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Peak-Season Call Handling | No-Cool Emergency Booking | Voice AI Receptionist | Equipment History | Warranty Tracking | HVAC Pricing | Maintenance Agreements | Smart Scheduling | Equipment-Aware Booking | Technician Job Context | One Connected HVAC Record
Nine steps, most of them finished before the technician even leaves the last job.
Voice AI picks up before your CSR has her coffee, and it asks HVAC questions. Is the indoor blower running. Is the outdoor fan turning. Any water at the furnace.
Three ton Carrier, 2019, parts warranty still live, capacitor replaced last August. Nobody makes her recite her own service history.
A no-cool with a newborn in the house outranks a filter-size question, whoever called first.
Beats a trip to the supply house at eleven.
Past visits, last diagnosis, whose name is on the agreement. No standing in the side yard calling the office.
“Compressor windings are shorted, unit’s seven years old, coil’s rotted out.” Photos of the nameplate and the burnt contactor land on the job by themselves.
Repair in one column, replacement in the other, priced off your pricebook instead of whatever he remembers charging last time.
Card or bank transfer, invoice in her inbox on the way out.
Warranty status updated, review request out that afternoon.
Four pieces, working off the same record.
People move. The condenser stays. Install date, model, serial, and warranty sit on the address, so whoever shows up next inherits the file instead of reading a faded sticker with a flashlight.
Spring and fall visits schedule off the agreement, billing runs on its own cycle, renewals get flagged before they lapse. That last one is where shops quietly bleed customers and never see it land in a report.
Build the replacement tiers once, with the thermostats and UV and media filters you actually sell, then let your tech lay them beside the repair number while she is standing in her own basement deciding.
First heat wave, first hard freeze. Nobody staffs for either. Voice AI takes the overflow and the board reshuffles when a two hour changeout turns into five.
Voice AI is trained on how HVAC calls actually break down, not treated as one generic service request.
No callback, no “someone will get back to you.”
It also covers the twenty minutes your CSR is at lunch, which is the gap nobody ever counts.
Yes. Units live on the address, with install date, model, serial, and warranty carried across every visit.
Yes. It routes urgent calls ahead of scheduling questions.
On their own cycle, with visits placed automatically and renewal reminders before the agreement lapses.
Yes. Tiers and add-ons come from your pricebook, so the price holds whoever is in the basement.
Yes, with separate pricebook and dispatch rules by job type.
Yes. The invoice generates when the job closes and payment can be taken on site.
