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AI DISPATCHER · HVAC

The AI answering service for HVAC companies that books the right tech, even at 2 AM.

The 2 AM no-heat call, the heat-wave overflow, the “is my tech still coming?” text. Your AI answering service for HVAC companies runs the safety screen, books the right tech for the job, and logs every ticket — on top of the FSM you already run.

  • Goal-driven AI agents — booked jobs, quotes that stick
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — ServiceTitan, Jobber, Housecall Pro & more

One demo line · every HVAC workflow

(520) 464-4424

Try:My AC just died — can someone come today?

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWUrgent No-Heat Dispatch

Answer a first-cold-snap no-heat call, run the safety screen, flag the at-risk household, find the earliest urgent window on the ServiceTitan dispatch board, explain the trip fee before booking, and confirm the visit with the tech assigned.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Thank you for calling Summit Air & Heating. This is Cole. How can I help you today?

WORKFLOW STEPS
1
Customer record located and confirmed

In progress

2
At-risk occupant flagged as priority household

Queued

3
Urgent window located on the dispatch board

Queued

4
Job created and technician assigned in ServiceTitan

Queued

5
Confirmation text sent and ETA notification scheduled

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inURGENT DISPATCH AGENT · LIVE AVATAR

Urgent No-Heat Dispatch

Answer a first-cold-snap no-heat call, run the safety screen, flag the at-risk household, find the earliest urgent window on the ServiceTitan dispatch board, explain the trip fee before booking, and confirm the visit with the tech assigned.

Customer record locatedAnswers on the first ring during the cold-snap rush when the front office is buriedAt-risk occupant flaggedVerifies the caller against the customer record before discussing account detailsUrgent window locatedRuns the safety screen first — gas smell or CO alarm routes to evacuation and the utility, never to a booking
Works inServiceTitanTwilioGmailGoogle CalendarQuickBooks+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your field-service software. 270+ integrations.

ServiceTitan logoServiceTitanHousecall ProFieldEdgeJobber logoJobberService Fusion logoService FusionWorkiz logoWorkizServiceM8 logoServiceM8QuickBooks logoQuickBooksCompanyCamCalendly logoCalendlyTwilio logoTwilioGoogle Business ProfileZapier

The inbound loop

Check your missed calls. It’s the same HVAC emergencies on repeat.

Different homes, one pattern: no cool in a heat wave, no heat in a freeze, a gas smell near the furnace — arriving at night and on the hottest weekends, exactly when your office is dark and your techs are off the clock, and every one is a comfort or safety call that can’t sit in voicemail.

  1. 01
    My AC quit and it's 96 in the house.

    A no-cool emergency with a vulnerable household on the line. The company that answers, screens for safety, and books the first window is the one that rolls the truck — not the one whose voicemail fills up.

    no cool
  2. 02
    There's no heat and it's below freezing.

    A no-heat call on the coldest night, when frozen pipes and a cold house turn urgent fast — triaged and dispatched live it books, missed it goes to the next HVAC company.

    no heat
  3. 03
    I smell gas near the furnace.

    A life-safety call that must be handled by protocol, never diagnosed by a machine — evacuation guidance first, then routed to your on-call tech and the utility line, immediately.

    safety
  4. 04
    How much to replace the whole system?

    The high-ticket question a dispatcher answers with a diagnostic fee and a booked in-home assessment — never a firm replacement quote over the phone.

    replacement
  5. 05
    Can someone look at my install estimate?

    A $9,000 changeout sitting in a stack of unreturned callbacks — followed up, financing explained, and the consult booked before it ages out to a competitor.

    big ticket

The homeowner sweating in a 96° house who can’t get through is dialing HVAC companies in order. A system should screen the symptom and dispatch the right tech before yours ever rings out.

What is an AI answering service for HVAC companies?

It screens, dispatches, and books — it doesn’t diagnose the fault.

An AI answering service for HVAC companies can be configured to collect symptoms, run an approved comfort and safety screen, escalate gas-smell and CO calls by protocol, schedule the right technician, and hand the intake record to a field-service workflow. The HVAC business defines the script, hours, fees, and available actions. Callers should follow emergency and evacuation guidance; diagnosis, repair scope, and pricing stay with qualified technicians.

The difference a homeowner feels

An answering service takes a message. Lumi screens the symptom and dispatches the right tech.

A voicemail or answering service

  • Takes a name and a number for the morning
  • Can't run a safety screen or a gas-smell protocol
  • Never books the job — just logs a message
  • Leaves your on-call tech a voicemail to decode
  • Rolls to voicemail during the heat-wave overflow

Lumi

  • Answers live and runs the comfort/safety screen
  • Handles a gas smell or CO alarm by evacuation protocol
  • Dispatches the right tech and books the job into your FSM
  • States the diagnostic or trip fee — never a firm repair price
  • Escalates a life-safety call to your on-call tech now

A message in the morning is a homeowner already cooled off by a competitor. A dispatched truck is the job you keep — screened, booked, and in your FSM.

Answering the call is just the front door

One agent for the whole dispatch desk — and route every life-safety call to your on-call tech.

