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Built for hvac engineers

Boiler season, AC season, every season covered.

Same Brilliant AI platform, tuned end-to-end for hvac engineers. Agents that know your world, workflows that ship on day one.

Set up for my business See pricing
If this is you

The unglamorous work eating your week.

  • Annual boiler-service reminders manual + missed
  • Emergency cold-weather calls flood January
  • Quote turnaround on AC installs too slow

Sound familiar? Here's what changes the day your AI team comes online.

Outcomes

What hvac engineers get from day one.

  • Annual boiler-service recall fires automatically
  • Pre-winter check-up campaign drafted October each year
  • Emergency triage routes to on-call engineer + customer history
  • AC quote turnaround under 24 hours with photos via WhatsApp
  • Service contract renewals tracked + chased
Your AI team

Four agents that already know your world.

Same Brilliant AI agents, niche-tuned playbooks. They speak your trade, not generic CRM-speak.

receptionist

Seasonal triage

January: "my boiler isn't firing" → on-call escalation; July: "AC install quote" → quote flow.

recall

Annual service cycle

365 days after last service, drafts a reminder SMS with two next-available service slots.

marketing

Pre-season campaigns

Drafts the Oct "book your annual boiler service before winter" campaign + the May "AC tune-up" campaign.

finance

Service contract renewals

30 days before each customer's contract renewal, drafts the renewal letter + payment-link.

They sound like this

Real conversations, in your tone of voice.

Two examples your agents handle out of the box. Tone shifts when we tune it for your specific business.

My boiler keeps cutting out and the pressure's at 3 bar. Help? Customer · inbound
High pressure could be the expansion vessel. Don't bleed any radiators. I'm notifying our duty engineer now — he'll call within 15 minutes. Confirming you're at 8 Maple Drive? Agent · drafted, awaiting your sign-off
Hi, looking for a quote for AC install in a 4-bed house Customer · inbound
We do those — typical install is 5-6 days, £4,500–£7,000 depending on system. Can you send photos of where you'd like the units? I'll have a written quote with you within 24 hours. Agent · drafted, awaiting your sign-off
On day one

The 5-workflow starter pack.

Every hvac engineers sub-account ships pre-loaded with these. Switch any off, tune any with your wording.

  1. 01 Annual boiler-service recall (365d after last visit)
  2. 02 Pre-winter campaign (Oct) + AC pre-summer (May)
  3. 03 Emergency on-call routing
  4. 04 Quote-from-photo for AC + heat-pump installs
  5. 05 Service contract renewal dunning
The full footprint

What ships for hvac engineers, in full.

35+ workflows and 0 specialist agent roles live for your niche. Here are the headline picks; the full catalogue is one click away.

Top niche workflows

  • Pre-Surge Maintenance-Plan Conversion HVAC demand is brutally seasonal: the phone is dead in shoulder season then explodes the first hot/cold snap, by which point the diary is full and the owner turns away high-margin work. One-off repair customers never convert to recurring ma
  • NOAA Storm-Damage Strike Force After hail, lightning or severe wind, condensers, RTUs and outdoor units are damaged across whole zip codes, but the owner finds out late and competitors get to the past-customer base first. The window to be the proactive inspector before t
  • "Amazon-Effect" Booking Engine Homeowners now expect to book HVAC service like an Amazon order — instant answer, transparent price, self-serve slot — but most firms miss 20–35% of calls in season and quote opaque "we'll send someone to take a look" pricing. Missed and fr
  • Seasonal Demand & Staffing Forecaster Staffing is reactive: the owner is overstaffed in shoulder season bleeding payroll, then under-resourced the moment a heat or cold surge lands, forcing turn-aways and burnt-out techs working overtime. There is no four-week-ahead view to pre
  • Truck-Roll / Windshield-Time Optimiser Techs spend hours driving between scattered jobs — "windshield time" — at an estimated $84/hr of wasted, unbillable labour. Dispatch is done by gut feel, ignores technician certifications and traffic, and routinely sends the wrong-skilled t

+ 10 more niche workflows + 20 universal workflows. See them all.

