WorkHero, an AI-driven back office solution for small HVAC contractors, has announced a successful seed funding round, amassing $5 million.
The investment was spearheaded by Navitas Capital with contributions from Workshop Ventures, York IE, and several strategic angels, including a former executive from ServiceTitan.
Challenges Facing Small HVAC Businesses
Owners of small HVAC businesses often find themselves overwhelmed by administrative duties, with a recent survey by WorkHero and HVAC School revealing that these tasks consume over 20 hours each week.
Traditional software platforms prove cumbersome, and employing a full-time office manager is frequently too costly in an industry where 85% of companies employ fewer than 20 people.
Innovative Solutions by WorkHero
AI efficiently handles repetitive tasks while seasoned account managers offer guidance and support
WorkHero provides a unique solution aimed at these small businesses by utilizing agentic AI to tackle back-office tasks autonomously.
This includes invoicing, permit acquisition, rebate filing, warranty registration, and pricebook creation — all managed without owners needing to engage directly via a computer. AI efficiently handles repetitive tasks while seasoned account managers offer guidance and support in financial and operational areas.
Reducing Heat Pump Rebate Friction
WorkHero also contributes to climate goals by automating the heat pump rebate submission process in states like Colorado, Oregon, and New York.
The automation reduces processing time by 50%, resulting in nearly perfect approval rates from program administrators. This initiative is part of WorkHero’s broader effort to provide small businesses with the efficiencies typically available to larger firms.
Expansion Plans with New Funding
Following the new financial backing, WorkHero plans to grow its engineering and product development teams. The company will augment its service offerings with call answering and bookkeeping to enhance its comprehensive office operation solutions.
Co-Founder, Kyler Evitt remarked on the excitement of providing end-to-end support for small business owners, ensuring that they receive reliable results.
WorkHero, the AI-powered back office for small HVAC contractors, announced a $5 million seed round led by Navitas Capital, with participation from Workshop Ventures, York IE, and several strategic angels, including a former ServiceTitan executive.
Small HVAC business owners are drowning in paperwork. Data from a recent survey that WorkHero conducted with HVAC School shows that small HVAC business owners spend over 20 hours per week on administrative tasks.
Legacy software platforms remain difficult for busy owners to manage and hiring a full-time office manager is often cost-prohibitive. This problem is particularly acute in a fragmented industry where 85 percent of companies have fewer than 20 employees.
WorkHero's platform
"WorkHero has built a novel solution for a massive, underserved market. This is exactly where agentic AI should be applied, solving real-world problems for small businesses overlooked by traditional software," said Jenny Song, a Partner at Navitas Capital.
Unlike traditional software that requires business owners to learn a new tool, WorkHero's platform handles back-office work autonomously. The system can invoice customers, pull permits, file rebates, register warranties, and build pricebooks, all without the owner having to open their laptop.
While AI agents execute the repetitive workflows, dedicated account managers with industry expertise provide oversight and coach contractors on their finances and operations.
Heat pump rebate submission process
“It’s time to use AI to support small businesses, who drive job creation in local economies. At WorkHero, we are giving independent owners the same back-office efficiencies as larger PE-backed companies,” said WorkHero Co-Founder, Furman Haynes.
The company’s platform also advances climate and electrification goals. In states like Colorado, Oregon and New York, WorkHero is deploying automation that removes friction in the heat pump rebate submission process, cutting processing time by 50 percent while achieving nearly perfect approval rates from program administrators.
WorkHero product teams and add new services
“It’s exciting to be able to deliver agentic tools that complete real work for our contractors. This is the end-to-end support that these small business owners need,” said WorkHero Co-Founder, Kyler Evitt, adding “and our expert office managers ensure we deliver results they can trust.”
With this new funding, WorkHero will expand its engineering and product teams and add new services, including call answering and bookkeeping, to deliver a full suite of office operations.
