AI Workshop for Service and Installation Businesses
Event PAST

AI Workshop for Service and Installation Businesses

26 February Online

About this event

​Are you confident that your pricing, quotes, and invoices stay accurate as volume picks up?

​How are you keeping pricebooks accurate when costs change week to week?

​Where do your parts, materials, and invoices live today?

​In this workshop ​for service and installation businesses, we’ll show you how to use AI to centralize pricing, quoting, and invoicing—so you can move faster, stay accurate, and protect margin during peak season.

​What You'll Learn

  • ​Keeping pricebooks for parts and materials up to date as costs change
  • ​Processes for invoices and receipts from completed jobs without missing billable items
  • ​Centralizing pricing, quoting, and job data to support faster, more accurate quotes
  • ​Moving cleanly from quote to invoice with better margin visibility

​What You'll Get

  • ​Clear guidance on applying AI to pricing, quoting, and billing workflows
  • ​Practical examples from real parts-heavy service operations
  • ​A take-home prompt framework you can adapt to your own process

​Who Is This For?
​This workshop is perfect for owners and operators who use tools like:

  • ​Bill.com
  • ​Quickbooks Online
  • ​Cardpointe
  • ​Stripe
  • ​Paypal
  • ​Box/Dropbox
  • ​Google Drive

​Within service and installation businesses such as:

  • ​HVAC and refrigeration
  • ​Industrial service teams
  • ​Solar, EV charging field installers
  • ​… and more

​Agenda

  • ​5:30pm - 6:15pm: Grab a bite and get settled. We’ll have pizza and refreshments.
  • ​6:15pm - 7:15pm: Hands-on workshop with Q&A.
  • ​7:15pm - 8:00pm: Chat with our team, ask questions, or get more hands-on guidance.

​Venue/Parking
​There is plenty of free parking outside.

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