You find out too late.
Your field software and your ad accounts disagree, and neither tells you what to do. A tech slips in March and somebody notices in May.
For HVAC, plumbing and electrical contractors
Run a tighter week with the team you already have.
Helm adds AI hires to your office. They pull your field software, books, ads and reviews into one read on the week, tell you and your managers what moved, and take the busywork off everyone's plate.
Book a 30-minute demoSee a real week in Helm and pick the hire to start with.
You approve anything that mattersNothing new for your techsMonth to month
HelmYour week: Jun 2 to Jun 7
Good week. Install revenue carried it.
You booked 9 system replacements, your best week since March. Service calls were down 6% with the cooler weather. One tech's close rate slipped. Details are below.
$184,320+6% revenue
212jobs completed
41%−3 pts close rate
New review in Helm
DKDana K.★★★★★
Tech showed up late and didn't call.Drafted replyNeeds your OK
We're sorry we missed your window. I'd like to make it right, please call me directly.SendEditSkip
Sound familiar?
The business grew. The office didn't.
The owner and the managers carry the same three problems, just from different chairs.
Nobody has time to think.
Calls, texts and questions only you or your managers can answer eat the day. The numbers get built by hand on Monday, and the big decisions wait for a free hour that never comes.
Work that should happen doesn't.
The review nobody answered. The estimate nobody chased. Usually that's someone senior, late at night, or it's nobody.
What we found at a customer
The reports said 6×. Their ads were returning 2.4×.
Leads were credited to the wrong campaigns in their field software, so the return they were managing to was about 6×. The real number was 2.4×. Once they could see it, they moved money between Meta and Google.
Built for the whole team
Every Helm hire makes someone on your team better at their job.
Your managers, your office and your CSRs keep their jobs. Helm takes the busywork so they can spend the day on the work that needs a person.
Room to think about what matters.
- The trains run on time. The whole team works from one set of accurate numbers, delivered on time, every week.
- Your team gets coached. AI-written summaries of the business and suggested next steps get the right work started, so you don't have to watch every little thing.
- You get your head back. Less worrying about last week, and more time for the decisions only you can make: the next hire, the next truck, the next market.
Run the business with confidence.
- The numbers, explained. Every week you get the data and a plain explanation of what matters in it.
- An early warning system. Helm watches how every metric is trending. It warns you midweek when the business is running behind plan, and spots slower shifts, like a sales tech whose hours and close rate are both sliding.
- Nothing falls through the cracks. Every customer is asked for a review and every review gets a reply. More reviews help you rank on Google, and replies help you stand out.
Less retyping. More time with customers.
- Review replies drafted and photos posted, ready for a quick OK.
- From December, help on every call, with the house details on screen as the customer talks.
- Review requests go out after every job, without anyone having to remember.
What Helm does take over is work you pay outside for.
The agency answering your reviewsThe freelancer pulling your reportsThe spreadsheet someone rebuilds every Monday
The team
Seven hires. Two at work today.
Each one does one job in your business. Start with the one you need most and add the others when you're ready.
At work today
Available now
Helps you and your managers
Chief of Staff
$2,000/month
Runs the numbers every week, explains what changed, and warns your team early when something starts to slip.
- Sends your managers a written brief every week, on the schedule you set: revenue and sold estimates by trade, week over week and year over year, and the one or two things worth attention. Everyone starts the week on the same accurate numbers.
- Works as your early warning system. It flags risk to this week, like the business tracking behind plan by Wednesday, and slower shifts, like a tech whose hours and close rate keep sliding, so you act before it shows up in the month.
- Puts your ad spend next to the revenue it booked, so you can see what your marketing really returns and move money to what works.
- Gives each person the view they can act on. The owner sees the whole business, and a department manager sees his department.
- Exports the review as a clean document for your board, your lender or your investors.
Takes over from the agency$2,000$500/monthIntroductory price
Marketing Manager
Answers every review, asks every customer for one, and keeps your Google profile fresh.
- Drafts a reply to every new Google review, specific to what the customer said. You approve anything under 4 stars, and positive replies can post on their own once you trust them. Replies help you stand out on Google and show the next customer you care.
- Sends every customer a review request after the job, built to Google's 2026 review rules. More reviews help you rank higher on Google.
- Tags what each review is about, like price or communication, and which tech the customer praised, so your managers catch a problem like pricing before it spreads.
- Posts your techs' job photos to Google, so customers comparing contractors see real, recent work.
Joining in December
Available in DecemberHelps your CSRs
CSR Assistant
$2,000/month
Listens on every inbound call and builds the job notes as the customer talks. Once it hears the address, it shows your CSR what we know about the home: the equipment and roughly how old it is, past service and permits. It flags what a busy CSR can miss, like a no-heat call with a baby or an elderly customer in the house, and it keeps callback and win-back lists so no lead goes cold.
Joining in early 2027
Available in early 2027Helps your dispatcher
Dispatch Assistant
Runs what-if scenarios before a schedule changes: fit in an urgent call, cut drive time, or put the right tech in front of the most valuable job. Your dispatcher still makes the call.
Helps your back office
Office Manager
Chases overdue invoices, checks every supplier bill against the purchase order, and tracks permits and license renewals, so your office spends its day on customers instead of paperwork.
