For fuel delivery and HVAC dealers

AI phone agents for heating oil and propane dealers.

Delivery orders, no-heat calls, billing questions and service plan renewals all land on the same line, usually in the same cold week. Cita's voice agent works out why the customer is calling, looks up the account and moves each request through the process your office already runs.

AI voice and SMS for Oil & propane

What it does on your line.

  1. 01

    Separate deliveries from service calls

    A fuel order, a no-heat call and a question about a statement need three different next steps. The agent identifies the request, gathers what your office needs for it and follows your routing rules. Delivery dates and account decisions stay inside the permissions you approve.

  2. 02

    Use the account context you already have

    Connected to Cargas or your back-office system, the agent can pull up the customer record so the conversation starts with the account, the tank and the last delivery on screen. We confirm the available fields and permitted actions during scoping rather than promising them on a call.

  3. 03

    Renew service plans and prompt fills by text

    Renewal season is a mail merge and a prayer for most dealers. The SMS agent sends the renewal in your voice, answers the questions that come back and records the yes. The same channel prompts will-call customers when it is time to order.

  4. 04

    Protect the on-call team

    Routine requests get captured for the office in the morning. A no-heat call or a smell of gas follows the safety language and escalation path your team writes, straight through to the on-call technician. The agent follows that process; it does not improvise technical or emergency advice.

Configured for the way you operate.

Fuel businesses have account-specific rules. We map delivery requests, service agreements, account identification, office hours and emergency routing with you. CRM access and write-back permissions are checked before any workflow is promised or switched on.

Customers

Real results from real operators.

Budget Heating, Cooling and Plumbing

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

Nick Marchesano

COO, Budget Air

Questions

Questions oil & propane owners ask us.

Does Cita work with Cargas?

Yes. We integrate with Cargas Energy for account lookup and notes, and we confirm exactly which fields and actions your setup allows before we scope the build.

Can it take a delivery order?

It captures the account, the address and the order details. Depending on what your integration supports, it either places the order or passes it to your office for entry. We agree which before launch.

Can it handle a no-heat call at night?

It captures the address, account and symptoms, gives the safety guidance your team has written, and puts the call straight through to your on-call technician.

See 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.