HVAC · Industry Vertical Optitrade Tech AI

HVAC companies lose $35,000+ a year to missed renewals, no-shows, and unanswered leads.

We automated the fix. Four AI agents — built specifically for HVAC operations — handle the recurring tasks that cost you money every single day.

35%
Average maintenance agreement lapse rate
67%
Of HVAC leads come in after business hours
$200
Average revenue per maintenance agreement
2 wks
From onboarding call to first agent live
The four problems

Where HVAC revenue leaks — every day.

These aren't operational inconveniences. They're recurring revenue losses that compound month over month.

📋
Maintenance agreements lapsing
$35K+ / year average

Contracts expire with no follow-up. Customers drift to competitors. No one on your team has time to chase every renewal.

📞
Leads missed after hours
67% of leads arrive off-hours

A homeowner's AC fails at 8pm. They fill out your form. By morning they've already booked someone else who answered.

🚚
No-shows burning technician time
$150–$300 per wasted dispatch

Technicians drive out. Nobody's home. No reminder was sent. That's a wasted hour and a truck that could've been elsewhere.

⭐
Reviews never requested after jobs
73% of customers would review if asked

Your techs do great work. Customers are happy. But no one asks for a review — and your competitors' star ratings keep climbing.

The four agents

One agent per problem. All running 24/7.

Each agent is configured for your business and connected to your existing tools. We manage everything.

— 02

After-Hours Lead Agent

✓ Solves: missed leads

Responds instantly to every inbound inquiry — evenings, weekends, holidays. Qualifies the lead, captures contact info, and books a callback or appointment automatically.

— 03

Scheduling & Reminder Agent

✓ Solves: no-shows

Sends SMS and email reminders 24h and 2h before every appointment. Handles reschedules automatically. Reduces no-shows by over 60% on average.

— 04

Review Request Agent

✓ Solves: review gap

Sends a review request via SMS 2 hours after every completed job. Routes happy customers to Google. Flags negative feedback to your team before it goes public.

How it works

First agent live within 2 weeks.

No software to install. No team to train. We configure everything and keep it running.

Brief

30-minute call

We learn your workflows, contract volumes, and which tools you're already using. No technical knowledge needed on your end.

ServiceTitan Housecall Pro Jobber
Build

We configure your agents

We connect the agents to your existing platforms — your CRM, scheduling tool, Google Business profile, whatever you already run on.

Manage

We keep everything running

Managed hosting and monitoring included. Monthly performance report shows renewals recovered, leads captured, and no-shows avoided.

The math

What your company is losing right now.

Based on a typical independent HVAC company with 500 active maintenance agreements. Plug in your own numbers on our call.

Revenue loss calculator · 500-contract HVAC company
Active maintenance agreements500
Average lapse rate (industry avg.)35%
Contracts lapsing per year175
Average agreement value$200 / yr
Lost from lapses alone$35,000
Lost from after-hours missed leads~$8,000
Lost from no-show dispatches~$6,000
Estimated annual loss $49,000+
Based on industry averages. Actual figures vary. We'll model your numbers on the call.
Who this is for

Built for the right fit.

Good fit
  • ✅HVAC companies where missed renewals and after-hours leads are a recurring problem
  • ✅HVAC franchises wanting to automate across locations
  • ✅Companies using ServiceTitan, Housecall Pro, or Jobber
  • ✅Owners tired of chasing renewals and missed leads manually
  • ✅Operations with active maintenance agreements to protect
"

We recovered 40 lapsed maintenance agreements in the first 30 days. The agent just ran — we didn't do anything.

HVAC client · Jacksonville, FL
Currently onboarding beta clients. Book a call to be among the first HVAC companies running these agents — and lock in the beta rate.
Book a free call

Find out exactly how much your company is losing — and which agents fix it first.

A free 30-minute call. We'll model your numbers, show you the agents live, and tell you what we'd build for your operation.