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AI automation for commercial hvac contractors
AI automation for commercial hvac contractors

Win more tenders and keep every site contract on schedule.

Tender and RFQ intake, planned maintenance scheduling, compliance certification, and client reporting — built for commercial HVAC contractors.

−70%

Tender admin

100%

PPM visits on schedule

<24 hrs

RFQ acknowledgement

Typical results across commercial hvac contractors we've automated. Your numbers come from your audit.

✦Sound familiar?

What's quietly costing your contractor every week

Manual01

Tenders arrive as email attachments

Specs and drawings re-keyed by hand under deadline.

Missed02

Planned maintenance slips

PPM schedules tracked in spreadsheets across sites.

Late03

Compliance paperwork chased

F-Gas and certification evidence gathered at audit time.

Hours04

Clients ask for reports

Facilities managers want data the office compiles by hand.

✦The fix

One connected system that runs the repetitive work for you

Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for commercial hvac contractors, monitored by us, owned by you.

1

Structured tender intake

RFQs captured with drawings and specs, acknowledged instantly, routed to estimating.

2

PPM that schedules itself

Planned visits raised, assigned, and chased automatically per contract.

3

Compliance evidence collected as you go

Certificates and readings captured on the job, not at audit.

4

Client reporting on a schedule

Site performance and visit compliance sent without anyone compiling it.

✦Everything we automate

Everything we automate for a contractor like yours

Six connected systems, each built with the specifics for commercial hvac contractors.

01

Automated Websites & Funnels

A site that captures tenders properly

  • Capability and accreditation pages
  • Structured RFQ forms with file upload
  • Sector case-study pages
  • Client portal access
Automate this →
02

Lead Capture & Instant Follow-up

RFQs acknowledged and moving

  • Instant acknowledgement and clarifying questions
  • Routing to estimators with deadlines
  • Tender follow-up sequences
  • Pipeline by sector and value
Automate this →
03

AI Voice & Chat Agents

Site calls answered and triaged

  • Reactive callout capture
  • Priority and SLA triage
  • Booking into the engineer diary
  • Out-of-hours escalation
Automate this →
04

Workflow & Back-office Automation

PPM and compliance on autopilot

  • Planned visit scheduling per contract
  • Engineer assignment and chasing
  • F-Gas and certification capture
  • Invoice on completion
Automate this →
05

AI Customer Support Automation

Facilities teams that self-serve

  • Visit history and certificates
  • SLA and response-time answers
  • Reactive job logging
  • Escalation to the account manager
Automate this →
06

Data, Reporting & AI Assistants

Contract performance in one view

  • SLA compliance by site
  • PPM completion rate
  • Contract profitability
  • Reactive versus planned mix
Automate this →
✦Compare your options

Hire, outsource, or automate?

What actually changes for a contractor when enquiries, calls, and follow-up are automated.

Doing it manuallyAnswering service / agencyCODEVGROW automation
Speed of first replyHours, or next dayMessage taken, callback later✓Under 60 seconds, 24/7
After-hours & weekendsVoicemailMessage only✓Answers, books, escalates
Books the appointment / jobWhen staff are freeNo✓Yes — live availability
Reminders & no-show recoveryManual, inconsistentNo✓Automated, with waitlist fill
Follows up until bookedRarelyNo✓Multi-touch, stops on reply
Knows your services & pricingYesScript only✓Trained on your business
Logs everything to your systemSometimesEmail summary✓Every call, chat, and booking
ReportingSpreadsheetsCall counts✓Live dashboard + AI assistant
Monthly costSalary + turnoverPer-minute fees✓Fixed, lower than one hire
✦How it works

Live in weeks, not quarters

  1. 1

    Free audit

    45 minutes mapping how enquiries, calls, admin, and follow-up flow through your contractor today.

  2. 2

    Ranked plan & fixed price

    What to automate first, expected hours and revenue, and a fixed price — within 48 hours.

  3. 3

    Build & soft launch

    We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.

  4. 4

    Run & improve

    24/7 monitoring, weekly transcript reviews, and the next automation added each month.

Free discovery call

See exactly what we'd automate in your contractor — in 45 minutes

You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.

✦What owners say

Heard from commercial hvac contractors we work with

★★★★★
“Tender responses go out in a day, not a week.”
DirectorCommercial HVAC contractor
★★★★★
“Our PPM compliance went from patchy to provable.”
Contracts ManagerFacilities HVAC
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Operations LeadHVAC group
✦Questions

What commercial hvac contractors ask us first

Ask us on the audit →
Will customers know they're talking to an AI?

The assistant introduces itself as your contractor's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.

Is our data safe?

Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.

Does it work with the software we already use?

We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.

How long until it's live?

Most commercial hvac contractors are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.

What does it cost?

A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.

✦Free audit · Commercial HVAC Contractors

Book your free automation audit

45 minutes. No commitment. You leave with a ranked list of what to automate first.

Reply within one business day. NDA on request.

Free automation audit for commercial hvac contractors

Book free audit →