AI phone, CRM and automation for HVAC and home service businesses

Never lose a job to a missed call.

We build the systems that answer your calls, keep every lead in one place and follow up automatically, so your team can stay on the job.

Book a demo See what we build

We set everything up for you. You hear it and approve it before it goes live.

Call in progressCall ended Example

CallerMy furnace stopped working.

AssistantSorry to hear that. Can I get your name and address?

CallerMike, 214 Palm Street.

AssistantThanks, Mike. Would tomorrow at 10 AM work?

CallerYes, that works.

AssistantYou're booked for tomorrow at 10 AM.

Sample call for illustration

Call summary

Customer: Mike
Address: 214 Palm Street
Issue: Furnace not working
Visit: Tomorrow, 10:00 AM

Saved to CRMBooked on calendarOwner notified

One system for every way customers reach you Phone callsText messagesWebsite chatFormsEmailCalendar

The problem

Jobs get lost in the gaps.

When you are on a roof or under a house, nobody is minding the phone. A customer who cannot reach you calls the next company.

01

Calls go unanswered

Your team is on a job, the office is closed, or you are on another line. The caller does not leave a voicemail.

02

Leads never get a follow-up

Someone asks for an estimate, then goes quiet. Without a reminder, nobody calls them back.

03

Customer details are scattered

Names in texts, addresses on sticky notes, quotes in a spreadsheet. Nobody can see the whole picture.

What we build

Seven services, built to work together.

Start with the AI voice agent, or take the whole system. Everything is set up and connected for you, so a lead moves from first contact to booked job in one place.

Core service

AI voice agent

Answers your calls when you cannot, takes the details and books the visit.

Answers inbound calls day and night
Collects name, address and the problem
Books the visit on your calendar
Sends the details to you
Call recordings and transcripts, if you want them

Core service

CRM and pipeline

Every lead and customer in one place, with a clear view of where each job stands.

Contacts with notes and call history
Pipeline stages: new, contacted, booked, quoted, won
Tasks and reminders for your team
See who still needs a call back

Core service

Automated follow-up

Texts and emails that go out on their own, so nobody is forgotten.

Text back after a missed call
Follow-up on quotes and estimates
Appointment reminders
Review requests after a finished job

Conversational AI agent

A chat assistant for your website or text messages that answers common questions and books visits.

Dashboard and reporting

See calls answered, appointments booked and where your leads come from, in one view.

Funnels and websites

Landing pages, booking pages and forms that send every enquiry straight into your CRM.

Integrations

We connect your calendar, email, text messaging and other tools so information moves between them.

How it works

We build it, you approve it, then it goes live.

1
Discovery call

We learn how your business takes calls, books jobs and follows up today.
2
Build and connect

We set up the agent, CRM and automations, and connect your phone and calendar.
3
Test together

You hear it handle sample calls. We fix anything that sounds wrong before it goes live.
4
Go live and tune

We review real calls and adjust the wording and rules as we learn what your customers ask.

Example screens

See what your team works with.

These screens show the kind of views you get. They use sample data, not real customer information.

Pipeline

Sample data

New

No heat, furnace off

Sample lead · Phone call

AC not cooling

Sample lead · Website form

Contacted

Estimate follow-up

Sample lead · Text sent

Booked

Tune-up, Thursday morning

Sample lead · Booked by the AI agent

Quoted

System replacement

Sample lead · Estimate sent

Call record

Sample data

Recording

Name: Sample Customer
Address: 123 Example Street
Problem: Furnace not heating
Appointment: Tomorrow, 10:00 AM
Urgent: Yes

Transcript

Caller: My furnace stopped working.

Assistant: Sorry about that, let's get someone out there. Can I get your name?

Calls answered by day

Sample data

Your dashboard also shows appointments booked and where each lead came from.

Made for service work

Set up around how HVAC and home service jobs actually run.

Flags urgent calls, such as no heat or no cooling, for you
Covers evenings, weekends and busy days
Tells repairs, installations and tune-ups apart
Does not quote prices or give repair advice on its own
Says it is a virtual assistant if a caller asks

Recording and privacy

Call recording is optional. If you use it, callers are told at the start of the call, and we help you set up the notice.

Recording laws differ by state, so please confirm the rules for your area. Customer details are used to run your service and are sent only to the people you choose.

Questions

Common questions.

Does it sound robotic?

It is an AI voice, so you should hear it before you decide. We test it on your most common calls and adjust the wording until you are happy with it.

Can I keep my current phone number?

Yes. You keep your number and forward calls to the assistant when you do not pick up, or after hours.

What happens when it cannot help?

It takes the caller's name, number and reason, then passes the details to your team to call back. It does not guess.

Which tools does it work with?

We connect calendars, email, text messaging and other tools you already use. Tell us what you run, and we will confirm what is possible on the call.

How much does it cost?

It depends on which services you choose and how many calls you take. We go through it with you on a short call.

Are calls recorded?

Only if you want them to be. Recording laws differ by state, so we set up a notice where it is needed, and you should confirm the rules for your area.

Book a demo

Hear it answer a call.

Tell us about your business. On a short call we will play a sample call, show you the CRM and talk through which services fit.

Prefer email? Write to [email protected]