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
< 1 week
Setup Time
0
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.
01
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
02
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...”
03
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 BookingConfirmed
AC Repair - Emergency
Today, 2:00 PM - 4:00 PM
123 Main St, Houston TX
SMS Sent
You Notified
04
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