Halo Automation

AI automation for HVAC contractors

Every missed call after 5pm is a job your competitor just booked.

Most HVAC owners we talk to are losing $5,000–$10,000 a month without realizing it — missed calls, no-shows, estimates that go quiet. We set up the tools that fix all three, then run them for you every month.

Extra revenue recovered
+22%
Fewer no-shows
-40%
After-hours calls answered
100%
Typical setup time
2–6 wks

Where the money goes

Five problems. Every owner has them. None of them need a developer.

Missed calls after hours, jobs that don't show, estimates you wrote and never heard back from, reviews you keep meaning to ask for, a dispatcher who spends half their day on the phone rearranging the schedule. These aren't business problems — they're just tasks that haven't been automated yet.

We handle the setup and keep everything running. You stay on the truck.

  • Missed calls after hours

    An AI answering service picks up when your team can't, books the job, and sends you a transcript. The customer never hits voicemail.

  • No-shows

    Text and email reminders go out the day before and an hour before every appointment. No-show rates drop 30–50%.

  • Estimates that go quiet

    A five-message follow-up sequence runs automatically after you send a quote. We recover 15–25% of estimates that would have just gone cold.

  • Reviews you never ask for

    Right after a job closes, the customer gets a short text asking for a Google review. Most are happy to leave one — they just needed the nudge.

  • Scheduling headaches

    AI-assisted dispatch ranks jobs by drive time, margin, and tech skills. Your dispatcher makes fewer calls and routes more efficiently.

How it works

Six steps. You're involved for maybe four hours of it.

We built this process specifically for owners who don't have time for a technology project. Here's exactly what happens, from first call to ongoing management.

  1. 1

    30-minute discovery call

    We ask about your shop, your headaches, and your software. You tell us what's broken. We figure out if we're the right fit.

  2. 2

    Free AI Audit

    A two-hour look at your real numbers — calls coming in, how many get missed, your close rate on estimates, your no-show history. We pull a baseline so you can see the before and after.

  3. 3

    Custom proposal

    Three options laid out clearly with the expected revenue impact for each one. No pressure to take the biggest package. We'll tell you which one actually makes sense for your size.

  4. 4

    We build it

    Setup takes 2–6 weeks. We connect to your existing scheduling software, write and load the automations, and train your office staff. You stay out of it.

  5. 5

    We show you what changed

    Thirty days after launch, you get a report comparing your numbers to the baseline. Not traffic or impressions — calls answered, jobs booked, no-shows avoided.

  6. 6

    Ongoing management

    We keep everything running and report monthly. If something breaks or needs adjusting, that's on us — not you.

ROI calculator

Put your own numbers in and see what comes back.

Tell us how many techs you run, what your average job is worth, and roughly how many calls go to voicemail after hours. We'll show you a realistic picture of what's leaking and what a Halo setup would recover.

Try the calculator

Example — 6 techs, $480 avg ticket

After-hours call capture

65% of 30 missed calls booked

$9,360/mo

Estimate follow-up recovery

+9pp close rate on 50 estimates

$2,160/mo

No-show recapture

40% of lost appointments rebooked

$1,520/mo
Total monthly lift $13,040

vs. $1,297/mo retainer = 10x ROI

Our honest take

If we can't pay for ourselves in 90 days, we'll tell you upfront.

A typical 6-tech shop loses $7,000–$12,000 a month to missed calls, cold estimates, and no-shows. Our most popular plan is $1,297 a month. If your numbers don't make that math work comfortably, we'd rather tell you now than take your money.