AI call summaries for HVAC companies.
AI call notes + coaching, built around how an HVAC company actually works.
Maintenance reminders, bookings and quotes with GST at 15 per cent handled automatically across your customer base.
From one-person trades to national organisations, we find the hours :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
Built differently, on purpose.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
What AI call summaries actually do
Every customer call recorded, transcribed, summarised, and coached. With the right workflow automated, nine hours of admin a week could drop to about one.*
*Illustrative example only, based on 9 hours a week of admin falling to about 1 hour a week. Actual results vary by workflow and business.
HVAC companies need software built around their week, not against it.
Heating and cooling businesses run on seasonal call volume that spikes exactly when the team is already stretched.
Scheduling, callout triage, and maintenance reminders are what separate a booked-out HVAC business from a quiet one.
Less admin.
More weekend.
No theatre.
What you get
If we build the right slice first, HVAC companies feel the difference inside the first month.
- Auto-summary into your CRM after every call
- Coaching scorecards for sales and support reps
- Detects compliance phrases (or missing ones)
- Searchable archive - find the call that mentioned X
- No AI theatre
- No annual contracts
How the work runs
We find the one workflow costing HVAC companies the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
Questions HVAC companies ask
Can you work with our existing systems?
Yes. The default AI call summaries stack we reach for is Twilio, AssemblyAI, Claude, Vercel, but we'll bend it around whatever you already run - Xero, HubSpot, Shopify, Cin7, your own in-house apps. The discovery week maps every data source before any build starts.
Do you do hourly billing or fixed price?
Fixed price for the pilot, every time. After that it's your call - fixed price per milestone or a small monthly retainer for ongoing iteration. We don't run open-ended T&M because it disincentivises us from finishing.
Do you have proof this works for HVAC companies?
Direct case study: Sales coaching scales to every rep without doubling manager time. Happy to walk you through full numbers on a call.
What happens when the Holidays Act is replaced?
The Employment Leave Act 2026 replaces it on 6 August 2028. Until then payroll follows the current Holidays Act, so leave calculations need to handle today's rules and the changeover.
Can AI help with payday filing?
It can prepare it. Employers file employment information every payday, within 2 working days when filing electronically, and automation can have it ready for a person to check.
Talk to us about AI call summaries
StartContact us
Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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