Applications are open for a limited number of HVAC/R Strategic Alliances.
Livingry installs a full Revenue Continuity System around the customers and opportunities your company has already earned.
Missed calls. Open estimates. Past customers. Referrals that were never asked for. These are not four separate problems — they are one system leaking at four handoffs.
A system that is unsealed cannot be scaled.
We do not sell a loose collection of AI tools. We build the connected follow-through system that keeps value from leaking out between the phone, the office, the estimate, the completed job, and the next customer need — and we measure every recovered dollar against a shared proof ledger.
The Founding Five is the entry cohort of Livingry's HVAC/R Strategic Alliance program: a founder-led engagement that installs a four-part Revenue Continuity System — missed-call recovery, estimate continuity, customer reactivation, and referral continuity — around the customers and opportunities an established company has already earned. Every recovered dollar is measured against a shared proof ledger, and Livingry's accrued service fee is waived if the agreed recovery level is not met during the guarantee period.
Four connected workflows · Shared proof ledger · Human approval on consequential actions · Conditional fee-waiver guarantee
No public calendar. Applications are reviewed first; fit conversations follow for qualified companies.
The problem is rarely “not enough software.”
Most established HVAC companies already have phones, forms, field-service software, office procedures, and capable people. The leaks appear between them:
- 01A caller reaches voicemail and receives no accountable next step — the demand dies before a qualified response.
- 02A valid estimate is sent, then worked inconsistently or not at all.
- 03A past customer who would have rebooked is never appropriately contacted again.
- 04A satisfied customer is never given a simple, timely opportunity to refer.
If the next action depends on one person remembering, it is not yet a dependable workflow.
One Revenue Continuity System. Four connected workflows. Always together.
Every alliance includes all four continuity workflows. The implementation order may vary based on your baseline, but no partner is sold one workflow as the complete product:
Booked-job handoffs and technician knowledge are implemented inside every alliance as operating scope — they are how the four workflows hold up in the field, not separate products.
- 01Missed-call recovery — capture, classify, route, time-limit, escalate, and log every eligible inbound opportunity.
- 02Estimate continuity — identify eligible open estimates and execute the approved follow-up cadence with recorded dispositions.
- 03Customer reactivation — segment eligible prior customers and run the approved contact sequence, routing replies and bookings.
- 04Referral continuity — trigger a timely, approved referral invitation after eligible completed jobs, with source attribution.
The seven-part leakproofing map
Earned value tends to leak at the same seams in most trade operations. This is the map Livingry uses to locate one: the seven layers a single request passes through, from first contact to close. Plain names first; the shorthand we use internally in parentheses.
This is a diagnostic map, not a promise. An alliance does not rebuild all seven layers on day one. It seals the four follow-through workflows that cut across them — and measures the result against the ledger.
- 1
Intake capture (the intake layer)
Every inquiry — call, form, text, or referral — receives an accountable state and a clear next action, so nothing sits unowned.
- 2
Leak detection (the detection layer)
Overdue, abandoned, or ownerless work becomes visible instead of quietly disappearing.
- 3
TradeOps context (the TradeOps layer)
Relevant customer, job, asset, and policy context stays connected to the work rather than scattered across tools and memories.
- 4
Routing and assignment (the routing layer)
Deterministic rules assign responsibility. AI may prepare recommendations; a person remains accountable for the decision.
- 5
Escalation and follow-through (the escalation layer)
Exceptions and unresolved commitments reach a responsible person before a customer moves on.
- 6
Field handoff (the handoff layer)
Technicians receive the approved information they need for the work, at the point they need it.
- 7
Close and continuity (the close layer)
Payment, documentation, review requests, and appropriate future follow-up are completed — or explicitly excepted with a reason.
Built for leakproof operators
The owners who get the most from an alliance share one instinct: they refuse to pour more traffic, tools, or automation into a system that already leaks. We call that operating identity a leakproof operator. It is not a membership, a certification, or a badge you earn — just a way of running a business that treats an unsealed workflow as the first thing to fix.
How an alliance begins
- 01
Apply.
Tell us about your operation and the leak that costs you the most. Poor-fit applications get a fast, honest answer.
- 02
Fit conversation.
