Missed calls become lost jobs fast. Estimates that go out slowly—or never get a follow-up—leave money on the table. We come in, map how your shop really operates—the phones, the schedule, the estimates, the trucks—and build AI-native systems that plug the leaks and free up your day. You stay in control of pricing, emergencies, and what the system is allowed to say.
Most HVAC shops don't have a demand problem — they have a leak problem. The work is coming in; it's slipping out the back before anyone books it.
Your techs are on rooftops, not at a desk. Calls go to voicemail, the caller dials the next company on Google, and you never even knew the job existed.
Scheduling and routing live in someone's head and a group chat. Double-bookings, windshield time, and "who's taking this one?" cost you billable hours every day.
Replacement proposals take days to go out. Nobody circles back on the ones that don't close. Members due for a tune-up never hear from you again.
You don't know your true cost per lead, which marketing actually books jobs, or which techs and job types make money — until the accountant tells you months later.
Representative examples — every build is shaped around your actual operation, tools, and rules. We start with the one leak costing you the most and expand from there. You approve the rules; the system escalates anything outside them to a human.
An AI intake layer that answers routine calls and, on eligible missed calls, sends an immediate text-back — day, night, or mid-job — then qualifies the job against your service area and rules and books it or hands it to your team. So the leads you were losing to voicemail get a fast recovery attempt instead of silence.
Emergencies, safety calls, complaints & existing-customer escalations route straight to a human on your list.One clear board for jobs, crews, and trucks — with AI that slots eligible calls into the right window, flags conflicts, and helps reduce drive time. The office spends less time playing phone-tag and techs get clearer, more current job information.
Your dispatcher keeps final say on assignments and priorities.Structured diagnostic intake, your approved pricebook, and proposal templates that assemble a clean replacement or repair proposal in minutes instead of at the kitchen table at 9pm — with financing options and automatic follow-up until it closes.
Diagnosis, load calcs, and final pricing stay with your techs — the system prepares, it doesn't decide.Unsold estimates can receive consistent follow-up, finished jobs can trigger review requests at the right moment, and maintenance members can get timely service reminders—so fewer valuable opportunities disappear into the backlog.
Open your phone and see it: calls, booked jobs, revenue, cost per lead by channel, and which techs and job types actually make money — live, not three months later from the bookkeeper.
Lean into the swings instead of getting buried by them — reactivate maintenance customers before the first heat wave, spin up cooling-season campaigns, and keep the pipeline full through the shoulder months.
Where a tool offers an API and you grant access, we integrate directly. Where it doesn't, we bridge it or run alongside it. We'll confirm exactly what's possible during Discovery.
Integrations are subject to each platform's API and your account access. We're independent and not affiliated with these vendors — logos and names belong to their owners.
You keep control of pricing, emergency handling, and every message the system is allowed to send.
For most shops we start where the money leaks fastest: the phones. A typical first build responds to eligible missed calls in seconds with an automated text-back, qualifies the lead against your rules, drops it onto a live dispatch board, routes emergencies to a human, and fires the follow-up automatically — so the jobs you were losing to voicemail get a fast recovery attempt. From there we expand into estimates, renewals, reviews, and the owner's dashboard.
Illustrative example and targets — the ~10–20 hrs assumes a 2–10 person shop replacing manual call-backs and message-taking. Your actual scope and numbers depend on your shop, and we map them with you on the call.
Which of these we target first depends on where your shop is leaking — we set a baseline on the call so you can see the movement, not a generic industry benchmark.
We spend a day on how your shop really runs — phones, schedule, estimates, trucks — and leave you a ranked plan of the highest-impact fixes and what they're worth.
We build and deploy the first systems, wire them into the tools you already use, train your office, and document everything so it's yours.
We keep tuning, add automations as the season shifts, and make sure the numbers keep moving in the right direction.
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No. It handles the repetitive first touch — catching calls, texting back, qualifying, and booking routine jobs within your rules — and hands everything else to your team. Your dispatcher stops drowning in phone-tag and focuses on the calls that need a human.
Usually yes — we route around your current number so you keep it. The exact setup depends on your carrier, which we confirm during Discovery.
You set the escalation rules. Emergencies and safety-related calls route straight to a human on your list rather than being handled by automation.
Often yes. We integrate with field-service and accounting tools that expose an API — ServiceTitan, Housecall Pro, Jobber, FieldEdge, QuickBooks and others — subject to your account access. Where a direct integration isn't available, we bridge it or run alongside it. We're independent and not affiliated with these vendors.
Yes. Automated reminders and reactivation campaigns for members due for service are a common early win.
You define your service area, job types, hours, and rules up front. The system qualifies and books within them.
Yes. You approve the message templates, the qualification and pricing rules, and what the system is allowed to say. Nothing goes out that you haven't signed off on.
It defaults to a human. When a call or request falls outside its rules, it captures the details and hands off to your team rather than guessing.
A quick, no-pressure call to find the leak costing your shop the most — and whether it's realistically fixable with AI.
Who it's for: owner-run HVAC shops tired of losing jobs to missed calls and manual busywork. No prep, no slideshow, no obligation — just 15 focused minutes.