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Level 04

Stratos for HVAC companies

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.

What's inside Stratos

01

Custom tools & software

Purpose-built applications for estimating, production, field operations, or whatever your bottleneck is. Built to fit your process, instead of forcing your process to fit a tool.

  • Designed around how your company actually runs
  • You own it. No per-seat pricing, no vendor lock-in
  • Built to replace the spreadsheets holding it together
02

AI agents on your own data

AI trained on your jobs, pricing, and history: drafting estimates, flagging margin risk, and answering the questions your reports can't.

  • Estimates drafted from your actual job history
  • Margin risk flagged before the job starts
  • Answers from your data, not a generic model
03

Enterprise dashboards & reporting

Every branch, crew, and job on one screen: real-time job costing and margin by crew, branch, and job type.

  • Real-time job costing across the operation
  • Margin by crew, branch, and job type
  • Numbers you can run the company on
04

Systems architecture & integration

One data layer across CRM, accounting, estimating, and field apps, including migrations that don't lose your history.

  • Every system connected to one source of truth
  • Migrations without losing years of data
  • An architecture that scales with new branches
05

A dedicated build team

A standing Sherpa team working a roadmap in priority order, shipping the next system in weeks, not a one-off project that ends.

  • A roadmap built around your biggest bottlenecks
  • New systems shipped in weeks, not quarters
  • One team that knows your whole operation

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

The full climb Every camp, mapped to HVAC companies When the AC dies in a heat wave, the homeowner books whoever answers. Sherpa builds and runs the systems that put you on the other end of that call.

Is Stratos where your climb starts?

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

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