Fred for HVAC.
Answer every no-heat call, quote replacements, and book maintenance around the clock, an AI agent that captures the job, flags the emergency, and never walks a homeowner through work that needs a licensed tech.
Every call, captured and routed.
The furnace quits on the coldest night of the year and the homeowner calls whoever answers. Fred answers, recognizes the emergency, captures the address and the system, and gets your team moving, while routine tune-ups and replacement quotes get qualified and booked without tying up your office.
What Fred does
- Answers hours, service area, and the brands you service
- Flags no-heat and no-AC emergencies the moment they come in
- Books repairs, tune-ups, and maintenance-plan sign-ups
- Qualifies replacement quotes and high-value commercial jobs
When Fred hands off to you
- A gas leak, electrical hazard, or carbon-monoxide alarm
- Pricing changes, change orders, or scope adjustments
- A complaint, warranty claim, or property-damage dispute
- Anyone asking to speak with a technician
What Fred won’t do
- Walk a homeowner through gas, panel, or structural work
- Promise a lifetime or permanent fix
- Quote a final price sight-unseen
Pre-configured for HVAC: no-heat and no-AC emergencies, system replacements, repairs, maintenance plans, indoor air quality, smart thermostats, and commercial service.
Your techs are on the roof. Fred answers the phone.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Every HVAC deployment runs the Home Services & Construction pack. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.home-services
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| home-safety-escalate | ESCALATE | S4 | input | This sounds like it could be dangerous. If there’s an active gas leak, electrical hazard, or structural failure, leave the area and call 911 or your utility company. Let me also connect you with our team immediately. | contains: gas leak, smell gas, sparking wires +12 |
| home-no-hazardous-instructions | DENY | S4 | input | For safety, I can’t provide step-by-step instructions for work that requires licensed professionals. This work involves permits, inspections, and safety requirements. Let me connect you with a licensed contractor instead. | contains: rewire, gas line, electrical panel +14 |
| home-no-guarantees | DENY | S3 | output | We stand behind our work, but specific warranty terms and guarantees are provided in writing by our licensed team. Let me connect you for details. | contains: lifetime guarantee, guaranteed fix +10 |
| home-no-scope-changes | DENY | S3 | input | Scope changes, pricing adjustments, and change orders need to be handled directly with your project manager in writing. Let me connect you. | contains: change the scope, add this to the job +10 |
| home-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with our management team who can review the situation and make it right. | contains: work is defective, poor workmanship +12 |
| home-estimate-escalate | ESCALATE | S2 | input | Let me connect you with our team to get a free estimate scheduled. We’ll send someone out to assess the job and provide accurate pricing. | contains: get an estimate, schedule a quote +14 |
| home-disclaimer | DISCLAIMER | S2 | output | Licensed contractors perform all regulated work. Permit requirements and licensing vary by jurisdiction. Verify your contractor’s license at your state licensing board. | contains: permit, license, contractor +11 |
Hard limits
The boundaries Fred holds, no matter how a visitor asks.
- Never gives DIY instructions for electrical, gas, structural, or asbestos work
- Always says regulated work requires a licensed contractor
- Never guarantees a lifetime fix or warranty
Your custom rules
Layered on top of the pack, unique to your business. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that aren’t your business
- WARNbefore anyone is quoted a price over chat
- LOGwhen a visitor mentions a competitor by name
These industry rules stack on top of the always-on baseline, your region’s privacy and crisis rules, and macro overlays. See how the guardrail layers work
Know which job to call back first.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The commercial rooftop-unit replacement gets called before the thermostat question, so your team works the highest-value job first instead of guessing.
HVAC questions.
What happens on a no-heat emergency at 2am?
Fred recognizes no-heat and no-AC language instantly, captures the name, address, and phone, tags it as an emergency, and fires your immediate notification by SMS, Slack, or phone so someone responds fast, even when the office is closed.
Can Fred dispatch a technician?
Fred captures the emergency and every detail and hands the lead to your team or CRM in seconds with priority flags. Actual dispatch runs on the scheduling tools you already use, which we connect during setup.
Will Fred quote a price?
Fred explains how your pricing works and qualifies the job, but it won’t commit to a final number sight-unseen. It books the estimate or service call instead, so your tech prices the real conditions.
Does it handle commercial work?
Yes. Commercial HVAC is qualified separately, property type, unit count, and decision-maker, and flagged as a high-value lead so it reaches the right person quickly.
Answer every HVAC call. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.