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Apex Home Services · HVAC · Plumbing · Electrical
Your trades shop — today's command center
North & East Austin, TX · Mon-Sat 7am-7pm · 24/7 emergency
Sample data shown below — upload your own customer list and AR aging report to see your real numbers.
Use your data
AR aging report
Export from QuickBooks / Xero as CSV. Columns we look for: Invoice, Customer, Amount, Days overdue, Service.
Use your data
Customer list
Name, address, phone, last_service, equipment (comma-separated). ServiceTitan export works as-is.
Unreplied leads
2
SLA: 5-min window
AR overdue
$2,738
3 invoices
Maintenance due
3
customers past 180 days
Hours saved (wk)
—
once installed
AR — overdue invoices
Draft chase emails →| Invoice | Customer | Service | Amount | Overdue |
|---|---|---|---|---|
| #1281 | Sarah Chen | Water heater flush | $189 | 40 days |
| #1284 | Linda Hartman | AC compressor replacement | $2,400 | 67 days |
| #1291 | Marcus Reyes | Spring AC tune-up | $149 | 18 days |
Maintenance reminders due
Draft seasonal outreach →Sarah Chen
228 days since last service
Trane XR14 AC · installed 2019 · Rheem 50gal water heater · installed 2020
2301 E 7th St, Austin, TX · (512) 555-0211
Marcus Reyes
543 days since last service
Carrier Infinity 16 SEER · installed 2022
810 Walnut Ave, Austin, TX · (512) 555-0318
Linda Hartman
1135 days since last service
Goodman GSX13 AC · installed 2012 · A.O. Smith 40gal water heater · installed 2015
1455 Parkview Rd, Pflugerville, TX · (512) 555-0479
The team
Dispatcher
Triages inbound calls, routes techs, writes ETA messages
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Quote Writer
Turns a job description into a professional quote
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Appointment Booker
Books, confirms, and reschedules service calls
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AR Collector
Chases unpaid invoices with trades-specific escalation
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Service Follow-up
Post-job check-in, review requests, maintenance-plan upsells
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Maintenance Reminder
Seasonal outreach — spring AC, fall furnace, annual water heater
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Supplier Coordinator
Parts orders, lead-time tracking, warranty claim drafts
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Longest overdue: Sarah Chen, Linda Hartman, Marcus Reyes — tap Draft chase emails above to have AR Collector write the 30/60/90 ladder.