AI receptionist for HVAC companies, from the first call to the service visit
No-heat and no-cool calls come in while your technicians are in attics and on rooftops. Sara handles call intake while TaskSprout keeps customer records, equipment notes, scheduling, estimates and invoices together.
2 months free, everything unlocked. No credit card required.
Start 2 months free · See a sample call
Capture the comfort call
Sara asks for the caller’s details, service address, what the system is doing (no heat, no cooling, short cycling, a thermostat that will not respond) and how urgent it is. Set your service area and transfer rules before forwarding customer calls.
Book around seasonal demand
Configure business hours, booking windows and buffers so peak-season tune-ups and same-week repair visits fit the day. Review the call summary and customer details before dispatching a technician.
Keep the system history with the customer
Prepare an estimate, schedule the visit and send the invoice from the same workspace. Customer history stays available for the next service call, and Pro adds recurring jobs for maintenance customers.
Set your HVAC business rules
- Which ZIP codes and which systems do you service: furnaces, heat pumps, mini-splits, central air?
- When should a no-heat or no-cool call transfer to a person?
- Which appointment windows can Sara offer during peak season?
- What must a technician verify on site before anyone quotes a repair or a replacement?
Questions before you get started
Is this just an HVAC answering service?
No. Sara is the AI receptionist within TaskSprout. The workspace also includes customer records, job scheduling, estimates and invoices, so you can continue working with the request after the call.
Can I try it before forwarding my business number?
Yes. Start with the sample call on our homepage, then create an account and configure your services, hours, service area and transfer rules before handling customer calls.
What happens with emergency no-heat and no-cool calls?
Configure urgent and uncertain calls to transfer to your owner or dispatcher. Confirm your escalation rules during setup. An AI receptionist is not an emergency service and should not promise arrival times or repairs your team has not approved.
Can Sara book seasonal maintenance visits?
Sara books appointments within the hours, windows and buffers you configure. Recurring jobs and billing for maintenance customers are available on Pro, and you review every booking from the workspace before the visit.
What does it cost after the founding offer?
New accounts get two months free with everything unlocked and no credit card required. After that, Solo is $29/month for the core workspace; Pro is $89/month with Sara and 75 answered AI calls per month. Review current plan allowances and additional usage on the pricing page.
Plans and call allowances · Free HVAC job starter kit · TaskSprout home