HVAC · CRM with AI receptionist
The CRM that answers your HVAC calls — and books the tune-up
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking hvac: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Minh Nguyen
“Heat pump replacement”
Captured on the call
Brand: Trane
Value: $8,400
Sample caller — the fields and the stage are the real HVAC template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the HVAC template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Job Type
asked every call- New Install
- Replacement
- Repair
- Maintenance/Tune-Up
- Duct Work
- Emergency
Equipment Type
- Central AC
- Furnace
- Heat Pump
- Mini-Split
- Boiler
- Air Handler
- Thermostat
- Air Quality
Brand
- Trane
- Carrier
- Lennox
- Goodman
- Rheem
- Daikin
- Mitsubishi
- York
- Other
Model / Serial #
→ in the caller's own words
System Age (Years)
→ a number
Install Date
→ a date
Warranty Expiry
→ a date
Service Plan Tier
- None
- Basic
- Plus
- Premium
Last Maintenance
→ a date
Permit Required
- Yes
- No
Your pipeline, pre-built
Jobs move through 6 real stages.
Estimate Requested, Estimate Sent, Scheduled, In Progress, Invoiced, then Paid — the pipeline a hvac business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
Heat pump replacement
Minh Nguyen
Spring tune-up ×2 units
Carla Reyes
Furnace igniter repair
Dale Whitmore
Real template data — these stages and fields exist the moment you pick HVAC.
Everything included, from day one
The whole front office, tuned for hvac.
Omnichannel AI Receptionist
Asks job type, equipment, and brand — Trane to Mitsubishi — and treats a no-heat call like the emergency it is.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Postcards mail to the streets around every install; service-plan reminders go out before peak season.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions hvac owners ask.
- Can it quote HVAC jobs over the phone?
- Tune-ups and service-plan work at set prices quote straight from your price book — the AI never invents a number. Replacements and installs need eyes on the system, so it collects job type, equipment, brand, and system age, then books the estimate visit.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your HVAC template tracks — property type, job type, equipment type — and creates the job in your Estimate Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking HVAC at signup provisions the 6-stage pipeline — Estimate Requested → Estimate Sent → Scheduled → In Progress → Invoiced → Paid — plus 14 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the HVAC template does it for you.
Your next job could book itself.
Pick HVAC at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.