HVAC answering service powered by AI

A traditional hvac answering service takes a message and emails or texts your team to call back. The AI Call Operator finishes the workflow on the call — qualifies the job, checks dispatch availability, books the appointment in your CRM, and texts the caller an SMS confirmation. It's an always-on intake CSR, not a voicemail replacement.

Yes. During setup we train the workflow on your hvac services, service areas, business hours, dispatch rules, pricing thresholds, and CRM fields. The AI quotes only inside the rules you approve (diagnostic fees, plan starting prices, "we'll need to schedule for replacement estimates") and never invents prices, discounts, or warranties. Approved SMS templates are wired in the same pass so confirmations stay on-brand.

The AI is trained to take and qualify hvac calls across the buyer cluster you actually field — no-heat and no-cool service calls, AC tune-up and maintenance bookings, furnace and heat-pump replacement estimates, ductless mini-split installs, indoor air quality and dehumidifier inquiries, after-hours emergency dispatch, and commercial RTU service requests. Each call type maps to its own intake script, dispatch routing, and SMS confirmation template, so the same agent fields a no-cool emergency and a planned-maintenance booking without dropping context.

Every hvac call captures the structured fields your dispatcher actually needs to assign the right crew and slot: equipment type (furnace / heat pump / AC / mini-split / boiler), make, model, and approximate age, tonnage or BTU rating if known, primary complaint (no cool / no heat / strange noise / leak / short cycling), thermostat type and last setpoint, maintenance-plan status, and ductwork access notes for replacement quoting. Fields flow directly into your CRM job/lead record, the AI's call summary, and the caller's SMS confirmation — no second touch from a human CSR to fill the gaps.

Yes, with explicit guardrails. The AI detects urgent hvac situations (no heat during a freeze advisory, no cooling during a heat advisory, gas smell at the furnace, carbon monoxide alarm sounding, burning electrical smell from the air handler, and water leaking from the furnace or condensate line), prioritizes the dispatch slot, sends an urgent notification to your team, or transfers the caller — whichever rule you set. For safety-related issues the AI follows your approved emergency script and does not try to diagnose dangerous conditions over the phone.

Yes. The AI books hvac appointments directly into your CRM/scheduling system using your real dispatch logic — seasonal demand spikes (summer heat / winter freeze), tonnage-based crew matching, install vs service crew routing, and two-tech lift-and-shift coordination for heavy replacements. Slot, crew capability, drive-time, and any windowing rules you've defined are honored on the call, so the booking is firm before the caller hangs up.

Workflow setup starts from $1500, if you're not satisfied and will not want to proceed we will refund your money.