For HVAC, plumbing and electrical companies

CxC's AI agents hear every office call and every home visit, then coach your CSRs and techs to book more, close more and sell bigger tickets.

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Where the money leaks

Three places revenue slips away
every week.

None of them show up on a report, because nobody has time to listen to every call.

Calls that don't get booked

6 out of 10

lead calls never turn into a job

CxC: up to +20% more booked calls

A good CSR books 8 or more. The difference is what gets said on the call, and more than half of shops never even ask the caller to book.

How CxC wins it back

CxC grades every call and shows each CSR what to say. Shops using AI call coaching book up to 20% more of their lead calls.

Visits that don't close

2 out of 3

home visits from marketing leads end without a sale

CxC: up to +35% more closed visits

The tech showed up and the homeowner had a real need. Somewhere between the knock and the price, trust or timing slipped.

How CxC wins it back

CxC coaches techs on every home visit, from the first minute at the door to asking for the sale. Shops using AI visit coaching close up to 35% more of their visits.

Tickets sold without options

1 option

Often all the homeowner hears

CxC: up to +20% bigger average ticket

When a tech gives one price and no choices, the homeowner can only say yes or no. There's no better option to pick, so the ticket stays small and the membership never comes up.

How CxC wins it back

CxC coaches techs to present options, upgrades and memberships on every visit. Shops using AI visit coaching raise their average ticket by up to 20%.

What it means for you

Four numbers that move
your revenue.

What's on the table at your size

At $5M a year, up to

$1,000,000

in extra revenue is on the table.

up to+20%

Booking rate

Say 40 of 100 calls book today: up to 48 will.

100 calls: 40 booked, +8 with CxC

Book more of the calls you already pay for. CxC shows every CSR what to say on the next call.

up to+35%

Close rate

Say 30 of 100 visits close today: up to 40 will.

10 visits: 3 sold, +1 with CxC

Close more of the visits you already run. CxC coaches techs on how they open, build trust and ask for the sale.

up to+20%

Average ticket

Say a sold job is $1,500 today: up to $1,800.

  • Water heater repair$1,500
  • Membership+$180
  • Expansion tank+$120
  • Ticket$1,800

The options a tech now shows

Sell options, upgrades and memberships on every visit. CxC reminds techs to show the choices, not just one price.

up to+20%

Revenue per tech

Say a tech brings in $40,000 a month: up to $48,000.

More revenue from the techs you already have.

Together, that can mean up to $200,000 more for every $1M you make. Shops across the trades are already using AI to win these jobs. CxC gives you the same coaching on the CRM you already use.

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Record. Coach. Track.

Office callTasha · booked · 4:12
Home visitMarco · on the phone · 38:02Live
Call that didn't bookMon 19:52 · 1:05
Open estimate$4,200 · nobody chased it
16 agents #48217 · Water heater
Your processYour CRMYour four numbers

Kitchen Table Closer → MarcoDuring the visit · 09:53

“Show three options before you give a price.”

  1. 01Record.CxC records every office call and every home visit. Techs record visits in the CxC app on their phone, so nothing that was said gets lost.
  2. 02Coach.16 AI agents listen to each conversation and coach your CSRs and techs on what to say and do. Before the next visit, the tech also gets a Pre-Job Summary of what the customer told the office.
  3. 03Track.You see your four numbers week by week: booking rate, close rate, average ticket and revenue per tech. You also get a list, by name, of the calls and estimates to act on today.

The agents

Book more. Close more.
Sell bigger.

Each agent has one job, and each job ties to one of your four numbers.

Revenue per tech goes up when all three work together, and when the Pre-Job Summary and Summary save your techs and managers time on every job.

Book more of the calls you already pay for. CxC shows every CSR what to say on the next call.

  • CSR PerformanceGrades every office call, so you know who books and who doesn't.
  • CSR PlaybookChecks each call against your own process and tells the CSR what to change on the next one.

Inside the app

What your team sees.

Pick one to see it in the app

What's inside CxC

Four parts, one app
for the whole crew.

Your calls, visits, coaching and jobs in one place, on the office desktop and the phone in the truck.

Chat

A channel for every job, so nothing gets lost in a group text.

  • TTasha CSRCarol confirmed 9:30.
  • MMarco TechRead it. Shoe covers on.
  • RRay ManagerApproved: $300 off the tankless.
  • DDee InstallTankless ordered for Thursday.
  • Invoice Summary AgentInvoice notes ready · $5,540.
Tasha is typing
  • Job channelseach job's recording, summary, photos and notes in one place.
  • Team chatDMs, group chats and public channels for the whole crew.
Recording

Every office call and every home visit, recorded and saved to the right job.

REC24:18
Recording in the CxC appHomeowner informed
  • Office callsevery inbound and outbound call, booked or not.
  • Home visitstechs record on the CxC app on their phone. The visit is coached within minutes of the tech leaving.
  • Live recordingthe visit streams as it happens, so coaching reaches the tech while they're still at the kitchen table.
  • Transcriptsevery recording is written out, so you can read a call in a minute instead of listening to all of it.
AI agents

16 agents listen to every call and visit and tell your team what to do better.

