Industries · Home Services

Fred for HVAC.

Answer every no-heat call, quote replacements, and book maintenance around the clock. Configure guardrails for your business and reserve professional decisions for your team.

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

Example rules to review and configure for your deployment.

Every HVAC deployment runs the Home Services & Construction pack. The panel below illustrates industry rules, custom rules, and intended boundaries. Configured checks target recognized patterns; they can miss context or flag harmless content. Confirm the active rules and test them for your deployment. Example messages are illustrative and must be adapted to your services and escalation workflow.

Automated Guardrail Actions

Pack rules enforced in addition to baseline protections.industry.home-services

7 pack rules
Rule IDActionSeverityPhaseMessageTriggers
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. Please contact our team directly through the published support channel. 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

Intended boundaries for the configured rules. Detection and handoff are not guaranteed.

  • Do not give DIY instructions for electrical, gas, structural, or asbestos work
  • Configure reminders to use licensed professionals for regulated work
  • Do not guarantee a lifetime fix or warranty

Your custom rules

Layered on top of the pack, unique to your business. No developer required.

Unlimited

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
Add your own rule

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.

With an enabled integration, Fred can send lead scores and conversation summaries to your system. For example, your team can prioritize the commercial rooftop-unit replacement. Delivery depends on your configuration and the receiving system.

HVAC questions.

What happens on a no-heat emergency at 2am?

Fred uses configured patterns to identify potential no-heat and no-AC emergencies, can capture contact details, tag the lead, and send the notification you configured by SMS, Slack, or phone. Notification delivery and response times depend on your connected services and team availability.

Can Fred dispatch a technician?

Fred can collect inquiry details and send configured priority fields to an enabled integration. Your team and scheduling tools handle dispatch. Delivery and response times depend on the receiving system and staff availability.

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.

Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.