You don't have to learn how to use AI in your HVAC company.See how we build it into your operations, marketing, and sales.
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The stall
You might use ChatGPT. It doesn't see this software. Someone still has to chase the work.
ServiceTitan has the job. Memberships, quotes, and callbacks still depend on someone remembering.
Estimates age in the CRM
The quote went out. The follow-up depends on a salesperson remembering.
Membership visits don't schedule themselves
You sold the agreement. The calendar still depends on a list.
Callbacks hide in the day
They eat capacity and never show up as a cost of the original job.
July is a different company
Capacity, overtime, which jobs actually came from ads. You find out when the tech is still on a roof at 7pm.
The work between the software
Not because one quote is hard. Because unsold installs, memberships, and callbacks pile up every week.
- 01Follow up on the unsold install
- 02Schedule the membership visit that’s due
- 03Catch the missed after-hours call
- 04Flag the callback before it eats a truck
- 05Reconcile ads against booked jobs
- 06Build the morning capacity picture
What we install
Custom AI around the software your company already uses.
We don’t replace ServiceTitan, Jobber, your CRM, phone, ads, or accounting software. You don't have to understand AI. We build agents into that software so follow-up, monitoring, and reporting get done without anyone pasting jobs into ChatGPT.
Named tools are examples operators already run, not a pack you have to buy, and not a rip-and-replace list.
Specialized agents
Built around your company. Not a predetermined pack.
Estimate follow-up
An unsold system quote sitting three days gets a follow-up. The agent checks history, drafts it, queues it for the rep, and logs it in the CRM.
Membership watch
Agreements that are due, lapsed, or unscheduled get flagged so visits get scheduled instead of living in a spreadsheet.
Callback and capacity
Problem jobs flagged on the board, not buried in a group chat. Overbooking warnings before a tech is still on a roof at 7pm.
Owner briefing
What sold, what stalled, which jobs had callbacks, ads versus jobs that booked. Ready every morning.
Sensitive sends can require approval. Agents get only the access they need. Your team keeps the judgment.
The free audit
We’ll show you where AI can realistically help. If it can’t, we’ll say so.
Before the audit
You tell us residential vs commercial mix, the software on the trucks, and the work that still depends on memory.
During the audit
A 30-minute walkthrough of how estimates, memberships, dispatch, and callbacks actually move.
After the audit
A ranked map of follow-up, memberships, missed calls, and reporting, sorted by return and risk. What we’d build first. What we would not automate.
In the field
Detail Driven
Shown so you can see how it works, not as a fake HVAC case study.
We only publish work we have actually installed. Our automotive build is on the site so you can see how Cortex gets set up, not as a made-up HVAC case study. HVAC companies run ServiceTitan, Jobber, or Housecall Pro. The work that slips through is unsold installs, membership visits nobody schedules, and a morning report that still depends on someone remembering.
See how the system was installed“Most operators do not have a software shortage. They have a people-operating-the-software problem. Cortex connects agents to those systems so the repetitive work between them no longer depends on someone remembering.”
Questions from HVAC owners
Do I need to understand AI?
No. That's the point. We understand it. We implement agents in the software you already run. You stay the operator.
I already use ChatGPT. Why would I need this?
ChatGPT is a tab you open. It waits for a prompt. It does not watch your shop software, CRM, or books unless you paste the job in. Cortex builds agents inside those systems so the follow-up gets done without you becoming someone who 'does AI.'
Do I have to replace ServiceTitan, Jobber, or my CRM?
No. We connect to the systems you already run. The point is to make that software work harder, not add another login.
Will this replace my CSRs or salespeople?
No. Agents watch, draft, and flag. Money, promises, and judgment calls stay with your people. Sensitive messages can wait for your approval.
Does this work on memberships, not just installs?
Yes. Recurring visits, lapsed agreements, and callbacks work like unsold estimates. They're just different records in the same software.
Do you sell a pack of agents?
No. We start with your company, your software, your bottlenecks. The audit is how we find the first thing worth building.
What do I leave the audit with?
A ranked map of where AI can realistically recover estimates, keep memberships on schedule, catch missed calls, and show you what needs attention, plus what we would not automate.
You don't have to understand AI to find out what it could do inside your HVAC company.
A minute to apply. Thirty minutes on how the work moves. You don't have to learn AI. If we can help, we'll show you the build. If we can't, we'll say so.