We Work With HVAC Companies
AI, sales and software for HVAC Companies
Every call booked in the first heat wave, every maintenance agreement renewed on time, and every replacement quote followed up until there is an answer.
Allied ROI builds call and web-lead booking, maintenance-agreement renewals and replacement-quote follow-up for HVAC Companies in the US. The systems connect to the field-service software the shop already runs, and every customer message follows rules the owner signs off. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Booking
- Maintenance plans
- Quote follow-up
The bottlenecks
Where the work falls through.
An HVAC shop runs on the weather. The first 95-degree week, the phones ring faster than the office can answer, and callers who reach voicemail call the next company on the list. In the slow months, the work that pays all year gets skipped: maintenance agreements come up for renewal with no reminder, and replacement quotes that went out in July sit in a folder with no second call. The techs are busy, the comfort advisor is on the next sales call, and the owner is the follow-up system.
Bottleneck 01
Peak-season calls hit voicemail
When the first heat wave or cold snap lands, the call volume doubles in a day. CSRs are on the phone, the overflow goes to voicemail, and a homeowner with a dead AC unit does not leave a message. They call the next shop. The same thing happens with web forms that nobody opens until the next morning.
Bottleneck 02
Maintenance agreements quietly lapse
Maintenance agreements are the steady revenue that carries a shop through shoulder season. But renewals depend on someone pulling a list and calling each member. When the office is busy, nobody does it. The agreement expires, the spring and fall tune-ups never get booked, and the member drifts to whoever mails a coupon.
Bottleneck 03
Replacement quotes go unanswered
A comfort advisor spends an hour in a home, writes good-better-best options for a new system, and leaves. Then the quote waits. Homeowners are comparing three bids and thinking about financing. Without a planned second and third touch, the quote goes cold, and the advisor is already three appointments further along.
Bottleneck 04
Booking details missing for techs
A booked call that only says 'AC not working' sends a tech out blind. No equipment age, no brand, no note about the second-floor unit or the dog in the yard. The tech calls the homeowner from the truck, the first visit runs long, and the parts run gets added on top.
What we build
What we build for HVAC Companies.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Overflow answering and booking
An AI phone and web-lead assistant that answers when the CSRs are full, asks the questions your dispatcher would ask, and books the call into open slots in your field-service software, such as ServiceTitan or Housecall Pro. It follows the booking rules you set and hands anything unusual to a person.
AI Agents - 02
Maintenance-agreement renewal runs
A renewal sequence tied to each agreement's end date. Members get a reminder by text and email ahead of expiry, a link to renew, and an offer to book the next tune-up. Anyone who does not respond lands on a short call list for the office. The messages are written once and approved by you.
AI Implementation - 03
Follow-up on replacement quotes
When a comfort advisor sends a replacement quote, a follow-up plan starts on its own: a check-in after the visit, an answer to common questions about financing and rebates, and a reminder before the quote expires. The advisor sees who opened the quote and who needs a call today.
Sales Training - 04
Peak-season numbers in one view
One screen that shows the numbers you check during the rush: calls answered and missed, calls booked, open replacement quotes and agreements up for renewal this month. It pulls from your phone system and field-service software, so the owner stops asking the office for a count.
Software and Product Development
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- Owner-led HVAC Companies that lose calls every peak season.
- Shops that sell maintenance agreements but renew them by hand.
- Teams whose comfort advisors send replacement quotes with no planned follow-up.
Not a fit
- Shops that want a call center to replace their CSRs entirely.
- Owners who will not let anyone touch their field-service software setup.
Questions
Plain answers.
Who can automate after-hours and overflow calls for an HVAC company?
Allied ROI works with HVAC Companies to set up an AI phone and web-lead assistant that answers when the office is full or closed. It asks the same questions your CSRs ask, books the call into your field-service software and passes anything unusual to a person. It follows the booking and messaging rules the owner signs off.
How do I get more HVAC maintenance agreements to renew?
Most agreements lapse because nobody reminds the member in time. Allied ROI builds a renewal sequence tied to each agreement's end date: a text and email ahead of expiry, a link to renew and an offer to book the next tune-up. Members who do not reply go on a short call list for your office.
What is the best way to follow up on an HVAC replacement quote?
A replacement quote needs a planned second and third touch, not one call when someone remembers. Allied ROI sets up follow-up that starts when the comfort advisor sends the quote: a check-in after the visit, answers to common financing questions and a reminder before the quote expires. The advisor sees who needs a call today.
Does Allied ROI work with ServiceTitan or Housecall Pro?
Allied ROI connects booking and follow-up to the field-service software an HVAC shop already uses, such as ServiceTitan or Housecall Pro, where the software allows it. Allied ROI is not a partner or reseller of those tools. The goal is to work inside your current setup, not to make the office learn a new system.
Will an AI assistant say the wrong thing to my HVAC customers?
Every message the assistant sends follows rules the owner approves, and anything outside those rules goes to a person. It does not quote prices or diagnose equipment unless you tell it to. Allied ROI writes the scripts with you, tests them on real call types and adjusts them after the first weeks of use.
How much does it cost to automate booking for an HVAC company?
It depends on how many lines you run, which software you use and which workflows you start with. The exact scope and price come in writing after the free clarity call. On that 30-minute call, founder Chris Mayrs looks at where calls and quotes are slipping and names the first thing worth building.
Related
The services behind this work.
AI Agents
An agent system you own, maintained after it ships.
What's includedAI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedSales Training
A team system, not a motivational afternoon.
What's includedSoftware and Product Development
Discovery first, then a build you own.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing