# Lead-to-PTO Pipeline Management for HVAC Company Owners

> AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days.

- **Role:** [HVAC Company Owner](https://calish.com/workflows/for/hvac-company-owner/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Residential & Light Commercial HVAC](https://calish.com/workflows/specialty/residential-and-light-commercial-hvac/)
- **Action:** Lead-to-PTO Pipeline Management
- **Canonical URL:** https://calish.com/workflows/lead-to-pto-pipeline-management-for-hvac-company-owner/

## The Problem

Residential & Light Commercial HVAC pipeline from sale to permission-to-operate spans 60–180 days across design, permitting, install, inspection, utility activation — and ServiceTitan alone doesn't proactively unstick stalled jobs.

## What We Build

AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days.

## Tools & Integrations

- ServiceTitan
- FieldEdge
- Housecall Pro
- Email

## How It Works

1. **Discovery call.** We map your current lead-to-pto pipeline management process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [ServiceTitan](https://calish.com/workflows/with/lead-to-pto-pipeline-management-for-hvac-company-owner-with-servicetitan/) — Lead-to-PTO Pipeline Management built natively in ServiceTitan
- [FieldEdge](https://calish.com/workflows/with/lead-to-pto-pipeline-management-for-hvac-company-owner-with-fieldedge/) — Lead-to-PTO Pipeline Management built natively in FieldEdge
- [Housecall Pro](https://calish.com/workflows/with/lead-to-pto-pipeline-management-for-hvac-company-owner-with-housecall-pro/) — Lead-to-PTO Pipeline Management built natively in Housecall Pro

## Related Workflows

- [Missed Call Recovery for HVAC Company Owners](https://calish.com/workflows/missed-call-recovery-for-hvac-company-owner/)
- [Dispatch & Route Optimization for HVAC Company Owners](https://calish.com/workflows/dispatch-and-route-optimization-for-hvac-company-owner/)
- [Maintenance Membership Renewal for HVAC Company Owners](https://calish.com/workflows/maintenance-membership-renewal-for-hvac-company-owner/)
- [Warranty & Manufacturer Claim for HVAC Company Owners](https://calish.com/workflows/warranty-and-manufacturer-claim-for-hvac-company-owner/)
- [Insurance Supplement & Adjuster Negotiation for HVAC Company Owners](https://calish.com/workflows/insurance-supplement-and-adjuster-negotiation-for-hvac-company-owner/)
- [Permit Pulling & Inspection Scheduling for HVAC Company Owners](https://calish.com/workflows/permit-pulling-and-inspection-scheduling-for-hvac-company-owner/)

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