Automation Maven answers calls, texts, and web leads 24/7, checks your service area and availability, books approved jobs, routes the details, and follows open estimates using your current software.
Focused workflow builds start at $795. Larger connected systems are scoped separately.
You choose service area, hours, job types, and when staff steps in.
Works with the software your team already knows
We confirm the available connections before anything is built.
ServiceTitan
Housecall Pro
Jobber
FieldEdge
QuickBooks
HubSpot
Zapier
CallRail
No vague AI assistant. Each workflow has a trigger, approved rules, a staff handoff, and a result your team can see.
You choose the rules. Automation Maven builds and tests them.AI answers calls, texts, and web leads 24/7, collects the job details, checks your service area, and books only the work you approve.
Every lead is booked, handed to staff, or marked with a clear reason it could not move forward.The workflow checks availability, urgency, location, technician skill, and on-call rules before offering an appointment or dispatching the job.
Nothing auto-books outside your service area, available capacity, or approved job rules.Automation follows open estimates, due maintenance, expired memberships, and past customers when your schedule has room.
Follow-up stops on reply or opt-out and alerts staff when a customer is ready to talk.These workflows watch your schedule and customer data, then take the next approved action without the office building lists or chasing replies.
When a weekday has open maintenance slots, the system finds past customers who are due for service, sends a day-specific reminder with your approved promo code, books directly into that day, and stops outreach when the slots are full.
When a customer cancels, the system checks nearby jobs, customers who asked for an earlier appointment, technician skill, and drive time—then offers the opening and updates dispatch after someone accepts.
When a technician closes a job, the system turns field notes into a customer-friendly summary, identifies unapproved recommendations, starts the approved follow-up, and alerts the office when the homeowner replies.
Add the calls, web leads, open estimates, and due maintenance opportunities your team is not consistently working. Then replace every input with your actual numbers.
The result changes live as you edit the inputs.
Count unanswered calls, cold web leads, open estimates, or due maintenance opportunities your team is not consistently working.
Routine calls, booking, routing, and follow-up can happen automatically. Safety, technical questions, unusual pricing, and uncertain situations go to a person.
Collect the customer, problem, urgency, location, membership, and job history.
Check service area, schedule availability, technician skill, price limits, and when staff should step in.
Book, route, notify, follow up, and update the tools your office and field teams already use.
Show what was answered, booked, recovered, handed to staff, or left unfinished.
Every build has a clear trigger, approved actions, a staff handoff, failure-path testing, and one business number to improve.
Build and test one focused workflow so you can experience the quality before expanding into a larger system.
One trigger, one action, one staff handoff, and one KPIConnect customer intake, live availability, booking, routing, staff handoff, and job tracking.
Calls, booking, dispatch, and staff handoffs work togetherConnect calls, dispatch, estimate follow-up, memberships, maintenance, and owner reporting.
Launch in stages so the office can adopt each workflow safelyYou decide what can be booked, which calls are urgent, when prices can be discussed, and which situations must go directly to staff.
The system follows your service area, hours, job types, capacity, price boundaries, and handoff policy.
Safety, technical judgment, sensitive calls, pricing exceptions, and uncertainty move to an approved person.
We test duplicate requests, opt-outs, system outages, after-hours calls, transfers, and unusual situations before launch.
What it handles, when staff steps in, what software it uses, and how results are tracked.
Get My HVAC Automation PlanA focused, working automation with one trigger, one approved action, one staff handoff, failure-path testing, and one KPI. Good starter examples include lead response, open-estimate follow-up, or a scheduled maintenance reminder. Connected booking and dispatch systems are scoped separately.
A written plan for the first workflow: what starts it, what the AI does, which software it touches, when staff takes over, and the one number that will show whether it is working.
No. Answering is only the first step. It can also collect job details, book approved work, route the request, follow open estimates, contact due maintenance customers, and show your team what happened next.
Yes, when the required access is available. We confirm what your software can connect to before the build, so you know what will work without replacing the tools your team already knows.
Yes, where the decision rules are clear. The system can check service area, job type, urgency, schedule capacity, technician skill, geography, and on-call rules before booking or routing. Anything outside those boundaries goes to a person.
The system uses approved language, records what the customer reports, and escalates safety-sensitive or uncertain situations. It does not invent diagnoses, promise unavailable service, or replace technician judgment.
Yes. You approve the timing, messages, business hours, and opt-out rules. Follow-up stops when the homeowner replies, and your staff receives the conversation when someone is ready to talk.
Yes. It can contact customers who are due for tune-ups, have expired memberships, received unsold recommendations, or have not booked recently. Outreach can run when the schedule has room.
We choose the number that matters before building: response time, calls handled, jobs booked, estimates recovered, customers reactivated, or office time saved. Then the workflow reports against it.
No. Start with the one problem costing the most time or jobs. Add the next workflow only after the first one works reliably for your team.
Bring your call flow, schedule rules, current software, and biggest bottleneck. Get the first workflow, staff handoff, and KPI mapped out.
Get My HVAC Automation Plan