The Cash Flow Contractor 262 - Stop Losing Money on HVAC Jobs: Automate Your Workflows with AI
AI Visualizes Workflows Clearly
- Visual process mapping with AI creates clarity and sharable documentation.
- Visuals outperform checklists or SOPs for understanding workflows quickly.
How AI and Flowcharts Can Revolutionize Your HVAC Billing Process
In this episode, Khalil and Martin dive deep into how AI can be used to streamline HVAC business workflows, focusing specifically on accurate billing for parts and materials. Khalil demonstrates creating a detailed workflow using AI to generate a Mermaid flowchart, visually mapping out the entire process from service call to billing.
They discuss the challenges of inventory and parts tracking, such as technicians forgetting to bill parts and the need to integrate pricing and purchasing directly within software like ServiceTitan. The AI helps clarify and refine these processes, including markup strategies, emergency purchases, and approvals, ensuring accurate billing.
The conversation shows how AI can quickly transform vague, manual workflows into clear, actionable visual diagrams, making it easier for teams to understand and follow, ultimately reducing lost revenue on HVAC jobs.
Parts Go Unbilled Causing Losses
- Missing or unbilled parts in jobs cause billing losses and margin issues.
- Manual tracking leads to confusion where bought parts aren't linked to jobs.