Answer more calls, book more service visits and follow up automatically, even during your busiest season.
AI comes standard on every plan. See pricing.
An HVAC CRM is software that keeps your leads, customers, calls, appointments and follow-up in one place. EngagePro adds AI that can answer calls and messages, collect job details and book appointments, so homeowners get a response when your team is on a job or closed.
Bring your phone, texts, website leads, reviews and payments together. Learn more about the AI Receptionist, the AI Text & Chat Agent and EngagePro pricing.
Yes. EngagePro's AI Receptionist can answer calls, collect the customer's issue and contact details, answer common questions and book available appointments. You choose when it answers and when it transfers to your team.
You can have the AI Receptionist answer after hours, capture the details and book available times. You can also send a missed call text back so the customer hears from you right away.
You set the rules. We recommend transferring urgent issues to your on-call person, and setting the AI not to give safety advice. For a gas smell or other danger, callers should be directed to emergency services.
Not always. It focuses on leads, customer communication, booking, reviews and payments. It is not a full replacement for dispatching or technician routing software, so check your workflow during your trial.
AI comes standard on every plan, starting at $70/month, or $50/month billed annually. Usage is billed as you go, or you can add AI Unlimited for $145.50/month, subject to fair use. Phone charges apply.
See how EngagePro can help your HVAC company respond faster, book more visits and stay in touch with customers.
