HVAC Agent, end to end.
Run your entire HVAC desk from intake through invoice — one agent handles breakdowns, quotes, dispatch, compliance, service plans, and weekly reports.
What it does.
Complete desk automation for HVAC businesses. From the first text saying "AC not cooling" to the annual service plan reminder — one agent qualifies leads, generates instant callout quotes or project quotes with brand options, schedules jobs with smart routing, logs refrigerant compliance, invoices with payment links, and follows up for reviews and service plan signups.
Handles heatwave and cold-snap emergencies with safety-first triage. Manages the service plan lifecycle — the recurring revenue spine of HVAC — from Day-1 pitch through renewal. Tracks job margins by type and suburb. Updates a running learnings file each Friday so the agent gets sharper week-to-week.
Works across Australia, New Zealand, UK, US, and Canada. Maps every regional refrigerant licence (ARC RHL vs EPA 608 vs F-Gas REFCOM vs Red Seal 313A), standard (AS/NZS 5149 vs BS EN 378 vs ASHRAE 15 vs CSA B52), tax (GST vs VAT), and grant scheme (Solar Vic vs BUS vs IRA). No guessing. No licensing shortcuts.
What’s inside.
Everything you need in the bundle. No tutorials. No assembly.
- 01Instant callout quotes for breakdowns, diagnostics, capacitor swaps, coil cleans — with honest "subject to diagnostic" framing, never top-up-only traps
- 02Project quotes for splits, multi-head, ducted, heat pump retrofits, commercial RTU — itemised with 2-3 brand options, staged payments, and year-1 service plan included
- 03Smart dispatch with route clustering and seasonal load-balancing — heatwave = breakdowns only, shoulder season = installs, deep season = defer new enquiries
- 04Refrigerant logbook entries (AU ARC, NZ ARTGM, UK F-Gas, US EPA 608, CA ODSHAR) + handover packs + warranty registration — all region-compliant, no fabricated licence numbers
- 05Service plan onboarding, visit scheduling, and renewal at 60-70% attach rate on installs, 30-40% on callouts — the revenue moat
- 06Weekly report with job breakdown by type and margin, service plan health, lead conversion by source, no-show patterns, and supply chain flags
- 07Five-touch follow-up sequence (Day-1 check-in, Day-3 review request, Day-7 service plan ask, Day-30 warranty check, Day-90 relationship touch) — 50%+ emergency conversion to service plan
Drop it in. Press go.
- №01
Download
Buy once, get the bundle by email and on your dashboard.
- №02
Drop it in
Upload the files to your agent.
- №03
Connect
Wire up your tools with the setup notes.
- №04
Press go
The agent runs. You handle the people part.
Things people ask.
$199
HVAC Agent, end to end.