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How HVAC companies are using AI: 6 real plays with results

6 real plays, each linked to its source · Updated · Picked and checked by Olga Pearson

How are HVAC companies using AI?

HVAC companies in these plays use AI on phones and old estimates. A McKinney, Texas contractor's AI voice agent handled 1,300+ calls, and over 90% booked as jobs (vendor-reported). Hall's Heating & Air booked 23 jobs in month one, with about 80% of handled calls after hours. Genz-Ryan chased unsold estimates: 36% responded, 24% booked and 115 jobs followed in the first month. Swift Pro had a Grok Bot send 100+ follow-up emails in minutes, and one became a $2,000 sale.

Calls and booking3 plays

  • Local trades and home servicesGrok Bot

    Have a Grok Bot grade every inbound call daily so you know your real booking rate

    self-reported

    His HVAC and plumbing shop now gets a real booking rate every day at 5pm instead of a guess. The last four windows came in at 86.8%, 87.5%, 74.1% and 89.5%, split by HVAC and plumbing, with the reasons missed calls didn’t book.

    Tucker Yarbrough is a second-generation operator at Yarbrough & Sons, an HVAC and plumbing company in Oklahoma. Every day at 5pm, Grok Bot listens to every inbound call from the last 24 hours. It sorts each call into six buckets: never connected, not a customer lead, existing work, new demand booked, new demand not booked, and couldn’t tell. Booking rate is booked divided by booked plus not booked, so vendors and existing customers don’t skew it. The report lists why the missed ones didn’t book (price shopping, wanted a different time, not ready) and goes to the whole team with a rolling 30 days.

    By Tucker Yarbrough (@tuckeryarb), Yarbrough & Sons (HVAC and plumbing, Oklahoma) · Source

  • Local trades and home servicesAI voice receptionist (Benian)

    Let an AI voice agent book HVAC jobs after hours, where 80% of its handled calls came in

    vendor-reported

    23 jobs booked in month one; owner reports ~2 hours saved per day; ~80% of AI-handled calls in the published window were after hours.

    Hall’s Heating & Air uses a voice agent for routed and after-hours service requests: collect details, check urgency, and book service windows for dispatch.

    By Hall’s Heating & Air (owner, client-reported time), Hall’s Heating & Air · Source

  • Local trades and home servicesServiceTitan AI Agent

    Answer every inbound call with an AI phone agent

    vendor-reported

    Over 90% of 1,300+ calls booked as jobs

    A McKinney, Texas HVAC contractor put an AI voice agent on inbound calls. In just over three months it handled 1,300+ calls and the company estimates $74,000+ in extra booked revenue.

    By Randi Thompson, Bill Joplin's Air Conditioning and Heating · Source

Leads2 plays

  • Local trades and home servicesGrok Bot

    Have a Grok Bot follow up every unsold estimate in your CRM, personally

    self-reported

    100+ personalized follow-up emails went out from his work email in minutes, run from his phone. Replies came in the same day, one turned into a $2,000 sale, and a few more jobs started moving again.

    Tyler Griffin owns Swift Pro, an HVAC and plumbing company. A few days into using Grok Bot, he had it work through customers with unsold estimates in ServiceTitan. For each one, the bot pulled the customer from the CRM, worked in details from their actual appointment and asked where things stood, then sent it from his own work email. It’s shoulder season, and he says the team is booking into next week.

    By Tyler Griffin (@TylerGriffin), Swift Pro (HVAC and plumbing) · Source

  • Local trades and home servicesChatGPT or Claude (Genz-Ryan used Avoca + ServiceTitan)

    Copy the HVAC playbook: let AI chase your unsold estimates

    vendor-reported

    36% of unsold estimates responded and 24% booked over the last two weeks; 115 jobs in the first month.

    Genz-Ryan reached out to customers from their ServiceTitan lists with AI across 40 campaigns, from unsold estimates to tune-ups. A small shop can start by hand with last quarter’s unsold estimates.

    By Autumn Brekke, Genz-Ryan, Burnsville, MN (Avoca customer story) · Source

Marketing and content1 play

  • Local trades and home servicesGrok Bot

    Social media posting off your plate: a $2,000+ a month marketing firm replaced by a $200 a month bot

    as reported

    An HVAC company ended its $2,000+ per month contract with a marketing firm after a Grok Bot scheduled the social media content the company picked all the way through April 2027, on the $200 per month Grok subscription.

    Chris Twiggs runs Blair Allen PM, a property management company. He consulted with an HVAC company his firm uses so it could have a Grok Bot do its social media marketing. The HVAC company chose the content, and the bot scheduled it out to April 2027. The company then ended its $2,000+ per month contract with its marketing firm. The new cost is the $200 per month Grok subscription.

    By Chris Twiggs (@ChrisTwiggsPM), HVAC company (a vendor Blair Allen PM uses) · Source