Recover the HVAC revenue your office does not have time to capture.
Capture after-hours calls, overflow, missed opportunities, unclosed estimates, cancellations, replacement opportunities and financing leads — while keeping your existing staff and field-service software.
We do not replace the receptionist. We replace the voicemail.
- NO COOL • CHANDLER · 11:43 PMAI ACTIVEREPLACEMENT HIGH
- MAINTENANCE • SCOTTSDALE · memberBooked
- NO HEAT • MESA · after-hoursHUMAN HANDOFFQualified
- CANCELLATION • TEMPE · waitlist offer sentWAITLIST
- Calls recovered24
- After-hours conversions13
- Replacement opportunities6
- Cancellation slots filled8
The lost call is only the beginning.
Nobody answers
Two calls ring at once, the office is on the phone, and the second caller hangs up and dials the next company.
Voicemail
After 5 PM and on weekends, a no-cool emergency reaches a recording. Most callers never leave a message.
The office is overloaded
Heat-wave days flood the phones; qualification gets sloppy and callbacks slip.
Slow web response
A quote request sits in an inbox overnight while the homeowner books elsewhere.
Never booked
The caller was qualified but the appointment never made it into your FSM.
Estimate never followed up
A replacement estimate goes out and nobody circles back when the homeowner is deciding.
Financing interest disappears
The customer asked about monthly payments; nobody captured it.
Cancellations leave empty capacity
Tomorrow's 2 PM cancels and the slot stays empty while a waitlist customer waits.
Replacement opportunity missed
A 16-year-old system with repeat repairs is treated as another repair ticket.
Old leads forgotten
Eligible prior inquiries sit untouched because there is no follow-up workflow.
Your staff stays first. Automation handles the opportunities they cannot reach.
- Step 1Customer
- Step 2Your team
- Step 3HVAC Revenue OS
- Step 4Existing FSM
- Step 5Technician
During office hours your team rings first. If nobody answers within the delay you choose, or your team is already on the phone, HVAC Revenue OS answers, qualifies the caller under your rules, and books directly into your field-service software. After hours it answers directly if you allow it. Every caller can reach a person.
Capture
Inbound calls, SMS, missed calls, after-hours and overflow are caught instead of lost. Your staff still rings first during office hours.
Understand
HVAC-specific qualification: intent, urgency, service area, customer lookup, deterministic safety screening, replacement signals.
Dispatch
Availability, booking rules, dispatch rules, technician skills, same-day limits and membership priority, applied exactly as you configured them.
Recover
Missed calls, unclosed estimates, cancellations, old leads, abandoned forms and bookings, financing and membership opportunities.
Attribute
Every opportunity moves through Estimated → Contacted → Qualified → Booked → Completed → Invoiced → Collected. Nothing is blended into one number.
Revenue in seven stages, never one misleading number.
An estimated replacement opportunity is not collected cash. Every opportunity carries its source, estimated value with a documented basis, confidence, stage, appointment, job and invoice reference, so the owner can audit any number on the dashboard.
How revenue recovery is measured →Built to support your office — not replace it.
- Staff firstOffice-hours calls ring your people before anything automated.
- AI overflowSimultaneous calls and busy lines are caught, not dropped.
- After-hoursDirect answering at night and weekends, if you allow it.
- Live transferCallers who ask for a person get one, with a summary handed to your team.
- Uncertainty escalationLow-confidence conversations become priority callbacks, not guesses.
- Emergency escalationGas, CO, smoke, burning smells and medical situations follow deterministic scripts.
- Approved pricing onlyThe assistant quotes only what you approved. Nothing invented.
- Your rulesService area, booking windows, same-day cutoffs, technician skills, member priority.
Built for the days when every no-cool call matters.
Feeds the software you already run.
First field-service integration: customers, jobs, appointments, estimates, notes.
Planned adapter using Jobber's OAuth-based API.
Strategic later integration for larger operations.
Voice and SMS telephony with human-first routing.
Only integrations that exist are shown as available. Stubs and planned adapters are labeled honestly.
What could be recoverable? Run the numbers.
- Missed calls$2,599
- Replacement follow-up$2,850
- Cancellation slots refilled$1,350
- Quiet estimates recovered$3,200
Illustrative estimate using conservative assumptions (35% missed-call re-engagement, 15% replacement close, 50% slot refill, 10% estimate recovery). This is not a guarantee of results; your Revenue Leakage Audit replaces assumptions with observed data.
Three plans. Configurable allowances. No 'unlimited AI'.
Find the revenue your current operation is leaving behind.
A complimentary Revenue Leakage Audit reviews your phone experience, after-hours coverage, booking friction and follow-up funnels — with every finding marked observed or requiring verification.