262 - Stop Losing Money on HVAC Jobs: Automate Your Workflows with AI

12 snips

Jul 3, 2025

Discover how AI can streamline HVAC workflows and tackle billing issues, ensuring contractors get paid accurately. Learn to visualize processes with mermaid flowcharts for better understanding. Explore inventory control improvements and effective communication tools like OpenPhone to enhance job setups. Hear practical applications of AI, from documenting diagnostics to creating training manuals, all aimed at boosting operational efficiency. Plus, tips for effective delegation to reduce administrative burdens in your business!

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INSIGHT

AI Visualizes Workflows Clearly

Visual process mapping with AI creates clarity and sharable documentation.
Visuals outperform checklists or SOPs for understanding workflows quickly.

ANECDOTE

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.

ADVICE

Use AI Prompts to Map Processes

Build AI prompts that precisely describe your business problem and context.
Use AI to generate flowcharts that detail business processes step-by-step.

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