Trade AI Playbook

HVAC and plumbing shop goes from 68% to 100% of calls answered in 30 days

John Owens Services · California, US ·

What they did

After 6 PM everything went to voicemail. The AI now answers within two rings 24/7, checks tech availability, books the job or creates a prioritized callback, and pushes transcripts into the CRM.

Reported results

  • Call answer rate 68% to 100%
  • $31,000 new revenue in the first 30 days
  • +29% bookings month over month
  • Started as overflow/after-hours only before going 24/7

Tools

Clara AI (Clara Answers)

Cost

Not disclosed

Source

Clara AI: https://justclara.ai/resources/case-studies/john-owens

Vendor case study (results reported by the vendor). Source checked 2026-10-20. Results are as reported by the source, not independently audited.

Try it yourself: starter prompt

Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.

You are the phone assistant for an HVAC company. When the owner can't answer, greet the caller, get their name, callback number, address and what's wrong, ask how urgent it is (emergency today vs. this week), and tell them the owner will call back within 15 minutes. Never quote a price or promise a time. Then text the owner a 3-line summary.

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