The no-heat call at 9pm lands on a recording
The homeowner with no heat does not leave a voicemail — they dial the next contractor on Google. By morning the job is gone and nothing in your system says it ever existed.
For residential and commercial HVAC contractors
Every call booked.Every job accounted for.
AI agents that answer the line around the clock, time every job from dispatch to complete, check what left the truck against what got billed, and read every review — so no lead goes to voicemail and no hour walks off the invoice.
I. The pains
What’s slowing HVAC teams down today.
After-hours calls land on a recording, refrigerant and parts leave the truck without ever reaching the invoice, and the numbers that would prove it sit in three systems nobody has time to open.
Call handling
Nobody knows where the day actually went
The board says four calls. Nothing separates drive time from wrench time, or explains why a 90-minute service call kept a tech until three and pushed the last job to tomorrow.
Nobody checks what else the system is due for
The tech works the complaint on the work order. Nothing pulls the equipment age, model, and service history to show the system at fourteen years or the part that has already been replaced twice — so a repair never becomes a conversation.
Reviews pile up unread across every branch
Nobody reads every Google review at every branch, let alone replies to them. The same complaint repeats for months, the tech who earned the praise never hears it, and nobody can say which tech draws the callbacks.
Parts and refrigerant walk off the invoice
Refrigerant logged against refrigerant purchased, parts pulled from truck stock against parts billed, hours clocked against hours sold — every one of those is a real leak, and the report that would show it never gets pulled.
Maintenance plans lapse and nobody calls
The agreement quietly expires, the tune-up is never booked, and the customer becomes somebody else’s install. The neighbours of the system you replaced last week never hear from you at all.
II. How ClickSide helps
An AI agent for every pain — built around your stack.
AI Call Agent
Answers the line around the clock, hears “no heat” or “no cool” and treats it as an emergency instead of a message, books straight into ServiceTitan, Housecall Pro, Jobber, or FieldEdge, and reports call volume, topics, length, and booking conversion.
Dispatch & Job Intelligence
Times every job from dispatch to sign-off using truck GPS and the timestamps your techs already log — drive time separated from wrench time, first-time fix rate, jobs per tech per day — and alerts a dispatcher the moment a call runs past its window.
Equipment Recommendations
Pulls the model, install date, and full service history the moment the address is matched, and shows the tech what is due now and what is coming next — before they are back in the van.
Reporting & Audits
Refrigerant purchased against refrigerant logged, parts pulled from truck stock against parts billed, hours clocked against hours sold, callback rate and close rate by tech, membership renewals, overtime and bonus math, aged receivables, and which truck stock is sitting dead — built to your company, not to a template.
Review Intelligence
Reads every review across every branch, drafts the reply for you to approve or posts it automatically, tags the tech named in each one, separates praise from problems, and can run a review contest between your crews.
Marketing & Win-Back
Finds the agreements about to lapse, the systems past twelve years, and the neighbours of every install you just finished, reaches them by SMS and postcard, ties each campaign back to the jobs it booked, asks for a review after every completion, and posts your Reels.
III. Example flows
What a day in production looks like.
Flow 01
One call. From ring to reconciled.
ClickSide connects your phone line, dispatch, equipment history, and field software so every job is measured and nothing worth billing gets missed.
One call. One truck roll. Dozens of signals. ClickSide reads what is happening across your service area in real time and turns it into revenue you can see.
- 7:58 AM01
Call answered and booked
AI call handling
The agent picks up on the first ring, hears “no cool”, treats it as an emergency, and writes the job straight into your field software.
Job JB-2291No cool · Emergency- Customer
- R. Alvarez
- Equipment
- Carrier 24ACC6 · 2011
- Window
- Today, 8–10 AM
- 8:10 AM02
Dispatched to the nearest van
Dispatch intelligence
The job routes to the closest tech carrying the right parts, and the clock starts on drive time.
Marco · Van 4En routeETA8:38 AMDistance9.2 mi - 8:22 AM03
Customer texted an ETA
Automated communications
The homeowner gets a real arrival window and a name, so the tech is not standing on an empty driveway.
