AI Employee OS Talk with us
HVAC technician reviewing a service visit beside a residential condenser
AI OPERATIONS FOR HVAC

Every service call.
Handled with care.

Give your field team a digital front office that qualifies new work, books visits, prepares quotes, and follows through—while people stay in control.

See the workflow Designed for real service teams
One connected team·Clear human approvals·A traceable history
A COMPLETE SERVICE WORKFLOW

From “my AC is out”
to a booked, quoted visit.

A receptionist answers and qualifies the call, checks availability, books the visit, creates the customer record, then hands work to Sales for a quote and follow-up.

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A connected sequence of service workflow stages Each step is visible and reviewable
A TEAM, NOT A CHAT WINDOW

Specialists who know
when to hand work over.

Each digital employee has a defined job, approved tools, scoped memory, and clear rules for when a person needs to step in.

FRONT OFFICE

Receptionist

Qualifies callers and books visits.

REVENUE

Sales assistant

Prepares quotes and follows up.

ACCOUNTS

AR clerk

Tracks invoices and flags disputes.

SERVICE DESK

Support technician

Finds answers and escalates issues.

OPERATIONS

Purchasing assistant

Compares vendors and prepares orders.

Connected phone, email, calendar, and customer records
COMPANY-OWNED CHANNELS

One history across every conversation.

Phone, email, calendar, and customer work come together, so the next teammate gets the context they need.

Connected service records and company knowledge
CONTROLLED COMPANY MEMORY

Useful context, with boundaries.

Service history, equipment, customers, and policies give employees context. Access stays scoped to each role.

BUILT FOR HUMAN OVERSIGHT

Automation you can
inspect and trust.

Set approval rules for consequential work. Review each handoff and follow actions through a tamper-evident audit history.

  • 01 People approve the actions that matter.
  • 02 Tasks carry their context forward.
  • 03 Actions leave a durable audit trail.
A secure, auditable approval workflow
POLICYHuman
oversight✓
HVAC technician explaining a repair to a homeowner
MADE FOR HVAC FIELD SERVICE

Let your people focus on the work only they can do.

Give callers a dependable first response and give dispatch, sales, and technicians the same clear picture of each job.

Residential HVACService historyVisit scheduling
AI EMPLOYEE OS

Make every handoff
feel like one team.

See how a connected digital team can take a caller from first question to booked follow-up.

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