HVAC technician servicing an outdoor condenser unit on site

HVAC

The AI Operating System for HVAC Businesses

Sophiie responds instantly to urgent breakdown calls, automates scheduling, and captures more high-value install and service jobs, so your team can stay on the tools.

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XeroServiceM8Google CalendarZapierSimproGmailQuickBooksOutlookOutlook Calendar
“Sophiie has been a game changer to our business. During our really busy times previously we would miss 95% of our calls. This year not a single call was missed. Numerous bookings were secured from following up Sophiie's messages. Staff are so much happier as we no longer hear the phone constantly ringing. Best money we have spent.”
Linda DavidsonGoogle review

Every breakdown answered and booked

Sophiie answers calls and enquiries, qualifies jobs, schedules technicians, and keeps every customer message in one place. Fewer admin hours. More billable jobs. Happier customers.

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Call handling

Never miss an HVAC call again

Answers 24/7, separates urgent breakdowns from routine servicing, and qualifies each job before it's booked.

  1. 1Filters installs, services, and breakdown calls instantly
  2. 2Emergency breakdowns escalated to on-call staff
  3. 3Every call logged with fault details, address, and job card
  4. 4Handles after-hours emergencies and weekend callouts

Scheduling

Your calendar, filled and clash-free

Assigns the right technician and books installs and service calls into a clash-free calendar.

  1. 1Books jobs straight into your calendar
  2. 2Assigns work to the right technician
  3. 3Two-way ServiceM8 sync; checks your free time and writes bookings to your calendar (Google and Outlook)
  4. 4Reschedules and confirms without the back-and-forth

Your crew

Franco Ricci

Team member, available today
Jul 6 - Jul 11
Today, Jul 6
8:00 AM9:30 AM11:00 AM1:30 PM3:00 PM
Tue, Jul 7
8:00 AM10:30 AM12:30 PM2:00 PM
Wed, Jul 8
9:00 AM11:30 AM12:30 PM2:30 PM
CancelDispatch

Quotes & invoices

Quotes out, invoices paid

Quotes new installs, invoices completed jobs, and chases outstanding payments automatically.

  1. 1Drafts and sends quotes for HVAC installs and repairs
  2. 2Issues invoices the moment a job is done
  3. 3Chases overdue payments automatically
  4. 4Keeps every job's paperwork in one place
Invoices
#1042Paid
#1038Reminder sent
#1035Paid

Messaging

Follows up so you don't have to

Sends arrival windows and ETAs, service reminders, and handles routine questions on chat.

  1. 1Sends ETA and on-my-way texts
  2. 2Answers routine questions on web chat
  3. 3Reminds customers about bookings and quotes
  4. 4Logs every conversation against the job
Hi, Sophiie here - your team's on the way, ETA 20 min.
Perfect, thanks!
Sending message

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Services & features

All Sophiie services for HVAC

34 services

Where Sophiie fits in your HVAC business

Each of these pages takes one part of your HVAC back office, from the no-cooling call and the install quote to technician scheduling and chasing payments. Pick the one that matches the admin eating into your week.

Sophiie's HVAC chatbot can tell a service enquiry from an install quote and collect system details before the job is booked or flagged.

Inbox threads about service requests and install enquiries get draft replies from your knowledge base with the HVAC email responder.

Invoices that carry call-out fees and diagnostic labour are what HVAC invoicing helps create, with Xero sync and overdue follow-up.

While you're driving or on site, HVAC phone answering captures the system type and symptoms, then books or flags the job by your rules.

Your SMS threads sit in one inbox with HVAC text messaging, and Sophiie helps draft replies while your techs stay on site.

Restaurant breakdowns and rescheduled maintenance visits are the focus of commercial HVAC field service software, which keeps equipment notes on the job record.

The trouble often starts before the ledger, with missed install extras and late invoices, which is why HVAC accounting centres on the job-to-invoice step.

Asking about urgency and access before a slot gets picked is the idea behind HVAC booking.

Today's breakdown can become next season's maintenance call, so a crm for HVAC jobs keeps system notes and job history together.

Deciding between a junior tech and a specialist is still your call, and HVAC dispatch is about giving that decision better context.

Where the estimate depends on access and equipment choices, HVAC estimating covers capturing the request and booking a time to quote on site.

Part notes and supplier checks can get lost between calls and inboxes, so HVAC inventory management keeps materials conversations attached to the job.

Callers with a unit that's failed get a professional answer from a virtual receptionist for HVAC jobs, with the details your office needs captured.

A split-system fault or a ducted maintenance request becomes an organised job record with status and notes through HVAC job management.

For summer breakdowns and maintenance runs, HVAC smart scheduling applies your assignment rules and creates pending or confirmed bookings.

“Have recently started using Sophiie as we are a small business without a full time receptionist. The onboarding process was seamless and within the first day we captured calls after hours that more than paid for the cost of Sophiie. Would highly recommend to anyone looking to have better control of their incoming calls”
Brett RobertsonGoogle review

Frequently asked questions

Yes. Sophiie syncs with Google Calendar, Outlook, and ServiceM8. Availability is checked to avoid double-bookings or clashes, and HVAC jobs can be assigned directly to the right technician.

Yes. Use Zapier or API to push contacts, deals, and activities to your existing CRM. Field names can be mapped during setup to ensure data consistency.

We offer simple, transparent plans with monthly billing. Pricing scales by seats and usage so solo HVAC technicians, growing air conditioning companies, and multi-crew contractors only pay for what you need.

Yes. AI phone answering runs all day and night with emergency routing to on-call staff, plus transcripts and recordings are stored for audit and compliance.

Sign up, connect your existing calendar and Xero, add your HVAC services and rates, import client contacts, and then switch on AI phone answering and booking. Most teams go live the same day, and we provide comprehensive in-app guidance for setup.

Yes. Sophiie checks your free time and writes bookings to your calendar (Google Calendar/Outlook), keeping your HVAC scheduling accurate, and Zapier integration can support other data synchronisation.

Ready to automate your HVAC back office?

Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.