Gamut
Job & Project StatusHVAC / Plumbing / Electrical

HVAC, Plumbing & Electrical Job / Project Status Agent

Know which HVAC, plumbing, and electrical jobs are in trouble before 8am every morning.

Updated

Connects with

ServiceTitanServiceTitanFieldEdgeFieldEdge
Download template

The problem it solves

Trade contractors run dozens of open jobs at once, and the ones that slip — behind schedule, unscheduled, stuck on a backordered part or a pending permit — usually surface only when an angry customer calls. Digging through your field service platform every morning to catch them is slow and easy to skip. This agent does that scan for you and hands the dispatcher a ranked brief of exactly which jobs need attention today.

Who it's for

  • HVAC contractors running service calls, installs, and maintenance contracts
  • Residential and commercial plumbing contractors
  • Residential, commercial, and industrial electrical contractors
  • Multi-trade shops managing 10 to 100+ simultaneous open jobs
  • Dispatchers and owners using ServiceTitan or FieldEdge

What it does

  1. 1

    Pull every open job each morning

    At your configured time the agent pulls all incomplete jobs from ServiceTitan or FieldEdge with tech, schedule, status, PO, and permit data, then reports a total open-job count.

  2. 2

    Flag jobs by risk category

    It classifies each job as behind schedule, unscheduled, missing parts or PO, awaiting permit or inspection, or stalled with no update for 3+ days.

  3. 3

    Rank flagged jobs by urgency

    Commercial and service-agreement customers with SLA obligations come first, then residential jobs sorted by days overdue.

  4. 4

    Deliver a scannable daily ops brief

    Each line shows job number, customer, risk type, and a specific recommended action so the brief reads in under two minutes.

  5. 5

    Surface stalled-job details

    For jobs with no update in 3+ days it shows the last status note, assigned tech, and days idle so you know exactly who to call.

  6. 6

    Catch persistent and recurring patterns

    Jobs flagged 3+ consecutive days get escalated, and chronic culprits like a tech with frequent stalls or a slow supplier get called out.

  7. 7

    Send a weekly performance summary

    A one-page recap covers jobs completed, open jobs by risk category, average days-to-close, and the patterns worth fixing.

Key benefits

  • Catch at-risk jobs before customers do, reducing callbacks and missed SLAs
  • Replace the manual morning dig through ServiceTitan or FieldEdge with a ready-made brief
  • Protect commercial and maintenance-contract accounts by prioritizing their jobs first
  • Spot the part backorders and pending permits that quietly stall installs
  • Identify chronic stalls by technician, supplier, or job type before they become a habit
  • Track average days-to-close week over week to see whether operations are improving

Sample use cases

A commercial install has sat with no status update for four days while the office assumes it is on track.

The agent flags it as stalled, names the assigned tech and last note, and recommends calling the tech before the SLA window closes.

A residential AC replacement is waiting on a compressor that never arrived.

It surfaces the job under missing parts with the specific PO and recommends calling the supplier about the backorder today.

Three open jobs have no technician assigned and no appointment set.

The agent lists them as unscheduled, ranked by how long they have been open, with a recommended action to assign and schedule by end of day.

One technician keeps showing up with stalled jobs week after week.

The weekly summary flags the recurring pattern so the owner can address a data-entry or workload issue rather than chasing individual jobs.

Key integrations

  • ServiceTitan

    Primary field service platform; pulls job records, technician assignments, appointment data, PO status, and permit flags.

  • FieldEdge

    Alternative field service platform supported for the same job and status data pull.

  • Parts supplier / PO portal

    Optional connection for more granular backorder and purchase-order tracking.

  • Permit management tool

    Optional lookup for municipalities that support API access to permit and inspection status.

Most trade shops already pay for capable field service management software hvac teams rely on every day, but the morning question of which jobs are quietly slipping still falls on whoever has time to scan the dashboard. This agent turns that scan into a consistent daily habit, prioritizing the commercial and service-agreement work where a missed SLA costs the most.

Over time the weekly summaries build a picture of how your operation actually runs: which job types run long, which suppliers cause repeat delays, and whether average days-to-close is trending the right way.

Getting started

  1. Import the workspace — Bring this agent into Gamut using the workspace import flow.
  2. Run the agent-onboarding skill — It walks you through connecting ServiceTitan or FieldEdge, setting your stale-job threshold, defining commercial vs. residential priority, and scheduling the daily brief.
  3. Give it a first task — Ask it to pull today's open jobs and show anything flagged at risk, then have it expand on any job for more detail.

Frequently asked questions

What is the HVAC Job / Project Status agent?

It is an HVAC field service management agent that scans every open job in ServiceTitan or FieldEdge each morning and delivers a daily ops brief flagging jobs that are behind schedule, unscheduled, missing parts, awaiting permits, or stalled. The goal is to catch trouble before customers call.

Does the agent act or schedule jobs without my approval?

No. It surfaces risks and recommends specific next steps, but it does not make scheduling decisions or contact customers. The dispatcher or owner reviews the brief and decides what to act on.

Which field service systems does it work with?

It connects to ServiceTitan or FieldEdge as the primary HVAC field service app for job, technician, appointment, PO, and permit data. It can optionally tie into a parts supplier portal and a permit management tool where API access is available.

How is this different from running reports in my field service software myself?

A generic report shows you data; this agent reads every open job, classifies the risks, ranks them by SLA and days overdue, and writes a recommended action per line. Instead of digging through the platform each morning, you get a two-minute brief that tells you exactly what to fix first.

Can it handle long-lead installation projects that span weeks?

Yes. During onboarding you can exclude planned multi-week job types from flagging and tune the stall threshold, so the brief only surfaces jobs that are genuinely off track rather than ones following an expected timeline.

How much does it cost?

The template itself is free to import from the Gamut agent-template marketplace. You run it in your own Gamut workspace and connect your existing ServiceTitan or FieldEdge account, so there is no added field service software hvac license to buy.