AI CRM for HVAC businesses
The AC dies at 6pm on the hottest day of the year and the homeowner texts three companies at once. AutoCampaign gives your HVAC business an AI team that answers in seconds, qualifies the call, books the visit from your real calendar and follows up on every tune-up quote and replacement estimate until there is a decision.
— Sound familiar? —
Peak season buries the phone
Every heatwave and cold snap floods the office at once. The calls you cannot take ring the next company, and the texts wait until someone is back in the truck.
Replacement estimates go quiet
A homeowner gets three quotes for a new system and takes weeks to decide. The company that follows up well wins; the one that sends a PDF and waits does not.
Maintenance customers drift away
Tune-up season arrives and nobody has texted last year’s customers. The cheapest jobs you could book go to whoever advertised.
Every one of these is a conversation your system should have caught ↓
The four journeys, localized
- 1
Capture
Website forms, Google and Meta ads, texts, WhatsApp, web chat and missed calls land in one inbox with the equipment, the address and the symptom attached.
- 2
Respond
An AI Employee drafts the first reply from your services, diagnostic fee and service area in seconds. You approve it from the truck — or let no-heat calls run on Autopilot.
- 3
Qualify & book
It asks what the system is doing, how old it is and whether anyone is without heat or cooling, then offers a time from your calendar so the visit books itself.
- 4
Follow up & retain
Replacement estimates are chased by text and email until the homeowner decides; tune-up reminders and filter check-ins bring last year’s customers back.
Give every enquiry an owner with HVAC lead management — capture, reply, qualify, book, follow up.
Answer the no-cooling call at 6pm with an AI receptionist for HVAC companies.
Chase every replacement quote with HVAC lead follow-up that stops the moment the homeowner answers.
Let the service call book itself with HVAC appointment booking.
Fill tune-up season with HVAC marketing automation — seasonal reminders drafted in your voice.
Recover the calls you still miss with missed call text back for HVAC.
Also see the AI team for home services and public pricing.
KPIs to watch
Speed to first reply Seconds from enquiry to a useful answer, in season and out.
Visits booked per lead How many no-cooling calls and quote requests become a booked visit.
Estimates still open Which replacement quotes are waiting on a decision, and for how long.
Frequently asked questions
Does it understand HVAC terms — tonnage, SEER, no-heat calls?
It answers from the information you give it: your services, equipment you install, your diagnostic fee and your service area. Describe how you talk about systems and it will use your words. Anything it is unsure about — a refrigerant question, a warranty dispute — goes to a technician with the conversation attached.
Can it prioritise emergencies in a heatwave?
Yes. You define what counts as urgent — no cooling with an infant or elderly resident, no heat below a temperature — and those conversations are flagged and handed to a person first, while routine tune-up requests are booked automatically.
How does it handle replacement estimates that take weeks?
The follow-up sequence checks in by text and email on the cadence you set, answers the common questions about financing and timing from your notes, and stops the moment the homeowner replies, books or says no. You see which estimates are still open.
Will it text last year’s customers about tune-ups?
Yes. Build a segment of customers due a service, approve the drafted reminder, and it goes to opted-in customers with a booking link. Replies land in the inbox with the answer drafted.
Does it replace our dispatching software?
No. Works alongside the tools you use to run jobs. AutoCampaign handles the conversation before the job — the enquiry, the reply, the booking and the follow-up — and connects to the software you dispatch from.
Give your HVAC business an AI team
Public pricing. No contracts. Cancel anytime.