AI Sales Automation for HVAC Companies
Bookmorejobsfromthecalls you’realreadygetting.
AI that answers every service request in under a minute, follows up every replacement quote and fills your maintenance plan, set up on the field service software you already use.
Not ready to talk? Score yourself in 2 minutes
- Sat 7:42 pmHomeowner submits “AC blowing warm air” through your Google Local Services ad.
- Sat 7:43 pmThey get a text with three open slots for Sunday morning. They pick 9 am.
- Sun 11:10 amTech finds a 14-year-old unit on its third repair and quotes a replacement on site.
- Sun 6:00 pmHomeowner gets a recap of both options with monthly financing figures.
- Wed 9:00 amCheck-in text with the forecast for next week. They reply “let’s do it” and book the install.
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- ServiceM8
- simPRO
- HubSpot
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- ServiceM8
- simPRO
- HubSpot
Sound familiar?
The leak01 / 03
01
Peak season buries the phone
The first hot week of summer brings more calls than the office can answer. Every missed call is a no-cooling job a competitor books instead.
The leak02 / 03
02
Replacement quotes go quiet
A $12,000 system quote goes out after the visit, then nobody follows up. The homeowner gets two more quotes and picks whoever stayed in touch.
The leak03 / 03
03
Techs fix it, but don’t sell it
Your techs are great at repairs. Recommending a replacement or a maintenance plan feels like selling, so it doesn’t happen.
Workflows for HVAC Companies
Each one runs on the software you already use, or as custom code you own.
Instant reply to every request
Web forms, Google Local Services leads and missed calls get a text back in under a minute with booking slots from your dispatch board.
Replacement quote follow-up
Every system quote gets a planned sequence: a recap the same day, financing options, a check-in before the heat wave, then a clean close-out.
Maintenance plan sign-ups and renewals
Every repair customer gets a plan offer after the job. Renewals go out on time, so the shoulder season stays booked.
Repair-to-replace flags
Older units and repeat repairs are flagged in your CRM, so a comfort advisor calls before the next breakdown.
Tech and comfort advisor practice
AI roleplay where techs practice recommending a replacement or a plan to a skeptical homeowner, before they’re in the living room.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Sat 7:42 pmHomeowner submits “AC blowing warm air” through your Google Local Services ad.
- Sat 7:43 pmThey get a text with three open slots for Sunday morning. They pick 9 am.
- Sun 11:10 amTech finds a 14-year-old unit on its third repair and quotes a replacement on site.
- Sun 6:00 pmHomeowner gets a recap of both options with monthly financing figures.
- Wed 9:00 amCheck-in text with the forecast for next week. They reply “let’s do it” and book the install.
- Install day + 2Review request goes out, plus an offer to join the maintenance plan.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software7 tools
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- ServiceM8
- simPRO
- HubSpot
Lead sourcesEvery one answered
- Google Local Services Ads
- Google Business Profile
- Angi
- Thumbtack
- hipages
- Website forms
- Missed calls
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from HVAC Companies
01Does this replace my answering service or CSRs?
No. It covers the gaps: after-hours requests, overflow on peak days and every follow-up nobody has time for. Your CSRs still take calls; they just stop losing the ones they can’t get to.
02Does it work with ServiceTitan, Housecall Pro or Jobber?
Yes. We build on top of the field service software you already use, so bookings land on your dispatch board and quotes stay in your system.
03Can it help sell maintenance plans?
Yes. Plan offers go out after every repair, and renewals go out before they lapse. It’s one of the fastest wins for most HVAC shops because the customer already trusts you.
04How do you train techs to sell without making them pushy?
Techs practice short, honest conversations with an AI homeowner: explaining an aging system, offering options and answering “can’t you just fix it?”. They get a score and tips after each practice call.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Related
Other industries
Your team does the selling. AI does the chasing.