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Invertops is your private AI
for running your back office.

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

Norfleet Family Plumbing
Anderson HVAC Plumbing Electrical
Boyd Heating and Cooling
Modern Air Conditioning and Heating Inc.
Tillman Infrastructure
Sugar Bear Home Services

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.

Learn about supervised automation

Needs your sign-off

Approve parts reorder

8:58 AM

PendingParts

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.

Learn about private AI

Third Party Tools

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.

Learn about the operating surface

Jobs

CustomerTypeStatusTechnicianRevenueMarginRisk
Johnson ResidenceinstallIn progressMiguel R.$6,84044%low
Elm Street ResidenceinstallScheduledJake L.$3,28038%medium
Lincoln Business ParkserviceIn progressMiguel R.$1,42052%high
Northgate PlazamaintenanceCompletedAlex K.$2,16061%low
Maple Street ResidenceserviceCompletedAlex K.$2,14046%medium
Downtown Office ComplexmaintenanceScheduledAlex K.$6,80034%low
Cedar Ridge ApartmentsserviceIn progressJake L.$89055%high
Barton Hills ResidenceinstallScheduledMiguel R.$4,95041%low
Westlake Commercial CentermaintenanceOn holdJake L.$1,68048%medium
Oakwood Medical PlazaserviceIn progressAlex K.$1,76049%medium
Sunset Valley HOAmaintenanceCompletedMiguel R.$98058%low
Riverside RetailinstallScheduledJake L.$3,42039%medium
Lake Travis MarinaserviceScheduledMiguel R.$1,24051%low
Hyde Park DuplexserviceOn holdAlex K.$62053%high

The new way to run your back office.

We stopped chasing paperwork at night. Invoices go out the same day and the owner just approves them from the phone.
Operations leadPlumbing & drain company
It runs inside our business. Our customer and job data never goes into someone else's cloud pool that's why we said yes.
OwnerCommercial HVAC contractor
One screen instead of five logins. Dispatch, billing, and parts finally talk to each other.
Office managerElectrical services
The AI does the repeat work and asks before anything important goes out. I'm still in control, just faster.
PresidentMulti-trade mechanical
We added techs without adding office staff. The back office just keeps up now.
General managerRefrigeration & HVAC
Setup was a few weeks, tailored to how we actually run. It didn't force us into someone else's process.
OwnerResidential plumbing

Stay in control as you scale.

Human-in-the-loop by default

The AI proposes; you approve what matters in a few minutes a day. Nothing important goes out on silent autopilot.

Owner approvals

Approve parts reorder

8:58 AM

PendingParts

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

Approve invoice batch — Maple St

Pending

Approve PO — Vent kits

Pending

Knows how trade companies run

An ~80% standardized core already understands scheduling, dispatch, invoicing, and parts reliable and auditable from day one.

What Invertops does

Invoice #1001

Draft

Johnson Residence · Heat pump install

Job #

#18421

Job type

Install

Business unit

HVAC — Installation

Invoice date

6/17/2026

Review

Needs review

Export

Not exported

Job summary

Remove existing 3-ton split and install Carrier heat pump with variable-speed air handler.

Includes permit pull, startup checklist, and customer walkthrough.

Bill to

Johnson Residence · 482 Birch Lane, Suite B, Austin, TX 78745

Payment due 6/17/2026

DescriptionTotal
Carrier 25VNA036 heat pump$3,120.00
Air handler FE4ANF003$1,480.00
Line set + thermostat$228.00
Installation labor (6.5 hrs)$1,462.00

Sold by Miguel R.

Subtotal$6,290.00
Tax$550.00
Total$6,840.00
Margin44%

Private deployment, your environment

Deploy on-prem or in your VPC with access controls and audit logging. Your data stays your data.

Deployment options
Secure private deployment environment

What we're shipping

See what's new
  • AutomationJun 2026Same-day invoicing for completed jobs
  • Private AIJun 2026Audit logging on every approved action
  • IntegrationsMay 2026Supply-house ordering and PO sync
  • SurfaceMay 2026Unified dispatch and billing board

Staying ahead demands perspectives you can trust.

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