SN3 builds AI Employees for HVAC owner-operators who still run the office themselves. Yours works inside Housecall Pro: every morning it reports on your invoices and on the jobs that aren’t closed out, and it finds, creates, and updates customers and jobs when you text it from the truck. Invoices, estimates, and payments wait for your OK.
We launched it for a residential HVAC owner-operator with two technicians and about $1M in revenue. It went live 16 days after his onboarding call.
15 minutes · No purchase required
You: Morning report
Riley: Invoices
• Martinez condenser swap: done Tuesday, not invoiced.
• Brooks: invoice sent, unpaid 14 days.
Not closed out
• Hale tune-up: open since Friday, no tech notes.
Inbox
• Supply house: your coil ships Thursday.
• Ortiz asked to move Friday’s visit.
You: Move Ortiz to Monday at 8. Note: needs the coil.
Riley: Done in Housecall Pro: Ortiz is Monday at 8:00 AM, note added. Your reply to Ortiz is drafted for your OK.
Buttons: Review & approve, Open in Gmail
What our HVAC client told us on his first call, before anything was built.
Calls come in while you’re on a roof or in an attic, so they get missed, called back, and rescheduled.
Closing out a job waits for a free hour at a desk, and the free hour doesn’t come.
They stay marked open in the system, with no follow-up and no cleanup.
Estimates go out by email with no sign of whether the customer ever opened them.
Parts, labor, and warranty adjusted after each visit, one customer at a time.
No one else to close out jobs, chase estimates, or answer the inbox while you’re working.
Both are live for our HVAC client, built around his Housecall Pro account, his inbox, and his to-do list.
Job 01 · Every morning
A standing report from Housecall Pro and your inbox, waiting before the first call.
Job 02 · From the truck
Text or dictate in Telegram, and it does the lookup and the data entry.
Out of the box it drafts and reports. Anything going to a customer waits for your OK.
What our HVAC client told us on his launch and check-in calls. It’s one client so far, and we’d rather show you that than round it up.
Invoices, and Housecall Pro jobs that aren’t complete, in one report waiting each morning.
The part he singles out: finding, creating, and updating customers and jobs in Housecall Pro.
At a local marketing meeting, he told the room about the AI bot he got from SN3 and called it awesome.
Onboarding call in late June. Live in Telegram by mid-July, with Housecall Pro, Gmail, and Notion connected.
When a Notion sign-in expired, SN3 reconnected it on a support call, and his whole to-do list came back verified before his afternoon meeting.
He says he’s only a few percent into what it can do. A separate AI Employee for each technician is next on his list.
“Yeah, he’s really good with the Housecall Pro stuff… the invoices, like the jobs that aren’t completed, I have it set up to where he gives me a report in the morning.”
Owner-operator, residential HVAC · /SN3 Group client
It works inside the accounts you name, with the access you approve.
Customers, jobs, and job history, connected with your account’s API key.
The messages and approvals that need you, pulled to the top.
Daily summaries, end-of-day reports, and your to-do list.
Type or dictate from the truck. Your office lives in one chat.
We map exactly what your AI Employee can access and act on before anything gets built.
It reports on them. Creating, changing, or sending one waits for your confirmation.
Replies to homeowners are drafted for your OK, never sent on their own.
It connects to the accounts you name: Housecall Pro, your inbox, your workspace. Nothing else.
At launch it’s tested on sample customers and jobs before it works on yours.
Sign-ins expire. When one does, SN3 reconnects it with you.
Emails are content to summarize. A message telling an AI to do something gets reported to you, never acted on.
Our HVAC client’s onboarding call was in late June. He was running it from Telegram in mid-July.
Fifteen minutes to pick the first job: the morning report, Housecall Pro by text, or both.
Name your AI Employee, set what it handles alone and what waits for you, and connect Housecall Pro.
We set it up on your accounts and test it on sample customers and jobs.
In a live session you connect your inbox and workspace, and it runs its first report on your real jobs.
Yes. It connects with an API key from your Housecall Pro account. It can search, create, and update customers and jobs and summarize job activity. Invoices, estimates, and payments are reported on, and any change to them waits for your confirmation.
Our HVAC launch runs on Housecall Pro. ServiceTitan and Workiz come up with other field-service owners we talk to, and what’s possible depends on each account, so we confirm it on your Launch Plan call before we promise anything.
Not on its own. Every morning it reports on your invoices and on jobs that aren’t closed out, so nothing slips. Creating, changing, or sending an invoice waits for your confirmation, on purpose.
A chat app answers when you ask it something. An AI Employee is connected to Housecall Pro, your inbox, and your to-do list, runs its morning report without being asked, and SN3 keeps it connected and working. That’s the difference you’re paying for.
From your phone. It lives in Telegram, so you can type or dictate between calls, and the morning report is waiting when you start the day.
That’s the next step our HVAC client is planning: a separate AI Employee for each technician, with the owner keeping full access. Everyone you add gets their own private chat.
Connections such as Notion or Gmail run on sign-ins that can expire. When one does, it tells you it isn’t connected, and SN3 walks you through reconnecting it. Fixes and tuning are part of ongoing support.
No. It runs on the ChatGPT plan you already have, so there’s no second AI subscription to buy. SN3 handles hosting, setup, and support, and scope and investment are covered on your Launch Plan call.
Fifteen minutes, no purchase required. We pick the first job, map where the work waits for your approval, and give you a straight answer on scope, timing, and investment.
Not sure where to start? Book anyway. Finding the first job is what the call is for.
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