--- title: "AI Service Closeout for Commercial MEP Contractors" description: "Turn technician notes and parts evidence into a reviewable closeout packet with Genies." canonical: https://www.stacksync.com/use-case/genies-commercial-mep-service-closeout last_modified: 2026-09-21 --- Commercial HVAC, plumbing and electrical contractors # AI Service Closeout for Commercial MEP Contractors > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Commercial HVAC, plumbing and electrical contractors systems connected through Stacksync two-way sync: Salesforce, NetSuite, HubSpot, Acumatica, Supabase](https://www.stacksync.com/images/industry-heroes/icp-commercial-mep-contractors-800.webp) Give a Genie the bounded job of assembling completed service-visit evidence. It can separate performed repairs from recommendations, connect parts and agreement records, and identify missing customer acceptance. Supervisors review technical meaning; finance controls chargeability and financial actions. Technician notes contain the answer, but service and billing teams repeatedly search for the same context. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem US commercial HVAC, plumbing, electrical and multi-trade service groups with 100–1,000 employees. ### Structure the visit evidence Prepare a clear performed-work summary with source references rather than making reviewers read every system from scratch. ### Surface warranty and callback questions Route uncertain coverage and related visits to the service owner without labeling them billable or nonbillable by guesswork. ### Preserve human decisions Keep the reviewed packet version and resulting handoff linked so late notes do not create another invoice request. The process, end to end ## Follow the work across systems an HVAC visit includes a completed repair, a future maintenance recommendation and a possible warranty return. The Genie separates those items and gathers the evidence so the supervisor and biller can make their own decisions quickly. [Salesforce connector](https://www.stacksync.com/connectors/salesforce) [NetSuite connector](https://www.stacksync.com/connectors/netsuite) Scope your implementation ## Bring these details to the demo - Representative technician notes - Parts and agreement evidence - Required customer sign-off - Allowed actions and review owners Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Genies for Commercial MEP Service Closeout: Turn Technician Notes Into an Invoice-Ready Packet](https://www.stacksync.com/blog/genies-for-commercial-mep-service-closeout-turn-technician-notes-into-an-invoice-ready-packet) Use a Genie to connect technician notes, parts evidence and customer acceptance into a reviewable MEP service closeout. - [MEP Service Closeout Exceptions: Warranty Work, Callbacks, Missing Parts, and Customer Sign-Off](https://www.stacksync.com/blog/mep-service-closeout-exceptions-warranty-work-callbacks-missing-parts-and-customer-sign-off) Handle the MEP closeout cases that require service judgment before an AI-prepared packet reaches billing. [Explore all commercial HVAC, plumbing and electrical contractors integration and automation guides ↗](https://www.stacksync.com/industry/construction/commercial-mep-contractors) ## Common evaluation questions ### Will the agent invent missing test results? The task should explicitly forbid that. Missing technical evidence becomes an owned exception. ### Can it prepare a customer report? It can draft from the evidence, with review of technical meaning before delivery. ### How do we validate value? Compare reviewer effort, unresolved questions and corrections on your own visit sample; do not assume a promised savings percentage. ### Where do Genies fit in the product order for MEP service closeout? Two-way sync comes first. A closeout Genie reads visit, parts, agreement and sign-off records, and its packet is easier to review when Salesforce and NetSuite already agree on the customer, site and job. Workflows come next if emergency callouts need rate authorization and a billing handoff with named owners. Then the Genie assembles that evidence for supervisor and finance review, with missing acceptance flagged for the owner who can obtain it. EDI is a later, separate step for rooftop unit and accessory orders placed with HVAC distributors.