Whatever comes through your phones, Lumi handles the dispatch work — screening, booking, following up on estimates and memberships — and hands anything dangerous to a real person.

One dispatch desk, every channel

Voice, SMS, web chat, WhatsApp, email — every no-cool call, form, and text answered in one place, so no overheating household reaches a voicemail box during the heat-wave rush.

Triages, dispatches, and books

Runs the safety screen, states the trip fee, matches the right tech to the symptom, and books the job — writing the work order into your FSM so the truck rolls with the full story.

Safety screen, never diagnosis

Lumi screens the symptom, confirms the address, and gets the right tech moving. It never diagnoses the fault or quotes a firm repair price — that's the technician's call on site, with the gauges on.

Estimate & membership follow-up

The changeout quote nobody had time to chase, the tune-up membership about to lapse — followed up, financing explained, and the consult or renewal booked before the season turns.

Answered in 70+ languages

Every homeowner in their own language, around the clock — with the job summarized in English in your FSM for the dispatcher.

On top of the FSM you run

ServiceTitan, Housecall Pro, FieldEdge, Jobber, Service Fusion, Workiz — Lumi reads and writes where your dispatch already works. No rip-and-replace, never platform-locked.

Why the no-cool call can’t wait

An HVAC emergency runs on a thermometer. Screen for safety first, dispatch the right tech second.

The homeowner is in a 96° house or a freezing one and doesn’t know if it’s a comfort problem or a dangerous one. Here’s the safety screen Lumi runs before it ever books — safety first, dispatch second.

  1. 0:10
    Screen for safety first

    The caller reports no cool in a heat wave, no heat in a freeze, or something worse — a gas smell, a CO alarm. Before any booking, the priority is whether this is a comfort call or a life-safety call.

    answers instantly and, if there's a gas smell or CO alarm, gives evacuation guidance and the utility's emergency line before anything else — it never treats a life-safety call as a booking.

  2. 0:40
    Read the symptom

    Is anyone vulnerable — an infant, an elderly parent, someone with a health condition — in a house that's 96° or below freezing? A routine no-cool is one call; a vulnerable household in extreme heat is a very different priority.

    runs the comfort screen, flags a vulnerable household as priority, and routes a life-safety symptom to your on-call tech immediately, not into a booking queue.

  3. 1:30
    Match and dispatch the right tech

    Once it's screened, the homeowner needs the right technician on the way — not a maintenance tech sent to a compressor failure — with a time and a clear diagnostic fee, not a callback promise.

    confirms the address, states the diagnostic or trip fee, matches the right tech to the symptom, and dispatches — the work order already written into your FSM.

  4. Or 9 AM
    Your voicemail callback

    Miss the no-cool call and a callback the next morning races a homeowner who already had another company out overnight while the house baked.

    made sure that company was you.

Switched on from day one

The HVAC plays your desk needs — live from day one.

Every play is wired before your first call — inbound emergency dispatch around the clock and outbound recovery that fills the board when the forecast is boring. Turn any one on or off; add your own.

INNo-Cool / No-Heat Emergency DispatchComfort screen · Trip fee agreed · Right-tech match
INGas-Smell & CO Safety ProtocolEvacuation guidance · Utility line · On-call escalation
INSystem-Replacement Estimate IntakeHome details · Assessment booked · Financing noted
INTune-Up & Seasonal Maintenance BookingSeason slot · Address captured · Calendar synced
IN“Where's my tech?” ETA & StatusRoute read · ETA texted · Tech's phone protected
OUTEstimate & Changeout RecoveryQuote follow-up · Aging installs · Consult rebooked
OUTMaintenance-Membership RenewalLapse list · Renewal texted · Rate held
INAfter-Hours Overflow LineVoice · SMS · 70+ languages
Build a custom dispatch play →

Your shop, your math

What do missed no-cool calls cost your business?

Three sliders. No email gate. This is the replacement and emergency revenue slipping out of no-cool calls that hit voicemail during the heat-wave rush.

Leaking from your board right now

$64,272/month

$771,264 a year — before counting the replacement quotes that age out unanswered.

That leak is 15.3× the cost of a full-time CSR — and it happens precisely when your CSRs are already maxed.

Built for a trade where a wrong call can put a household in danger

Hard boundaries for comfort and safety calls.

A dispatch line needs walls, not improvisation. These four are wired in before the first call — so the desk never crosses into playing technician.

Triage, never diagnosis

Lumi screens the symptom and gets the right tech moving. It never diagnoses the fault, never promises a repair scope, and never quotes a firm price sight-unseen — the technician owns the diagnosis and the number on site, with the gauges on.

A gas smell or CO alarm is never a booking

Those calls get evacuation guidance and the utility's emergency line immediately, every time, plus a route to your on-call tech with the address and symptom captured. Nothing dangerous is ever managed by the AI alone.

Price framed as a diagnostic or trip fee

Lumi states your diagnostic or trip fee, explains credit-to-repair, and books the visit — it never invents a repair or replacement estimate. The homeowner knows what the visit costs; the tech sets the price after seeing the system.

