Frequently Asked Questions

Rough Work Automations helps HVAC and plumbing companies find where calls, leads, estimates, and bookings fall through the cracks — then build practical systems to recover more jobs. We start with a diagnosis before recommending any tools or automation.

The Booked Jobs Assessment is a $997 flat-fee service that reviews the full journey from inquiry to booked job for your HVAC or plumbing business. It identifies the top 3 revenue leaks, estimates the likely business impact where data is available, and delivers a prioritized 30-day action plan. It does not include a full workflow build or ongoing management.

A short questionnaire about how your business handles calls, after-hours inquiries, estimates, scheduling, and follow-up. It gives a quick indication of where jobs may be slipping through the cracks. No sales call required — it is not a full diagnosis, which happens during the Booked Jobs Assessment.

The Booked Jobs Assessment is $997 flat. Service Workflow Builds run $3,500–$6,000 for setup. Ongoing optimization starts at $497 per month. The free Lead Loss Check costs nothing.

Without automation, the customer typically hangs up and calls a competitor. With the right workflow in place, an AI voice agent answers after-hours calls, captures caller name, phone, ZIP, service type, and urgency, and delivers a clean lead list the next business morning.

Yes. The AI agent can identify emergency scenarios like burst pipes or sewer backups, capture critical details, and trigger immediate notifications to on-call staff. Non-emergency calls are queued for next-business-day follow-up.

An AI voice agent handles real phone calls — it answers, asks questions, captures information, and routes leads via voice conversation. A chatbot is text-based and typically lives on a website or messaging platform. Rough Work Automations primarily uses AI voice agents for phone-based lead capture and call handling.

A typical Service Workflow Build goes live within 7 days. Day 1 is intake, Days 2–4 are build and automation, Day 5 is QA testing, and Days 6–7 are walkthrough and go-live.

The core tech stack includes Retell AI for voice agents, Twilio for phone numbers and SMS, n8n for workflow automation, Airtable for lead tracking and reporting, and Cal.com for scheduling. All tools are selected based on client fit, not vendor relationships.

The Booked Jobs Assessment is a one-time engagement. Service Workflow Builds include a project contract with defined scope. Monthly retainers include cancellation terms specified in the agreement.

If the implemented system does not measurably improve lead capture, response speed, or booking workflow performance within 60 days of go-live, we will keep working until it does. This guarantee applies to Service Workflow Builds.

No. We add an AI layer alongside your existing phone system. Twilio handles the AI line, and we route calls based on your preferences — after-hours, overflow, or specific scenarios.

Yes. Rough Work Automations is built for both HVAC and plumbing businesses. The revenue leaks — missed calls, after-hours gaps, slow estimate follow-up, and dispatcher overload — are the same across both trades.

Nothing. The assessment is a standalone service. You receive a clear action plan and can implement it yourself, hand it to your team, or do nothing. The closing question is always: Would you like me to build this for you, or would you prefer a clear handoff?

No. Rough Work Automations does not assume AI is the right fix for every problem. Sometimes the answer is a simpler process change, better use of existing software, or a staffing adjustment. The assessment identifies what will actually make the biggest impact.