AI agents for HVAC companies that answer the rush and chase the estimate.
When the temperature swings, your phone does not stop, and neither do the unsold system replacements sitting in your CRM. Cita gives HVAC companies an AI voice agent for the phone and an AI SMS agent for follow-up, both plugged into the software you already dispatch from.
What it does on your line.
- 01
Answer the seasonal rush
On the first 95-degree day every CSR is on a call and the queue is ten deep. The voice agent takes the overflow and the after-hours calls, captures the equipment, the symptoms and the address, and books the service call into the slots your dispatcher has opened. No-cool and no-heat calls route to your on-call tech on the rules you set.
- 02
Follow up on replacement estimates
A homeowner who was quoted a new system needs time to compare, talk to a partner or look at financing. Most of them never hear from the company again. The estimate agent starts a personal text conversation a day after the quote, answers questions, handles the financing question and brings the ready ones back to your calendar.
- 03
Turn web leads into booked estimates
A form filled in at 9pm should not wait until the office opens. Speed-to-Lead texts back within a minute, works out whether it is a repair, a tune-up or a replacement, confirms the service area and books the estimate or hands a qualified lead to your comfort advisor.
Which agents hvac companies run.
Inbound CSR
An AI voice agent that answers every call, looks the customer up in your CRM and books the job.
See how it worksEstimate Recovery
Follows up on every unsold estimate by SMS in your office's voice until it books or the customer says no.
See how it worksSpeed-to-Lead
Texts every new lead within 60 seconds, qualifies the job over SMS and books the estimate.
See how it worksConfigured for the way you operate.
Before launch we map your service area, equipment types, maintenance plan, booking windows and escalation rules. Your office tests the agent on the calls you get every day and on the odd ones you get once a month. Nothing goes live on your real line until it passes.
Real results from real operators.
Budget Heating, Cooling & Plumbing
St. Louis, Missouri
“Cita AI has booked us 76 appointments in the first four weeks of March and saved my staff 33 hours. What I didn’t realize at the time was how much time it freed up and how it allowed me to re-orchestrate what people do and focus on more important jobs while the AI takes care of everything else.”
Nick Marchesano
COO, Budget Air
Questions hvac owners ask us.
Can the agent tell a no-heat emergency from a routine call?
Yes, on the rules you define. A no-heat call in January with a family at home goes straight to your on-call person, with the details already captured. A filter question at 2pm gets answered and, if needed, booked.
Does it work with Housecall Pro?
Yes. We use the Housecall Pro API for customer lookup, booking and writing outcomes back, and we connect to GoHighLevel the same way. We confirm the exact fields and permissions on your account during setup.
Can it sell maintenance plans?
It can offer your plan to callers who qualify and book the first visit. It will not invent pricing or terms. It uses the rules and wording you give it.
Also built for.
Plumbing
AI phone and SMS agents for plumbers. Answer after-hours calls, qualify before dispatch, route emergencies to your on-call tech and follow up on open estimates.
For plumbingOil & propane
AI voice and SMS agents for fuel dealers. Take delivery requests, separate no-heat calls from billing questions, look up the account and protect the on-call team.
For oil & propaneRoofing
AI SMS and voice agents for roofers. Reply to inspection requests in under a minute, qualify storm and replacement leads, and follow up on open roofing estimates.
For roofingSee what Cita can do
for your business.
Book a 15-minute demo and see how AI agents can recover revenue, save time, and handle your calls.