LOCKS AI for HVAC

Never let a no-cooling call disappear after hours.

LOCKS AI helps HVAC companies capture service inquiries when dispatch is busy, the office is closed, or the team is already on the phone—then routes each caller to an approved booking, callback, or human escalation path.

Where revenue leaks

Keep qualified hvac demand from disappearing.

Start with the exact point where calls, estimates, callbacks, or follow-up are being lost today.

01

After-hours no-cooling calls go unanswered

LOCKS can be configured to capture the right context, apply the approved rule, and create an accountable next action.

02

Dispatch cannot answer every incoming inquiry

LOCKS can be configured to capture the right context, apply the approved rule, and create an accountable next action.

03

Unclosed estimates and missed calls are not followed up consistently

LOCKS can be configured to capture the right context, apply the approved rule, and create an accountable next action.

Common workflows

Built around real hvac conversations.

Booking, pricing, transfer, service-area statements, CRM actions, and follow-up are enabled only after the required systems and rules are connected and tested.

01

No cooling / no heat

Capture the location, broad symptom, customer contact information, and urgency without pretending to diagnose the equipment.

02

Maintenance request

Collect customer details and use approved calendar availability when connected; otherwise create a callback request.

03

Replacement / estimate inquiry

Capture the project need and route it to the approved sales or comfort-advisor process without inventing pricing.

04

Urgent or safety concern

Stop ordinary qualification and use the customer-approved escalation path instead of giving repair or safety instructions.

05

Existing customer follow-up

Identify the account context when integrations permit and route complaints, warranty questions, or billing issues to a person.

06

Missed-lead recovery

Follow approved recovery rules for eligible missed or unclosed leads so opportunities do not quietly disappear.

What we measure

Prove the workflow with operating data.

  1. Incoming inquiries captured
  2. Qualified service opportunities
  3. Confirmed bookings vs callback requests
  4. Average response time
  5. Human escalations completed
  6. Unresolved leads needing owner attention
Start simple

Front Office — $500/month

Use LOCKS to answer, qualify, route, create structured records, notify the team, and recover missed opportunities. Add Revenue Operations at $1,000/month when connected system actions and broader follow-up are needed.

Show us one hvac workflow.

We will map what LOCKS can handle, what needs a connection, and where the team should stay in control.

Book a 20-minute demo →