For HVAC owner-operators · 1–20 techs

$45–120k is leaking through a phone nobody answers.

Omni's AI picks up every call, books the job into your live calendar, dispatches a tech, sends the invoice, and chases payment. Live in 7 days. Month-to-month. No early-termination fees.

What the AI actually does, in plain English
01Answers every call in under 30 seconds
02Books the job into your live calendar
03Texts confirmation + 22-min ETA
04Chases the invoice until it's paid
Real shop · live data
Live · Reynolds HVAC
5:25 PM PT
Calls today 100% answered
47 / 47
0 to voicemail
Inbound · 2:23 PM
AI answered
Dhanshree Navale
Water heater install
$2,449 est.
Crew load · right now
JBJames Brown·Lead HVAC
Very busy · 3 jobs
OSOlivia Smith·Apprentice
Light load · 1 job
MWMarcus Walker·HVAC Tech
Idle · ready
CNCarlos Nguyen·Senior HVAC
Very busy · 3 jobs
Revenue recovered · this week
$12,642
from calls that would have gone to voicemail
+18.4%
+ 3 jobs booked while you read this
27%

of HVAC calls go unanswered — Omni answers 100%

$1,850

average emergency job. 31% come after-hours.

68%

close rate on same-day estimates vs. 9% at 72hrs

7 days

to go live — vs. 6–12 months on ServiceTitan

Quick math

What every unanswered
ring is actually costing you.

Most owners we talk to underestimate it by 60%. Drag the four sliders to match your shop; the number on the right is what walks to your competitor every year.

Your shop, in 4 sliders

Match the four sliders to your real
numbers — see the leak update live.

Estimated leak · per year
$479,004

$39,917/month walking to your competitor.

Omni answers 100% of those calls.
Live in 2 weeks.
The system

How Omni connects your business.

You run the trades, we run the information. See exactly what goes in and what comes out in real time.

Customer Calls

Late night emergencies & routine bookings

Tech Field Notes

Voice memos & photos from the job

QuickBooks Data

Invoices, parts, and aging receivables

O

Omni Platform

The central brain connecting your field to your office.

Ironclad Data Privacy

System Update

Just now

Processing Data

Full Schedules

Optimized routing directly on the dispatch board

Paid Invoices

Formatted quotes and automated payment links

Happy Customers

Live ETAs and immediate emergency handling

Lead management

Don't let a $5,000 install
slip through the cracks.

Track every inbound lead, every open estimate, and every job that's already dispatched. The AI moves cards forward as they qualify — you can override anytime.

🌐

System Activity

New inbound lead recorded.

— Funnel

15 leads · $34,145.00 pipeline

Pipeline
List
New
2
Contacted
2
Estimated
2
Dispatched
1
How Omni runs your back office

One simple screen. A team
of AI agents underneath.

We hide the complexity behind a simple dashboard and let the AI do the heavy lifting. Each feature below has a live animation of how it works — then the real product screen underneath.

AI Dispatch + Drag-drop calendar

A job lands in the queue.
The right tech gets it in 0.4
seconds.

Omni reads availability, GPS, skills, and workload — then assigns the best tech. You see the board. The AI moves the pieces. You can override anything with a drag.

  • Live tech load badges: Very busy · Light · Idle — surfaced before the day starts
  • Drag-and-drop overrides — you always get final say
  • Auto-reminder texts cut no-shows by 60–80%
  • Empty slot? Omni offers it to the next lead in the pipeline
REPLACESWhiteboard · shared Google Calendar · texting techs to ask where they are

AI dispatch · weighted by GPS, skills, load

Listening for jobs…

New Job · 1247 Pine St
JB
Very busy
OS
Light load
MW
Idle · ready
CN
Very busy
AI Decision · 0.4s
Marcus Walker
Closest idle tech · 4.2 mi
JB James B.
Score 31
OS Olivia S.
Score 58
MW Marcus W.
Score 94
CN Carlos N.
Score 28
Drive time saved
0 min
Fuel saved
$0
ETA

From walkthrough to bank deposit

Step 1 of 6 · 0 days elapsed
On-site · 2:43 PM
Estimate sent
Good · Better · Best from your pricebook
2:45 PM
Customer viewed
Read receipt — 2 min after send
2:51 PM
BETTER plan signed
$2,449 · digital signature
5:12 PM
Invoice INV-00091
Auto-sent with Net 15 terms
Day 3 · Auto-chase
Friendly nudge
SMS + email · Day 1 / 3 / 7 sequence
Day 4 · 9:02 AM
PAID · $2,449
ACH cleared · QuickBooks updated
Same-day estimate close rate 68% vs. 9% at 72hrs
Estimates · invoices · A/R recovery

From walkthrough to bank
deposit — 4 days, zero
phone calls.