Top specialist agents

HVAC engineers run on the universal agent fleet for now. Niche-specialised fleets ship as the cohort grows.

13 specialists, hvac engineers-only

A thinking team — built for hvac engineers.

These aren't generic 'send a reminder' workflows. They model, recommend, optimise, and tell you what to do. One creative thing each, that no off-the-shelf automation tool can do for you.

  • Front Pre-surge maintenance plan conversion reports to Marnie

    Reads 14-day forecast for first-frost / first-heatwave windows; converts maintenance-plan upsells in the 2-3 weeks BEFORE the surge so the customer has cover when calls collapse.

    Weekly Forecast surge: next event date + the named 30-50 customer pre-surge conversion list + the per-customer hook.
    Advises pre-surge conversion list
    Ingenuity Cross-references INSTALL-AGE + last-service date + forecast - the units most likely to fail FIRST in the surge get the pre-conversion call FIRST.
  • Surge Storm-strike-force dispatcher reports to Otis

    When a named storm hits, dispatches the on-call rota + pre-stages parts at depot + opens the priority lane for vulnerable customers (elderly / medical-dependent / newborns).

    Weekly Storm-watch this week + the 5 priority-lane customers to confirm with personally.
    Advises storm dispatch plan + vulnerable-customer list
    Ingenuity Carries the MEDICAL-DEPENDENT flag from the customer record + cross-checks against the storm path - generic dispatch can't tell who needs heat NOW vs who can wait.
  • Vapour F-Gas + EPA608 + R454B refrigerant tracker reports to Clara

    Tracks every refrigerant transaction, leak check + R454B transition project; auto-builds the F-Gas log; flags any engineer's certification gap BEFORE dispatch.

    Weekly F-Gas compliance: leak-check schedule + certs expiring in 60 days + the R454B transition progress percentage.
    Advises compliance gate + engineer swap
    Ingenuity Knows refrigerant CHARGE-WEIGHT thresholds for log-ability + auto-classifies each transaction - generic stock tracking treats all charges the same.
  • Cell RTU equipment lifecycle replace-trigger reports to Julian

    Per-RTU model of useful life (capital cost vs accumulated repair spend vs failure-risk); opens the replace conversation at the right moment with the per-unit modelled payback.

    Weekly Top 5 RTU replace conversations to open this quarter + the per-unit total-cost-of-ownership math to lead with.
    Advises RTU replace conversation timing
    Ingenuity Tracks ENERGY-COST per unit alongside service spend - modern variable-speed RTUs cut customer bills; the replace ROI includes the customer savings, not just our repair-vs-replace breakeven.
  • Tier Good-Better-Best proposal generator reports to Julian

    Reads each estimate's site survey + builds three matched proposals (lifetime cost vs first-cost vs premium-comfort) that LET the customer choose - industry stats show GBB closes 30-50% more deals than single-quote.

    Weekly Proposals out this week with GBB framing + the close rate vs single-quote baseline + 2 proposals to refine.
    Advises GBB proposal pack
    Ingenuity Matches the BEST tier to the actual customer's values from the site-survey conversation - the 'best' for a doctor's home is different from a busy family kitchen; generic GBB blasts the same three tiers.
  • Lever Financing-first proposal framing reports to Faye

    Quotes monthly-payment FIRST + lump-sum second; industry data: financing-first close rate is 60% higher on >£5k jobs. Picks the right financing partner per credit-tier.

    Weekly Jobs >£5k this week + the financing-first frame they should use + the partner pick per credit-tier.
    Advises financing partner + monthly-payment frame
    Ingenuity Knows which financing partner has the best APR for each credit tier (thin-file vs prime vs near-prime) - generic 'see financing options' loses the customer to the application form.
  • Breath Indoor-air-quality upsell engine reports to Marnie

    Identifies in-base customers + new installs with IAQ signals (children with asthma, pet households, mould complaints, older filtration); drafts the IAQ upsell pacing tied to seasonal allergen peaks.

