For HVAC shop owners
For commercial HVAC and mechanical service owners

When it's 100° out, the shop that answers first gets the job.

Get paid for the work your techs already found.

Most HVAC shops lose money in three places. Calls you can't get to when it's hottest. Big quotes that go quiet. Members nobody books before the slow season. We find your biggest hot spot and show you exactly how to fix it with AI, inside the software you already use.

Commercial HVAC shops lose money in three places. Repairs found on PM visits that never get quoted. Portal invoices that bounce or sit. PM reports and paperwork nobody has time to write. We find your biggest hot spot and show you how to fix it with AI, inside BuildOps, ServiceTrade, ServiceTitan or whatever you run.

Book your Hot Spot Fix
30-minute Shop Load Calc. Your fix within 7 days.
Works withServiceTitanHousecall ProJobberFieldEdgeSuccesswareQuickBooks
Works withBuildOpsServiceTradeServiceTitan CommercialServiceChannelCorrigoSage
You're not alone

Sound familiar?

Tag 01

It's 98 degrees. The phone rings while you're on a roof. By the time you call back, they booked someone else.

Tag 02

Your comfort advisor quoted a $14,000 heat pump on Tuesday. Nobody has called them since.

Tag 03

July comes and the tune-ups get pushed. By October, a lot of them never got booked.

Tag 04

You'd add a truck tomorrow. If you could find the tech. And if you had one more hour.

Tag 05

You pay for ServiceTitan, or Housecall Pro, or Jobber. You use about half of it.

Tag 01

Your tech found a failing compressor on a PM visit. The quote went out two weeks later. Someone else got the job.

Tag 02

A ServiceChannel invoice bounced for a missing photo. Again.

Tag 03

You finished the work in August. You'll see the money in October.

Tag 04

The PM report says "checked unit, OK."

Tag 05

Your best controls tech is also your only controls tech.

None of this means you're bad at business. It means the work shows up all at once, and you're doing three jobs at the same time.A good HVAC shop shouldn't lose a job because the phone rang during a heat wave.

None of this is about the work. Your crews do good work.It's the paperwork around the work that loses money.

Where the money slips out

Three hot spots. Three fixes.

Every house has a room that never cools down, no matter how hard the system runs. Every shop has a few of those too. Working harder doesn't fix them. Fixing the airflow does.

Every building has a zone that never holds temp, no matter how hard the RTU runs. Every shop has a few of those too. Working harder doesn't fix them. Fixing the airflow does.

Hot spot 1

The calls you can't get to

The problem

When the heat hits, the phones explode. The first heat wave of the summer can lift a shop's daily revenue about 90% over a normal summer day.1 But the calls don't wait for business hours. In June, 14.1% of calls to residential HVAC shops come in after hours, with the biggest share between 5 and 9 p.m.2 In June 2022, HVAC shops booked 38% of their calls.3 And 82% of people say they'll call a competitor if you don't answer.4

Why the usual fix fails

You can't hire CSRs for three months a year. An answering service takes a message. It doesn't book the job, and it can't tell a dead compressor from a dirty filter.

The fix

An AI front desk picks up every call your team can't. Overflow, nights, weekends, the first cold snap. It knows your service area, your trip fee and your hours. It sorts the calls: a no-cool with a senior at home goes to the top. A tripped breaker or a clogged filter gets solved by text, no truck rolled. Real jobs get booked straight into ServiceTitan, Housecall Pro or Jobber. Every missed call gets a text back in seconds.

What changes

The heat wave becomes your best week, not the week you turn people away. Your CSRs take the calls they can. AI catches the rest.

