Automation for hvac companies
Less phone tag. More booked service calls.
When the first heat wave or cold snap hits, your phones light up and calls roll to voicemail. Tune-up season gets missed, maintenance plans lapse, and replacement quotes go cold while homeowners shop around.
Built for hvac companies
What a bot can take off your plate
- Spring and fall tune-up remindersEvery customer gets a tune-up reminder before the season, so your slow weeks fill up before the rush.
- Maintenance plan renewalsPlan members are reminded before they lapse and can renew in a tap, keeping steady recurring revenue.
- Filter change remindersHomeowners get filter reminders on their schedule, keeping your name in front of them all year.
- System replacement follow-upReplacement quotes get a sequence of helpful follow-ups, so big-ticket jobs don't go to whoever called last.
- Heat wave and cold snap overflowWhen demand spikes, every caller gets an instant reply and a spot in line instead of a busy signal.
- Warranty registrationNew equipment is registered with the manufacturer and the customer gets their warranty details, so nothing lapses.
- Duct cleaning and IAQ offersCustomers with allergies or older systems get timely offers for duct cleaning and air-quality upgrades.
- Rebate and financing paperworkUtility rebate and financing forms are gathered and drafted for the customer, so replacements close faster.
- Thermostat and no-cool troubleshooting textsCallers get simple checks to try first, so some calls resolve without a truck roll and the rest get booked.
Plus the everyday essentials
- Peak-season missed-call text-backDuring heat waves and cold snaps, every missed caller gets a text and a place in line.
- Online service bookingHomeowners book tune-ups and repair visits any hour, without calling dispatch.
- Tech-on-the-way textsCustomers get the tech's arrival window, so someone's home to open the door.
- Visit remindersTune-up and repair reminders go out the day before, cutting no-shows.
- Replacement quote chasersSystem replacement quotes get spaced-out, helpful follow-ups.
- Review requests after a fixWhen the AC is blowing cold again, customers get a review ask while they're relieved.
- Agreement billing remindersMaintenance plan payments and past-due invoices get polite reminders.
- Weekly dispatch summarySee calls, booked visits, open quotes and plan renewals in one short report.
Every tool drafts and prepares. You approve anything that goes out.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Want us to keep it updated? An optional care plan covers changes and upkeep. Quoted after a short call.
Your first step
Free 30-minute Automation Blueprint call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call