Revenue recovery AI for HVAC contractors
Don't buy AI.
Buy recovered revenue.
You spend thousands generating demand. Then calls hit voicemail, estimates go cold, and memberships lapse. We find the jobs you already paid for — and book them.
EXAMPLE DASHBOARD
The problem isn't “we need an AI receptionist.” HVAC companies pay to generate demand, then fail to convert it into booked, completed, paid jobs and repeat customers.
Top challenges
Hiring, lead generation and operations rank as contractors' biggest internal problems.
EGIA 2025 survey
Underused software
Most contractors own FSM software but barely use its automation and sales features.
ACCA, 1,000+ contractors
Not about price
Scheduling, lateness and no updates frustrate homeowners more than price.
FIELDBOSS, 1,000 homeowners
The pain
7 places your revenue leaks
Missed calls
LEAKTech's in an attic, owner's driving, dispatcher's on another line. Voicemail. The homeowner calls the next company.
FIXMissed-Call Recovery Agent texts back in seconds, triages, collects the address, and books the slot.
Unsold estimates
LEAKReplacement quotes sit in an inbox. Close rates around 20% are common — mostly because nobody follows up.
FIXQuote Rescue AI follows up every estimate and detects price, financing, spouse, and competitor objections.
Empty truck hours
LEAKAn 8–10 AM cancellation becomes two hours of a paid technician doing nothing.
FIXSchedule Filler offers the slot to waiting customers, deferred estimates, and maintenance members.
Dormant customers
LEAKThousands of past customers, aging systems, and unbooked callers — untouched in the FSM.
FIXReactivation engine mines your database for replacement-age systems and lapsed service.
Expired memberships
LEAKMaintenance agreements quietly lapse while the office juggles phones, scheduling, and invoices.
FIXRenewal AI renews at 60/30 days and books the tune-up in the same conversation.
“Where's my tech?”
LEAKHomeowners cite lateness and lack of updates more often than price as their top frustration.
FIXCustomer Status Agent answers ETA questions and sends en-route, arrived, and complete updates.
Bad reviews
LEAKA blanket “leave us 5 stars” text goes to the customer whose house is still warm.
FIXReview Recovery asks first, routes unhappy customers to service, and only requests reviews from happy ones.
HVAC-native, not generic
“Thermostat isn't working” ≠ “smoke from my furnace.”
Every conversation is triaged with HVAC rules, then routed accordingly. Photo intake gathers information for the tech — it never diagnoses or gives safety-critical advice.
- Gas smell
- CO concern
- Electrical burning / smoke
- No heat in extreme cold
- Extreme heat + vulnerable occupant
- No cooling
- No heat
- Water leaking
- System short-cycling
- Commercial equipment down
- Tune-up
- Maintenance
- Thermostat swap
- Quote request
- Membership questions
STRUCTURED DISPATCH RECORD
NO COOL — HIGH PRIORITY
3-ton split · 12 yrs old · condenser running · blower running · warm air · no leak · thermostat normal · homeowner · wants today
Quote Rescue AI
You paid to get to the kitchen table. Don't lose them after the estimate.
It doesn't just send reminders. It reads the conversation, tags the objection, changes strategy, and flags hot leads to your salesperson.
“We're interested but $14,000 is more than we expected.”
→ HOT LEAD — PRICE OBJECTION
“My husband wants two more estimates.”
→ COMPETITIVE SHOPPING
“We'll wait until next summer.”
→ DEFERRED — REACTIVATE MAY
“Need to figure out financing.”
→ FINANCING — SEND OPTIONS
The solution
One system across the whole customer lifecycle
Missed call → Response → Qualify → Book → Follow up → Rescue estimate → Reactivate → Review → Retain
Never lose an inbound opportunity.
- — AI phone & missed-call text
- — Web chat, SMS, email
- — Emergency triage
- — Pre-visit qualification
- — Photo intake
- — Appointment booking
Never let an opportunity die.
- — Second-chance lead recovery
- — Estimate & financing follow-up
- — Cancellation recovery
- — Schedule-fill campaigns
- — Invoice follow-up
- — Human escalation
Never forget a customer.
- — Membership renewal
- — Dormant reactivation
- — Seasonal campaigns
- — Replacement planning
- — Review & CSAT recovery
- — Referral requests
Show exactly where money leaks.
- — Revenue recovered dashboard
- — Call classification
- — CSR coaching scorecards
- — Mystery-shopper audits
- — Dispatcher copilot
- — “Why are we losing jobs?” reports
Dispatcher Copilot — AI recommends, humans approve
🚨 Emergency no-cool, Plano. Tech #4 is 3.2 mi away, free for 42 min. Move Customer #182 to Tech #7 (+7 min drive). [APPROVE]
Revenue Leakage Audit
See exactly where money leaks — before you spend a dollar.
We analyze your calls, leads, estimates, schedule and customer database. Numbers come from your actual data. The table is an illustrative example.
| Missed calls | $8,400 |
| Unbooked leads | $5,700 |
| Unsold estimates | $12,500 |
| Cancelled appointments | $2,100 |
| Expired memberships | $3,200 |
| Dormant customers | $6,800 |
| Potential recovered / mo | $38,700 |
“Why are we losing jobs?”
Lost-lead intelligence, every month
“Your problem isn't lead generation. It's response time.”
WHAT EVERYONE SELLS
“AI handled 183 calls.”
Basic AI answering is becoming a free feature inside every FSM platform. It's not a moat — and it can't close a $14k replacement.
WHAT WE MEASURE
“61 jobs booked. $31,850 recovered.”
The unit of value is the booked, completed, paid job — and we escalate to your people when a human conversation wins the sale.
Find the jobs you're already paying for.
Start with a free Revenue Leakage Audit. Built for HVAC today — plumbing and electrical next.
Book my free audit