Overflow and after hoursTonight
No cool, senior at home8:41 PM
On-call tech
AC running, blowing warm8:55 PM
Booked 8 AM
Clogged filter, low airflow9:12 PM
Fixed by text
Ridgeline AirSorry we missed you. Is your system blowing warm air, or not running at all?
CustomerNot running at all. My mom is here and it's 88 inside.
Ridgeline AirGot it. I'm sending this to our on-call tech now. He'll call you in 10 minutes.
Example
Hot spot 2

The big quotes that go quiet

The problem

Your comfort advisor quotes a changeout. The average residential install on ServiceTitan was $17,040 in 2025.5 The homeowner says, "We'll think about it." They're getting two more bids. Then nothing happens on your end.

Why the usual fix fails

In July, nobody has time to call back last week's quotes. The advisor is on the next appointment. The office is buried. ServiceTitan's own advice is to start following up within 48 hours and keep going until you get a yes or no.6 That's hard to do by hand in peak season.

The fix

Every open estimate gets followed up within a day, by text and email, in your shop's voice. It resends the good, better and best options. It shows the monthly payment. It answers simple questions and handles "Can you do Thursday?" Replies that are ready to buy land on a short "call these today" list for your advisor.

What changes

You close more of the quotes you already ran. Each one is worth thousands. No new leads needed.

Open estimate: RuizHeat pump
Good$11,200
Better$14,800
Best$18,900
  • TuesdayQuote presented. "We'll think about it."
  • WednesdayText: your three options, with monthly payments.
  • FridayEmail: answers on the warranty and the noise level.
  • SaturdayReply: "We like the middle one. Can you do Thursday?"
Call these today
Ruiz, heat pump$14,800
Patel, furnace and AC$12,350
Example
Hot spot 3

The members nobody books

The problem

Members are your best customers. One Florida contractor says members spend $1,538 per ticket, against $687 for one-time customers.7 But in July the tune-ups get bumped. Renewals lapse because nobody called. The 15-year-old systems you serviced last spring never hear from you again. Then October comes and the board goes quiet.

Why the usual fix fails

Booking 400 tune-ups by phone is a full-time job. Nobody has that job. So it happens in bursts, when someone remembers.

The fix

AI works your member list for you. It books spring and fall tune-ups into the slow weeks before peak. It sends renewal reminders and catches failed card charges. It flags aging systems and members you haven't seen in a year, and starts the conversation for your techs.

What changes

The slow season fills up before it starts. More members renew. And your techs walk into more replacement conversations with people who already trust you.

Members: fall tune-ups312 due
Booked268 of 312
OctNov
Renewals this month44
Renewed39
Card failed, fixed by text3
Systems 15+ years old, flagged57
Example
Hot spot 1

The repairs your techs find but never quote

The problem

PM visits turn up worn belts, bad contactors, dirty coils, failing compressors. The tech writes a note. The quote goes out late, or never. The average commercial shop closes 48.9% of its quotes. Top shops close 62.8%.12

Why the usual fix fails

Your techs aren't estimators. Your estimator is buried in bids. The note sits in the work order.

The fix

The tech talks for 30 seconds and snaps the nameplate and the problem. AI drafts the repair proposal from your price list, with photos and readings, the same day. Follow-ups go to the facility manager until they say yes or no.

What changes

You get paid for repairs your techs already found. No new customers needed.

Voice note: RTU-30:28
UnitCarrier 48TC, 10 ton
FoundBelt, coil, contactor
Proposal drafted$1,940
Photos attached3
Sent to facility manager2:14 PM
Example
Hot spot 2

Portal work orders and invoices that bounce

The problem

NTE caps. Increase requests. One invoice per work order, with the right photos and sign-offs. On ServiceChannel, invoices more than 90 days old may not be payable, and customers can refuse work that wasn't approved first.13 96% of commercial contractors wait at least 15 days to get paid.11 Top shops collect in about 25 days. The average is about 66.12

Why the usual fix fails

Every portal has its own rules. Your office learns them the hard way, one rejected invoice at a time.

The fix

NTE increase requests get built with photos and notes before the tech leaves the roof. Every invoice gets checked against that customer's portal rules before it goes out. Past-due invoices get followed up on schedule, every time.

