Quotes going cold after survey
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
Marketing + AI front desk for UK trades — more booked jobs, less admin. Book a demo
AI front desk for HVAC
Keep HVAC enquiries, surveys, quotes, renewals, and service work moving.
For HVAC and heating teams where surveys, quotes, service contracts, renewals, and staged payments need a workflow that does not depend on one person remembering the next action.
HVAC teams lose value when enquiries, surveys, quotes, and renewals are not joined up. The agents handle first response, keep survey quotes alive, and keep diary, handover, staged-payment, and invoice prompts visible.
What the system handles
Built around how hvac & heating engineers work.
The agents are weighted around your trade: Voice, Messaging, and Web Chat for first response, the Lead Agent for quote chase, and the Payments Agent for diary, invoice, and review prompts.
Renewals handled reactively
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
Seasonal peaks and quiet periods
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
Out-of-hours demand missed
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
Weak service reminder workflow
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
No single view of jobs and quotes
Mapped to the right agent inside one private workspace, with job context visible to the office, engineer, and owner.
Job journeySurvey-to-quote follow-up and renewal management
Survey-to-quote follow-up and renewal management
from enquiry to follow-up.
01
Missed enquiry
The capture agents answer, log the customer, and create the HVAC enquiry before it goes cold.
02
Qualified job
The system asks for job type, urgency, address or postcode, contact details, photos where useful, and the next action needed.
03
Booking or quote
The workflow routes the work to the diary, quote chase, or office-review step depending on your rules and the type of work.
04
Follow-up
Follow-up sequences, booking reminders, and office-review recovery cases keep the customer moving instead of relying on memory.
05
Invoice or repeat work
The Payments Agent and workflow keep invoice reminders, payment nudges, review requests, service reminders, and reactivation flows visible.
Typical workflow outcome
HVAC enquiry -> qualification -> survey booking -> quote chase -> renewal or workflow
The aim is not to replace judgement. It is to make sure the enquiry is answered, context is collected, the job is visible, and quote or payment actions do not depend on spare time.
See how it works for hvac & heating engineers.
See how a team of always-on AI agents answers calls, books jobs, follows up leads and messages, and chases payments while you stay on the tools.
Live in 7 days. £999 setup. £399 monthly. No lock-in. UK-based.