A short call confirms authority, data access, volume, capacity, and your internal operator — before any promise is made.
- 03
Baseline and system map.
We sign the alliance and attribution agreements, map your systems of record, extract baseline data, and define eligibility rules, approved scripts, and escalation paths. The guarantee clock does not start until readiness is signed off.
- 04
Four-workflow launch.
Missed-call capture, estimate follow-up, reactivation, and referral invitations go live — validated on test records before touching production data.
- 05
Guarantee period.
All four workflows run. The proof ledger and exception desk are reviewed daily, and your scorecard arrives every Friday.
- 06
Reconciliation and continuation.
We reconcile the ledger together. If the agreed recovery level is met, accrued fees are collected and weekly service continues. If not — and you met your commitments — the accrued fees are waived, and we review why before deciding anything.
From “someone has to remember” to a verified result.
Before
- 1Customer action
- 2System response
- 3Person responsible
- 4Information recorded
- 5Required next action
- 6Failure point
- 7Consequence
After
- 1Trigger
- 2Information captured
- 3Deterministic rule
- 4AI-assisted preparation where useful
- 5Human approval where consequential
- 6External action
- 7Verified result or exception
AI may listen, classify, summarize, or draft. Rules determine what happens next. People retain approval where the action affects safety, price, customer commitments, credentials, privacy, or material business consequences.
What a founding partner receives
- Baseline extraction and a current-state leak map.
- System-of-record map and field mappings.
- Eligibility rules, approved scripts, and escalation paths.
- All four continuity workflows, configured and tested.
- Human-control and exception rules.
- Shared proof ledger with source-record links.
- Weekly executive scorecard, delivered every Friday.
- Weekly 30-minute alliance review with your operating owner.
- Guarantee-period reconciliation ledger.
- Staff orientation and full documentation handoff.
What Livingry needs from you
- A named operating owner with authority and availability.
- Read access or exports from your field-service, CRM, phone, and invoicing systems.
- Accurate baseline information.
- Timely review, approval, and disposition updates.
- Direct payment of third-party tool, messaging, and telephony costs.
- Capacity to serve the work the system recovers.
No public testimonial or named case study is ever required.
A strong fit looks like
- An established U.S. HVAC/R operation with enough inbound demand, estimates, and customer history to create a real recovery opportunity.
- An owner, GM, or operations leader with authority to change workflow.
- Read access or exports from the field-service, CRM, phone, and invoicing systems.
- One accountable internal operator we can work with each week.
- Scheduling capacity to serve recovered work.
- Willingness to use standardized dispositions and join a weekly reconciliation.
- Direct payment of third-party tool and usage costs.
We will decline or defer when
- Someone wants “AI” without a business process owner.
- Leads, estimates, customers, jobs, and paid invoices cannot be identified or exported.
- There is no capacity to serve recovered demand.
- The ask is unlimited customization or unsupervised commitments to customers.
- Livingry would have to make technical diagnoses, pricing decisions, dispatch commitments, or customer promises without authorized human approval.
- The work would require Livingry to perform licensed HVAC services.
Built from the field outward
I spent years as a solo residential contractor in Austin — tools in hand, clients watching, phone buzzing with leads I was paying for and couldn't answer. Thumbtack and HouseCall Pro sent the same leads to my competitors at the same time they sent them to me; I lost jobs I never even knew about. I failed to follow up on estimates in time to close, failed to take the before-and-after pictures, failed to ask for the testimonials, reviews, and referrals. Texas HVAC certification training in 2012, PV solar design-and-install training in 2018 — and probably failed to realize over 30% of my productive capacity, even as a one-man operation.
I spent the following years building software — business apps, then AI agents and payment infrastructure, including three months as Operations Lead at an open-source AI lab. When I started building seriously with AI, I realized the tools that could have saved my contracting business already exist — unevenly distributed, buried under hype, and locked behind institutional budgets most tradesmen can't touch. In 2019 I published a book on Bitcoin and sovereign financial infrastructure; the through-line has always been systems their owners can actually keep.
Livingry installs the operating system I needed in the field: follow-through that does not depend on memory, a person accountable for every consequential action, and records the company keeps. I don't remove the human from the loop — I make sure the loop doesn't break when the human is in an attic. I built this for the contractor I was at 35.
