Every tech a heavyweight.
Sumo answers your techs from your own manuals and past jobs, shows the page it came from, and gets a senior tech on the line when nothing covers it. The fix is saved, so nobody on your crew answers the same question twice.
Onboarding a small group of HVAC pilot shops now.
Answers come only from documents and cases your shop approved.
When the records run out, the call goes to your own expert.
Approved answers are kept and reused across the crew.
He's been doing this for twenty years. He knows which board revision ships with the wrong jumpers and which heat pump lies about its defrost sensor. None of it is written down.
So his phone rings all day. He's on a roof, mid-job, talking someone else through theirs. When he's on vacation, the shop slows down. When he retires, it walks out the door with him.
Techs get the shop's proven fix on the first visit instead of guessing and coming back.
A second-year tech can ask the question they'd be embarrassed to ask out loud, and get the company's answer.
Repeat questions get answered from approved cases. When they do get a call, the context is already on screen.
Three steps, and the third one is why the first one keeps getting better.
Talk, type, or point the camera at the unit. Sumo answers only from your company's approved knowledge and cites the page or case it came from.
When nothing covers it, it says so: “No company record covers this.”
One tap rings every available senior tech on the web dashboard. They see a handoff summary first and the tech's rear camera live, so nobody starts from zero.
Recording happens only when both people agree.
Sumo drafts a case from the expert's notes, keeping their words as written. The expert approves it, and the next tech with the same problem gets that answer at step one.
Sumo never invents a fix. No approval, no answer.
The next tech who sees E6 on a CM-24 gets Dana's fix in seconds, with her name on it.
Upload manuals, SOPs and spec sheets as PDFs. Nothing becomes searchable until an expert approves it, and archiving a document removes it from answers immediately.
A web dashboard where your senior techs pick up calls. Each call opens with a summary of what the tech asked and what Sumo already ruled out, next to live video from the tech's rear camera.
After the call, Sumo drafts a case from the expert's notes, plus the transcript when the call was recorded. The expert's words stay verbatim. They edit, approve, and it's live for the whole team.
We started with heating and cooling because the equipment is varied, the manuals are long, and a bad fix is expensive. The same approach works anywhere a shop’s experience lives in a few people’s heads.
Rooftop units, split systems, heat pumps, furnaces, boilers.
Available for pilotsWater heaters, boilers, tankless units, backflow.
ComingPanels, generators, controls and service work.
ComingCommercial kitchen and residential appliances.
ComingTrust and privacy
A confident wrong answer on a gas valve is worse than no answer. Your manuals, calls and cases never leave your company, and Sumo won’t guess when they don’t cover the question.
Hearthline HX-90 inducer hums but won't spin.
No company record covers this.
Your manuals, recordings and cases are private to your company. We don’t train on them, share them, or show them to anyone outside your shop. Techs see approved cases and cited quotes, never other techs’ recordings.
Every answer comes from your approved documents and cases, and links to the page or case it used. If your records don't cover it, Sumo says so plainly instead of guessing.
Sumo may add clearly labelled general information when your records are silent, but never for electrical, refrigerant or gas safety steps. Those come from your documents or your experts.
Expert calls are recorded only when the technician and the expert both say yes. Without a recording, the case is drafted from the expert's notes alone.
Plans scale with the number of techs in the field. Book a short call and we'll quote for your shop.
For shops getting their first manuals and SOPs in one place.
Pricing on a call
3–10 technicians
Start a pilotFor shops turning their senior techs' experience into a playbook.
Pricing on a call
5–50 technicians
Book a 30-minute demoFor multi-location shops and franchise groups.
Pricing on a call
50+ technicians
Contact usPricing is shared on the demo call while we onboard pilot shops.
Compare plans in detailNo. Sumo answers only from documents and cases your experts have approved, and every answer shows where it came from. When nothing covers the question, it says "No company record covers this" and offers to call an expert.
iPhones for your technicians, a browser for your senior techs, and the manuals and SOPs you already use. We help you load and approve the first batch during the pilot.
Only as far as your records go. If you haven't uploaded a manual or solved that problem before, Sumo will say so and route the tech to an expert. That call then becomes the record.
They choose when they're available on the dashboard. The goal is fewer calls overall: once a fix is approved, the next tech gets it from Sumo instead of from them.
Only your company. Calls are recorded only when both people agree. Technicians see approved cases and cited quotes, never other techs' recordings.
No. For electrical, refrigerant and gas safety steps, Sumo answers only from your own approved documents and cases, and otherwise sends the tech to an expert.
Not yet. The technician app is iPhone-only today; the expert dashboard runs in any modern browser.
Book a demo
Send us one manual or SOP your crew uses every week. In 30 minutes we’ll show Sumo answering your techs’ questions from it, and how one call becomes a case the whole shop keeps.
Prefer email? hello@sumocrew.com
Or send a request and we’ll reply within one business day.
