You run a combo home-service shop — HVAC and plumbing under one roof. Your competitive edge is that one truck handles two trades, your members buy more, and your dispatch is more efficient. The snapshot is configured to lean into that edge rather than treat plumbing as an afterthought.
One-time $997 (was $1,697).
What’s pre-built for Plumbing + HVAC Combo Shops
- Dual-trade dispatch: techs tagged by trade, calls routed to the right calendar — see /features/dispatch-scheduling
- Cross-trade follow-up: every HVAC job triggers a plumbing nudge, every plumbing job triggers an HVAC nudge
- Bundle deal quoting for water heater + furnace, water heater + AC, full mechanical refresh
- Three-tier membership plan (HVAC, plumbing, combined) with auto-renewal and combined-tier discount
- Plumbing emergency branch on the AI receptionist (no hot water, active leak, sewer backup) — see /features/ai-receptionist
- Equipment-age tracking across both trades: when the furnace is 14 and the water heater is 12, the snapshot fires a combined-replacement conversation
- Tankless conversion sequence for traditional tank customers approaching end-of-life
A typical month with this snapshot
A homeowner calls about a leaking water heater. The receptionist captures the call, identifies it as a plumbing emergency, books a same-day plumbing tech, and sends ETA SMS. Tech arrives, finds a 12-year-old 50-gallon tank, quotes a replacement. Two days into the follow-up sequence, the system notices the home’s furnace is also 14 years old (from a service history record three years ago). A bundle prompt fires: replace both, save $800, single permit, two trucks in one day. The homeowner books a combined visit the following week. Combined ticket is $9,600. They auto-enroll in the combined maintenance tier at $29/month. Six months later when their AC needs a tune-up, the membership covers it, and the tech notices a sluggish kitchen drain on his way out — books a $189 hydro-jetting visit before leaving. None of it was prompted manually.
What’s NOT included
This snapshot doesn’t supply: your master plumber license, your gas-fitter license, your EPA 608 cert, your backflow tester cert, your municipal plumbing permits, or your plumbing supply house accounts. We also don’t manage your dual-trade insurance riders or your worker classification with the state. Bundle pricing is a template — you set the actual discount math based on your margins. The snapshot is the conversation engine; the trades and the licensure are yours.
Buy the snapshot → or book a 20-minute combo-shop demo →.
Yes. The snapshot's dispatch board tags each tech with their trades (HVAC-only, plumbing-only, dual-trade). When a call comes in the receptionist routes it to the right calendar based on the issue. Combined-trade jobs like a tankless water heater retrofit get routed to a dual-trade tech automatically, and the schedule reflects the longer time slot.
Every completed job triggers a 14-day cross-trade follow-up. A water heater replacement gets a furnace tune-up offer; a furnace tune-up gets a water heater age-check offer. The messaging is contextual — it references the home's age, equipment last-serviced dates, and household profile rather than blasting generic 'don't forget us' email.
Yes. The bundle quoting workflow presents combined-package pricing with separate line items so customers see the discount on the combined work. The follow-up sequence references the combined urgency: both pieces of equipment are aging out, replacing together saves a service call and a permit fee. Conversion rates on bundle quotes typically beat single-trade quotes by 20-30%.
Yes. The membership plan engine ships with three default tiers: HVAC-only, plumbing-only, and combined. Combined members get annual furnace inspection, AC tune-up, water heater flush, and a plumbing safety check. Auto-renewal fires 30 days before anniversary, and combined-tier customers churn at half the rate of single-trade members.
Yes. The emergency triage script branches by issue type: HVAC no-cool/no-heat goes to the HVAC on-call rotation, plumbing emergencies (no hot water, active leak, sewer backup) go to the plumbing on-call rotation. Both branches include the same urgency scoring, ETA SMS, and review-request follow-up structure.