AI Voice Agents for HVAC Companies

The agent's workflow

1. 1

   Answers within one ring, 24/7/365

2. 2

   Triages emergency vs. routine (no heat, no cool, leak, install quote)

3. 3

   Captures address, system type, age, and symptom

4. 4

   Checks your live service area and on-call tech availability

5. 5

   Books the visit on your dispatch calendar with proper job code

6. 6

   Creates / updates the customer in ServiceTitan, Housecall Pro, or Jobber

7. 7

   Sends SMS confirmation with tech name and ETA window

8. 8

   Pages the on-call tech for true emergencies

9. 9

   Follows up next day to confirm satisfaction and request a review

Common problems we hear from hvac companies

• •Emergency calls at 2am go to voicemail and to a competitor
• •Summer / winter peaks overwhelm the front office
• •Maintenance plan customers churn from lack of follow-up
• •Techs interrupted on jobs to answer the phone
• •Quote calls don't get callbacks fast enough to close
• •Review requests are inconsistent

Sample call script

What's included