Missed calls after 5pm and on weekends
A no-cool call at 9pm on a Saturday goes to voicemail. Most homeowners don’t leave one. They call the next shop.
Genie fixes this
Genie picks up every call, any hour, and books it before they hang up.
Your AI front office for HVAC
Stop losing HVAC jobs to missed calls.
AI answers your phone and website chat 24/7, qualifies the lead, books the job, and follows up — so your team stays on the tools.
- Built for residential & light commercial HVAC
- Works with the tools you already use
9:42 PMLTE
Genie · Summit Heating & Air
On the line · after hours
Incoming call · Sat 9:42 PM · After hours
Recorded · transcript to ownerLive
Sound familiar?
Jobs slip through the cracks when nobody can pick up.
Not because your team is slow. Because the phone rings when they're on a roof, on a ladder, or at dinner.
Office buried, techs pulled off jobs
Two people on the phones during the summer rush isn’t enough. So a tech answers from the attic and loses 20 minutes.
Genie fixes this
Genie takes the overflow and the routine calls. Your team handles the ones that need a human.
Quotes sent, never followed up
A changeout estimate goes out on Tuesday. Nobody circles back. Two weeks later the homeowner bought from someone who did.
Genie fixes this
Genie follows up on every open quote with a friendly “still interested?” until it’s a yes or a no.
How it works
From ringing phone to booked job, without your office lifting a finger.
Genie is the front office, not the truck. It handles the call so your people can handle the work.
- 1
Customer calls or chats
Your number, your website. Day, night, weekend.
- 2
Genie answers as your shop
Your company name, your greeting, your tone.
- 3
Qualifies the lead
Urgency, zip code, AC or furnace, what's happening.
- 4
Books it or hands it off
On your calendar, or a task for the office when a human should decide.
- 5
Logs everything
Jobber, Housecall Pro, ServiceTitan, HubSpot, or Genie's built-in pipeline.
- 6
Follows up on quotes
Open estimates get a nudge so they don't die in the inbox.
Features
Everything the front desk does, minus the front desk.
Answer, qualify, book, quote, log, follow up. That's the whole job, and Genie does all six.
AI Phone Receptionist
Answers every call in your shop's name, 24/7. Sounds like a calm, friendly CSR — not a phone tree.
Website Chat
A small widget on your site that books jobs instead of collecting “contact us” forms nobody reads.
Smart Qualification
Asks the questions your best CSR asks: no-cool or no-heat, system age, service area, maintenance plan member or not.
Scheduling & Dispatch Handoff
Books a diagnostic, estimate, or callback on your calendar. Anything unusual becomes a task for the office. Techs stay techs.
Price Book Quoting
For simple jobs, gives a ballpark or a real number from your price book, then texts or emails it to the customer.
Built-in Lead Pipeline
No CRM? Genie keeps a simple board of every lead, quote, and booked job so nothing falls off the radar.
Quote Follow-ups
Open estimates get a polite “still interested?” by text or email on a schedule you set. Replies route to your office.
Recordings & Transcripts
Every call recorded and transcribed for the owner. Skim what happened last night over coffee.
Not included on purpose: dispatch optimization, inventory, payroll, or anything on the truck. Genie is the front office.
Integrations
Plays nice with your stack.
Keep your number, your calendar, and your field-service software. Genie plugs in around them.
Phones / voice
- Twilio
- OpenPhonebring your number
- RingCentralbring your number
- Grasshopperbring your number
Calendar
- Google Calendar
- Microsoft Outlook / 365
Field service / CRM
- Jobber
- Housecall Pro
- ServiceTitan
- HubSpot
- Salesforce
- Google Sheets / CSVfor shops with nothing
Comms
- Website chat widgetembed
- SMS via Twilio
- Gmail
- Microsoft 365 email
Don’t see yours? We’ll meet you where you work — Genie can email/SMS the office and keep a simple pipeline inside HVAC Genie.
Sample call
A Saturday night no-cool, handled.
This is the kind of call that used to go to voicemail. Here's what Genie does with it, start to finish.
- Checks service area before anything else
- Sorts AC vs furnace and rough system age
- Asks about maintenance plan status
- Offers a real diagnostic window with the fee up front
- Confirms address and sends an SMS
Call transcript
Sat 9:42 PM · 3 min 10 sec
- Genie
Thanks for calling Summit Heating & Air, this is Genie. How can I help tonight?
- Caller
Our AC quit. House is at 84 and climbing.
- Genie
Sorry about that, let's get someone out. What's your zip code?
Service area - Caller
85254.
- Genie
You're in our area. Is it the AC only, or is the furnace side acting up too?
System - Caller
Just the AC. Outdoor unit isn't running.
