AI automation for plumbing and HVAC: have Claude build workflows that catch every lead and feed Google Ads real jobs
3R Plumbing & Mechanical
What they did with AI
3R Plumbing & Mechanical, a veteran-owned residential plumbing and HVAC company in Norwell, Massachusetts, went from about $300,000 a year when Ross Hunt started it in his garage in 2022 to a projected $3.8 million this year with 15 employees. Hunt, a Master Plumber who says he's "not a computer person," describes the workflow he wants to Claude, which is connected to Zapier through Zapier MCP; Claude writes and publishes the automation and he reviews and tests it. ServiceTitan stays the system of record. Since late August 2026 he has put 36 of Zapier's AI-built Next-Gen Zaps live, running about 1,400 times a week. They email him when a booking from 3R's AI answering service, a lead marketplace or the website sits pending for 20 minutes, turn Facebook landing-page leads into ServiceTitan bookings with a text and a homeowner confirmation within seconds, flag jobs tagged to the wrong ad campaign, and send Google Ads the real booked jobs and completed-job revenue each morning so ads optimize toward work that pays. A 6:30 a.m. brief gives Hunt and his operations manager the day's board, callbacks and open capacity. Revenue figures are the owner's, as reported by Zapier.
Results above are as reported by the vendor or company in the source and haven't been independently audited by this site. Listing a tool is not an endorsement, and nobody paid for this entry.
Related use cases
AI outbound texting for HVAC and plumbing: follow up unsold estimates and fill the board with tune-ups
Genz-Ryan (Burnsville, MN)
Genz-Ryan, an HVAC, plumbing and electrical company in Burnsville, Minnesota, used to run outbound by having reps leave voicemails from spreadsheet lists, with several messaging vendors and every reply landing on a CSR. Autumn Brekke, who leads customer service, dispatch, inside sales and marketing, moved outbound to Avoca Outbound, which builds audiences from ServiceTitan data (with previews of dates and filters before anything sends) and stops a workflow automatically when a job is booked elsewhere or an unsold estimate sells. After a 70-customer test, a furnace tune-up offer went to roughly 400 to 450 customers in one day and the AI booked 70 jobs within a couple of hours; Avoca reports 115 AI-booked jobs that month. Genz-Ryan now runs 40 campaigns, including unsold-estimate follow-up (36% response and 24% booking rate over two weeks), cross-trade offers such as water heater flushes for HVAC customers, seasonal maintenance, and day-of ETA texts that the company says recovered close to a full dispatcher's day. It plans to use weather and schedule-capacity triggers to start and pause campaigns. Figures are vendor-published and not independently audited.
Move AI from overflow to front-line call answering, step by step
High Ground Service Pros
High Ground (about 150 employees across NJ, NH and ME) started with AI only on overflow and after-hours calls in place of voicemail. It then moved AI to the front line one day a week, then two, then all five, with warm transfers to CSRs for escalations. The company reports AI now handles 75% of inbound calls, the abandon rate fell from 10% to 2%, AI books 81% of bookable calls, $250K-$300K a year in CSR costs were avoided without layoffs, and outbound SMS campaigns bring in $100K-$250K a month.
Automate a plumbing shop's back office with AI agents, but keep humans on big quotes
Jon O'Neill (@HouseHackerJon)
A plumbing company owner who also builds software for the trades listed the AI workflows running in his shop: email triage, job booking by text and email (he still doesn't trust voice agents), truck and warehouse restocking, fleet maintenance reminders, reviewing sold-job notes for missed opportunities, drafting quotes from tech notes and photos, job routing, review requests and missed-call texting. In replies he says job booking saves the most time, and that quotes over $5K, price negotiation and truck restock orders over $1K still go to a human.