Heating & Cooling
AI operations built for HVAC companies.
Seasonal demand swings, emergency calls at all hours, and maintenance programs that fall apart without follow-up. Momentiv builds the systems that keep your HVAC business running tight when the weather forces everyone else to scramble.
Book a Strategy Call →Who We Work With
Owner-led HVAC companies running residential and light commercial service, maintenance, and equipment replacement.
Momentiv works with owner-led HVAC companies running residential and light commercial service, maintenance, and equipment replacement. The typical business we serve has 10 to 40 employees, handles seasonal demand swings, and relies on a mix of service calls, maintenance agreements, and equipment sales for revenue. If your team is answering calls between jobs, following up from memory, and running seasonal outreach manually, the systems on this page are built for you.
What We See
Where do HVAC companies lose the most revenue?
These are not hypothetical. They show up in nearly every HVAC operation we diagnose.
Emergency calls after hours go to voicemail and never come back.
A homeowner with a broken AC in July is not leaving a message and waiting. They are calling the next company on Google. Every missed after-hours call is a $300 to $1,200 job that walked.
Seasonal maintenance reminders are manual, inconsistent, or nonexistent.
Your past customer list is your most valuable asset. If nobody is reaching out before the first cold snap or the first heat wave, those tune-ups are going to your competitors.
Estimates go out and nobody follows up.
Equipment replacement proposals sit in inboxes. The customer is comparing options, and the company that follows up first with relevant context wins. Most HVAC companies never send a second touch.
Reviews are stale while competitors stack five-star ratings weekly.
You complete 20 jobs a week and get maybe one review. Without a systematic post-job request, your Google profile looks like a company that stopped growing.
What We Build
What systems does a HVAC company actually need?
Every system is installable, measurable, and built to run without the owner managing it day to day.
Lead Response Engine
Instant text-back on missed calls. Automated qualification by service type and urgency. Every lead gets a response in seconds, 24/7.
Follow-Up Engine
Multi-stage follow-up on every inquiry that does not book. Personalized by service type. Runs until the lead books or opts out.
Review & Reputation Engine
Automated review requests after every completed job. Smart timing. Negative sentiment intercepted before it goes public.
Seasonal Campaigns Engine
Pre-season outreach to your full customer list. AC tune-ups before summer. Heating checks before winter. Configured once, runs every year.
Estimate Follow-Up Engine
Three-stage sequence for equipment proposals that went quiet. Addresses sticker shock, competitor comparison, and procrastination.
Phone Coverage Engine
AI receptionist for after-hours and overflow. Qualifies callers, captures emergency requests, pushes leads into next-day scheduling.
Weather Engine
Monitors your service area forecast. Triggers outreach before the first freeze or heat wave hits. Demand arrives because you created it.
The Math
How much do these gaps cost HVAC companies?
of home services calls go unanswered
That is more than one in four potential customers calling your competitor instead. Each missed call costs an average of $1,200 in lost revenue.
Source: Invoca, 2025
conversion lift from a sub-60-second response
Leads contacted within the first minute convert at nearly 4x the rate. After five minutes, the window starts closing fast.
Source: Velocify
of consumers require 4+ stars to use a business
Review velocity and rating are not vanity metrics. They directly determine whether a homeowner clicks your listing or your competitor's.
Source: BrightLocal, 2025
How It Works
How does Momentiv work with HVAC companies?
Diagnose
We run The Friction Map across your entire operation. Lead response time, follow-up process, review velocity, booking flow, marketing attribution. Every gap quantified.
Design
We map findings to specific engines and build a 90-day implementation plan scoped to your business, your tools, and your team.
Deploy
We install and configure every system. Integrations, automations, messaging, reporting. Tested, documented, and live.
Drive
We stay in the engagement as your operating partner. Monitor performance, refine sequences, expand what is working, and surface what to tackle next. The retainer is where results compound.
Common Questions
What do HVAC owners need to know about AI operations?
When a call is missed or a web form comes in, the system sends an instant text-back within seconds. It qualifies the lead by asking about the service needed, urgency, and location. High-priority requests like no-heat or no-AC situations get flagged for immediate attention. The lead is routed into your pipeline with full context so your team can follow up with the right information, not a cold callback.
During onboarding, we configure your seasonal calendar: AC maintenance before summer, heating tune-ups before winter, and any other service-specific windows. Before each season, the system automatically reaches out to your past customer list with targeted messaging and a direct path to book. You set it once. It runs every year.
Yes. The Phone Coverage Engine uses an AI receptionist to answer calls outside business hours. It qualifies the situation, captures the customer's details, and routes true emergencies to your on-call process. Non-urgent requests get pushed into next-day scheduling with a confirmation text to the customer.
After every completed job, the system sends a personalized review request via SMS or email. The timing is configurable per job type. If a customer expresses dissatisfaction, the system routes them into a private resolution flow before they post publicly. The result is higher review volume, a stronger average rating, and better local search visibility.
No. Momentiv integrates with the tools you already use: ServiceTitan, Housecall Pro, Jobber, and others. If you do not have a CRM, we build a clean fallback system. The goal is to make your existing stack work harder, not to add another tool you need to learn.
A marketing agency generates leads. Momentiv makes sure those leads get answered, followed up with, booked, reviewed, and turned into repeat customers. We work across the full operational lifecycle of a customer interaction, not just the top of the funnel. The systems we build keep running whether you are on a job site or on vacation.
Ready to find the friction in your HVAC business?
Start with The Friction Map. We will map every gap, quantify what it is costing, and show you exactly which systems close it.