Texas-first automation for HVAC contractors
ClearAutomations manages missed-call recovery, lead response, estimate follow-up, booking, and CRM/FSM workflows for HVAC companies. We check the systems you already have before adding custom infrastructure.
1 page
public-data Snapshot
1 day
typical delivery
$0
starting price
The leak is response time
No-cool calls arrive after hours, on weekends, and during heat waves when every competitor is one tap away. The size of that gap varies by shop, so the Blueprint uses actual call records before assigning a dollar value.
Estimate requests can be quoted once, then disappear into inboxes, sticky notes, or a dispatcher memory stack. The value of that follow-up gap should be measured from the shop's own estimates and booked work.
Maintenance plans, review requests, and aging equipment opportunities are valuable, but rarely get consistent follow-up.
The first build focuses on lead response, booking, and owner visibility. It does not replace your dispatcher, field-service platform, or technician judgment.
One offer ladder
Start here
Public information only
See observable call and booking gaps before sharing internal data
Setup
Free
Monthly
-
Timeline
1 business day
Focused only on observable front-desk revenue leakage, with no invented revenue-loss claim.
Validate with real data
45-minute discovery and actual-data analysis
Know what is leaking, what can be recovered, and what to build
Setup
$1,000
Monthly
-
Timeline
5 business days
The full $1,000 credits toward implementation within 60 days.
Principal engagement
Priced from volume, locations, integrations, and workflows
A managed workflow tied to the verified HVAC baseline
Setup
$5,000-$10,000
Monthly
$1,500-$3,000
Timeline
Scoped in Blueprint
No production message or call path launches without approved consent, disclosure, escalation, and stop rules.
Expansion after proof
Not a front-door offer
Add a measured second workflow for a qualified operation
Setup
Scoped
Monthly
Typically $5,000
Timeline
After visible ROI
Expansion is proposed only when the original system has demonstrated value and the next workflow has a defensible business case.
Every engagement follows the same ladder. Implementation scope and price come from call volume, locations, integrations, and workflows rather than a feature menu.
TCPA-aware outreach
Production SMS and callback flows need opt-in, unsubscribe language, quiet hours, and frequency caps. We only text people who contacted your business directly (no purchased or shared lists), and opt-outs are honored whether someone replies STOP or just asks to stop.
No diagnosis promises
AI scripts collect context and route leads; technicians and dispatchers remain responsible for diagnosis and commitments.
Customer privacy boundary
Do not collect gate codes, payment cards, private notes, or sensitive emergency details through public demo forms.
Dispatch-platform friendly
Designed to sit beside the client's current dispatch, booking, and lead-tracking systems, using native capabilities first.
Add to the build
Component - scoped in Blueprint
Document exactly when automation should route to dispatcher, owner, technician, or normal office follow-up.
Component - scoped in Blueprint
Turn completed jobs into a simple, compliant review request system with owner visibility.
Component - scoped in Blueprint
Import old customers or maintenance members and build a seasonal reactivation workflow.
Measurement plan
| Metric | Today | Verified after launch |
|---|---|---|
| After-hours emergency calls | Voicemail, owner cell, or next-day callback | Response time, owner assignment, handoff, and outcome recorded |
| Missed estimate requests | One manual reply, then no structured follow-up | Follow-up sequence with lost-reason tagging |
| Maintenance renewals | Seasonal reminders when someone remembers | Segmented renewal and tune-up campaign |
| Owner visibility | CRM checks and call log guesswork | Weekly digest of leads, booked jobs, and leaks |
No performance or revenue claim is made before the shop's real calls, estimates, bookings, and job data establishes a baseline.
Your website, CRM, phone numbers, workflows, scripts, and handoff docs stay in your accounts.
True emergencies (no-cool in a heat wave, no-heat in a freeze, medically heat-sensitive households) route to a human immediately. The AI never holds them in a queue.
The demo is designed around summer spikes, after-hours calls, storm-driven demand, and replacement quotes.
Common questions
No. The system captures and prioritizes leads, then routes them to your approved dispatcher, owner, or CRM process.
Yes, as an intake and routing layer. It should collect context, score urgency, and trigger the right callback path without promising diagnosis or availability.
The Blueprint reviews the system's native capabilities, account access, and available integrations before recommending any additional connection or workflow.
Yes, after opt-in, unsubscribe language, sender setup, and frequency caps are configured. The demo keeps those rules visible instead of burying them.
Business name, website, email, an optional phone number, and one front-desk challenge. The Snapshot itself uses public information and does not require customer data.
Start with the missed-call lane
We will use public information to review your published hours, call and booking paths, observable gaps, and the real operating data needed to validate the opportunity.
Do not include payment details, private customer notes, gate codes, access instructions, or emergency details that should remain inside your dispatch system.