For HVAC technician · 8 Grok Bots

An HVAC back office that quotes installs, routes the crew, and renews agreements

8 Grok Bots for a heating-and-cooling shop: capture every no-heat call, draft same-day estimates, route the crew, stage refrigerant and parts, invoice, and renew maintenance agreements — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Same-day quote and recurring-revenue rate·Category: Home & trade
The problem it targets

Running the business between service calls — taking no-heat and no-cool calls from a rooftop or an attic, sizing and quoting installs from memory in the truck, juggling the crew's route, ordering equipment and refrigerant, and chasing invoices and lapsed maintenance agreements — so emergency calls go cold, install bids never get followed up, trucks show up without the right part, and recurring maintenance revenue quietly leaks away.

What you get

From day one

1

Every no-heat and no-cool call, text, and form lead logged the moment it lands, in the customer's own words with the system details, and triaged emergency versus routine — so no service call is lost.

2

Same-day install and repair estimates drafted from your own equipment list and price book with the sizing rationale and arithmetic shown, plus a proposed crew schedule and route with confirmations ready to send.

3

A per-job refrigerant and parts list with pickup plan, invoices drafted the day a job is done, staged reminders for overdue accounts, maintenance-agreement renewals, and a one-page weekly digest with every number sourced.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Service Call Intake

intake
read-only
Watches & prepares — never sends
Capturing every call/text/form lead into the job log; emergency vs routine triage
Approves: duplicate flag; emergency escalation
3

Load Calc & Estimator

drafter
specialist
Drafts for your review — you approve before anything leaves
Sized install/repair estimates from your equipment list and price book, with assumptions flagged
Approves: every estimate before it goes out
4

Crew Dispatch

coordinator
Drafts for your review — you approve before anything leaves
Proposed schedule/route; drafted confirmations and on-my-way notes
Approves: every message; every booking
5

Refrigerant & Parts

specialist
specialist
Drafts for your review — you approve before anything leaves
Per-job equipment/refrigerant/parts lists, supplier order drafts, lead-time flags
Approves: every supplier order
6

Invoice & Agreements

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted invoices, agreement renewals, and staged overdue reminders
Approves: every send; any money movement
7

Comfort Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: calls won/lost, revenue, outstanding money, agreements due
Approves: none (nothing leaves the shop)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Estimator→Dispatch→Parts→Agreements→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every message, estimate, invoice, and renewal waits for your approval.
  • ×It uses only your own equipment list, price book, job log, and opted-in customers. It buys no lists and contacts no one you have not chosen.
  • ×It never moves or collects money, and never books or dispatches a crew, without your decision.
  • ×It never quotes a price or a model number that is not in your equipment list and price book.
Same-day
quote and recurring-revenue rate
How you'll know it's working

One number, measured over time

Share of new leads and install bids that get a quote the same day, share of completed jobs invoiced and paid within the target window, and share of maintenance agreements renewed on time

Before day one

What you fill in — the bots never guess these

job-log
the header contract for the job log every bot reads and writes.
price-book
your labor rates, equipment models, flat-rate jobs, and markups. Prices and model numbers come only from here.
invoice-templates
your own invoice, renewal, and reminder wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training