AI for HVAC Companies
Scorecards, sales tools, and marketing tracking that run on the data already sitting in your ServiceTitan account.
AI for an HVAC company isn't a robot answering your phones. Most of the value is in work your office already does by hand, like pulling numbers for the weekly meeting, figuring out which techs are converting, and proving which marketing actually booked jobs. AI can take most of that off your managers' plates by working straight from your ServiceTitan data.
We know because we built it. Everything on this page was built for Edelman, a 9-location heating, cooling, plumbing, and electrical company in Central Illinois that runs on ServiceTitan.
What can AI do for an HVAC company?
Anything your team does over and over with data that already lives in ServiceTitan. For HVAC shops, that usually lands in four places.
- Department scorecards for service, maintenance, and sales that show revenue per opportunity, conversion rates, and memberships sold by each technician, without anyone exporting a spreadsheet
- Sales tools that help comfort advisors show a homeowner the real cost of keeping an aging system compared to replacing it
- Marketing tracking that matches a direct mail list to the jobs it actually produced, so you know what a postcard drop earned
- Replies to Google reviews written in your company voice, with the bad reviews sent to a manager instead of answered automatically
What we built for Edelman's HVAC team
Cost to Keep Calculator
An app comfort advisors use in the home to show a customer what it costs to keep an aging unit running compared to replacing it.
HVAC Scorecards
Service, maintenance, and sales scorecards broken out by technician and checked against the budget.
Direct Mail Tracking
A tool that matches a mailing list against ServiceTitan jobs and shows the revenue a campaign brought in, by trade and by location.
Review Replies
Replies to new Google reviews in the right voice for the trade, with 1 and 2 star reviews flagged to a manager instead.
Field Assistant
An AI assistant on technicians' iPads that helps them troubleshoot on the job.
See everything we built across all three trades on the Our Work page.
Where should an HVAC company start?
With the report someone rebuilds by hand every week. For most HVAC shops that's the technician scorecard, because the data is already in ServiceTitan and the meeting it feeds happens every week anyway. Once it's running, the time it frees up usually points to the next project.
If you're not sure where your time is going, that's what the AI Snapshot is for. We talk with you and your team and hand you your top AI opportunities on one page.
Common Questions
Can AI help sell more maintenance memberships?
It can show you who's selling them. Our scorecards break out memberships sold by technician, so a manager can see who's converting and coach the rest. The selling is still your techs' job.
Can it help comfort advisors close replacements?
That's what the Cost to Keep Calculator is for. It puts the cost of keeping an old system running next to the cost of replacing it, right in front of the homeowner, so the decision is about real numbers instead of a sales pitch.
Does this only work on ServiceTitan?
Everything on this page was built on ServiceTitan, so that's where we're fastest. The calculator and the review replies don't depend on it at all, and other field service platforms can often connect too. We'll check yours before we promise anything.
Want Help Putting AI to Work?
Thirty minutes, free, no strings attached. Bring your biggest bottleneck and we'll tell you honestly whether AI can fix it.
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