No more no-heat calls hitting voicemail.
Hero AI answers after-hours, books the job, dispatches the closest tech, sends the invoice, and keeps your EPA 608 and refrigerant logs audit-ready.
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Today · 4 jobs
Tue, Jun 27 · 2 techsWhitman Residence
No-cool diagnostic · Carlos M.
Delgado Family
AC tune-up · Carlos M.
Riverside Dental
RTU compressor swap · Dana P.
Okafor Residence
Mini-split install · Dana P.
Carlos is 608 Universal
I kept the Riverside refrigerant job with a certified tech and tightened the route — 22 min less drive time.
What's costing HVAC shops
100% audit-ready
EPA compliance tracking is manual and error-prone
Zero EPA violations
Refrigerant tracking for 608 certification is a nightmare
35% fewer reschedules
Emergency dispatch disrupts the entire schedule
The compliance and the paperwork are different in HVAC — the back office isn't. Hero AI runs all of it for you.
42%
more after-hours jobs booked
Meet your HVAC back office
Every role a HVAC shop needs — answering, quoting, dispatching, the paperwork, invoicing, and follow-up — delivered as Hero AI and tuned to how HVAC work actually runs.
Estimate
Whitman Residence
AC System Replacement
Good
14 SEER2 3-ton condenser + coil, R-410A, standard warranty
Better
Recommended16 SEER2 variable-speed system, 10-yr parts, ENERGY STAR rebate eligible
Best
18 SEER2 inverter heat pump + smart thermostat, 12-yr labor warranty
Old unit is R-22 at 17 yrs — Better tier qualifies for the ENERGY STAR rebate. I flagged it on the quote.
Win more HVAC work
- AI Concierge answers the after-hours no-heat / no-AC call, captures the address and symptom, and books the visit into an open window 24/7
- AI Sales drafts a Good/Better/Best system-replacement estimate the moment the tech flags an aging or failed unit
- Equipment age and refrigerant type (R-22 / R-410A phase-out) are pulled into the quote so the replacement case writes itself
- Every quote captures SEER / AFUE / tonnage so the customer sees efficiency, not just price
Today · 4 jobs
Tue, Jun 27 · 2 techsCarlos is 608 Universal
I kept the Riverside refrigerant job with a certified tech and tightened the route — 22 min less drive time.
Run the day without the chaos
- AI Dispatch plans the whole day around drive time, job windows, and which tech holds a current EPA 608 cert before it ever assigns refrigerant work
- When a tech calls in sick, AI Dispatch re-scores candidates and reassigns — and asks the customer to pick a new window if the promise can't be kept
- AI Field runs the tech's day hands-free: start the job, log the compressor swap, flag the capacitor they're out of
- Refrigerant add / recover / reclaim is logged on the job; a flagged leak starts the 30-day EPA repair countdown automatically
Collected this month
$18,420
$5,260
Recent invoices
Delgado Family
INV-3310
Riverside Dental
INV-3305
Whitman Residence
INV-3298
Okafor Residence
INV-3312
Get paid the day the job's done
- Completing the job auto-drafts the invoice from the work logged on site — no re-keying line items back at the shop
- AI Finance tracks what's collected versus outstanding and nudges on aging invoices
- ENERGY STAR and manufacturer rebate eligibility is surfaced so the customer's net cost — and your close rate — both go up
Follow-up · Delgado Family
AC tune-up & coil clean
Completed today · Carlos M.
5-star review earned
I asked while the visit was fresh — they left it in 2 minutes.
Fall furnace check booked
Oct 14 · added to the recurring seasonal plan
Turn every job into the next one
- After a completed tune-up AI Care asks the happy customer for a review while the visit is still fresh
- Equipment lifecycle is watched in the background — due tune-ups, expiring warranties, and aging units surface as owner decision cards
- Seasonal maintenance gets rebooked so the spring AC check and fall furnace check don't slip through the cracks
Built for HVAC
The HVAC depth the others skip
Beyond the shared core, every HVAC job gets these compliance and trade workflows out of the box.
Field
Whitman Residence
Refrigerant Log · JOB-2841
EPA & Refrigerant Compliance
EPA 608 certification tracking (Type I / II / III / Universal) with expiration alerts
Home
Whitman Residence
Equipment Watch · 4-ton Condenser
HVAC Equipment History
Equipment specs captured on site: SEER, AFUE, tonnage
Diagnostics & Monitoring
- Diagnostic tool integration (Fieldpiece, Testo)
- Real-time refrigeration monitoring
- Temperature alert thresholds
- Performance trend analysis
Compliance-Aware Dispatch
- Plans the whole day around drive time, job windows, and tech skills in seconds — preview before anything moves
- Won't assign refrigerant work to a tech whose 608 cert is lapsed
- Tech calls in sick → re-scores candidates and reassigns without breaking the customer's window
- Customer-pick reschedule link sent by text + email when the promise can't be kept
Seasonal Recurring Service
- Spring AC and fall furnace tune-ups set up once as a recurring schedule
- Each visit auto-generates onto the dispatch board — you don't hand-book them
- Due maintenance surfaces as an owner decision card before the season hits
See Hero AI run an HVAC day
From the after-hours no-cool call to the 608-logged refrigerant recovery to the invoice — one walkthrough.
Built for HVAC, priced for a small shop
The trade-specific depth of the enterprise tools — without the enterprise bill or the per-seat math.
HVAC software questions, answered
Is there a mobile app for HVAC pros?+
Yes. Hero365 runs on iOS and Android, built for the field — quote, schedule, invoice, capture photos, and update jobs by voice right from the truck. The whole back office is in your pocket.
Can Hero AI really answer my calls and book jobs?+
Yes. The AI Concierge answers every call 24/7, qualifies the caller, checks your live availability, and books the job straight onto the calendar. The after-hours and overflow calls that used to go to voicemail become booked work.
Does Hero365 handle HVAC-specific compliance and paperwork?+
That's the point. On top of the shared core — scheduling, CRM, estimates, invoicing — Hero365 builds in the HVAC workflows and compliance the generic tools skip, so your records are ready the moment you need them.
How does Hero365 help me get paid faster?+
Hero AI drafts the invoice the moment a job closes, sends a card or bank-transfer payment link, and chases anything overdue on a reminder schedule you approve — so cash stops sitting in unsent invoices.
Do I have to move everything over at once?+
No. Import your customers and start with what hurts most — most HVAC shops switch on call answering and scheduling first, then add invoicing and follow-up. Setup takes a couple of minutes and the first 7 days are free.
How is this different from ServiceTitan or Housecall Pro?+
Hero365 isn't just software you operate — it's an AI team that does the work: answering calls, drafting estimates, dispatching, invoicing, and following up. You get the trade-specific depth of the enterprise tools without the enterprise price or the per-seat math.
Run your HVAC business from your phone.
Install Hero365, pick your trade, and let Hero AI run the back office. Two minutes to set up; the first 7 days are free.
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