    Weekly Top 10 IAQ upsell candidates + the per-customer hook + the next seasonal allergen peak to time the send.
    Advises IAQ upsell pacing
    Ingenuity Times outreach to LOCAL POLLEN-COUNT forecasts (Met Office data) - generic IAQ blasts in winter when no one's thinking about hayfever.
  • Wind Truck-roll windshield-time optimiser reports to Otis

    Models every job by depot-distance + parts-on-board + skill-mix + customer-window; names the order that minimises windshield time without breaking SLAs.

    Weekly Windshield time this week + the 2-3 routes that wasted hours + the named fix; tomorrow's optimal route.
    Advises van-day routing + parts-stage pick
    Ingenuity Carries PARTS-ON-BOARD state through the day so a no-show frees the next job using leftover stock - generic scheduling can't see the parts state.
  • Stack Supply-house run + multi-brand sourcing reports to Faye

    Audits supply-house runs for cost / time / margin; picks the right brand per job from the multi-brand catalogue based on availability + warranty + customer preference.

    Weekly Supply-house spend this week + the 2-3 sourcing decisions that should have gone to the other brand.
    Advises supply pick + run consolidation
    Ingenuity Optimises both COST + TIME - a £15 part 30 mins away is worse than a £18 part on the way to the next job; generic procurement only sees price.
  • Pulse Lapsed maintenance plan reactivation reports to Marnie

    Per-customer model of who let their plan lapse + the right hook (storm-prep urgency / equipment-age risk / warranty implications) for each owner profile.

    Weekly Top 20 lapsed plans ranked by re-engage likelihood + the per-customer hook to lead with.
    Advises lapsed-plan reactivation hook
    Ingenuity Carries LAST-SERVICE engineer's note ('compressor running warm') into the reactivation message - generic reminders are cold.
  • Block Commercial maintenance-contract hunter reports to Julian

    Identifies local commercial properties (offices, restaurants, retail) with HVAC service-contract gaps; drafts the named outreach with the per-property site-pain hook.

    Weekly 5 named commercial targets + the planning / change-of-ownership signal + the per-property opener.
    Advises commercial contract outreach
    Ingenuity Reads PLANNING-PORTAL + COMPANIES-HOUSE for new commercial occupiers - they're without a contract for weeks; generic B2B outreach misses the window.
  • Crew Seasonal demand staffing forecaster reports to Otis

    Models 8-week ahead engineer demand from forecast + historic surge patterns + lead pipeline; flags when we need a contractor + which sub fits the season.

    Weekly Next 8 weeks staffing forecast + 1-2 contractor bookings to lock in BEFORE the surge prices spike.
    Advises contractor pre-book pick
    Ingenuity Pre-books contractors at WINTER rates for summer use - generic staffing scrambles when demand hits.
  • Mirror Two-way review + reputation engine reports to Marnie

    Drafts both the customer review request AND a private engineer-coaching note from the same job-completion signal; tracks per-engineer review velocity.

    Weekly Reviews collected + 3 engineer coaching notes from the patterns; next week's coaching focus.
    Advises review + engineer-note pair
    Ingenuity Closes the loop BOTH ways - customer + engineer - generic review tools only do the outbound half.
Walk away from

What's costing you today

  • Annual boiler-service reminders manual + missed
  • Emergency cold-weather calls flood January
  • Quote turnaround on AC installs too slow
  • Drafts you write yourself at 9pm
  • Follow-ups that never get sent
  • One more tool subscription you forgot you had
Walk into

What changes the day Sam configures you

  • Annual boiler-service recall fires automatically
  • Pre-winter check-up campaign drafted October each year
  • Emergency triage routes to on-call engineer + customer history
  • AC quote turnaround under 24 hours with photos via WhatsApp
  • 35+ workflows running for you, not by you
  • One subscription replacing the stack you'd otherwise pay £400-600/mo for
  • Your data stays yours - never trained on, never sold (posture)

Everything else, also included.

The agents above are the ones we lead with for hvac engineers. Your subscription includes the full catalogue + the feature set + every other agent we ship, ready when you need them.

See the hvac engineers catalogue See pricing

Ready to see this on your hvac engineer?

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