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Built on InfiniBot by KIS

InfiniBot AI OS for HVAC

For heating and cooling companies: midnight calls sorted safely, the right tech sent and every maintenance plan renewed on time.

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In plain words

What this does for your business

The AI OS is a set of AI agents connected to your phone, dispatch board and customer records. They follow your own triage rules on the midnight call, find the right tech and keep plans renewing.

Who it is for

Heating and cooling companies with service techs, an on-call rota and a book of maintenance plans.

The problem

On-call techs get woken up for a filter light, real emergencies wait in a voicemail queue, and maintenance plans lapse because nobody opened the spreadsheet.

What you get

  • Every after-hours call answered and sorted by your rules
  • Only real emergencies page the on-call tech
  • Jobs matched to skills, distance and rota
  • Customers kept updated on arrival time
  • Plan renewals offered before they lapse

The AI OS console

Watch it run the business

Polar Peak Heating & Air (sample) is a made-up business. Press a control or let it play.

Polar Peak Heating & Air (sample)AI OS Ready Interactive demo, simulated data
Safety checkWho is affected?Outdoor tempLeave + call gas utilityEmergency dispatchFirst slot tomorrow
CALLER SEVERITYWaiting
OUTDOOR TEMP (SAMPLE)19°F
ON-CALL TECHMarcus

Pick a symptom, or watch tonight's calls come in.

  1. An after-hours caller is triaged through a safety-first decision tree.
  2. Real emergencies page the on-call tech; everything else books for the morning.
  3. The nearest tech is dispatched on the map with a live arrival estimate to the customer.
  4. Expiring maintenance plans get renewal offers and tune-up visits.

What the demo shows

Every step, explained

Each button above plays one of these stories at Polar Peak Heating & Air (sample). Press one, or just read them here. All names and prices are made up for the demo.

Simulate a call

It is 11:47 PM on a Saturday. Pick a problem in the demo and see how the same rules sort it differently.

  1. A caller describes the problem, and safety is checked first.

    Who does it
    The After-hours receptionist agent follows the decision tree you set.
    Why it matters
    A gas smell is never treated like a routine call. That caller is told to leave and call the gas utility, and your owner and on-call tech are notified.

  2. The next questions are who is affected and how cold it is outside.

    Who does it
    The After-hours receptionist agent asks them.
    Why it matters
    No heat with an infant at home is urgent. A filter light is not. The same rules apply at every hour.

  3. A real emergency pages the on-call tech. Anything else gets the first slot tomorrow.

    Who does it
    The Dispatcher agent acts on the result.
    Why it matters
    Your tech sleeps through what can wait, so they are fit to work when something truly cannot.

  4. For an emergency, the nearest tech is chosen and the likely part is checked. The caller gets an arrival estimate.

    Who does it
    The Dispatcher agent compares distance, skills and the rota.
    Why it matters
    The right person goes first time, and the customer is not left wondering.

Send a lead

A web form asks about replacing an old AC.

  1. Jo asks for a quote to replace a 15-year-old AC and is offered a visit on Thursday at 2.

    Who does it
    The AI OS replies to the web form.
    Why it matters
    A valuable lead gets a time quickly, not a reply tomorrow.

  2. Home size and equipment age are filled in on the visit card.

    Who does it
    The Comfort estimator agent prefills them.
    Why it matters
    Your comfort advisor walks in prepared and does not ask questions the customer has already answered.

Run renewals

Plans expiring in the next 30 days get worked through in order.

  1. Twelve sample plans expiring in the next 30 days are found.

    Who does it
    The Plan renewals agent checks them.
    Why it matters
    Lapses get caught early, not found in a spreadsheet after they have gone.

  2. You approve renewal offers at this season's pricing, then they go out.

    Who does it
    You approve. The Plan renewals agent sends them.
    Why it matters
    Your pricing, your decision, without writing each message.

  3. Mrs. Baker renews and her tune-up is booked. Customers who stay quiet go on a call list for the office.

    Who does it
    The Plan renewals agent books it and makes the list.
    Why it matters
    Your staff phone only the people who need a human.

  4. Renewal payments are matched to customer records.

    Who does it
    The Bookkeeper agent matches them.
    Why it matters
    The books show who is covered, so a tech is not unsure on site.

Run the day

This plays the no-heat call, the dispatch, then the renewals.

Words used in this demo

Triage
Sorting calls by how urgent they are.
Tune-up
A yearly service visit, often included in a maintenance plan.
Air handler
The indoor unit that moves air through the ducts.
Comfort advisor
The salesperson who visits to quote a new system.

Day in the life

Before, and with the AI OS

Before

  1. The on-call tech gets woken up for a filter light.

  2. The dispatcher rebuilds the board by hand after two no-shows.

  3. Maintenance plans quietly lapse in a spreadsheet nobody opened.

  4. Customers call asking where the tech is.

  5. Invoices wait in the van until the weekend.

With AI OS

  1. Calls are triaged. Only real emergencies page the on-call tech.

  2. The board is ready, with jobs matched to skills and location.

  3. Renewal offers go out after your approval, and tune-ups get booked.

  4. Customers get arrival updates by text automatically.

  5. Invoices are drafted from job notes for a quick review.

This day is an illustration of how the work changes. It is not a measured result from a real business.

The agents in this OS

A crew that never clocks out

AI OS

  1. After-hours receptionist

    Answers every call and follows your own triage rules, so urgent problems are never left on voicemail.

  2. Dispatcher

    Matches jobs to tech skills, distance and on-call rota, so the right person goes first.

  3. Comfort estimator

    Prepares replacement visits and option sheets, so your advisor arrives ready.

  4. Plan renewals

    Tracks plan expiries and books tune-ups, so renewals do not lapse in a spreadsheet.

  5. Bookkeeper

    Matches plan payments and job invoices to customers, so the books show who is covered.

  6. Seasonal marketer

    Drafts tune-up reminders before the first cold or hot snap, ready to fill quiet weeks.

Each agent is configured for HVAC on InfiniBot, with approvals where you want a person to sign off.

Integrations

Connects with the tools you already run

  • Google Calendar
  • Stripe
  • QuickBooks
  • Phone & SMS
  • Customer records (CRM)
  • Google reviews
  • Maps & routing
  • Field service tools

How each connection gets used

Phone and SMS take the midnight call and send arrival updates. Maps and routing show which tech is closest, and your field service tools or calendar hold the board. Your customer records list equipment and plans, and Stripe and QuickBooks take renewal payments. Google reviews can be requested after a repair.

Get your HVAC AI OS

Built on InfiniBot by KIS around how your HVAC business runs. The demo above uses simulated data; yours runs on your own.

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