Will you replace ServiceTitan?

Almost never. ServiceTitan handles the core dispatch and accounting integration well. We build around it — the intake layer in front, the customer comms layer beside, the analytics layer above.

Can you help with maintenance plan retention?

Yes. Auto-scheduling tune-ups + clear customer comms about what's covered (and the savings vs ad-hoc) is one of the highest-ROI builds we do for HVAC operators.

What's the seasonal timing for engagement?

Best time is Sept-March (slow season) so the build is in place before summer peak. Coming to us in July is workable for quick wins but the bigger work needs runway.

Will this work for HVAC + plumbing combo shops?

Yes — both trades share the same operational patterns and ServiceTitan handles them together. The intake flow gets a small branching for trade type, but everything else generalizes.

AI for HVAC

AI & automation for hvac & climate services operators.

HVAC operators live on triage and timing. The summer-week emergencies pay the year. Get those wrong — long hold times, missed callbacks, slow dispatch — and the customer hires the next number Google shows. The shops winning this market run lean operations with sharp triage on inbound, predictable maintenance contracts that smooth the seasonal swings, and dispatch tooling that doesn't make their CSR's life miserable when the temperature hits triple digits.

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Who this is for

The hvac operators we work with

Independent HVAC shops doing $500K-$8M annual revenue
Operators with 2-15 trucks running primarily residential service
Shops with a maintenance-contract program or trying to build one
HVAC + plumbing combined operators

Where you're losing money

The four highest-cost workflows in hvac

Summer demand spikes overwhelm the CSR — calls dropped, voicemails not returned same-day

Cost: 15-25% of summer emergency leads lost, typically $300-$1,500 per missed call in revenue

Maintenance contract holders not auto-scheduled for seasonal tune-ups

Cost: Lost upsell revenue + churned contracts when customers feel the program isn't 'doing anything'

Quote follow-up is manual and inconsistent

Cost: 30-50% of approved-quote customers wait too long for scheduling and call a competitor

Tech dispatch isn't routing-optimized — too many drive-time miles per stop

Cost: 1-2 fewer service calls per truck per day = ~$200-400/day per truck in lost revenue

What we'd build for you

Three surgical tools that ship in weeks, not months

Build 1

Emergency triage IVR + dispatch escalation

Inbound calls hit a structured short-form intake. Score urgency (no AC + outside temp >95? top priority). Real emergencies escalate to dispatcher's mobile; routine routes to next-day queue.

Time: 2-3 weeks
Price: $1,500-$4,000

Build 2

Maintenance contract auto-scheduler

Customers on a maintenance plan get auto-scheduled for spring/fall tune-ups with confirmation SMS. Reduces churn and keeps techs busy in shoulder season.

Time: 2-4 weeks
Price: $2,000-$5,000

Build 3

Quote-to-schedule shortener

Approved quote in ServiceTitan/Housecall Pro triggers SMS to customer with available slots. Customer self-schedules. Office stops playing phone tag.

Time: 2-3 weeks
Price: $1,500-$3,500

Stack we typically build around

We integrate — we don't replace

ServiceTitan (most common at $1M+)
Housecall Pro or Jobber (smaller shops)
QuickBooks Online or QuickBooks Desktop
Twilio / IVR-style phone systems
Maintenance-agreement modules built into the field service tool

Frequently asked

Common questions from hvac owners

Will you replace ServiceTitan?: Almost never. ServiceTitan handles the core dispatch and accounting integration well. We build around it — the intake layer in front, the customer comms layer beside, the analytics layer above.
Can you help with maintenance plan retention?: Yes. Auto-scheduling tune-ups + clear customer comms about what's covered (and the savings vs ad-hoc) is one of the highest-ROI builds we do for HVAC operators.
What's the seasonal timing for engagement?: Best time is Sept-March (slow season) so the build is in place before summer peak. Coming to us in July is workable for quick wins but the bigger work needs runway.
Will this work for HVAC + plumbing combo shops?: Yes — both trades share the same operational patterns and ServiceTitan handles them together. The intake flow gets a small branching for trade type, but everything else generalizes.

Three ways to start

Whatever fits your situation — pick one.

Quickest

Drop a note about what's slowing your business down. We respond same-day to genuine inquiries.

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