Before
Workarounds everywhere
Leads, quotes, renewals, install handoffs, closeout packets, equipment records, warranty notes, photos, and customer follow-up live across tools.
For HVAC operators
Give the assistant inbound demand, quote follow-up, renewals, install handoffs, equipment records, and closeout packet checks so the office sees what needs action.
Based in Indianapolis, Sage Foundry builds practical AI assistants for owner-led service businesses that want local support and useful software.
AI drafts. Your team approves. Nothing reaches customers unless your team approves it.
Real anonymized build
Before and after
This is based on a real anonymized HVAC workflow build: an AI assistant for revenue follow-up, install handoffs, equipment records, warranty tracking, closeout packets, and owner visibility.
Before
Leads, quotes, renewals, install handoffs, closeout packets, equipment records, warranty notes, photos, and customer follow-up live across tools.
After
The app helps qualify demand, draft follow-up, surface stalled quotes, capture job details, flag missing closeout items, and show owners what is blocked.
First usable version
The first version is intentionally practical: enough to improve a meaningful revenue or admin motion, learn from real use, and grow without pretending every future requirement is known on day one.
Lead qualification inbox
Quote follow-up queue
Maintenance renewal prompts
Install handoff capture
Closeout packet checklist
Owner dashboard
Illustrative ROI
ROI examples are not customer claims or guarantees. They are the kind of math Sage Foundry uses to choose a focused first build with you.
Reviewed against your actual workflow, software spend, and operating cost.
Reviewed against your actual workflow, software spend, and operating cost.
Reviewed against your actual workflow, software spend, and operating cost.
Reviewed against your actual workflow, software spend, and operating cost.
Start here
Send the current lead source, sales process, booking flow, quote follow-up, handoff, packet, record, approval, or owner decision this app needs to improve.