HVAC AI receptionist that we install on your line — not another SaaS you configure
You do not get a trial login and a blank dashboard. We install voice answering, SMS, follow-up, and CRM writeback on the phone line your customers already call, and we set the rules with you before it goes live.
Book a 10-minute walkthrough. We map your phone line, CRM, and after-hours rules. No trial login.
Installed on your line, not another login
The difference is who does the work. A DIY dashboard makes your office manager the integrator. An installed system means we own the setup: number routing, greeting and script, escalation paths, after-hours rules, and the CRM fields your dispatcher actually reads.
SMS is the net behind voice. When a call is missed, abandoned, or comes in while another is in progress, the text-back thread keeps the conversation alive instead of dropping it into voicemail.
- We configure the line, scripts, and escalation
- Rules written with your dispatcher
- CRM mapping tested before go-live
- Changes handled by us, not by your CSR
- You build the flows
- You maintain the prompts
- You wire the CRM yourself
- Setup stalls when the office gets busy
How we install it
Four steps, done with you, at the pace your shop can absorb.
10 minutes on your call flow, CRM, and where calls are being lost today.
We put the receptionist on your business number, with your greeting and triage script.
Contacts, call notes, and job details write back into the system you already run on.
After-hours handling, emergency escalation, and booking rules are yours — we turn it on when you approve them.
Installer vs DIY AI vs CRM-native vs answering service
Four honest options. The right one depends on how much configuration your office wants to own and which CRM you run.
| Option | Who sets it up | Coverage | CRM reach |
|---|---|---|---|
| Installer (Ops Automations) | We do, with your dispatcher | 24/7 voice plus SMS follow-up | ServiceTitan or Jobber writeback |
| DIY AI receptionist SaaS | Your office manager, in a dashboard | Depends on what you finish configuring | Whatever integrations you wire yourself |
| CRM-native (e.g. Jobber Receptionist) | You, inside the CRM | Per Jobber's Help Center (live 26 Aug 2026): $29/mo including 30 conversations, $0.79 per additional conversation; included with unlimited usage on Plus (Jobber does not publish a Plus dollar amount there) | Jobber calendar only |
| Answering service | The vendor, with human agents | Human hours and staffing dependent | Usually message hand-off, not CRM records |
When ServiceTitan native is better
If your shop already runs everything inside ServiceTitan, your call flow is simple, and you want one vendor and one invoice, the native option inside your CRM is the cleaner fit. We are the better fit when the setup work needs to be done for you, when the phone line and CRM do not line up neatly, or when after-hours rules and Spanish-language calls need to be handled deliberately.
Built for 2–5 truck HVAC shops
At two to five trucks, there is usually one person covering dispatch, the phone, and the counter. Coverage breaks at exactly the moments demand spikes — heat waves, first cold snap, Saturday mornings.
A Jobber-commissioned survey of 1,001 US home-service buyers, fielded by Conjointly with a margin of error of ±3% at 90% confidence, found 96% say response time influences who they hire. That is a buyer survey, not an HVAC census — treat it as directional about buyer behavior.
Book a 10-minute walkthrough. We map your phone line, CRM, and after-hours rules. No trial login.
of surveyed US home-service buyers say response time influences who they hire (Jobber-commissioned, Conjointly, n=1,001, ±3% at 90% CI).
The unanswered-call math
One formula, and you supply the only input that matters:
inbound calls × (1 − person-answer rate) = unanswered calls
Your shop supplies the inbound number. We do not estimate your revenue, ticket size, or a recovery percentage from it.
In the sub-industry chart of the 2026 report (Invoca customer-base data; HVAC is one of nine segments), HVAC person-answer rate is 34%, so unanswered ≈ inbound × 0.66. Of answered HVAC calls, 45% are leads, and of those leads, 43% convert.
Separately, the home-services rollup in the same report shows 52% person-answer, 38% of answered calls are leads, and 45% of leads convert. The HVAC 45% (answered calls that are leads) and the home-services 45% (lead-to-conversion) are different measures — do not mix them.
Separately from the 34% figure above, and not HVAC-only: 27% of home-services calls go unanswered, and fewer than 3% of those callers leave a voicemail.
2025 platform data, tenant-weighted same-store, not a census: 14.1% of inbound residential HVAC calls arrived off-hours in June and 9.8% in October. Off-hours means weekdays before 8am or after 5pm, plus weekends, in local time.
Typical booking rate 42%, HVAC 38%, shops with fewer than 5 techs 24%, shops with 25+ techs 59%.
Harvard Business Review (March 2011) found firms that responded within an hour were about 7× more likely to qualify a lead — a study of 1.25 million online leads, not inbound HVAC phone calls.
Invoca B2C consumer research (n=693, fielded 8–22 May 2026, not HVAC-specific): 79% of consumers would switch to a competitor if a business is slower to respond, and 83% want AI identified. Our agent discloses that it is AI.
Spanish-speaking callers
Spanish handling is part of how the line is configured, not a checkbox. We set which calls are answered in Spanish, how the triage script reads, how the details reach your dispatcher in English, and how follow-up texts are written back to the caller in their language.
We do not claim a Spanish-language share for HVAC calls — that varies by market and by shop. What we can do is make sure those calls do not end in a hang-up.
How bilingual HVAC answering worksQuestions HVAC owners ask
What is an HVAC AI receptionist?
How is an installer different from AI receptionist SaaS?
Does it work with ServiceTitan or Jobber?
What happens after hours?
Does the AI identify itself?
Can it handle Spanish-speaking callers?
Does this replace my CSR?
How do I start?
How does text messaging consent work?
Ready to see your call flow?
Book a 10-minute walkthrough. We map your phone line, CRM, and after-hours rules. No trial login.
How our text messaging works
- You'll only get a message because you contacted us first. Your inquiry is the consent.
- We never send marketing texts and we never text numbers that haven't contacted us.
- We don't buy, sell, or share phone lists.
- Reply STOP to stop receiving messages. Reply HELP for assistance.
- Message and data rates may apply.
See where revenue is slipping — in 10 minutes.
Tell us a little about your business. We'll show you exactly which leads are being missed and what it's worth to capture them.
- No pitch — just a walkthrough of your numbers
- Tailored to your industry and lead volume
- You leave with a plan, whether we work together or not