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HVAC

You don't have to learn how to use AI in your HVAC company. We build it into the software you already run.

You might use ChatGPT to write an email. It still can't see the replacement quote sitting in ServiceTitan. Cortex builds agents into your field service software, CRM, and ads. They track estimates, memberships, and callbacks, so you never have to learn AI.

Get your free auditSee how it works
HVAC technician checking refrigerant gauges on an outdoor AC unit

Agents watching

  • Estimate follow-up
  • Membership watch
  • Callback and capacity

Does this sound familiar?

The stalls we hear in this trade every week.

01

Estimates sit in the CRM

The quote went out. The follow-up depends on a salesperson remembering.

02

Membership visits don't book themselves

You sold the agreement. Booking the visits still depends on a list.

03

Callbacks never get counted

They eat tech hours and never show up as a cost of the original job.

04

Capacity is a gut feel

You find out you are overbooked when a tech is still on a roof at 7pm.

05

Nobody knows which ads work

You pay for ads. Nobody can say which jobs actually came from them.

What agents can handle

Examples. Your list comes from the audit, not a template.

Estimate follow-up

Agents watch unsold estimates and draft the follow-up.

  • Aging quotes
  • High-value first
  • Rep review

Membership watch

Agreements that are due, lapsed, or unscheduled get flagged.

  • Visit cadence
  • Expiry alerts
  • Coverage gaps

Callback and capacity

Problems flagged on the board, not buried in a group chat.

  • Callback cost flags
  • Open capacity
  • Overbook warnings

Leads and reviews

Ads and reviews checked against booked work.

  • Lead-source summary
  • Review alerts
  • Missed-call recovery

A day with Cortex

What a day looks like with agents on

An example day. The agents work inside your phone line, CRM, field software and books. Anything that spends money or makes a promise waits for a person.

HVAC · example company

Today · Activity log

Agents on

7:42 AM

Missed call

New customer called while the team was on a job

Caller said: AC blowing warm air, house is at 82°. Agent texted back, got the address, and booked the 10:30 slot.

Done

9:15 AM

Estimate #2041 · $8,400

No reply from the customer in 3 days

Agent wrote a follow-up in your voice. It goes out when you tap approve.

Waiting for your OK

11:30 AM

Review

Job closed, customer happy

Agent sent the review request with a link to your Google profile.

Done

2:10 PM

Job #3318 · $2,480

Marked complete, but no invoice in QuickBooks

Agent flagged it to the office so it gets billed today.

Sent to your team

6:00 PM

Daily summary

Your end-of-day report

6 jobs booked, 2 estimates waiting on you, $2,480 to invoice. Sent to your phone.

Done

Example activity. Every action is logged, and you choose what agents can do without asking.

Built around the software you already use.

Examples of systems we commonly evaluate for integration. Most HVAC companies already run on a field service platform. Memberships, ads, and accounting usually live in other tools. We connect to that mix.

Field service

ServiceTitanJobberHousecall ProFieldEdgeService Fusion

Office and field photos

CompanyCamSuccessware

CRM and phone

GoHighLevelCallRailPodium

Demand and money

Google AdsGoogle Local ServicesGoogle My BusinessMetaTikTokQuickBooks

Named tools are examples we see in this trade, not a certified integration list. What we can connect depends on APIs, vendor access, and the audit. We do not replace these systems.

How we set it up

Audit, design, build, test, then keep it running. Your existing software stays in place.

  1. 01
    Audit

    Understand the operation

    Software stack, repetitive paths, follow-up that depends on memory.

  2. 02
    Design

    Design the system

    Which agents, which systems, what they may do, and what requires a person.

  3. 03
    Build

    Connect and build

    Agents around those paths, connected to the tools you already use.

  4. 04
    Deploy

    Test with your team

    Permissions, approvals, testing.

  5. 05
    Manage

    Keep it reliable

    Monitoring, connectors, improvements.

Other industries we serve

Auto ServicesPlumbingElectrical ServicesRoofingHome ServicesPest ControlConstruction & ContractingSmart HomeWindows & DoorsCleaningConcreteDrywallExcavationFencingFlooringGarage DoorHandymanJunk & Waste RemovalLandscapingLawn CareMasonry & HardscapingPaintingPaving & SealcoatingPool ServicesPressure and SoftwashingProperty ManagementTilingTransportation & HaulingTree RemovalWaste ManagementWelding

Find out what AI could take off your plate.

Start with a free 30-minute audit. You don't need to understand AI. We'll show you what's worth building into the software you already run, and what isn't.

Get your free audit