Equipment and warranty on file
Make, model, serial and install date for every unit, with warranties flagged 60 days before they lapse — the window where replacement is a conversation, not a complaint.
HomerAI for HVAC companies
HVAC software that books the call, proves the tune-up, and follows up on the quote
Heating and cooling runs on two rushes a year and a long tail of replacement quotes. HomerAI answers every call in the rush, gives your techs a timestamped checklist for every visit, keeps equipment and warranty dates on file, and works every unsold system quote until it's a yes.
Sound familiar?
What gets in the way for HVAC companies
- The first heatwave buries the phones. The week it hits 100°F, every missed call is a no-cool job that goes to whoever answered first.
- System quotes go cold. A $9,000 replacement quote needs four or five touches. Most get one.
- Maintenance plans don't renew themselves. Members forget their spring visit, and the renewal date slips by without a word.
AI receptionist
Every HVAC call answered, qualified and booked
Homer answers your line 24/7 — nights, weekends and while your office is on another call. It asks the questions your best CSR would, books into real open slots, and escalates anything urgent to your on-call person.
- Written from your website. Homer's instructions are drafted from your own services and service area.
- Hands off gracefully. Any caller who asks for a person gets one, with the details already gathered.
- Spanish and English, switching mid-call when the caller does.
Our AC is running but it's blowing warm air, and it's 94 in the house.
I'm sorry — let's get someone out today. Is the outdoor unit running, and is anyone in the home elderly or unwell?
The outside fan is spinning. It's just me and my husband.
Thanks. I have Marcus at 1–3pm today. The diagnostic is $89 and it's waived if you go ahead with the repair. Shall I book it?
Done. Job created · Marcus assigned · equipment on file pulled up · confirmation texted. Call time 1m 52s.
An example call. Your receptionist uses your services, prices and schedule.
Checklists & photo proof
Know exactly what was done on every HVAC job — and when
Build a checklist once and your crew works it on every job. Each item is stamped with the tech's name and the exact time, readings are captured on the spot, and before-and-after photos with annotations are attached to the job.
- Drafted from your website. Homer creates a checklist for each service you list — you review and adjust.
- Pass, flag or fail, readings and component checks, with required items your crew can't skip.
- Proof for customers and insurers. A clean, timestamped record of the work.
AC Tune-Up
Replace / inspect air filter
PassFlagFail
✓ Jordan M. · 10/14/2026, 8:12 AM
✓
Clean condenser coils
✓ Jordan M. · 10/14/2026, 8:31 AM
Refrigerant pressure (PSI)
130
✓ Jordan M. · 10/14/2026, 8:46 AM
Inspect components
✓ Compressor✓ Capacitor✓ Contactor✓ Blower motor
✓ Jordan M. · 10/14/2026, 9:05 AM
System cooling verified
PassFlagFail
✓ Jordan M. · 10/14/2026, 9:22 AM
Built for the work
How HVAC companies use HomerAI
Emergencies escalated
No heat in a freeze or a gas smell goes straight to your on-call tech, with the address and details already gathered.
Comfort advisors on the dialer
Work the replacement-quote list four lines at a time, with a talk track built from each homeowner's notes.
Before and after for the coil
A photo of the coil before and after cleaning explains the tune-up price better than any line item.
Sales follow-up
Follow up on every HVAC quote, automatically
Most jobs are lost to silence, not to “no.” Build a follow-up sequence once and HomerAI sends the texts and emails and drops the calls onto your team's list, on business-day timing.
1
Send estimate with financing option
Send
···
2
Answer questions
Call
3
"Any questions about the quote?"
Text
···
4
What the new system saves on power bills
Email
5
Final check-in
Call
Stops on reply. A booked job or an answered call ends the sequence automatically.
Marketing
Campaigns HVAC companies run from HomerAI
Email, SMS and social posts built from your own customers and job photos.
Pre-season tune-up texts
Text last year's tune-up customers two weeks before the first hot week.
Cold-snap furnace check
The Weather Agent flags the first freeze in your area and recommends a furnace-check campaign.
Before-and-after posts
A dirty coil next to a clean one is the most-shared post an HVAC company can make.
Run more than one trade?
One platform for every service you offer
See HomerAI set up for your HVAC business
Bring your website. We'll show you the receptionist, checklists and follow-up Homer drafts from it.