HVAC & Air · Available now
For HVAC businesses that peak when the weather does.
When the first heatwave hits, every phone rings at once. Calls get missed, maintenance clients wait behind breakdowns, and quotes go cold in the rush. Your assistant takes each enquiry from arrival to an accountable next action, however busy the week gets.
For Australian HVAC and air conditioning businesses with 5–20 staff
What it handles
Every enquiry, from arrival to action.
Every enquiry captured
Phone, missed calls, website forms, email and chat land in one place, with customer, property, system and urgency recorded.
Peak season, no dropped calls
When demand spikes, every enquiry is still captured, classified and queued with an owner. Nothing drowns in the rush.
Customers hear back fast
Acknowledgements and next-step messages go out straight away, or wait as drafts for your approval. You set the policy.
Breakdowns before tune-ups
No-cooling and no-heating calls are flagged ahead of routine work, so urgent jobs jump the queue.
Maintenance never forgotten
Service plans, filter changes and seasonal tune-ups get remembered and rebooked before the customer has to call.
History that sticks
Property and system history, from make and model to last service, is ready for the next visit, with a simple owner summary of open and missed work.
Use cases
Where it earns its keep.
Some of this looks like any trade: scheduling, emails, follow-up. The difference is an assistant set up for how HVAC work actually runs.
"First 35-degree day and the phone melts before the units do."
Surge-proof enquiry capture
On peak days every call, form and email is still captured, classified and queued with an owner. Breakdowns jump ahead of tune-ups, and nobody rings four competitors because you took a day to answer.
"What unit is even on that roof? Nobody wrote it down."
An asset register that builds itself
Make, model, serial, capacity, install date and warranty for every unit you touch, recorded as jobs happen. Ask "what's at 14 Curlew St?" and get the answer, not a shrug.
"We sold maintenance plans. We just never run them."
Maintenance contracts that actually run
Service visits, filter changes and pre-season tune-ups get scheduled, offered and rebooked on time. Contract revenue stops depending on someone remembering.
"We replaced a compressor that was still under warranty. Found out after."
Warranty checks before you quote
Because the assistant knows install dates and warranty terms, it flags covered repairs before a quote goes out. No awkward refunds, no margin given away.
"The tech drove 40 minutes without knowing the model or the fault code."
Technician briefings with the right parts
Before the visit: unit model, error history, last service, likely parts, roof access notes. Fewer second trips, more first-visit fixes.
"Winter's quiet, and we just wait for it to end."
Off-season pipeline building
Quiet months are when pre-season services, old quotes and lapsed maintenance clients get chased, so the calendar is already half full when the weather turns.
"The install went perfectly. Nobody will ever know."
Feedback in, testimonials up
After each install or service, the customer gets a short feedback form. Good words flow onto your website as fresh testimonials, published automatically or held for your approval, right when seasonal buyers are comparing quotes.
What it doesn't do
We'd rather tell you now.
- It doesn't replace Simpro, AroFlo or your job software. It works across them.
- It doesn't quote or make financial decisions on its own. Those need a human yes.
- It doesn't act toward customers without the approval policy you agree with us.
Where it goes next
Start with enquiries. Grow from there.
- Once enquiry capture proves itself, the same assistant takes on quote follow-up and reactivation, service-plan reminders, warranty tracking, technician briefings, and owner reporting.
- Each step builds on the knowledge the assistant has already earned about your business.
Stop letting good work fall through the gaps.
An hour with us. We'll work out how an assistant fits your business, where things slip through today, and what it would take to fix them.
Book a call