What changes

Fewer bounced invoices. Faster pay. Your office stops chasing paperwork.

Work order 88213ServiceChannel
NTE$750
Increase requested$1,320
StatusApproved
  • One invoice for this work order
  • Inside the approved amount
  • Before and after photos attached
  • Submitted 2 days after the job
Example
Hot spot 3

PM reports, renewals and compliance

The problem

PM reports that say "checked unit, OK." Leak records for every system with 15 pounds or more of HFC refrigerant, under EPA rules that started January 1, 2026.15 Agreements that renew only if someone remembers. On ServiceTitan, commercial agreements renewed by hand renewed 29.8% of the time. With auto-renew plus email, 49.1%.14

Why the usual fix fails

Techs hate paperwork. Nobody owns renewals. Compliance lives in one person's head.

The fix

A voice note becomes a clean visit report with readings, photos and recommendations. Leak records stay current. Renewal reminders go out 90, 60 and 30 days ahead, with a summary of everything you did for that site this year.

What changes

Customers see the value you deliver. More agreements renew. Audits stop being a scramble.

Visit report: Site 14Done 3:05 PM
Supply air55°F
Return air74°F
Suction118 psi
FiltersReplaced
Leak record, chiller 2Updated
Renewal60 days out
Year summary to customerSent
Example

Not sure which hot spot is costing you most? That's what the load calc is for.

Book your Hot Spot Fix
Run your own numbers

What are missed calls costing you in peak season?What are unquoted repairs costing you?

Use your own numbers. The defaults are only examples.

Runs from $150 to $50,000.
You may be leaving about
$19,485
a month on the table in peak season.
Over a 3-month summer: $58,500

A rough estimate from your inputs, not a promise. Your weekly number x 4.33 weeks x the two percents x the average.

Show me how to fix it
Why this works when other AI didn't

We only work with HVAC shops.

A lot of AI pitches come from people who have never seen a dispatch board on the first 100-degree day. We only work with HVAC. So we already know your world. ServiceTitan, Housecall Pro, Jobber, FieldEdge. OnCall Air. Profit Rhino. Carrier, Trane, Lennox, Goodman. The supply house that just sent another price letter. The R-410A rule that changed twice.

A lot of AI pitches come from people who have never seen a ServiceChannel rejection or a PM route. We only work with HVAC and mechanical shops. So we already know your world. BuildOps, ServiceTrade, ServiceTitan Commercial. ServiceChannel and Corrigo. Sage and Foundation. Niagara and Metasys. The leak rule that started in January.

We don't sell you software. We set up the tools you already pay for, the right way.

ServiceTitanHousecall ProJobberFieldEdgeSuccesswareOnCall AirProfit RhinoGoogle LSAQuickBooks
BuildOpsServiceTradeServiceTitan CommercialServiceChannelCorrigoProcoreSage 300 CREFoundationTridium Niagara
81.5%

of HVAC owners already use AI, more than any other trade.8

17%

answer new leads within the hour, the slowest of any trade.8

61%

of contractors want AI built into the software they already use.9

62%

of commercial service firms have piloted or deployed AI.11

15%

of those using it report a significant impact with a clear return.11

61%

of contractors want AI built into the software they already use.9

So HVAC owners aren't behind on AI. It's just pointed at the wrong jobs. That's a setup problem. That's what we fix.

The tools aren't the problem. Setup, data and adoption are. That's what we fix.

How it works

We do a load calc before we sell you anything.

Good HVAC shops don't size a new system off the old unit's sticker. They measure the house first. We do the same for your shop.

1

Book your Shop Load Calc

30 minutes. Tell us the hot spot that hurts most.

2

We measure your exact setup

Your phones. Your software. How a quote goes out. How members get booked. Who does what in the office.

Your software and portals. How a PM finding becomes a quote. How invoices go out. Who owns renewals.

3

Get your Custom Fix

Within 7 days, we walk you through exactly how to fix it with AI. What to set up, in which tool, in what order, and what it's worth to your shop.

