Role guide
AI agents for HVAC, roofing & landscaping
When you're on a roof, in an attic, or on a mower, you can't answer the phone. Missed calls are lost jobs. An agent covers the gaps: text-back on every miss, SMS intake, quote drafts from photos, day-before reminders, and a review ask after the job. You still decide price, safety, and who gets on the schedule.
What to hand to an agent first
Missed-call text-back
Every missed call gets a text within a minute: apologise, ask what's wrong, collect address and urgency, offer two booking windows.
Job intake by SMS
Collect system/job type, photos, address, and preferred times. Drop a booking request on your calendar for you to confirm. Don't auto-dispatch paid work.
Quote ranges from photos
Draft a price range from the photos using your price list or past similar jobs. You approve before the customer sees a number.
Reminders and reviews
Confirm tomorrow's jobs so you're not driving to empty houses. After a finished job, send a short thank-you with your review link.
Ready-made use cases
- 01Missed-call text-back that books the job
Every missed call gets an instant text that qualifies the lead and offers a booking link.
~6h/week · estimate - 02Book plumbing jobs by SMS with no office staff
An agent answers inbound texts, quotes standard jobs, checks your calendar and books the slot. Built for owners with no office staff to answer texts.
~12h/week · estimate - 03Quotes from customer photos
Customers text photos; the agent drafts a quote range from your price list for you to confirm.
~4h/week · estimate - 04Appointment reminders that cut no-shows
The agent confirms appointments the day before and handles reschedules.
~3h/week · estimate - 05Get more 5-star reviews automatically
After each completed job the agent sends a friendly review request and flags unhappy customers to you first.
~2h/week · estimate
Example: Grok Bot setup
Grok Bot routine: Missed-call text-back that books the job Schedule: Always on (missed calls) When I miss a call, text the caller within 1 minute: apologize, ask what they need, and offer two booking times from my calendar. Log the lead and notify me with a summary. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- No-heat / no-cooling for vulnerable people, active leaks into living spaces, and gas smells must reach a human immediately.
- Final prices, insurance advice, and structural judgments stay with you.
- Keep the agent quoting ranges only from your own price sheet.
FAQ
What should an AI agent do first for HVAC, roofing & landscaping?
Missed-call text-back: Every missed call gets a text within a minute: apologise, ask what's wrong, collect address and urgency, offer two booking windows. Job intake by SMS: Collect system/job type, photos, address, and preferred times. Drop a booking request on your calendar for you to confirm. Don't auto-dispatch paid work. Quote ranges from photos: Draft a price range from the photos using your price list or past similar jobs. You approve before the customer sees a number.
What should stay human?
No-heat / no-cooling for vulnerable people, active leaks into living spaces, and gas smells must reach a human immediately. Final prices, insurance advice, and structural judgments stay with you. Keep the agent quoting ranges only from your own price sheet.
Is there a ready-made template?
Yes. Start with "Missed-call text-back that books the job": copy-ready Grok Bot, ChatGPT, Claude and n8n templates are at https://whatshouldmybotdo.com/use-cases/missed-call-text-back#templates.