I seek Win/Win/Win outcomes — for the owners, the employees, and the customers. If that alignment isn't possible, I don't act.
This describes training completed and work done. It is not a claim of current HVAC licensure or presently valid certification.
Read why proof should outlive the institution that issued it →Founding Five terms
Every alliance begins with the AI Opportunity Blueprint: a diagnostic and findings call first — you pay the $799 findings report only if you decide the findings are worth having in writing. That fee credits in full toward a workflow launch scoped at $2,500–$4,500 for your company's specific configuration, and ongoing operational fees are billed only after rendered services have produced recovered, attributable revenue covering at least 2x those fees.
The four-week gate, in plain terms
The weekly operational fee accrues from launch, but the first four weeks are invoiced only if the shared proof ledger shows recovered, attributable revenue covering at least 2x those fees by the end of week four — and your team has met its operating commitments. If coverage is not there, or the relationship is not working, you stop and owe nothing for those weeks. From week five, billing continues weekly in arrears against the ledger. After the full 12-week test run, if the system has not proven worth it to you, we go our separate ways and you keep everything we built. We do not promise revenue, lead volume, close rates, reviews, or rankings. We promise a measured system and a shared ledger — and we put our fee behind it.
Frequently asked questions
Is this an AI receptionist or a collection of AI tools?
No. The Revenue Continuity System is four connected workflows — missed calls, estimates, past customers, and referrals — installed and operated as one system. AI may classify, summarize, draft, and route inside those workflows; people approve everything consequential.
Will Livingry replace our CRM or field-service platform?
No. Your company remains the system of record. The system works around the tools you already run, and anything we build is documented and handed to you.
Do you guarantee revenue?
We guarantee the fee structure, not an outcome. If the system does not produce the agreed level of documented, attributable paid revenue during the guarantee period — and your team has met its operating commitments — Livingry waives its accrued service fees for that period. We never promise lead volume, close rates, or revenue totals.
What do we pay to start?
Nothing before the findings call. Every alliance begins with the AI Opportunity Blueprint: we map your workflows and walk you through the findings live. The $799 findings report is your call — pay only if you want it in writing — and it credits in full toward a workflow launch scoped at $2,500–$4,500. Ongoing operational fees bill only after recovered, attributable revenue has covered them 2x over.
What do we pay to start?
Founding partners pay a $799 non-refundable setup fee plus the direct cost of the third-party tools configured for their business. Livingry's service fee accrues but is deferred until the proof ledger demonstrates the agreed recovery level.
Why is capacity limited?
Every alliance receives hands-on implementation, monitoring, weekly scorecards, and weekly reconciliation. That operating load is real, so Year One is capped and a waitlist forms once active capacity is full.
What counts as recovered revenue?
Only paid eligible invoices with a complete proof chain: original opportunity, eligibility decision, workflow enrollment, logged contacts, customer response, completed job, paid invoice, and reconciliation approval. Booked appointments, positive replies, and dashboard totals do not count.
Does AI communicate with our customers without approval?
Only within approved workflows, channels, and consent rules. Pricing, discounts, safety guidance, dispatch exceptions, technical advice, and nonstandard commitments always route to a named person on your team.
Can the work be done remotely?
Yes. The program is designed for established U.S. HVAC/R companies able to provide appropriate system access and participate in remote reviews.
Do we have to endorse Livingry publicly?
No. Case-study consideration is optional and requires your explicit approval; anonymized outcome reporting is the default.
What happens if the threshold is not met?
If your team met its operating commitments, the accrued Livingry service fees for the guarantee period are waived. We then do a joint root-cause review of the ledger before any continuation decision — an alliance that misses the threshold still has to explain why.
What happens if an integration is not technically possible?
The limitation is documented and the parties decide whether to revise the workflow, use an alternative, or stop before unsupported work proceeds.
The first five partners shape the operating standard.
The diagnostic and findings call come first. The $799 findings report is the only payment before your workflow launch — and it credits in full when you proceed. Capacity is deliberately limited because every alliance receives hands-on implementation, monitoring, and weekly reconciliation.
Applications are reviewed before a fit conversation is offered.
Seal the client container.