Missed calls, lost jobs
After-hours and peak-day calls go to voicemail — and the homeowner books the next company.
For HVAC companies
Answer every call. Book every job.
Custom AI automation for HVAC companies — leads answered in minutes, quotes followed up until they’re decided, and maintenance plans that renew themselves. Built on your field software, owned by you.
- ServiceTitan
- Housecall Pro
- Jobber
- QuickBooks
- SMS
Sound familiar?
Quotes that go quiet
Replacement quotes get sent and never followed up while techs are on the next call.
Lapsed maintenance plans
Agreements expire without a renewal offer, and the recurring revenue walks away.
AI automation for HVAC companies, onboarding first.
Every workflow is shaped around how your team already works — and a person approves anything that matters.
Client onboarding
- New-customer intake straight into your field software
- Booking confirmations and on-my-way texts
- Pre-visit questions so techs arrive prepared
- Financing and permit paperwork checklists
Leads & follow-up
- Instant text-back for missed calls and web forms
- Quote follow-ups until the customer decides
- Maintenance-plan renewal offers before expiry
- Review requests after every completed job
Operations
- Job notes turned into clean invoices
- Parts and approval requests routed to the right person
- Weekly owner report: booked, sold, unpaid
- Payment reminders that sound human
Built on your stack — or instead of it.
Way 01 · Keep your toolsWe add the custom layer to what you already run.ServiceTitanHousecall ProJobberQuickBooksSMS
Way 02 · Replace what’s overpricedPaying for add-ons on top of your field software for texting, reviews and renewals? We can build the pieces you use into one system you own.Either way, you own the code — and can change it with Claude, ChatGPT or any AI tool.
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how your team works today and find where the hours go.
- 02Build sprint2–4 weeks. We build 2–4 custom workflows on your stack, tested and documented.
- 03Run & improveMonthly, optional. We monitor, tune and add workflows. Cancel anytime — it stays yours.
Questions from HVAC companies
What is an AI receptionist for HVAC companies?
A system that answers or texts back every call you miss, asks about the job and books it into your calendar or field software — so the lead lands where your team already works.
Does missed-call text back work for HVAC?
Most homeowners call the next company when nobody picks up. An instant text with a booking link keeps the job, which is why it’s usually the first workflow HVAC clients switch on.
Do we have to switch from ServiceTitan or Housecall Pro?
No. We build on top of the field software you already run, using its API or integrations where available.
Who answers the customer?
The agent drafts or sends replies by the rules you set — for example, instant text-back for missed calls — and hands anything unusual to your team.
How quickly will we see results?
Missed-call text-back and quote follow-ups are usually live within 2–3 weeks.
Find out where your team’s hours go.
A 30-minute call. We’ll walk through your onboarding, leads and busywork, and tell you what’s worth automating — and what isn’t.