For HVAC Companies

HVAC CRM and marketing automation that books more service calls

Win the call when someone's AC dies in July. Missed call text back, AI booking, estimate follow-up, maintenance plans and review requests for heating and cooling companies.

The short answer

How HVAC companies automate with Oceanic Funnels

HVAC companies use Oceanic Funnels OS to answer every service call, even when techs are on a job. Missed calls get an instant text back, an AI agent collects the system type, address and urgency and books the visit, estimates for replacements get automatic follow-up, and seasonal tune-up reminders fill the schedule in spring and autumn.

  • Leads fromFunnels, ads, social DMs, calls and your website
  • RepliesWithin seconds, by SMS, email, WhatsApp and AI agent
  • BookingCalendars with automatic reminders
  • Starts at$67/month, unlimited contacts and users
Where customers slip away

Three leaks in most HVAC companies

  • Leak 1Emergency calls missedA homeowner with no heat calls three companies and books whoever answers first.
  • Leak 2Replacement quotes that stallA big system quote goes out and nobody follows up while the homeowner shops around.
  • Leak 3Empty shoulder seasonsSpring and autumn go quiet because nobody reminded past customers about a tune-up.
Your net, step by step

How the system runs without you

  1. 0 sec1Homeowner calls or requests service

    From Google, your website, an ad or a past-customer text.

  2. 10 sec2Missed call text back

    If the line's busy, they get a text right away: 'Sorry we missed you, what's going on with your system?'

  3. Minutes3AI agent books the visit

    Collects the issue, system age and address, then books a slot and confirms by SMS.

  4. After the diagnosis4Estimate follow-up

    Replacement and repair estimates go out by text with reminders until the homeowner decides.

  5. Job complete5Invoice and review

    Text-to-pay invoice on the spot, then a Google review request the same day.

  6. Every season6Tune-ups and maintenance plans

    Spring AC and autumn furnace reminders, plus monthly maintenance plan billing.

Automations we set up

Built for HVAC companies

  • Missed call text backEvery missed call gets a text in seconds, so emergency jobs stay with you.
  • Voice AI receptionistAnswers after-hours calls, takes the details and books the appointment.
  • Estimate follow-upAutomatic reminders on open replacement quotes until they're accepted.
  • Maintenance plansSell monthly or yearly service plans with recurring billing.
  • Seasonal campaignsTune-up offers sent to every past customer before peak season.
  • Review requestsAsk for a Google review when the tech marks the job complete.

Funnels you can launch

  • Emergency repair page
  • AC or furnace tune-up offer
  • System replacement quote funnel
  • Maintenance plan sign-up

Never lose a lead again

Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.

FAQ

Questions from HVAC companies

How do HVAC companies automate their sales with Oceanic Funnels?

HVAC companies use Oceanic Funnels OS to answer every service call, even when techs are on a job. Missed calls get an instant text back, an AI agent collects the system type, address and urgency and books the visit, estimates for replacements get automatic follow-up, and seasonal tune-up reminders fill the schedule in spring and autumn.

Can it answer calls after hours?

Yes. Missed call text back replies by text instantly, and the voice AI agent can answer calls, collect the details and book an appointment. AI usage is pay-as-you-go.

Can we sell maintenance plans?

Yes. Set up monthly or yearly maintenance plans with recurring billing, and remind members when their next visit is due.

Do you set it up for me?

On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.

How much does it cost?

Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.