Simple 4-Step Process

From Setup to Booked Jobs in Days

A complete AI-powered intake system designed specifically for HVAC companies. No complicated setup. No long contracts.

No Long-Term Contracts Setup in Days HVAC-Specific

< 48 h

Setup Time

Hardware Required

24/7

Call Coverage

100%

Calls Answered

The Process

Four Steps to Never Missing a Call Again

We handle everything from setup to ongoing optimization.

STEP 01

We Configure Your System

We connect to your existing phone line and calendar. No hardware. No disruption. Setup takes less than a week.

Forward your main line or add a dedicated number
Connect to your scheduling system or we provide one
Define your service area, hours, and job types

STEP 02

AI Answers Every Call

Calls are answered instantly, 24 hours a day. The AI gathers job details, qualifies the lead, and handles basic questions.

Immediate pickup, no hold music
Collects name, address, job type, urgency
Answers common questions about your services

Incoming Call

Answering...

"Thank you for calling! How can I help?"

“My AC is not cooling...”

“I can schedule a technician today...”

STEP 03

Jobs Are Booked Automatically

Qualified leads are booked directly into your calendar. You get notified. The customer gets a confirmation.

Real-time calendar sync
Confirmation sent to customer via text and email
You see the job details before you arrive

New Booking

Confirmed

AC Repair - Emergency

Today, 2:00 PM - 4:00 PM

123 Main St, Chicago, IL

SMS Sent

You Notified

STEP 04

No Lead Falls Through

Leads that do not book immediately get automated follow up. Missed calls are recovered. Estimates are tracked.

Automated text and email sequences
Reminder for pending estimates
Re-engagement for missed calls

Confirmation sent

Day 1

Reminder sent

Day 2

Follow-up call

Day 3

Review request

Day 7

Start your Free 7-Day Pilot