Purpose-built for residential and commercial HVAC contractors
First heat wave of the year. 47 missed calls. Your agents answered all of them.
Sterling HVAC gives heating and cooling contractors a full AI operations team — emergency dispatch, maintenance agreement management, seasonal demand handling, and equipment replacement quoting — built for the trade that lives and dies by weather.
Avg missed calls on the first 100°F day of summer
Avg value of a system replacement lead
Maintenance agreements that lapse without automated renewal
Revenue multiplier from maintenance agreement customers
You're a master HVAC technician. You shouldn't also be running a call center during the first heat wave of summer.
The heat wave hits. Your phone explodes.
It's the first 95°F day of the year. Your phone rings 47 times between 8am and noon. You answer 12. The other 35 homeowners call your competitor. At $350 per service call, that's $12,250 in revenue that walked away in a single morning.
Maintenance agreements that quietly die
You sold 120 maintenance agreements last year. 68% of them lapsed at renewal because nobody sent a reminder. Those customers are now calling someone else for their spring tune-up — and when they need a $7,000 system replacement, they'll call that someone else too.
The $6,500 replacement quote that never got sent
You diagnosed a failing compressor on a 14-year-old Carrier system. You told the homeowner you'd send a replacement quote. You meant to. But three emergency calls came in that afternoon, and by the time you remembered, they'd already gotten two other quotes.
Seasonal whiplash with no staffing plan
July is chaos. January is dead. You hire for summer and lay off for winter — or you keep everyone and bleed cash for 4 months. There's no system to smooth the curve with off-season maintenance campaigns or equipment replacement outreach.
AGENT SPOTLIGHT
See your agents in action.
47 calls. Zero missed. Even on the hottest day of the year.
It's 2pm on the first 100°F day. Your phone has been ringing nonstop since 7am. A homeowner texts: 'AC stopped working, it's 92 degrees inside, I have a newborn.' The agent identifies this as a priority emergency, confirms your next available emergency slot, books the dispatch, and sends the homeowner a confirmation with your tech's ETA — all in under 2 minutes. You never touched your phone.
120 agreements. Zero manual renewals. Zero lapses.
Mrs. Johnson's maintenance agreement expires in 30 days. The agent sends her a renewal reminder with her service history: 'Your spring tune-up saved you $340 in potential repairs last year.' She clicks renew. Her spring appointment is auto-scheduled. You never knew it happened — until you saw the renewal payment.
Diagnose at 2pm. Quote sent by 3pm. Signed by dinner.
Your tech diagnoses a failing compressor on a 2012 Trane system. He marks the diagnosis in the app with three taps. The agent pulls the customer's system specs, builds a Good/Better/Best replacement quote (14 SEER, 16 SEER, 18 SEER with variable speed), includes financing options, and sends it to the homeowner — all before your tech has driven to the next job.
YOUR AI TEAM
6 agents. Built for hvac technicians.
Front Desk Agent
Handles all inbound HVAC inquiries 24/7. Knows the difference between a $150 capacitor replacement and a $7,000 system install. Qualifies by urgency (no cooling with elderly/infant = emergency), system type (central, mini-split, heat pump, furnace), and job type (repair, maintenance, replacement). Books appointments, dispatches emergencies, and routes commercial inquiries to your sales pipeline.
Quoting Agent
Builds HVAC estimates from your price book — system replacements (Good/Better/Best with SEER ratings), repairs, ductwork, mini-split installs, and maintenance agreements. Generates formatted proposals with financing options (if configured). Follows up on unsent quotes at day 2, day 5, and day 10. Tracks quote-to-close rate by job type.
Dispatch Brain
Manages daily tech routing with drive-time optimization. Handles same-day emergency dispatch around existing appointments. Sends each tech a morning briefing with their schedule, job types, and equipment needed. During peak season, manages overflow by prioritizing maintenance agreement customers and high-value emergencies.
Collections Agent
Auto-generates invoices at job completion. Sends payment links via text and email. Manages both residential one-time payments and commercial net-30 accounts. Follows up on overdue balances at 7, 14, and 30 days. Tracks maintenance agreement billing — monthly, quarterly, or annual — and handles failed payment retries.
Reputation Agent
Sends review requests after every completed job, timed for maximum satisfaction. Monitors Google and Yelp daily. Drafts owner responses for approval. Holds review requests if a customer mentioned any dissatisfaction during the service visit. Tracks your review velocity and alerts you when competitors are gaining ground.
Marketing Agent
Runs HVAC's seasonal playbook automatically: spring tune-up campaigns in March, cooling check reminders in May, heating prep in September, emergency readiness in November. Targets maintenance agreement renewals 30 days before expiration. Identifies system replacement candidates from your service history (systems over 12 years old with multiple repairs).
PRICE BOOK
Pre-loaded. Customizable. Ready to quote.
Your hvac technician price book comes pre-loaded with industry-standard pricing. Customize every line item to match your rates.
14+ items pre-loaded. Fully customizable.
See what Sterling saves hvac technicians
Enter your numbers below to see projected annual savings.
Your business today
Adjust the sliders to match your situation
Number of technicians in the field
Calls that go to voicemail or are missed
Typical revenue per completed job
Percentage of quotes you currently follow up on
Time spent on scheduling, invoicing, follow-ups
$4,567/mo in new revenue
$20,300/yr value
$5,832/yr recovered
$1,800/mo revenue
Frequently asked questions
Can it handle the volume spike on the first hot day of summer without dropping calls?
Yes. The AI agents handle unlimited concurrent inquiries across text, chat, and web form. Every inquiry gets a response in under 3 minutes regardless of volume.
Does it manage maintenance agreement renewals and billing automatically?
Yes. It tracks every agreement's expiration date, sends renewal reminders 30 days out, processes payments, and auto-schedules the next service visit upon renewal.
Can the Quoting Agent build Good/Better/Best replacement proposals with different SEER ratings?
Yes. Configure your equipment tiers and pricing, and the agent generates multi-option proposals with energy savings comparisons and financing terms included.
Does it prioritize maintenance agreement customers during peak season?
Yes. You can configure priority tiers. Maintenance agreement customers get priority scheduling, and the Dispatch Brain routes them ahead of non-agreement service calls during high-demand periods.
Can it track refrigerant usage per system for EPA compliance?
Yes. Log refrigerant type and quantity per service visit. The system maintains a per-unit history that supports EPA Section 608 record-keeping requirements.
Does it support both residential and light commercial HVAC?
Yes. Commercial accounts get separate pipeline management, net-term invoicing, and multi-unit property tracking. Residential and commercial inquiries are routed to different workflows.
How does the seasonal marketing automation work?
The Marketing Agent has a built-in HVAC seasonal calendar. It drafts campaigns targeting your past customers with the right service at the right time — you review and approve before anything sends.
Can techs update job status from the field?
Yes. Mobile-first interface: view schedule, check job details, log diagnostics, capture photos, mark complete, and trigger the invoice — all from their phone.
Does it identify system replacement candidates from service history?
Yes. The Marketing Agent flags customers with systems over 12 years old that have had 2+ repairs in the past 18 months — your highest-probability replacement leads.
Is there a free trial?
Yes. 14-day free trial, full access to all agents and features, no credit card required.
The next heat wave is coming. Will your phone be ready?
Sterling HVAC answers every call, books every appointment, renews every maintenance agreement, and sends every quote. You focus on the systems.