Northline HVAC8:22 AMMarco is on his way and should reach you around 8:38 AM.Track your tech
Perfect, I am home all morning.8:24 AM
- 8:40 AM04
Tech on site
AI arrival detection
Arrival is stamped from the van rather than from memory, so drive time and time on site are both real numbers.
Job 2291On site·8:40:12 AM - 9:06 AM05
Fault captured on camera
Job documentation
The failed part is recorded on the work order before it is replaced — the evidence for the invoice and for any callback that follows.
Tech camRecording·00:38 - 9:18 AM06
What else the system is due for
Equipment recommendations
The service history and install date come up beside the repair, so the tech raises what is due while they are already standing at the unit.
Due on this system
- Compressor · 3rd faultReplace
- Capacitor driftDue now
- Agreement lapsedRenew
- 11:42 AM07
The job, reconciled
Reporting & audits
The closed job is checked end to end — parts pulled from truck stock against parts billed, refrigerant logged, hours clocked against hours sold, and margin on the ticket.
JB-2291 · ClosedCarrier 24ACC6 · 3h 02m- Parts
- 2 pulled · 2 billed
- Refrigerant
- 4 lb R-410A logged
- Labour
- 2.5 hrs sold · 3.0 clocked
- Ticket total
- $1,840.00
Today’s outcome
7:58 AMCall answered
22 minDrive time
2Services due found
$1,840Approved on site
11:42 AMJob closed
01Does it integrate with ServiceTitan or Housecall Pro?
Yes — bookings, customer and equipment records, job data, and call summaries sync with systems like ServiceTitan, Housecall Pro, Jobber, FieldEdge, and QuickBooks, so your dispatchers keep working where they always have.
02What happens with an emergency call?
The agent recognises urgency in plain language — no heat, no cool, water leaking, a burning smell — then books the next emergency slot instead of the next open one, and alerts your on-call tech by SMS rather than leaving it in a voicemail box until morning.
03Where do the equipment recommendations come from?
The moment the address is matched we pull the equipment model, install date, and every visit already in your field software, then show the tech what is due now and what is coming. It is that system’s own age and history, not a script — the tech still decides what to raise.
04What reports do I actually get?
Every report is built to your company — if you can define it, we can report it. What we run for other contractors: refrigerant purchased against refrigerant logged; parts pulled from truck stock against parts billed; hours clocked against hours sold; callback rate and close rate by tech; drive time against wrench time; membership agreements due to lapse; overtime and missed breaks; bonus math on whatever metrics you pay on; aged receivables; and which truck stock has not moved in a year.
05Do you reply to the reviews, or just read them?
Both. Every review at every branch is read and classified — praise or problem, which branch, which tech was named — and we draft the reply for you to approve, or post it for you if you would rather not touch it. The same tagging shows who earns the praise and who draws the callbacks.
06Can it catch refrigerant or parts that never made the invoice?
That is one of the checks. We compare what was pulled from truck stock and logged on the job against what was billed on the ticket, and flag any mismatch — along with any job that breaks your margin threshold — for a human to review.
07How do you know which marketing actually booked a job?
Every mailer, SMS, and offer is tied back to the jobs booked after it, so a campaign reports what it returned instead of what it cost. The targeting runs both ways — customers whose agreements lapsed, and the homes near your recent installs that have never called you.
08How long does setup take?
The moment the agreement is signed we book an onboarding call and take in everything we need — your price book, dispatch and on-call rules, field software credentials, the thresholds you want flagged, and the metrics your bonuses are paid on. Most contractors are live about 10 days from that kickoff.
Ready when you are
Run a tighter board.Without adding a dispatcher.
Connect your calls, dispatch, equipment history, reviews, and field software into one operation you can actually see.
See ClickSide in actionAI calls24/7 coverage
Dispatch intelligenceDrive vs wrench time
Custom reportingRefrigerant, parts, hours
Review intelligenceEvery branch, every tech
Automated follow-upsSMS, postcards, Reels