Pre-Job Summary

Book more

  • CSR Performance
  • CSR Playbook

Close more

  • Arrival
  • Setting the Agenda
  • Personality Assessment
  • Relationship Building and Coach
  • Intent Level

Sell bigger

  • Kitchen Table Closer
  • Field Team Playbook
  • Summary
  • Invoice Summary

Win it back

  • Unbooked Calls
  • Money on the Table
  • Cancellation Save
  • Expiring Memberships
  • For CSRsCSR Performance grades every call. CSR Playbook checks it against your own booking process.
  • For techsArrival, Kitchen Table Closer, Field Team Playbook and the others coach every step of the visit, from the knock on the door to asking for the sale.
  • Before and after the joba Pre-Job Summary before the knock, a visit summary for managers, and an invoice summary for the homeowner.
  • Names to act onevery unbooked call and every estimate nobody followed up on, so you know who to call back today.
  • Custom agentsneed something the 16 don't cover? We build an agent around your own process, like your membership pitch, your maintenance plan offer or your safety checklist.
Pipelines

A live board of every job and estimate.

Sales · Sold#48233 · $2,140
Production 2#48190 · $860
#48217 · $5,540
$5,540Estimate sold · Wed 09:14

So managers see what's sold, what's waiting and what's stuck, without chasing anyone for updates.

What you get

In your first week, you'll see exactly
which jobs you're missing.

We measure your own numbers from day one, so you see what changes in your shop.

    • Every lead call that didn't book, by name.
    • Every estimate nobody followed up on, by name.
    • Your starting numbers: booking rate, close rate, average ticket and revenue per tech.
    • The same four numbers next to week 1, so you see exactly what moved.
    • Where your team should focus next.
Northline HeatingExample shop · illustrative numbers
Booking rate42%+14%
Close rate31%+16%
Average ticket$1,620+14%
Revenue per tech$38,400+12%

To act on today

  • ✕Lee residence Not bookedFurnace tune-up · Mon 19:52
  • $Patel residence Estimate$4,200 · nobody followed up
  • ✕Nguyen residence CancelledThu 07:40 · the slot is still open

Where to focus next

  • 1Close rate FocusTechs skip the plan before work starts · Setting the Agenda
  • 2Average ticket NextOne price on most visits · Kitchen Table Closer
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Why CxC

Built for the way
your business runs.

The phone and the visit

Covers the phone and the home visit.

CxC covers both, from the first call to the paid invoice.

  • Office callBooked · Tasha · 4:12
  • Home visitSold · Marco · 38:02
  • Paid invoice$5,540 · ServiceTitan

Most tools coach either the office calls or the home visit. CxC covers both, so the tech hears what the customer told the office, and you see the whole path from the first call to the paid invoice.

Home service

Built for home service.

Made for HVAC, plumbing and electrical.

Booking call · HVAC
  • ✓Got the problem
  • ✓Offered a slot
  • ✕Asked to book

Made for HVAC, plumbing and electrical. The agents know what a good booking call and a good home visit sound like.

Any CRM

Works with any CRM.

Keep the tools you use today.

  • ServiceTitanOfficial Partner
  • Housecall ProJobs, estimates
  • Jobber and othersThrough Zapier

Keep the tools you use today. CxC works with ServiceTitan, Housecall Pro, Jobber and others, and it's a ServiceTitan Official Partner.

Names

Gives you names, not just scores.

CxC hands you the names of the calls and estimates to act on today.

  • ✕Lee residenceNot booked · Mon
  • $Patel residenceNo follow-up · $4,200
  • ✕Nguyen residenceCancelled · Thu

Scores tell you something went wrong. CxC also hands you the names of the calls and estimates to act on today.

Coaching

Coaching, not policing.

CxC turns every conversation into coaching your team can use on the next call.

Kitchen Table CloserTo Marco · during the visit

Show three options before you give a price.

Recordings alone don't change anything. CxC turns every conversation into coaching your team can use on the next call, and it helps techs close more and earn more.

The offer

50% off your
first 3 months.

Valid until December 31

No contracts.

Chat

$5 per user / month

then $10 per user / month

Owners, managers and office staff.

Recording

$25 per user / month

then $50 per user / month

CSRs and techs who take calls and run visits.

Live recordings

$100 per user / month

Flat price, not part of the offer

Techs who get coached during the visit, while they're still in the home.

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Referral

Refer an owner. Get a month free.

Know another owner? Refer an owner who signs up, and you get 1 month free, plus 50% off live recording for up to 5 techs.

Refer an ownerBy email to support@cxc.ai

Questions owners ask.

Some do at first. What changes their mind is that CxC is coaching, not policing. Techs get specific feedback that helps them close more and earn more, and the best ones usually come around first.

Yes. CxC works with ServiceTitan, Housecall Pro, Jobber and others, and it's a ServiceTitan Official Partner.

Fast. We connect CxC to your CRM for you, and your team just downloads the app and starts recording. On the demo call, we'll walk you through exactly what it looks like for your shop.

Recording seats are $50 per user per month and Chat seats are $10. Sign up by December 31 and you pay half for the first 3 months.