4

Build it your way

Use our step-by-step and do it yourself. Or have us build it with you.

No software to buy from us No contract Works in the software you already use Nothing goes to a customer until you approve it
The Hot Spot Fix

Your biggest hot spot, found and fixed.

What you get

  • A 30-minute Shop Load Calc on your phones, software, quotes and member list.
  • A 30-minute Shop Load Calc on your software, portals, PM findings, invoicing and renewals.
  • Your Custom Fix, walked through live: the exact AI setup for your biggest hot spot, step by step, in the tools you already use.
  • Every other hot spot we find, ranked by what it's worth, each with a first step you can take on your own.
  • Bonus: the Claude Starter Kit for HVAC Shops and Setup Guide, sent the moment you book.
One-time investment
$2,000

No contract. You keep the fix, the ranked list and the Starter Kit, whether you build it with us or on your own.

  1. Fill out a 2-minute form.
  2. Pick a time for your load calc.
  3. Get your fix within 7 days.
Book your Hot Spot Fix

We take a limited number of shops each week so every fix gets real attention.

The Full Install

Most shops have more than one hot spot.

When you're ready, we build the fixes with you. One at a time. Calls first, then quotes, then members. Then reviews, dispatch and triage, your price book, rebate and warranty paperwork, and getting paid. We meet twice a month, train your team, and keep tuning it until it runs without you.

When you're ready, we build the fixes with you. One at a time. PM findings first, then portals and invoicing, then reports and renewals. Then dispatch, estimating, change orders and getting paid. We meet twice a month, train your team, and keep tuning it until it runs without you.

Ask about it on your fix call. No pressure. Plenty of owners build it themselves.

Sequence of operation

  1. Calls and overflow
  2. Quotes and follow-up
  3. Members and tune-ups
  4. Reviews
  5. Dispatch and triage
  6. Price book and margins
  7. Rebates and warranty paperwork
  8. Getting paid
  1. PM findings to quotes
  2. Portals, NTEs and invoicing
  3. Visit reports and renewals
  4. Leak records and compliance
  5. Multi-site dispatch
  6. Estimating and bids
  7. Change orders
  8. Collections and getting paid
Straight answers

You might be thinking...

"My customers will hate talking to a robot."

Most won't mind, as long as someone shows up. 53% of homeowners say they're comfortable with AI handling the first call or chat.10 We set it up with your words and your prices, and it hands off to a person any time. We usually start with overflow and after-hours calls only.

"Our customers expect a person."

They still get one. AI drafts the quote, the report and the invoice. Your people send them. Nothing goes out until you approve how it works.

"My techs won't use it."

They don't have to type. A tech talks for 30 seconds. AI writes the notes and the invoice. That's less work than they do now.

"I don't have time for another project."

You don't have to build it alone. We build it with you, around your season. Two out of three contractors using AI save 3 or more hours a week,9 and every fix gives you more back. A little time now buys you the time to work on your business, not just in it.

"My software already has AI."

It probably does. ServiceTitan, Housecall Pro and Jobber all sell AI now. But out of the box, it doesn't know your service area, your trip fee, or which calls are true no-cools. We start with what you already pay for, set it up for your shop, and only add something new if it earns its keep.

"Our software already has AI agents."

It probably does. BuildOps, ServiceTrade and ServiceTitan all ship AI now. Only 15% of commercial contractors using AI report a clear return.11 The tools aren't the problem. Setup, data and adoption are. That's what we do.

"We tried an answering service. Or an AI that made stuff up."

Generic tools guess. Yours gets set up on your service area, your trip fee, your price book and your rules. You see everything it does. Nothing goes to a customer until you approve how it works.

"Is it worth $2,000?"

Run the calculator above with your own numbers. A single changeout you would have lost is worth several times that. And you keep the fix, the ranked list and the Starter Kit, whether you build it with us or on your own.

