The AI playbook written for HVAC, not for tech people.
A trade-specific AI guide with prompts, workflows, and templates engineered for the exact moments that run an HVAC service business — after-hours dispatch, comfort assessments, maintenance-plan follow-ups, parts ordering, and every diagnostic in between.
- 7 turn-key workflows: after-hours dispatch, comfort assessment, emergency triage, maintenance-plan follow-up, system quotes, parts ordering, post-job review
- 30+ copy-paste prompts engineered for the exact moment an HVAC dispatcher or tech needs them — on the phone, in the truck, or at the kitchen table with a homeowner
- A 30/60/90 adoption plan so you put AI to work this week — not "someday"
- Four plans — Starter $49 one-time, Premium $199 one-time, Team $500 one-time covering 10 seats, or $199/quarter with every playbook included
Purchase terms
Review the Refunds and cancellation policy and Terms of Service before purchase. The playbook is educational workflow material; it does not promise a particular business result.
Inside the playbook
Every workflow, every prompt, in one PDF.
The PDF runs about 80 pages and is built to be opened on a laptop or tablet. Print one section per week if that’s how you work best.
- A 1-page positioning statement every HVAC dispatcher should be able to recite on a service call
- The 3-step after-hours dispatch workflow: triage phone → schedule on-call → pre-arrival SMS
- A comfort assessment template with prompts for system age, runtime patterns, and homeowner pain points
- A maintenance-plan follow-up cadence with prompts for every touch-point from install anniversary to renewal
- Parts ordering templates: model-number pulls, alternates, lead times, second-source flags
- Crew handoff scripts for on-call rotation, daily logs, and equipment checkout
- Objection-handling prompts for the top five HVAC techs actually hear — price, timeline, scope, payment terms, and "I need to think about it"
- A crew-team rollout checklist for 2–20 technicians, foremen, and dispatchers
- House rules and scripts from top-performing HVAC service companies
- A 30/60/90 adoption plan so AI goes from a cool tool to a daily habit across the dispatch desk and the service trucks
Real HVAC workflows
What you’ll use the prompts for.
Scenario
An after-hours service call
Run the after-hours dispatch prompt — triage the symptoms, schedule the on-call tech, send a pre-arrival SMS — before the homeowner hangs up.
Scenario
A diagnostic walk-through during a callback
Paste the diagnostic walk-through prompt — system age, runtime patterns, recent repairs — so the tech arrives prepared, not guessing.
Scenario
A maintenance-plan upgrade pitch
Run the maintenance-plan upgrade prompt — replacement-cycle framing, energy-cost math, tier comparison — and book the upgrade without sounding like a sales pitch.
What subscribers say
From the field.
“After-hours triage used to be two of us on the phone improvising. The dispatch prompt sends the on-call text, schedules the visit, and tells the homeowner what to expect.”
“Diagnostic walk-through is the prompt our newer techs needed. They arrive at callbacks already knowing the system age and runtime patterns. Less guessing on site.”
“Maintenance-plan upgrades finally sound like advice instead of a sales pitch. Three members this month converted without me having to ask a second time.”
Community
Join the conversation in our Reddit community.
Share workflows, ask questions, and see how other trades are using their playbooks.
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