After-hours calls
Capture the issue, separate emergencies from next-day work, and route the right requests without waking up the whole team.
HVAC automation
The calls, quotes, and dispatch work your HVAC team should not have to chase by hand.
HVAC companies lose money in the gaps: missed after-hours calls, slow estimate follow-up, messy dispatch notes, and customer updates that depend on memory. Benri builds the operating layer that keeps the front office moving.
Where Benri usually starts
Fewer missed revenue opportunities
Cleaner dispatch records before the day starts
Less manual follow-up for the office
Better visibility into open calls, quotes, and jobs
Dispatch and scheduling
Turn calls, forms, and texts into clean job records with customer details, urgency, location, and next action already organized.
Estimate follow-up
Keep open quotes from going cold with reminders, draft replies, and CRM updates that do not depend on someone remembering.
Technician handoffs
Send the right context to the field, collect updates after the visit, and keep the office from reconstructing what happened later.
Industry signals
The HVAC page is built around what contractors are already seeing.
64%
of residential service contractors still rely on phone calls as the dominant communication channel, which is why HVAC call capture matters.
ServiceTitan 2025 Residential Services Report
11-15%
of income can come from following up on unsold estimates for many larger contractors, according to ServiceTitan's 2025 report.
ServiceTitan 2025 Residential Services Report
+5.2%
median revenue grew in Jobber's Q2 2025 home service reporting, even while new work dipped, making each captured job more valuable.
Jobber Q2 2025 Home Service Report
The first build
Start with the workflow that keeps interrupting the day.
The best HVAC automation is usually not a giant platform rebuild. It is one painful loop made reliable: the call that needs triage, the quote that needs follow-up, the dispatch note that needs to become a clean job record.
Emergency vs non-emergency call triage
Tune-up, replacement, and repair request intake
Appointment reminders and rescheduling
Estimate drafts and quote follow-up
Review requests after completed jobs
ServiceTitan, Housecall Pro, Jobber, QuickBooks, and CRM handoffs
How Benri builds
We fit into the way your HVAC business already runs.
If your team already uses ServiceTitan, Housecall Pro, Jobber, QuickBooks, Calendly, Twilio, Gmail, or a spreadsheet that has quietly become mission critical, Benri builds around that reality.
AI is useful where language and judgment slow the process down: summarizing calls, classifying urgency, drafting follow-up, and reading messy notes. Plain automation handles the rest: routing, reminders, status updates, and clean handoffs.
Adjacent proof
How we build, shown in adjacent verticals.
We haven’t shipped HVAC yet. These are the closest patterns we’ve built — same operator pain, same workflow shape. SilverDispatch is especially close: after-hours requests, dispatch routing, SMS escalation, and owner visibility. ClaimVex shows the same careful build pattern in a regulated, validation-heavy workflow.
View proof hub
SilverDispatch
POCAfter-hours dispatch and service ticketing for an operator that needed every request turned into a tracked, escalating job.
Request intake and issue classification
Technician routing and SMS escalation
Dashboard for open, accepted, escalated, and resolved work
PythonFastAPITwilioSupabase
ClaimVex
LiveMedical coding validation for orthopedic workflows where accuracy, traceability, and review timing matter.
CPT combination and modifier validation
Rules-based review with AI assistance
Built around day-of-service staff workflows
ReactTypeScriptSupabaseVercel
AR Desk
POCA custom receivables workspace that turns accounting exports into a prioritized customer chase queue.
Customer-level aging and priority queue
Copy-ready follow-up emails in the operator's tone
Cleanup flags for stale balances that need review
Next.jsReactTypeScriptVercel
Slot Warehouse
POCAP, receiving, and inventory in one screen for a slot machine warehouse operator. Action queue surfaces today's work; vendor invoices match against history with named exceptions.
