AI answering service for HVAC companies

Yes, at any hour. On a no-heat call she runs through the safety questions you’ve written, such as whether the caller smells gas, takes the address and the symptom, and books the first opening. A dispatch workflow texts the on-call technician the job, and if the caller asks for a person, Sarah puts them through to your on-call phone.

Yes. Connect your calendar and switch on phone booking. She offers the openings, reads the chosen time and the address back to the customer, and the appointment is on your calendar before they hang up.

A “Call ended” workflow reads the call summary. If no appointment was made, it texts the caller from your business number to pick the conversation back up, and Sarah handles the replies and books by text.

Yes. Write which jobs get an estimate visit instead of a figure on the phone, replacements and new installs for most companies, and she books the visit the same way she books a repair.

Yes. A spring AC tune-up or a fall furnace check goes on your calendar like any other visit. If you sell a maintenance plan, put its price and what it covers in her instructions and she explains it when customers ask.

Put your service areas in her instructions, with the technician who covers each. When a caller gives an address, she finds the area, tells them which technician covers it and books the visit.

Yes, through a dispatch workflow that runs on “Appointment booked”. An AI step reads the address and picks the technician who covers it; a text step sends them the time, the customer’s name and number and the address, from your business number.

Yes. Have the workflow’s text ask for a Y. Sarah reads the reply, answers whatever question comes with it, such as whether there’s an after-hours charge, from what you’ve told her, and saves the reply on the customer’s contact. The booking itself doesn’t change.

It matches the appointment length you set. Book a one-hour slot at 10:00 PM and the customer’s text says 10:00 to 11:00 PM.

What your instructions say. Most HVAC companies have her tell the caller to leave the house and call the gas utility before anything else. If the caller asks for a person, Sarah puts them through to your on-call phone.

Only the prices you give her, such as your diagnostic fee and your after-hours rate. Tell her never to quote a repair or a new system and she won’t.

Whatever you charge. Put your diagnostic fee and your after-hours rate in Sarah’s instructions and those are the only numbers she gives. When a caller asks what the repair itself will cost, she says what you’ve told her to say, usually that the technician prices it after the diagnosis, and books the visit.

Sarah books an estimate visit so the technician can see the system, and what the caller said about its age and the problem goes in the call summary for the visit. If you want her to explain the $5,000 rule or another rule of thumb, put it in her instructions.

Yes, one Sarah with one set of instructions and one calendar. On your site she answers from your pages, collects the visitor’s name, address, email and mobile, and books the estimate or the service call in the chat. Your booking workflow can confirm it by email and text.

Yes. A workflow automation sends each caller to Housecall Pro as a lead. ServiceTitan and Jobber connect through Zapier: a call becomes a booking or a lead in ServiceTitan, and a booked visit becomes a request in Jobber.

Sarah answers them like any other call. Add the words they use to your spam keywords and those calls won’t send you a summary email.

Yes. Your number stays yours. Forward it to Sarah around the clock, or only on the calls you don’t pick up.

Self Serve is $99 a month, or $79 a month on an annual plan. Managed, where our team sets Sarah up and keeps tuning her, is $249 a month, or $200 a month billed annually.