Level 03

Peak for HVAC companies

Shoulder season is when the operation should tighten, not drift. Peak puts AI on the costliest functions one at a time: same-day replacement quotes, dispatch against real tech availability, and invoices out the day the condenser is running.

What's inside Peak

Field paperwork

The handshake change order nobody wrote down is where contractors lose real money. Sherpa gets it documented, signed, and synced.

Change orders signed on site in minutes, not days
T&M tickets captured in the field
Everything synced to accounting automatically

Quoting & proposals

Quotes go out the same day, priced consistently, with follow-up built in, so jobs stop going to whoever quoted first.

Same-day quotes, every time
Consistent pricing across the whole team
Automatic follow-up on every open proposal

Scheduling & dispatch

Jobs land on the calendar against real crew availability, and dispatch happens without an afternoon of phone tag.

Booking tied to your team's real availability
Crews dispatched with everything they need
Fewer gaps, callbacks, and double-booked days

Invoicing & payments

The invoice fires the moment the job closes, so cash stops waiting on paperwork.

Invoices sent the day the job is done
Payment reminders that run themselves
Faster cash without chasing checks

Integrations & reporting

Your CRM, accounting, and job software finally in sync: zero manual data entry, and job costing you can actually trust.

One source of truth across every tool
Zero double entry between systems
Job costing and reporting that reflect reality

Same climb, every trade: see the full Peak breakdown →

Next for HVAC companies · Level 04 Stratos A multi-branch HVAC operation runs on data it rarely uses: install dates, tonnage, refrigerant, service history. Stratos builds dashboards and AI trained on that history, owned by you, that surface replacements before they fail and margin by tech and branch.

Is Peak where your climb starts?

The free 360° audit shows where your business leaks most, so you start at the camp that pays off first.

Get my free 360° audit