Helps your techs and comfort advisors
Sales Manager
Helps your team present good, better and best options in the home, coaches from what actually happened on the visit, and follows up every estimate that didn't close, so more estimates turn into jobs.
Helps whoever runs payroll
Payroll Manager
Spots missed clock-ins from where the truck was, for the tech to confirm. Calculates commission and overtime correctly, and gives every tech a clear breakdown of their pay, so payday doesn't turn into an argument.
They work as one team. Your Marketing Manager knows which tech a customer praised because your Chief of Staff already tracks that tech. Separate vendors for each job cost more and don't talk to each other.
In production
What Helm has already done.
Helm runs every week at a roughly $10M HVAC, plumbing and electrical company, on the systems it already had.
10 hrsa week back for the owner
95%+of Google reviews answered, up from the mid-70s
0systems migrated, 0 new apps for the techs
Monday morning, everyone on the same page.
The managers used to build reports by hand and review them Monday afternoon, once the week was gone. Now the leadership team starts Monday with the week's brief already written, and Helm warns them early when a number starts to slip, so it gets fixed while there's still time to recover the week.
Every review answered.
The share of Google reviews that got a reply went from the mid-70s to more than 95%, without the owner writing them. Helm also reads what customers say about price, so the managers see it early when pricing starts to show up as a complaint.
Too much road, not enough driveway.
Helm showed techs were spending more of the day driving than at customers' homes. The team changed how they dispatch, and revenue per tech went up.
Getting started
Up and running in a week.
Sign on a Monday and your first report lands the next Monday.
- 01
Connect what you already run.
Your field service software, your books, your reviews, your ads and your phones. Setup is on us, not your office.
- 02
Helm learns how you run.
Your numbers, your definitions, your week. The report is built around how your shop counts a sale, by trade and by tech.
- 03
You stay in control.
Replies to reviews under 4 stars wait for your OK. Tech alerts follow thresholds your managers set. You decide what Helm handles on its own.
Your field service softwareQuickBooksGoogle Business ProfileGoogle AdsFacebookCall tracking+ more
- Nothing to migrate.Your systems stay your system of record.
- Nothing new for your techs.They keep the app they already use.
- You choose what connects.Pick which systems Helm reads from, and disconnect any of them whenever you want.
How pricing works
One price per hire. It gets better every month at that price.
Work you stop paying for
Office work nobody has to sit down and do anymore: the weekly numbers, the review replies, the follow-up.
In production: 10 hours a week back for the owner.Money you stop losing
A trade sliding, ad money going nowhere, a job sent to the wrong truck. You hear about it in days, while you can still act.
In production: ad return corrected from 6× to 2.4×, and spend moved to match.Revenue you weren't getting
Reviews that actually get answered, calls handled better, and knowing what a job is worth before a truck leaves the yard.
In production: reviews answered went from the mid-70s to 95%+.Prices
Chief of StaffAvailable now$2,000/mo
Marketing ManagerIntroductory price, available now$2,000$500/mo
CSR AssistantFrom December$2,000/mo
Month to month. No setup fee. Cancel any time.
Book a 30-minute demoIncluded, at no extra cost
A new skill inside a hire you already have.
A new report, a new alert, a sharper read on your numbers. No Pro tier, no upgrade conversation, no renegotiation.
A new price
A new hire doing a different job.
Payroll isn't a feature of your Chief of Staff. When you want that role, you hire it at its own price, whenever you're ready.
FAQ
Before you book the demo
Will Helm replace anyone on my team?
No. Helm takes the busywork off your managers, your office and your CSRs so they can spend the day on work that needs a person. What it can take over is work you pay outside for today, like an agency answering your reviews or a freelancer pulling reports.
What happens in the demo?
Thirty minutes. We walk through a real week in Helm for a shop your size: the Monday report, the tech alerts and the review replies. Then we look at where your team's week goes and which hire to start with.
How much does Helm cost?
The Chief of Staff is $2,000 a month. The Marketing Manager is $500 a month at its introductory price. The CSR Assistant is $2,000 a month when it joins in December. Every hire is month to month with no setup fee.
Do I have to hire all of them?
No. Start with the one you need most and add the others when you're ready.
What do I have to approve?
You decide. Replies to reviews under 4 stars always wait for your OK, and positive replies can post on their own once you trust them. Tech alerts follow thresholds your managers set.
Will my techs or office have to do anything differently?
No. Helm reads from the systems you already use. Your techs keep their app and your office keeps their screens.
Does Helm replace my field service software?
No. Helm works alongside it and the rest of your systems. They stay your system of record.
Will my price go up when you add features?
No. New skills join the hire you already have at the price you agreed. You only pay more when you hire another role.
How do I reply to Google reviews automatically?
Helm's Marketing Manager drafts a reply to every new Google review, specific to what the customer said, and you approve anything under 4 stars. It also sends every customer a review request after the job, built to Google's 2026 review rules.
How much work is setup?
You connect your systems and we do the rest. Sign on a Monday and your first report lands the next Monday.
Start next Monday with the whole picture.
Book a 30-minute demo. We'll walk through a real week in Helm, look at where your team's week goes, and pick the hire to start with.
Book a 30-minute demo