The Lead Generation Agent
Captures every inquiry from web, email, social, and missed calls. Qualifies and routes hot ones to your phone in real time.
We're a veteran-owned AI automation consultancy that builds purpose-built AI agents for HVAC techs. We know your workflows: seasonal call volume swings, missed callbacks, maintenance contract renewals manual, and lead response slow. And we know the tools you run on: ServiceTitan, Housecall Pro, FieldEdge, Workiz. We integrate with them, not around them.
In our Discovery Audits with HVAC techs across the Upstate, the same patterns surface every time: seasonal call volume swings, missed callbacks, maintenance contract renewals manual, and lead response slow. Each one is a clean automation target. Most of our HVAC techs clients see typical monthly savings of $3,500–$7,500/month after their first 90 days.
These fifteen are the agents we build most often, in plain English. For HVAC techs, your highest-impact picks are usually lead generation, scheduling, invoice, customer support, and order tracking. We also build a fully custom agent for whatever specific workflow is unique to your practice. Plus AImee, our premium Voice Agent, priced separately.
Captures every inquiry from web, email, social, and missed calls. Qualifies and routes hot ones to your phone in real time.
Triages inbound questions, drafts replies to common ones, escalates the urgent. Handles 80% of routine inquiries before they hit you.
Books appointments, confirms the day before, reschedules cancellations, dispatches the right person. No more phone tag.
Sends invoices on time, chases unpaid ones on a polite-but-firm cadence, stops when paid. Most clients cut AR-days by 40%+.
Your virtual right hand. Email triage, document filing, meeting prep, expense capture, and the dozen tiny tasks that eat your morning. Quiet, tireless, accurate.
Reads your books, flags cash flow risks, tracks margins by job or product, and emails you a plain-English weekly summary. Like a fractional CFO on retainer, for a fraction of the price.
Researches prospects, drafts outreach in your voice, follows up on cold leads, and books discovery calls. A pipeline that fills itself while you sleep.
Tracks every job from sold to delivered. Updates statuses, nudges teammates on stuck work, flags overdue tasks, keeps clients in the loop. Nothing falls through the cracks.
Drafts and schedules posts in your voice, responds to comments and DMs, monitors mentions. Hours back every week.
Watches every order or job, proactively notifies the customer at each step, answers "where's my order?" before they have to ask.
Watches your top competitors so you don't have to. Tracks pricing, promos, reviews, and social posts. Weekly digest of what they're doing and how you stack up.
A private Q&A bot for your team. Trained on your SOPs, policies, manuals. Cuts "how do we do this?" interruptions to near zero.
Keeps your pipeline moving. Logs every touchpoint, drafts the next message at the right cadence, and nudges your team when a deal goes quiet. Nothing sits in the CRM forgotten.
Asks your happiest customers for a Google review at the right moment, sends a gentle follow-up if they forget, and routes anything negative back to you before it lands publicly.
Watches your aging report, sends polite-then-firm reminders on the cadence you set, escalates the stuck ones, and stops the moment the check clears. AR-days drop fast.
Got a recurring workflow these fifteen don't cover? Tell us in the Discovery Audit. We build the agent your specific business needs, from scratch, to spec.
That's the bar we set for every agent we build. If a client's first agent doesn't break even on its setup + first-year retainer within ninety days, and cut the existing cost of the task it replaces by fifty percent, we keep tuning until it does. We sign every Discovery Audit against this standard.
Every engagement begins with the $500 Discovery Audit, credited toward setup if you choose to move forward.
On-site Discovery Audits across these six Upstate SC metros. Wherever your HVAC tech practice is, we can be in your office.
Take the 60-second Quick Audit. You'll see your monthly savings estimate immediately. We follow up with a custom ROI report and implementation plan within minutes.