In trades like HVAC, roofing, plumbing, and solar, being first to respond often means winning the job. But juggling calls, emails, and quotes manually slows you down.
Enter the AI-Powered Sales Dashboard—your real-time, always-on sales assistant.
What It Does
An AI dashboard pulls in leads from all sources and uses smart tech to:
- Score and prioritize hot leads
- Suggest next steps
- Trigger auto follow-ups via text or email
- Predict job value and closing likelihood
- Track team speed and performance
It cuts the noise and shows you who’s ready to book right now—before your competition does.
Why It Matters
Responding within 5 minutes makes you 21x more likely to close. AI flags top leads, alerts you when a proposal is viewed, and even recommends the best time to call back.
No guesswork. Just smart, fast action.
Example in Action
- Lead form comes in for an AC install
- AI scores it high priority
- You get a phone alert: “Hot lead, 2 miles away”
- One tap: a text goes out offering a same-day visit
- Lead replies yes, system adds it to your calendar
Bottom Line: You’re on-site before competitors even respond.
Key Features
- Smart lead scoring
- Job clustering to reduce drive time
- Automated follow-ups
- Real-time quote tracking
- Team performance insights
Why It’s a Game-Changer
Tradespeople wear a lot of hats. This tool helps you sell smarter, move faster, and stay organized—so you can do what you do best: win the work and get it done.
Fast Track the Process
Not all AI Dashboards are the same. Schedule a FREE AI Dashboard Assessment with My Resource Partners. Our technology advisors start with an evaluation of the tools you currently use to communicate with your clients and your CRM. Then we’ll quickly match you with top-tier providers who best match your criteria.
Plus, through our national wholesale network, you’ll save 35% versus going direct.
