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AI front desk for HVAC companies

Sam is a managed AI front desk for HVAC companies. When a call forwards to Sam, it says it's a virtual assistant, takes the caller's name, callback number, address, the problem and how urgent it is, and flags no-heat, no-cooling and gas-smell calls for your team. $297 setup, $497 a month.

HVAC phones ring hardest when your techs are busiest: the first hot week, the first cold snap. Those are the calls where someone on the other end has a parent, a baby or a patient in a house that's too hot or too cold.

The calls HVAC companies get, and what Sam does with each

The callWhat Sam does
No cooling in a heat wave"It's running but blowing warm, and it's 86 in here."Takes the five details and asks whether anyone at home is elderly, very young or unwell. If so, it flags the call urgent so your team knows which callback comes first.
No heat on a cold night"The furnace won't kick on and we have a baby in the house."Same questions, same check on who's at home. Flagged urgent when someone vulnerable is there.
Gas smell near the furnace"I smell gas in the utility closet."Safety guidance first: leave, don't touch switches, call 911 or the gas utility from outside. Then flagged urgent with the address and callback number.
Tune-up or maintenance"Can someone do a fall check on our two units?"Takes the details and the time they'd like. Your team confirms the time.
Replacement quote"How much for a new system?"Doesn't quote. Takes the home details and a callback number so you can price it properly.
Past customer with a thermostat question"My new thermostat keeps losing Wi-Fi."Takes a message for your team. Sam doesn't troubleshoot equipment.

What urgent looks like for HVAC companies

You set the urgent list at kickoff. A typical one looks like this:

  • No cooling or no heat with someone elderly, very young or medically fragile at home
  • A gas smell near a furnace, boiler or water heater
  • A carbon monoxide alarm going off
  • Water pouring from an air handler or through a ceiling
  • A commercial customer with a server room, cooler or kitchen that's down

On a gas smell, Sam's built-in safety guidance comes first: it tells the caller to get out, not to flip switches, and to call 911 or the gas utility from outside. Then it flags the call urgent. For the other items on your list, Sam flags the call urgent, and we agree with you at kickoff what Sam says to those callers. You hear it on test calls before Sam goes live.

What Sam asks a caller

Sam always collects the same five things, one question at a time. Here's how they sound on a HVAC call:

  • Name"Can I get your name?"
  • Callback number"What's the best number to reach you?"
  • Service address"What's the address where the system is?"
  • Issue"What's the system doing, or not doing?"
  • Urgency"Is anyone at home who's elderly, very young or not feeling well?"

What your team gets

The details come through written down, with urgent calls flagged, so whoever calls back knows the address, the problem and how fast to move.

Call detailsfictional example
Caller
Marcus T.
Callback
(555) 010-0187
Address
22 Linden Ct
Issue
No heat. Furnace clicks but won't light
Urgency
Infant at home
URGENT

A fictional call, written to show the format. Names and numbers are made up.

What Sam leaves to your team on HVAC calls

  • Quote a repair or a new system
  • Diagnose equipment or walk the caller through a fix
  • Promise a same-day visit or a time slot

Sam also won't make up prices, hours or service areas. When it doesn't know, it takes a message. See what Sam does on a call.

HVAC questions

Can Sam tell a no-cooling emergency from a tune-up?

It asks about urgency on each call and asks who's at home on no-heat and no-cooling calls. Calls with someone vulnerable at home get flagged urgent, along with gas-smell calls. Everything else comes through as a regular request.

Will Sam quote a price for a repair or a new system?

No. Sam never makes up prices. It takes the details so your team can call back with a real number.

Who books the tune-up?

Your team does. Sam takes the request and the time the caller would like, and your team calls back to confirm.

Next steps

Sam runs the same way for plumbing companies and electrical contractors. Read the full overview of Sam, check pricing ($297 setup, $497 a month, month to month), run your own numbers in the missed-call calculator, or book a 15-minute call.

Updated October 17, 2026

Want to hear how Sam would handle your HVAC calls?

Book a 15-minute call. We'll ask how calls come in today and tell you straight whether this fits.