- Genie
Roughly how old is the system, if you know?
Age - Caller
Maybe 12 years.
- Genie
Are you on a Summit maintenance plan?
Membership - Caller
No.
- Genie
No problem. Tonight's after-hours rate is $189 to dispatch. Or the first regular diagnostic window is tomorrow 8–10 AM for $89. Which works better?
Offer window - Caller
Tomorrow morning is fine.
- Genie
Great. Can I get the address and the best number for the tech to text?
Confirm - Caller
4120 E Cactus Rd. This number is fine.
- Genie
You're set for Sunday 8–10 AM. I've texted you a confirmation. If the house gets dangerous overnight, call back and I'll dispatch the on-call tech.
Booked · SMS sent
Who it's for
Built for the shop, not the enterprise.
Residential HVAC service & replace shops
Sweet spot is 5–50 employees. Big enough that the phone never stops, small enough that every missed call hurts.
Owners tired of answering from the truck
You started the company to do the work, not to be the receptionist at 8pm.
Offices that can't hire another CSR
You'd add a person if you could find one. Genie covers the gap, starting tonight.
What Genie is not
We're the front office. We don't touch the truck or the back office.
- Replacing your technicians
- Dispatch or route optimization
- Inventory or parts management
- Payroll, invoicing, or accounting
Answer, qualify, book, quote, log, follow up. That's it.
Pricing
Simple plans. Less than a part-time CSR.
Example pricing. Final pricing confirmed on your demo.
Starter
One line covered, day and night.
$299/mo
- Phone OR website chat
- 1 location
- HVAC-specific qualification
- Calendar booking
- Email lead alerts
- Call recordings & transcripts
Growth
Phones, chat, quotes and follow-ups handled.
$599/mo
- Phone + website chat
- Price book quoting via SMS/email
- Automatic quote follow-ups
- Jobber / Housecall Pro / ServiceTitan / HubSpot sync
- Built-in lead pipeline
- Everything in Starter
Multi-location
Several numbers, one shared pipeline.
Custom
- Multiple phone numbers & locations
- Shared pipeline across offices
- Priority onboarding
- Dedicated setup for your price book
- Everything in Growth
No long contracts required to start. Pricing finalized on your demo.
From the shop floor
What owners say after the first weekend.
First weekend it was on, it booked two no-cool calls while I was at my kid's game. Both turned into jobs Monday morning.
Owner
Residential service & replace shop, 8 techs
My office manager stopped dreading the 4:45pm rush. Genie takes the overflow, she takes the ones that need a human.
Owner / operator
Family HVAC company, 12 employees
The follow-ups alone paid for it. Quotes we'd have forgotten about got a text three days later and a few of them closed.
General manager
Heating & cooling, 2 locations
Example — placeholder until real customer quotes are in
FAQ
Straight answers.
Does this replace my CSR?
No. Genie takes the calls your CSR can't get to: after hours, weekends, and the overflow during the rush. Anything that needs judgment becomes a task for your office. Most shops keep their CSR and stop paying for an answering service.
Will it sound robotic?
It sounds like a calm, friendly person who knows HVAC. It uses your company name, your greeting, and your words for things like maintenance plans and diagnostic fees. You'll hear it on the demo before you decide.
Can it book directly into Jobber / Housecall Pro / ServiceTitan?
Yes on Growth and up. Genie creates or updates the customer and books the job or estimate into your calendar. On Starter it books to Google Calendar or Outlook and emails the office the details.
What if Genie isn't sure?
It doesn't guess. It takes the customer's info, tells them the office will call back, and creates a task for a human with the full transcript. You set the rules for what it can and can't promise.
Do I need to change my phone number?
No. You keep your number and forward calls to Genie on your terms: after hours only, when nobody picks up after four rings, or all the time. Works with OpenPhone, RingCentral, Grasshopper, and plain carrier forwarding.
Is this only for HVAC?
It's built for HVAC first: no-cool, no-heat, changeouts, maintenance plans, service areas. Plumbing and electrical shops with similar workflows can use it too. Ask on the demo.
How fast can we go live?
Most shops are live on their after-hours line within a week. Phone-only is fastest. Adding chat, quoting, and a CRM sync adds a few days.
What does onboarding look like?
One call to set your greeting, service area, hours, fees, and calendar rules. We import your price book if you want quoting. Then we forward after-hours calls first, listen to the recordings together, and widen from there.
Book a demo
Put Genie on your after-hours line this week.
Fifteen minutes. You'll hear Genie take a real no-cool call, and we'll map it to your calendar and software.
- Keep your phone number
- Live on after-hours first, widen from there
- No long contracts required to start