and a 14-day launch plan; a copy-ready TXT file with all 12 prompts plus 2 fill-in templates (Trade Context Card and knowledge base)
Formats: Copy-ready prompts (plain text), Editable Markdown source, Editable Word document, PDF guide
Questions
I already bought the $29 Front Desk Pack. Is this the same thing?
No. The pack covers 12 trades with a short module each. This kit covers three trades in depth: 34 call types, the money-talk chapter, storm and surge scripts, the A.I.-assistant configuration and the training system. The safety wording is the same on purpose.
Which A.I. tool do I need?
Any modern chat assistant (ChatGPT, Claude, Gemini, Microsoft Copilot) for the prompts. The knowledge base and test calls are provider-neutral templates: use them only with an A.I. phone or chat service that passes the kit's provider capability check (safety interruption, recording control, failed-transfer handling, opt-outs, A.I. disclosure).
Is this phone software or an answering service?
No. It's the words, rules and checklists. Use them with your own staff, phone system or any A.I. answering service.
Will this get me more calls or jobs?
We don't promise that, and nobody honestly can. It helps whoever answers your phone handle calls safely and consistently. Results depend on your business and market.
Is the financing, plan and insurance guidance legal advice?
No. It explains the rules we checked on 2026-10-18 and gives safe default wording. Have your attorney, lender and insurer-facing advisers approve the final wording for your state.
What format is it?
A PDF guide, an editable Word file, the Markdown source and a plain-text file with every prompt ready to copy.
What's your refund policy?
30-day money-back guarantee. If this isn't useful to your business, reply to your receipt email within 30 days of purchase and we'll refund you in full. No questions, no forms.
Do you collect testimonials or show reviews?
This is a new product. We show no testimonials until real customers give us permission, and we never pay for reviews.
$49
One-time payment · instant download · secure checkout by Stripe
30-day money-back guarantee. If this isn't useful to your business, reply to your receipt email within 30 days of purchase and we'll refund you in full. No questions, no forms.
Use and adapt inside your own business; no resale or redistribution.