Filter size specific reminders
- The busywork
- Homeowners forget to change filters between visits.
- How AI helps
- AI sends a reminder that names their exact filter size and offers to bring filters next visit. You set when reminders go out.
AI ideas for HVAC companies
Filter size specific reminders
More ideas
Maintenance agreement renewals by equipment age
Maintenance agreement renewals by equipment age
- The busywork
- Renewing tune up plans and spotting aging systems means working through a long list by hand.
- How AI helps
- Plans renew on their own and line up seasonal visits. AI can add a note about the system's age, and you approve the message.
Spring/fall tune up booking waves
Spring/fall tune up booking waves
- The busywork
- Hundreds of AC and furnace tune ups have to get booked in a few short weeks.
- How AI helps
- Every plan member who's due shows up in one list, so the office books them in batches instead of hunting through a spreadsheet.
No heat / no cool call triage
No heat / no cool call triage
- The busywork
- A no heat call from a home with a newborn has to be sorted from a routine one, even after hours.
- How AI helps
- AI asks about the thermostat, breaker and filter, notes the model, and flags urgent calls to the on call tech. The tech makes the call on priority.
Data plate photo to equipment record
Data plate photo to equipment record
- The busywork
- Techs squint at a data plate and copy model and serial numbers by hand.
- How AI helps
- Snap a photo of the plate and AI fills in make, model and serial. The tech confirms it before saving.
Like the sound of this? Pooka Systems can build this
Replacement proposals with tiers
Replacement proposals with tiers
- The busywork
- Writing up replacement options eats the comfort advisor's evenings.
- How AI helps
- The advisor's notes become side by side options, and AI drafts the wording for each tier. The advisor looks it over before it goes out.
Heat pump tax credit paperwork
Heat pump tax credit paperwork
- The busywork
- Customers want to know which tax credit their new heat pump qualifies for and need model numbers to claim it.
- How AI helps
- AI compares the installed equipment to the posted federal criteria and drafts a summary with model numbers. You check it before handing it over.
Commercial service agreements with SLAs
Commercial service agreements with SLAs
- The busywork
- Commercial rooftop customers expect visits on schedule at every site and a response time you agreed to.
- How AI helps
- Agreements hold the visit schedule for each site and unit and renew on time, so the office sees what's due.
Callback fact sheets for the service manager
Callback fact sheets for the service manager
- The busywork
- A callback turns into an argument over who's responsible for it.
- How AI helps
- AI sets the original work order and your warranty terms next to the callback report so the service manager has the facts. It points out problems that keep coming back, and it never assigns fault or makes safety calls.
Like the sound of this? Pooka Systems can build this
Does one of these sound like your day?
We'll email you to arrange a time.