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HVAC: every call to the right next step

A no-heat call, a replacement quote and a spring tune-up are three different jobs, but they all arrive the same way: a phone call or a form, often when nobody's free to answer. We build call handling and follow-up that works out which kind of call it is, captures what your team needs, and gets it to the right person, so repairs reach dispatch, replacements reach your comfort advisor and nothing waits in voicemail.
Start a projectSee how calls are handled ↓
callsRepairRepair“Furnace is running but blowing cold air”→ dispatcher, with symptoms and addressReplacement estimateReplacement estimate“Our AC is 18 years old, what would a new one cost?”→ comfort advisor, consultation requestedMaintenanceMaintenance“Time for our spring tune-up”→ agreement checked, visit requestedNot sure yetNot sure yet“It's making a noise, I don't know what it is”→ callback from the office today

Four calls, four different next steps

Each one handled the way your best dispatcher would, every time, even at the end of a heatwave week.

“Furnace is running but blowing cold air”

  1. Kind of call

    repair, in the caller's words

    done

  2. Address and equipment

    existing customer, gas furnace on file

    done

  3. Urgent?

    your urgent-call questions: no

    done

  4. Visit

    dispatcher offers a window from the schedule

    with your team

The dispatcher gets everything in one place and confirms a time the schedule can keep.

The system takes the details. Your team makes the calls.

Diagnosis, price and promises stay with the people who are accountable for them.
Kind of callsorts repair, replacement, maintenance or unclearanything it isn't sure about
Urgent concernsasks your urgent-call questions and follows your scriptthe decision to send someone out tonight
Equipment problemrecords the symptoms in the customer's wordsdiagnosis, always
Pricenever quotesestimates and options
Appointmentrequests a window from your scheduleconfirming it, when the day is tight
Agreementslooks up the customer's agreementwhat it covers, when the records are unclear

Built for HVAC

A good fit if peak season outruns your phones

Good fit

  • Calls go to voicemail during heatwaves, cold snaps or after hours.
  • Replacement estimates go out and nobody follows up consistently.
  • Your dispatcher spends the morning returning yesterday's calls.

Not the right fit yet

  • You want software to diagnose equipment or price jobs. We won't build that.
  • Your call volume is low enough that one person answers everything live.

Questions HVAC owners ask

Can it handle emergency calls after hours?

It follows the urgent-call script you approve: the questions to ask, what to tell the caller and who to alert. Whether someone goes out tonight is your on-call technician's decision.

Will it give customers prices?

No. It gathers what your comfort advisor needs and books the conversation. Prices and options come from your team.

Does it work with our field-service software?

We connect to the scheduling and customer records you already use where they allow it, and design around them where they don't.

How do we handle maintenance agreements?

The system looks them up. When the records are ambiguous, it asks your office instead of assuming what's covered.

Get ready for the next peak season

Tell us how calls are handled today, including the busiest week of last year. We'll show you what we'd build before the next one.

Start a project