Your tech builds a Good-Better-Best proposal from your pricebook on-site. Omni sends it before the driveway is empty. Then chases the invoice on Day 1 / 3 / 7 until it's paid.

  • Same-day estimates close at 68%. Two days later: 9%. Omni sends in minutes.
  • Auto-chase via SMS + email on Day 1, Day 3, and Day 7
  • QuickBooks Online sync — no double entry, no end-of-month surprises
  • Live billed / collected / outstanding totals on one screen
REPLACESWord docs · QuickBooks-only · weekend bookkeeping marathons
Agent in action

Your Virtual Office Manager.

It doesn't just wait for you to look at a dashboard. It actively monitors your schedule and cash flow, sending you brief updates and executing your commands like a real employee.

Live Dashboard

A/R Aging

> 30 Days Overdue

$2,340.77

Action required

MW

Marcus Walker

Lead Tech

10:00A

Repair — Johnson

2:00PM

IDLE GAP (Cancelled)

Omni Assistant

● Online

Hey Mike, just a quick update—Sarah's 2PM tune-up just cancelled.

I scanned past customers near Marcus's location and offered the spot to John Doe. He accepted. Marcus's schedule is full again.

Awesome. What about the overdue invoices?

Already on it. We had 3 invoices cross the 30-day mark ($2,340 total). I've texted them secure payment links.

Field App

Seamless field-to-
office sync.

9:415G
En route
12 min away

AC Repair

1234 Maple St. · The Johnsons

In progress 00:45:12

Add Field Notes

Tap to speak

Parts added

Rinnai RU199iNQty: 1
Office Dashboard Waiting…

AC Repair — The Johnsons

SCHEDULED
Seamless office sync

Field data turns into paid invoices automatically.

The tech clicks a button and speaks. Omni translates their Spanish notes to English, logs the parts, closes the job, and automatically generates and texts the invoice to the customer.

  • No language barrier: Translates voice notes automatically.
  • Automatic parts logging: Items mentioned are added to the ticket.
  • Zero-touch invoicing: The office dashboard updates and bills the client instantly.
Omni vs. the trades-software status quo

ServiceTitan's power. Without the $57k year-one bill or the 12-month lock-in.

Capability Omni · HVAC Enterprise
ServiceTitan
Mid-market
Housecall Pro
Starter
Jobber
AI answers inbound calls Included · 24/7 Not included Not included Not included
AI dispatch + scheduling Built-in Add-on Basic Basic
Same-day estimates Auto-sent in minutes Manual Manual Manual
A/R chase sequences Day 1 · 3 · 7 automated Manual Manual Manual
QuickBooks sync Included Included Included Included
Year-1 total (10 techs) ~$10,800 $57,000+ $2,500–$6,000 $1,800–$3,600
Early-termination fee None — month-to-month 12-month lock-in + ETF Month-to-month Month-to-month
Implementation fee $0 $5k–$15k $0 $0
Time to go-live 7 days 3–6 months 2–4 weeks 1–2 weeks
From the field

Owners talk. We listen. Then we count the money they didn't used to make.

+$500,000 in 12 months
"Same 60 hours a week. But the phone gets answered and the estimates go out on time. We added half a million in revenue without adding a person."
Mike · HVAC contractor
Owner-operator · 8 techs
−6 months shorter onboarding
"We'd already paid ServiceTitan for a year and never finished onboarding. Omni had us live, taking calls, and sending invoices on the seventh day."
Anonymous · BBB filing
Migrated from ServiceTitan
What other owners ask

Skeptical? Good. Here are the answers we get asked the most.

Your customers want their call answered within 30 seconds. They don't care if it's a human or an AI — they care that someone books their appointment and texts the confirmation. Right now your human answer rate is 65%, not 100%. Omni's is 100%.

Keep it for the pieces you like. Omni layers on top: it answers your phones, dispatches your techs, and chases your invoices. Most owners drop their other tools within 90 days because they realize they were paying for software they barely used.

Omni is trained on your live calendar and pricebook. Anything outside its confidence threshold escalates to you immediately. It handles the 80% of calls that are routine booking and triage; you handle the 20% that need judgment.

Summer is when you lose the most money. Every after-hours call you miss in July is a $1,200–$3,000 emergency job walking to your competitor. Live in 7 days means you'd be answering calls before the next heatwave hits.

Be live before
the heatwave.

A 20-minute call. Bring your pricebook and your call log. We'll show you exactly how many calls you missed last week and how much that cost you.

7 days
From kickoff to live
$0
Setup, migration, training
Month-to-month
No lock-in, no surprise fees