Your AI operations manager for an HVAC company.
Every morning at 7am: replacement quotes awaiting approval, maintenance-plan renewals due, callbacks within warranty, reviews to respond to, crew capacity vs demand. Drafted by AI, approved by you.
The same problems show up across hvac contractors.
$8K replacement quotes rot in a follow-up tab for two weeks
Maintenance-plan renewals slip — 30% of annual revenue at risk
Warranty callbacks surface only when the customer complains again
Crew capacity vs demand mismatched because nobody's looking at the rolling 7-day view
Every hvac ai ops briefing engagement ships with:
Daily 7am briefing
Replacement quotes pending, maintenance renewals due in 14 days, warranty callbacks, reviews from last 24h, today's crew capacity vs booked demand, revenue pace.
Replacement-quote chase
Every quote >$3K gets an LLM-personalized follow-up drafted on day 3, 7, 14. Approve or auto-send by threshold.
Maintenance-plan renewal engine
Plans expiring in 30 / 14 / 7 days surface with drafted renewal emails + SMS. One-tap renewal link with Stripe.
Warranty callback tracker
Any closed call returning within warranty window flags for free callback + drafted apology. Saves the relationship before the review tanks.
Capacity vs demand
Rolling 7-day view of crew hours vs booked work. Surfaces 'overbooked Thursday' or 'underbooked Friday' before they happen.
One-tap approvals
Every drafted action — renewal email, quote chase, review reply — approve / edit / send right from the briefing.
From $99/mo. Everything bundled.
Website, CRM, sales automation, scheduling, and analytics — one flat price, no per-seat fees. HVAC pages, SEO, and lead routing are included on every plan.
AI ops briefing for hvac — FAQ
Will it actually save maintenance-plan revenue?
Yes — most HVAC shops lose 20-30% of renewals to silent expiration. Drafted reminders at 30 / 14 / 7 days, plus a one-tap Stripe renewal link, typically pulls renewal rate from ~60% to 85%+.
What does the morning briefing actually look like?
Single email, scannable in 90 seconds: hot leads to call, replacement quotes to chase today, maintenance renewals due, warranty callbacks, 1–2★ reviews to respond to, crew capacity for today, revenue pace vs last week.
Integrates with ServiceTitan / Housecall Pro?
Yes — reads quote status, plan expiration dates, warranty windows, and dispatch schedule. Writes back drafted actions on approval.
Does it handle the 'system on borrowed time' upsell?
Yes — tune-up calls flagged 'unit 15+ years old, R-22, multiple repairs in 18 months' surface in the briefing as replacement-quote candidates with a drafted email.
Warranty callbacks — does it actually catch them?
Reads every closed call against the warranty window for that work category. Anything returning inside the window flags for free callback + drafted apology message before the customer escalates.
Capacity planning — how granular?
Rolling 7-day view by crew, in 4-hour blocks. Surfaces conflicts, gaps, and double-bookings the morning before they impact the day.
Which tier?
Operate. Headline feature — bundled with AI Voice Receiver, Lead Qualifier, Quote Drafter, Review Responder. Draft-only by default.
Heatwave surge — does the briefing change?
Surge mode reformats: emergencies + capacity at the top, plan renewals deferred, quote chase paused until volume normalizes. Adapts to the operational reality.
Ready to own hvac ai ops briefing in your metro?
One trade per city. 30-min call to scope.