On top of your FSM, never instead of it

Lumi reads and writes your existing field-service software — you keep the dispatch board you run; there's no rip-and-replace, and Lumi is never locked to a single platform.

Case file · residential HVAC contractor

One shop. One quarter. The heat-wave overflow stopped leaking.

~600 service calls/month · service, tune-ups & system changeouts · before: no-cool and after-hours calls hit voicemail, lost to faster HVAC companies

38%of no-cool calls answered live after hours

heat-wave and 2 AM no-heat calls — up from a next-morning callback

2.6xmore emergency HVAC jobs dispatched, same ad spend

speed-to-answer on the comfort call, not more marketing

−16 hrsof dispatch-desk phone time per week, per location

no more phone tag or clearing the heat-wave voicemail box

100%of jobs written to the FSM, same day

clean work orders with the symptom screened — no midnight data entry

“A no-cool call at 9 PM in July used to hit a voicemail box we cleared the next morning — and half those homeowners had already had another company out overnight. Now the comfort screen runs the second they call, my on-call tech gets the safety ones, and the work order’s in ServiceTitan before I’m out of bed.”
Operations Manager · residential HVAC contractor

Illustrative composite from typical first-quarter results — figures and quote are illustrative until our first public HVAC case study lands.

Questions, answered

What HVAC companies ask before switching on Lumi.

Does LumiTalk work with ServiceTitan?

Yes — along with Housecall Pro, FieldEdge, Jobber, and other field-service platforms HVAC shops run. Lumi checks capacity, creates jobs with the right priority and job type, attaches the intake notes your tech needs, and triggers customer notifications through the platform. Dispatchers keep full control of the board; Lumi feeds it accurately instead of leaving them to decode voicemails between radio calls.

How does it triage an emergency call?

Safety first, always: it asks about burning smells, smoke, electrical buzzing, gas odors, and water near equipment, then about vulnerable occupants — infants, elderly family, medical conditions sensitive to temperature. Those answers set the priority. It gives safe interim guidance, like shutting the system off at the thermostat, and tells callers plainly when a situation calls for emergency services rather than a technician. Then it dispatches per your rules.

Can it quote prices or discuss fees?

It discusses what you authorize it to discuss. Most shops have Lumi state the standard diagnostic fee before booking — which kills the arrival-time fee dispute — check the account for maintenance-plan discounts or credits, and apply them. Repair pricing stays with your techs on site, and Lumi won't waive fees; it can check for legitimate account benefits instead, which usually satisfies the caller asking.

What does it do during the slow season?

Shoulder season is when the outbound workflows earn their keep: booking fall furnace checks and spring AC tune-ups from your customer list, renewing maintenance memberships before they lapse, reviving estimates that stalled over summer, and requesting reviews after completed jobs. The same system that absorbs the July surge fills the October calendar — you're not paying for an answering service that idles half the year.

How is it priced for an HVAC company?

Low, flat, and predictable — one monthly rate no matter how many calls a heat wave throws at it. That's deliberate: seasonal businesses get punished worst by per-minute pricing. The rate depends on which workflows you run, from after-hours answering only to full triage, dispatch, estimate follow-up, and membership renewals. A demo scoped to your call volume gets you an exact number.

Will customers know they're talking to an AI?

Lumi introduces itself clearly — "This is Lumi, Summit's virtual assistant" — and homeowners hear a natural voice that picks up instantly at 6 AM or 11 PM. Most callers care that someone answered and a tech is actually coming; anything unusual, custom, or commercial routes to your dispatcher with the conversation attached.

Can it take calls in Spanish?

Yes — and 70+ other languages. Lumi detects what the caller speaks and continues naturally through triage, booking, and confirmations, which matters in service areas where a language barrier on the phone quietly hands jobs to the competitor down the road.

Can we be live before peak season hits?

Yes, if you don't wait until the first 100-degree week. Lumi connects to your field-service software, learns your service area, trip fees, dispatch rules, and membership plans, and runs supervised test calls before going live — most shops are up in a couple of weeks. Dispatcher training is minimal: jobs simply appear on the board with symptoms and access notes.

How does the handoff to my dispatcher work?

With the whole job attached: who called, the symptoms, the safety-screen results, what was quoted or booked, and any priority flags. Your dispatcher picks up the thread without making the customer repeat their story — or reads the complete job notes in the FSM when the handoff is asynchronous.

Does Lumi replace my dispatcher or CSRs?

No — it removes the parts of the job that bury your office in peak season. Your team keeps every conversation that needs a human: custom pricing, upset customers, commercial accounts, judgment calls. Lumi absorbs the ringing phone, the estimate chasing, and the after-hours line, so your dispatcher runs the board instead of the switchboard.

Guides & comparisons

Read before you switch it on.

Browse the resource center

Give her your emergency line.

Call the demo line like an August customer — hot house, short fuse. Watch it screen the call — and dispatch the right tech.

Open the demo and treat it the way your customers do — say the AC just died, ask if it’s safe, then ask what a replacement costs. Then bring your call volume and your FSM to a walkthrough.

(520) 464-4424
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