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Built for hvac engineers

Pre-surge prepared. Service plans that fill the diary.

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
  • You
  • Your customer
  • Marlow
  • Sam
  • Front
  • Surge
  • Vapour
  • Cell
  • Tier
  • Lever
  • Breath
  • Wind
  • Stack
  • Pulse
  • Block
  • Crew
  • Mirror

13 hvac engineers-specific specialists orbiting Marlow + Sam. Hover any node to see who's who. Lines show who they synthesise through.

If this is you

The unglamorous work eating your week.

  • Pre-surge maintenance plans hard to sell + chase
  • Truck-roll time eaten by avoidable second visits
  • Multi-brand parts sourcing is sometimes a Tuesday afternoon black hole

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

Outcomes

What hvac engineers get from day one.

  • Front qualifies every maintenance-plan enquiry against the pre-surge calendar
  • Surge models seasonal demand 8 weeks out + recommends the staffing + parts pre-position
  • Vapour runs the multi-brand parts negotiator + flags supplier-margin drift weekly
  • Pivot tracks truck-roll efficiency + names which engineer's first-time-fix rate has slipped
  • Memo writes the monthly maintenance-plan conversion + truck-roll efficiency report
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.

front

Front (HVAC) - pre-surge plan converter

Mrs Brown's last service was 11 months ago + we're 6 weeks out from the first cold snap forecast. Drafts the personal note from your senior engineer + the £180/year plan offer.

surge

Surge - seasonal demand forecaster

Mid-Nov demand running 28% above last year per NOAA + Met Office. Recommends pre-positioning 12 boiler-pump + 8 heat-pump filters at the unit by end of Oct + a Tuesday-Wednesday locum engineer for 6 weeks.

ops_analytics

Pivot - truck-roll first-time-fix tracker

Joe's first-time-fix slipped from 89% to 71% last 30 days. Pia's cluster: 3 callbacks for boiler-pump leak (same brand, batch issue). Recommends Joe re-trains on that brand + Vapour flags supplier for return.

report_writer

Memo writes the monthly report

Service-plan conversion 34% (target 40%). Front's cluster says price-objection on the 3-year plan - recommends a 1-year-with-renewal-discount option to test for 60 days.

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.

Heating won't fire and it's freezing - when can someone come? Customer · inbound
Sorry to hear that - Front has flagged emergency. Same-day slot: Joe at 14:30 (he's 18 mins from you, finishing a job in Reading). Stop-gap: if you have an immersion heater for hot water, that's the red switch on the cylinder. He'll call 5 min before arrival. Agent · drafted, awaiting your sign-off
Your maintenance plan is £180/year - what does that actually cover vs just calling when it breaks? Customer · inbound
Honest comparison: annual gas-safety + boiler service (~£90 standalone) + priority call-out (4hr response vs 1-3 day during winter surge) + 10% off any parts/labour during plan year. Front's noted you've had 2 callouts in the last 14 months at £85 + £140 average - the plan would have covered the prioritisation + the parts discount. Want me to walk you through the maths over a 5-min call? 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 Front pre-surge maintenance-plan conversion campaign
  2. 02 Surge seasonal demand forecast + parts + locum pre-position
  3. 03 Vapour multi-brand parts negotiator + supplier-margin watch
  4. 04 Pivot per-engineer first-time-fix monitoring + retraining brief
  5. 05 Memo monthly plan-conversion + truck-roll efficiency report
The full footprint

What ships for hvac engineers, in full.

35+ workflows and 14 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

  • frontline The frontline assistant for a uk hvac engineer
  • booking You help clients book, reschedule, or cancel appointments.
  • recall You write friendly recall messages: post-appointment follow-up, lapsed-client win-back, seasonal nudge.
  • clinical handover You produce pre-appointment prep + post-appointment instructions.
  • compliance You generate UK compliance reminders for the owner.
  • finance You draft finance communications: fee explainers, deposit notices, dunning copy for overdue invoices, refund explanations.

+ 8 more specialist roles for hvac engineers. See the full fleet.

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

  • Pre-surge maintenance plans hard to sell + chase
  • Truck-roll time eaten by avoidable second visits
  • Multi-brand parts sourcing is sometimes a Tuesday afternoon black hole
  • 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

  • Front qualifies every maintenance-plan enquiry against the pre-surge calendar
  • Surge models seasonal demand 8 weeks out + recommends the staffing + parts pre-position
  • Vapour runs the multi-brand parts negotiator + flags supplier-margin drift weekly
  • Pivot tracks truck-roll efficiency + names which engineer's first-time-fix rate has slipped
  • 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

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