AI HVAC Customer Service Rep (CSR)

Julian is your HVAC office’s smartest hire—responding to service requests immediately, booking jobs 24/7, and ensuring your techs stay busy without missing a single call.

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Julian the Phone Agent

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Use Cases

First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is your AI HVAC customer service rep, built specifically for the trades. He answers every service call – even after hours – quotes jobs on the fly, and schedules appointments with ease. Your technicians stay busy with a calendar full of jobs, and no emergency call or maintenance inquiry goes unanswered.

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Inbound qualification and speed to lead

Julian answers inbound calls on the first ring, qualifying service requests using your criteria (location, urgency, equipment type) before dispatching or scheduling.

Lead nurture and funnel optimization

Lead nurture and funnel optimization

Julian follows up on old estimates and past inquiries. He revives conversations with customers who got a quote but never booked, turning lost opportunities into new jobs.

Consented multi-channel outbound

Consented multi-channel outbound

Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with customers at every touchpoint.

Listen to Julian

Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.

A better way to accelerate your inbound conversion.

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Sales

Respond to new service requests within seconds (phone or web) to secure more bookings before competitors do.

Follow up with customers who inquired about HVAC service or maintenance and schedule their tune-ups or emergency visits promptly.

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Marketing

Call back immediately on seasonal promotion leads (AC tune-up specials, heating check-ups) or missed web forms to convert them into appointments.

Reactivate leads from email offers or postcard campaigns by reaching out with timely reminders right before peak season hits.

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Revenue Operations

Monitor job types, booking speed, and technician availability to streamline scheduling and optimize dispatch efficiency.

Julian’s automated confirmations and follow-ups reduce no-shows and fill gaps in the calendar, maximizing your crew’s billable hours.

Julian's Average Impact

Speed to lead

<20s

Julian calls prospects less than 20 seconds after they complete an inbound form.

Inbound conversion %

+61%

Decreasing lead response time results in a better buying experience.

Win rate

+3.5%

80% of buyers buy from the first vendor to respond. Julian drives a higher win-rate by always being first.

Trusted by 100s of world class GTM teams:

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Hire AI CSRs for Your HVAC Business

Automate every step of your HVAC booking process – from answering emergency calls and quoting jobs to following up on maintenance leads and scheduling service appointments 24/7.

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