Demo of the Invertops operating dashboard with job threads, permit checklist, connected tools, and supervised AI action.
Johnson heat pump install
MRJL
Team thread · AI in the loop
MR
Miguel R. · HVAC technician
Permit photos from the Johnson rough-in are uploaded. Anything still missing before inspection?
AI
Rough-in on job #18421 looks complete. I matched your photos to the mechanical permit checklist — two items are still open.
Job#18421 · Johnson Residence
CrewMiguel R. · HVAC Install
EquipmentCarrier 25VNA036 heat pump + FE4ANF003 air handler
PermitMechanical · City of Austin
Permit closeout
Line set routing photos uploaded
Electrical disconnect location documented
Flue adapter spec sheet on file
Inspector window requested
JL
Jake L. · Plumbing technician
I don't see the flue adapter spec in the packet yet — Miguel asked me to double-check parts before we call the city.
AI
Ferguson has the Carrier flue adapter PDF in your parts catalog. I can attach it to the permit file now. Inspector window still needs to be requested once the packet is complete.
Taylor M.
Attach the spec and queue the city follow-up with everything bundled. I'll approve from AI Approvals.
AI
Draft follow-up is ready — nothing leaves your environment until you sign off.
Suggested action
Queue permit follow-up email to city mechanical desk with attached photos and request Thu–Fri inspection window.
Keeps Johnson install on track for commissioning this week. All data stays in your environment — nothing sent until you approve.
Send to AI Approvalslow risk
Built for trades to keep operations running at scale
Supervised automation
Automations turn busywork into done.
Hand off scheduling, invoicing, parts ordering, and repeat paperwork. Invertops does the office work end to end and asks for a quick yes or no when it needs your okay.
Order 6 capacitor kits (440V / dual run) for truck stock.
Avoids same-day supplier runs and protects first-time fix rate.
$612.40 · Ferguson → PO #DRAFT-8841
4 left in batch
Approve invoice batch — Maple St
PendingInvoices
Approve PO — Vent kits
PendingParts
Try asking
What is our cash flow this month?Show unpaid invoices over 30 days.Who is projected into overtime?Forecast next week's capacitor demand.
Private AI on your data
Runs where your data already lives.
Your operational data and AI processing stay inside your environment never a shared data pool. Access controls, audit logging, and traceability come standard.
Connected systems, open todos, and active conversations across your stack.
Connected tools
6
Open todos
19
Active conversations
9
Needs attention
3
All tools
AirtableSync error
Bookings / workflow database
3 calls unmatched to ServiceTitan jobs
Last sync 11 min ago3 todos1 active conversation
RingCentralRetiring
Phone / call logs
Deprecated — export historical calls before removal
Last sync 2 days ago2 todos
Free2GrowWaiting
Outbound calling
Outbound list queued · awaiting call outcomes
Last sync 35 min ago3 todos2 active conversations
PraxisPaused
Business coaching
Advisory reference only · no API sync
Last sync Manual2 todos
ServiceTitanHealthy
Field service CRM
Jobs, dispatch, and invoicing sync
Last sync 4 min ago4 todos2 active conversations
DialpadHealthy
Phone / messaging
Call routing and SMS threads
Last sync 8 min ago1 todos1 active conversation
ScorpionHealthy
Marketing / web
Lead forms and campaign attribution
Last sync 22 min ago2 todos1 active conversation
One operating surface
One place to run the whole back office.
Stop juggling monthly logins across a dozen apps. Critical workflows live in one simple surface, while your existing systems stay the source of truth where it matters.