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Stacks AI Studio / HVAC Contractors
AI for HVAC Contractors
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside HVAC contractors like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that eat the office. This is the work an automation goes after first.
A tech's voice note has to become a proposal. The homeowner waits while somebody types it up tonight.
Spring estimates never got a second call. That replacement got bought from somebody else in July.
Maintenance agreements lapse without anybody noticing. The renewal call is always next week's job.
Warranty claims and permit paperwork stack up. The filing gets done late, or gets done twice.
The owner adds up the week on Sunday night. Revenue per truck gets rebuilt in a spreadsheet.
The other three hours go to driving, paperwork, and gaps nobody billed for.
Source: Field Promax via ACHR News, June 2026.
The First Step
Two Sessions. Two Hours Each.
For most HVAC contractors, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your company actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Company.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
of US small businesses use generative AI.
Source: U.S. Chamber of Commerce, August 2025.
Nothing I build sizes equipment, signs off on code, or clears a safety check, and no proposal, text, or permit goes out until somebody on your side approves it.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your field service software, your equipment and service history, and your books, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from your field service software, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see across the whole company instead of one screen at a time.
The Numbers
The Numbers Contractors Are Seeing.
That feeling of being behind is not in your head. Interest in automation is running ahead of use, and you will be hiring against every other company in town for the next ten years.
Residential contractors using AI today
Source: ServiceTitan, April 2026.
HVACR openings projected each year
Source: U.S. Bureau of Labor Statistics, August 2025.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your employee takes the final 20 percent over the finish line. Efficiency goes up for everyone, the company grows without the headcount it used to need, margins grow with it, and your team spends its time on customers and jobs instead of typing.
Will it work with the software we already run?
Usually, whether that is ServiceTitan, Housecall Pro, Jobber, or a setup built around QuickBooks. Some systems give me an API, some give me an export, and a few give me nothing but a screen to copy from. I tell you which one you have before I scope anything.
Does any of this touch the diagnosis or the install?
No. Everything I build is admin. Your tech reads the static pressure and calls the repair. No automation sizes a system, signs off on code, or clears a combustion check. I work on what happens after the call: the writing, the follow up, and the paperwork.
We already have AI answering the phones. Is this the same thing?
No. Those tools book the call, and this is the work behind it. AI receptionists do a real job and they do it well. They stop at the booking. I pick up at the proposal, the follow up, the renewal list, and the numbers.
How long before we see something working?
The first automation runs in weeks, not quarters. The two sessions scope it, I build it against your real tickets, and your team uses it while I refine it. One automation in production beats five in a plan.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
My office is not computer people. Is that a problem?
It is the case I build for. An automation is run by typing a request in plain English, the way you would brief a new hire. The hard part is written down once, by me, with your office in the room. Nobody has to learn software to use one.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your company. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.