For HVAC Operators

Your HVAC back office — handled.

A team of AI agents pre-trained for HVAC. They answer every call 24/7, follow up every quote, run your seasonal campaigns, catch margin leaks before they cost you. Works on top of Jobber or QuickBooks via MCP — or in our own stack if you'd rather a clean slate.

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Everything included on day one

Front Desk Agent Revenue Agent Marketing Agent Operations Agent HR Agent Accounting Agent Executive Agent Voice AI (inbound & outbound) SMS + Email + Chat Play Library (1,300+ plays) Mobile web app

Owner of a successful local hvac company

The HVAC reality

Every HVAC operator we talk to has the same three problems.

The agents are pre-trained for them. Day one, they know what to look for and what to do about it.

Missed calls during AC season

Phone rings. You're on a roof. By the time you call back, they booked the next guy. Industry data says 27% of after-hours emergency calls go to whoever picks up first.

Quotes that go cold

You sent the install bid five days ago. They opened it twice. You forgot to follow up. Most HVAC shops let 40-60% of unsigned quotes die from no contact.

A tech with hidden callbacks

By feel, you know one of your techs has more callbacks than the others. You've never measured it. The cost is real — refrigerant returns, brand damage, lost referrals.

Plays for HVAC

Pre-built workflows — tuned for the way HVAC runs.

Plays are how the agents do work end-to-end. Below are six of the most-run plays in HVAC. The full Playbook has 60+ for your trade.

HVAC-001

The Follow-Up Blitz

Every open estimate older than 5 days gets worked. Personalized email from the original quote, voice call if no reply in 48 hours, hot leads escalated to your cell. Built on your actual quote data.

Time~45 min

When to runClose rate below median

HVAC-P01

Dormant Customer Revival

Voice AI calls every customer inactive 12+ months. Personalized by job history and equipment age — "Hey Sarah, your unit's coming up on 8 years…" Auto-books reactivated customers into your calendar.

RunsOvernight

When to runSlow season, 200+ past customers

HVAC-011

Service Agreement Push

Convert one-time customers to recurring maintenance plans. Scripts and lists ready, segmented by equipment type and last service date. Routes the easy yeses to autopay.

Time~1 hr

When to runLow recurring revenue

HVAC-031

Tech Scorecard Audit

One-page performance card per technician — close rate, callback rate, revenue per job, trend line. Surfaces specific job types where callbacks cluster. Drafts a coaching note for review.

Time~20 min

When to runPerformance reviews, callback spikes

HVAC-022

Seasonal Campaign Builder

Builds a complete pre-season push — emails, postcards, social posts, ad budget adjustments — tuned for your local cooling/heating curve. One click, ready to ship.

Time~45 min

When to runPre-season ramp

HVAC-021

Google Review Blitz

Generates and sends review requests to recent happy customers — personalized by service type, not generic. Routes 1-3 star responses to you first before they go public.

Time~30 min

When to runUnder 50 reviews, rating below 4.5

Browse all 60+ HVAC plays in the Playbook →

Benchmarked against operators like you

See exactly where the gaps are — and what they're costing you.

Every metric compared against 100+ HVAC shops your size. Not generic industry averages. Operators just like you, in your trade and your size range.

Sample HVAC Benchmark

You Avg Top 25%

Net Margin

16%14%21%

Close Rate

44%51%69%

Avg Ticket

$312$298$391

Callback Rate

7.2%5.5%3.0%

Review Score

4.34.14.7

Revenue / Tech

$21k$24k$32k

Sample benchmark · HVAC · 1–8 technicians · n = 104 businesses

Already on Jobber or QuickBooks?

Keep your stack. The agents work on top.

Most HVAC operators we work with already have software. We don't ask you to switch — our agents read your data via MCP and act in those tools natively.

Jobber

QuickBooks Google Calendar

Google Calendar Gmail

Gmail

Stripe

Twilio

Mailchimp + Yours? Ask.

Don't switch your software. Add the brain that runs it.

Your HVAC back office — handled.

Every HVAC operator we talk to has the same three problems.

Pre-built workflows — tuned for the way HVAC runs.

See exactly where the gaps are — and what they're costing you.

Keep your stack. The agents work on top.

Pre-trained for HVAC.