AI agents for heating and air conditioning

A heating and air conditioning company lives by the season. The first hot day floods the phones with no-cool calls, and the first cold night does the same for heat. Service technicians diagnose and repair, record parts and readings on the work order, and hold EPA Section 608 certification to handle refrigerant. Install crews replace systems. A comfort advisor visits for replacements and writes proposals. The CSR or dispatcher books calls and matches them to technician experience, and someone coordinates maintenance agreements: spring cooling and fall heating visits for every member.

Behind that sits a pile of deadlines. Each new install has to be registered with the manufacturer within its window, or the full warranty is lost. Refrigerant recovered and charged has to be recorded. Renewals slip. At month end the bookkeeper works out commissions and spiffs by hand from invoice reports.

An agent works from the company's own field service system and hands staff drafts to accept or change.

• Groups members' spring and fall tune-ups by area and drafts renewal notices with each member's visit history attached.
• Asks a fixed set of intake questions before a no-cool or no-heat call is booked, with a safety script the owner approved.
• Tracks every install against the manufacturer's registration deadline.
• Keeps a refrigerant log technicians fill in from the truck, and flags leak rates on larger appliances for a person to review.
• Turns a comfort advisor's survey notes into a replacement proposal draft, without sizing any equipment.
• Suggests a morning dispatch board for the dispatcher to finish.
• Works out monthly commissions and spiffs for the bookkeeper to check.

Diagnosis, load calculations and equipment sizing stay with qualified people, as do refrigerant handling and the truth of its records, and every combustion or carbon monoxide question. Prices and membership terms belong to the owner. When customers ask about the refrigerant changes under EPA's Technology Transitions rule, the agent answers from EPA's own wording, not its own reading. Texts need A2P 10DLC registration and opt-in. Membership billing uses stored payment methods, and card numbers never go anywhere an agent reads. The office approves every message before it reaches a customer, and records stay in the company's own systems.