Inventory command center: summary tiles + clickable action queue + saved views
Vendor invoices match 2-way or 3-way; price-drift, qty-variance, items-not-on-PO surface as named exceptions
Approve simulates a QuickBooks Online bill; auto-receive bumps stock in lockstep
Next.jsReactTypeScriptVercel
Incoming · 8:47 PM
+1 (305) 555-0142
VoiceFront
Concept demoAI front-desk for after-hours calls. Transcribes, structures, SMS-confirms, and routes into calendar + Slack. Four industry scenarios with an emergency-escalation path.
Pulls caller name, intent, urgency, and callback window in real time
Auto-fires SMS confirmation, calendar block, and Slack ping after the call
Emergency keywords skip the queue and page the on-call person directly
Next.jsReactTypeScriptVercel
LeadLane
Concept demoAI router for inbound leads. Scores, routes, drafts replies, and schedules follow-ups across real estate, insurance, and staffing scenarios.
Scores every lead with reasoned positive + negative factors, not a black box
Routes by specialty, capacity, and referral history — not just round-robin
Drafts a tailored first-touch reply and schedules the follow-up cadence
Next.jsReactTypeScriptVercel
JobLine
Concept demoCustomer-visible job tracker for service businesses. Operator dashboard on one side, customer phone view on the other, across four trades.
Schedules + dispatches from a single calendar view
Progress photos and chat threaded into one customer-facing link
Status timeline auto-fills as the tech advances through milestones
Next.jsReactTypeScriptVercel
OnboardLoop
Concept demoNew-client onboarding pipeline for professional service firms. Step-by-step checklists with live status across law firm, accounting, and wealth-manager scenarios.
Per-client checklist with status, owner, and blocker reasons
Auto-fires reminders, escalates blockers, drafts engagement letters
Compliance gates (conflict checks, KYC, FATCA) surface as their own status
Next.jsReactTypeScriptVercel
Drafted replies
ReviewLoop
Concept demoUnified review inbox across Google, Yelp, Facebook, and Tripadvisor with AI-drafted responses in multiple tones. Complaints auto-escalate to the owner.
Multi-source inbox with sentiment + topic extraction
Multiple drafted responses per review with tone selector
Auto-escalates billing disputes, allegations, and 1-stars to owner
Next.jsReactTypeScriptVercel
QuotePilot
Concept demoAI-drafted quotes for service businesses. SMS or voicemail in, structured line-item quote out, drafted from your pricing rules.
Reads SMS / voicemail / form / email and structures the ask
Drafts line items from your pricing sheet with auto-applied bundle discounts
Surfaces flags for owner judgment (permit timing, unusual scope, conflicts)
Next.jsReactTypeScriptVercel
BillBox
Concept demoVendor invoice in, extracted fields and GL coding out. Flags duplicates, over-thresholds, missing W-9s. Owner approval routes 10%; 90% sync straight through.
Extracts vendor, dates, line items, totals with confidence per field
Suggests GL codes from your chart of accounts; reassignable from the full library
Flags 10% of bills that need human judgment, routes 90% straight through
Next.jsReactTypeScriptVercel
RouteSpark
Concept demoToday's stops + tech roster, optimized respecting time windows, skills, and capacity. SMS routes to the field in one click.
Schematic map with stops, techs, and animated route lines
Constraint toggles (time windows, skills, capacity, lunch) really recompute the route
Click-to-reassign overrides + SMS-the-day-to-techs handoff
Next.jsReactTypeScriptVercel
Keep going
Other industries Benri builds for
Industry
AI automation for home service operators.
Missed calls, estimate delays, dispatch updates, appointment reminders, review requests, and CRM cleanup for HVAC, plumbing, electrical, roofing, and repair teams.
Read moreIndustry
Less admin. More billable work.
Client intake, document collection, proposal follow-up, scheduling, and status updates for firms that need more billable work and less inbox drag.
Read moreIndustry
Healthcare admin automation, gated on PHI — not on the industry.
Appointment reminders, no-show reduction, vendor coordination, owner reporting, and de-identified workflows. We scope around PHI, not around healthcare.
Read moreBring the HVAC workflow that keeps slipping.
Thirty minutes. No platform pitch. We will tell you what is worth automating, what should stay human, and what the first build should look like.
Free. 30 minutes. No payment until we agree on scope.