DRAFT for review. Not published. Bracketed yellow items are placeholders or decisions for Michael.
Upgrade Yard

Industries

Built for the way your trade works

Examples of what we can build. Every system starts with a conversation, and we include only what fits.

HVAC technician servicing an outdoor air conditioning unit beside a house

HVAC

Maintenance agreements, seasonal rushes, and equipment that ages on a schedule.

  • Maintenance agreements with renewal reminders at 60, 30, and 7 days
  • Equipment history for every home
  • Spring and fall tune-up reminders, agreement customers first
More HVAC examples
  • A flag when equipment passes the age you set, to start a replacement conversation
  • An offer to join a plan after a repair, drafted for your approval
Plumber tightening a copper pipe fitting under a sink

Plumbing

Urgent calls that arrive when nobody is free to answer.

  • A missed-call text back that flags urgent requests, with a safety message you approve
  • An alert to whoever is on call
  • On-my-way texts for customers who agreed to receive them
More plumbing examples
  • Water heater records with age-based reminders
  • Follow-up tasks for repipes, water heaters, and sewer lines
Roofer in a safety harness installing shingles on a house roof

Roofing

Long jobs with inspections, photos, insurance paperwork, and many follow-ups.

  • Inspection records with photos and findings in one place
  • Insurance-claim tracking: adjuster meetings, supplements, depreciation
  • Review and referral requests after an install
More roofing examples
  • After a storm in an area you choose, drafted check-ins to past customers there, sent only with your approval and their consent. No cold texting.
  • Reminders for adjuster meetings and open supplements
Mechanic in a repair shop inspecting a car raised on a lift

Auto repair

Most shops already run a shop-management system. We add what it may not cover.

  • Follow-up on declined work at intervals you choose
  • Service reminders based on each vehicle's mileage
  • A “your car is ready” text for customers who agreed to receive texts
More auto repair examples
  • Win-back reminders for customers who haven't been in for a while
  • An owner view of calls, follow-ups, and returning customers
Pest control technician treating the foundation of a brick house

Pest control

Recurring service, routes, and careful records.

  • Service agreements with frequency and renewal dates
  • Day-before notices with your notes, such as “please secure pets”
  • Treatment records built to support the record-keeping your license requires
More pest control examples
  • Termite renewal reminders and follow-up when a stop is skipped
  • A save-the-customer task when someone asks to cancel
Cleaner wiping a kitchen counter next to a caddy of cleaning supplies

Cleaning

Recurring schedules and consistent quality.

  • Recurring schedules with preferred days and time windows
  • Home profiles, with entry and alarm notes kept encrypted
  • A satisfaction check after each clean, with a same-day task if a score is low
More cleaning examples
  • A quick reply to quote requests using price ranges you set
  • Review requests sent only after a good visit
Electrician's gloved hands working in a residential breaker panel

Electrical

Permits, inspections, and equipment that needs regular care.

  • Permit and inspection tracking with reminders
  • Panel records: amperage, brand, and age
  • Generator maintenance plans with service reminders
More electrical examples
  • Tracking where EV-charger and generator leads come from
  • Safety-inspection offers for older homes, using criteria you approve

Texts and marketing messages go only to customers who agreed to receive them. A person approves AI-drafted messages before they're sent.

Don't see your trade?

Landscaping, salons, and other local service businesses can be a good fit too.

Start with a 15-minute call

No pitch and no demo. Just a conversation about how your business runs.

Book a 15-minute call or call (718) 619-1840