Run the calculator above with your own numbers. A few repairs your techs already found, quoted on time, can cover it. And you keep the fix, the ranked list and the Starter Kit, whether you build it with us or on your own.

Every week you wait:

  • The next cold snap's calls go to whoever answers first.
  • Last month's changeout quotes go cold for good.
  • Members slip past their tune-up and stop renewing.
  • You post another CSR job ad.
  • Repairs your techs found go to whoever quotes first.
  • Invoices age past the portal's deadline.
  • Agreements lapse without a call.
  • Your controls tech keeps doing paperwork at night.

Picture your next peak season.

Picture your next quarter.

  • Your brief is waiting. 22 calls came in overnight. 14 booked. Two no-cools with seniors at home are first on the board.
  • The Ruiz family replied to Tuesday's heat pump quote. They picked the middle option. Install is Friday.
  • It's 101°. Overflow calls get answered. Three clogged filters and a tripped breaker get solved by text. No trucks rolled.
  • 268 fall tune-ups are already on the board.
  • Your brief: 9 PM visits today, 3 open quotes over $5,000, 2 invoices close to the portal deadline.
  • Yesterday's RTU repair quote was approved in the portal. Parts are ordered.
  • An NTE increase went in with photos before the tech left the roof.
  • Your biggest school district gets its renewal reminder with a one-page summary of the year's work.

More booked work from the crew you already have. A full board in the slow months. And your evenings back.

Paid for the work you find. Paid faster for the work you finish. And renewals that don't depend on memory.

Why we only work with HVAC shops

I've run businesses for over a decade, managing teams and systems. When AI showed up, I put it to work in my own business. Systems first, then AI. It tripled what we could get done. HVAC shops have the same hot spots over and over, and they cost real jobs. So that's what we fix.

Chris Kemenesi, Founder. Powered by Proven AI.

FAQ

Questions owners ask

What does the Hot Spot Fix cost?

$2,000, one time. That covers your Shop Load Calc, your Custom Fix walked through live, every other hot spot we find ranked by what it's worth, and the Claude Starter Kit for HVAC Shops. No contract.

What do I need to have ready?

Nothing fancy. Know roughly how many calls you get a week in season, which software you use, and about how many members you have. We'll ask the rest.

Nothing fancy. Know which software and portals you use, about how many agreements you run, and roughly how long invoices take to get paid. We'll ask the rest.

What software do you work with?

ServiceTitan, Housecall Pro, Jobber, FieldEdge, Successware, Service Fusion, Workiz, OnCall Air and QuickBooks. On the commercial side, BuildOps, ServiceTrade, ServiceTitan Commercial, ServiceChannel and Corrigo. If you're on paper, we work with that too.

Do I have to buy new software?

Usually not. Most fixes start with tools you already pay for. If a new tool makes sense, we'll show you the options and the cost first. We don't resell software.

How is this different from buying an AI phone service?

Those sell you one tool. We look at your whole shop, find the hot spot that costs the most, and set up the right fix in your system. Sometimes that's a phone tool. Sometimes it's quotes, your member list or your invoicing.

Can you help us in the middle of peak season?

Yes. But the best time to set it up is the shoulder season, so it's running before the next heat wave or cold snap. If you're slammed now, we start with the one fix that saves the most calls.

Is my data safe?

We work inside your accounts, with your permission. We don't sell or share your customer data.

We do mostly commercial work. Is this for us?

Yes. Commercial hot spots look different: repairs found on PM visits that never get quoted, portal invoices, PM reports and renewals. Switch to the commercial page.

We do residential too. Is that covered?

Yes. Residential hot spots are calls, quotes and members. Switch to the residential page.

What happens after the fix?

It's yours. Build it yourself, or ask about The Full Install.

Comfortable again

Find your biggest hot spot. Fix it before the next peak.

Two minutes on the form. Thirty on the call. A fix built for your shop.

Book your Hot Spot Fix
Book your Hot Spot Fix