AI for HVAC companies.
Two seasons of chaos and two of quiet. Maintenance agreements that lapse, replacement quotes that go cold, techs who hate paperwork. We set up AI around your existing HVAC software so the office keeps up in July and stays busy in October.
Where HVAC companies lose hours
Not the work itself. The admin around it. These are the tasks we see eating the day at HVAC companies, and each one is a place AI gives hours back.
Peak-season call surge
The first heat wave buries the office in calls and half of them go to voicemail.
Maintenance agreement renewals
Hundreds of plans expire on different dates and renewals depend on somebody remembering.
Replacement quotes
Multi-option proposals take an hour to build and days to follow up on.
Tech paperwork
Readings, model numbers and recommendations live in a tech’s head until the end of the shift.
Permit and rebate forms
Utility rebates and mechanical permits mean re-typing the same equipment data three times.
What we set up for HVAC companies
Four routines that usually pay off first. All of them run in the software you already have. When something custom is the right answer, we build that too.
All services →Surge triage
Every missed call and voicemail is transcribed and sorted by no-cool, no-heat, maintenance or sales, then booked into the right slot.
Renewal engine
Expiring agreements get a personal reminder sequence, and the office only touches the ones that reply.
Proposal drafts in minutes
Tech findings plus your price book become a good-better-best proposal draft, ready for a comfort advisor to review.
Voice-to-record
Techs dictate readings and findings; AI files them in the equipment record and drafts the customer summary.
Software HVAC companies already run
Keep it. We set up the AI features inside ServiceTitan, FieldEdge and the rest of your stack, and tighten the handoffs between them. If one tool is genuinely holding you back, our software consultation helps you decide what to do about it.
Call to running in four weeks
HVAC companies usually start in the shoulder season: we set up renewal reminders and replacement-quote follow-up in the quiet weeks so they are running when the first heat wave hits. The second rollout is peak-season call triage.
How it works →Discovery
One call, then we sit with your office and field team and map where the hours go.
Plan
One page: what changes, which tools, what it saves. Fixed price.
Roll out
Set up in your tools and trained with your team on real jobs.
Improve
Monthly check-ins and the next use case. Month to month.
Will this work with our maintenance agreements in ServiceTitan?
Yes. We build on the agreements and memberships you already track, and we do not move data to a new system.
Can AI help sell more replacements?
It helps you follow up on every quote and get proposals out faster. Your comfort advisor still runs the sale.
What about commercial HVAC and mechanical work?
The same approach applies to service agreements, PM scheduling and quoting on commercial accounts. Tell us which side of the business hurts most.