Speak to Sophiie
A live demo call from Sophiie. Two minutes, no sales pitch.
HVAC
HVAC customers do not leave neat voicemails during a breakdown. Sophiie answers the call, asks the right questions, and turns the conversation into a booking, transfer, or follow-up your team can act on.

A live demo call from Sophiie. Two minutes, no sales pitch.
Sophiie is available when your office is closed, your team is on site, or seasonal demand overwhelms the phone.
Sophiie greets callers in your chosen style, captures contact details, and keeps conversations professional outside office hours.

Collect system type, symptom, urgency, property type, access notes, service suburb, and preferred appointment windows.

Use smart transfer rules for no-cooling, no-heating, commercial, or after-hours calls that need an on-call technician.

Sophiie can check connected calendars and book service calls, quote visits, maintenance appointments, or callbacks.

After the call, Sophiie records summaries, key details, transcripts, and customer history in the dashboard.

How it works
Add greetings, emergency definitions, booking questions, transfer rules, service areas, and how Sophiie should handle unknown answers.
Decide whether Sophiie answers immediately or handles calls you miss, then connect the phone workflow.
Sophiie qualifies the call, books a time, transfers urgent work, or creates a callback with complete notes.
Your team sees what was said, what was booked, and what needs follow-up.
An HVAC caller usually needs action: a service appointment, a maintenance reschedule, a quote visit, an urgent transfer, or a clear explanation of next steps. A basic message is not enough.
Sophiie is built to turn the call into structured work. She captures the symptom, service address, urgency, contact details, and booking preference, then follows your rules for what happens next.
During heatwaves or cold snaps, every unanswered call can become a lost job. Sophiie can answer concurrent calls, sort urgent from routine, and keep routine work moving into the calendar.
After hours, Sophiie can route true emergencies to the on-call technician or book a callback at a time the customer agrees to.
Services & features
An HVAC website chatbot that answers service, maintenance, and install FAQs, collects system details, books suitable appointments, and stores every enquiry in Sophiie.
Learn more about AI Chatbot for HVACSophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVACCreate branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACSophiie answers HVAC calls 24/7, captures system type, indoor and outdoor unit access, symptoms, suburb, and preferred service window, books suitable jobs, and sends summaries, transcripts, and recordings.
Learn more about AI Phone Answering for HVACCreate branded HVAC quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
Learn more about AI Quoting for HVACManage HVAC customer texts in Sophiie, draft replies, send confirmations and reminders, and keep SMS history with each customer.
Learn more about AI Text Messaging for HVACKeep HVAC customers, job history, notes, calls, emails, texts, reminders, and upcoming work in one searchable Sophiie CRM profile.
Learn more about Customer CRM for HVACAn HVAC AI agent that answers calls, qualifies heating and cooling requests, books jobs, routes urgent work, and logs every customer interaction.
Learn more about HVAC AI AgentUse Sophiie to keep HVAC invoices, payment reminders, job records, and Xero invoice sync organised around service, repair, and install work.
Learn more about HVAC Accounting SoftwareAnswer HVAC calls 24/7, capture service details, qualify urgency, route after-hours requests, book appointments, and send summaries.
You're viewing thisGenerate HVAC invoices, send billing updates, sync invoice data to Xero, track payment status, and automate overdue reminders.
Learn more about HVAC Billing SoftwareBook HVAC service calls, maintenance visits, quote appointments, installs, callbacks, and reschedules with calendar-aware Sophiie workflows.
Learn more about HVAC Booking SoftwareRun HVAC calls, bookings, CRM, dispatch, job tracking, quotes, invoices, reminders, and customer communication in one Sophiie workflow.
Learn more about HVAC Business SoftwareKeep HVAC customer details, system notes, job history, calls, messages, quotes, invoices, reminders, and maintenance follow-ups in one CRM.
Learn more about HVAC CRMSupport HVAC contractors with call answering, job qualification, scheduling, dispatch, quotes, invoices, CRM history, and follow-up.
Learn more about HVAC Contractor SoftwareDispatch HVAC work with call triage, smart transfers, technician assignment, schedule context, callbacks, and customer updates.
Learn more about HVAC Dispatch SoftwareCapture HVAC estimate requests, site details, photos, quote appointments, service lists, branded quotes, and follow-up in Sophiie.
Learn more about HVAC Estimating SoftwareSupport HVAC field service with job scheduling, technician assignments, mobile job notes, customer history, status updates, quotes, and invoices.
Learn more about HVAC Field Service SoftwareOrganise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management SoftwareCreate HVAC invoices from the mobile workflow, use voice invoicing, sync with Xero, track status, and send payment reminders.
Learn more about HVAC Invoice AppCreate branded HVAC invoices, sync invoice data to Xero, track payments, use voice invoicing, and automate overdue reminders.
Learn more about HVAC Invoice SoftwareOrganise HVAC job notes, labour and material line items, quote scope, invoice records, and follow-up so costing reviews start from cleaner data.
Learn more about HVAC Job Costing SoftwareOrganise HVAC load calculation requests, site assessment bookings, building details, estimator notes, report follow-up, and proposal handoff.
Learn more about HVAC Load Calculation SoftwareManage HVAC calls, bookings, dispatch, CRM, field jobs, quotes, invoices, reminders, and customer communication from Sophiie.
Learn more about HVAC Management SoftwareCoordinate HVAC install projects with customer communication, site notes, staged bookings, task reminders, quotes, invoices, and job history.
Learn more about HVAC Project Management SoftwareCreate HVAC proposals from saved services, quote options, site notes, customer details, branded terms, approval tracking, and follow-up.
Learn more about HVAC Proposal SoftwareSchedule HVAC service calls, maintenance, installs, quote visits, callbacks, technician assignments, customer reminders, and reschedules.
Learn more about HVAC Scheduling SoftwareSophiie gives HVAC service teams an AI front office for breakdown calls, booking, job records, customer notes, invoicing, and follow-up.
Learn more about HVAC Service SoftwareUse Sophiie as HVAC software for the daily admin: phone answering, job scheduling, CRM notes, reminders, invoices, and Xero sync.
Learn more about HVAC SoftwareSophiie is an HVAC virtual receptionist that answers calls 24/7, captures job details, books appointments, sends summaries, and filters spam.
Learn more about HVAC Virtual ReceptionistSophiie helps HVAC teams turn calls into clear work orders with job details, schedules, assigned staff, status updates, notes, photos, and invoices.
Learn more about HVAC Work Order SoftwareTrack HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACSophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVACYes. Sophiie can handle concurrent calls, so seasonal spikes do not send customers straight to voicemail.
Let Sophiie answer, qualify, book, transfer, and summarise HVAC calls any time of day.