THE BACK OFFICE TEAM FOR YOUR HVAC COMPANY
You run the calls.
Your crew runs the office.
Meet eight AI agents who answer your phones, dispatch your trucks, send your invoices, market your business, order your parts, run your installs, handle your hiring and ride along with your techs, all managed by a real person assigned to your company.
Managed by Jonathan, your real-life Ops Manager
Meet the crew
The office team you’d hire, if you could find them
Each agent is built for one job and has the personality of the person you’d want doing it. Tap one to meet them.
Receptionist agent
Sunny
The friendliest voice in Texas, even at 2am.
Sunny is the person you wish answered every call: warm, patient and never rushed. She calms down a customer sweating through a no-cool, figures out what’s wrong and gets them on the board before they can call the next company on Google.
On the job
- Answers every call, day or night
- Spots emergencies and puts them first
- Books jobs straight onto your calendar
- Texts confirmations and reminders
Dispatcher agent
Dash
Air-traffic control for your trucks.
Dash thinks in routes and minutes. Quick, decisive and a little competitive about drive times, he keeps every truck moving and every customer in the loop, and reshuffles the day the second a job runs long.
On the job
- Builds each day’s routes
- Sends customers arrival windows
- Reshuffles when a job runs long
- Keeps techs updated in real time
Bookkeeper agent
Penny
Never met a receipt she couldn’t match.
Penny is precise, calm and quietly delighted when the accounts balance. She sends invoices the day a job closes, chases late payments politely but persistently, and hands you numbers you can actually understand.
On the job
- Sends invoices the day a job closes
- Follows up on late payments
- Reconciles your accounts
- Monthly profit report in plain English
Marketer agent
Buzz
Your biggest fan, with an ad budget.
Buzz is pure energy and ideas, and a little obsessed with five-star reviews. Buzz keeps your Google profile fresh, runs your ads, asks happy customers for reviews and tracks every lead to a booked job.
On the job
- Runs your Google Business Profile
- Manages ads and seasonal promos
- Requests reviews after every job
- Keeps your website up to date
Parts Manager agent
Bolt
Has the part before you know you need it.
Bolt is organized, thrifty and a little obsessive about inventory. Bolt orders parts for each job from your supply house, knows what’s on every truck and never lets a warranty claim slip through the cracks.
On the job
- Orders parts for each scheduled job
- Tracks stock on every truck
- Files warranty claims
- Compares supplier prices
Install Manager agent
Max
Runs every changeout like a project.
Max lives for a good checklist. From signed proposal to final inspection, Max lines up the equipment, permits, crew and paperwork so every install goes in on schedule and the customer knows exactly what’s happening.
On the job
- Schedules installs and crews
- Handles permits and inspections
- Orders equipment and tracks delivery
- Collects job photos and sign-offs
HR Manager agent
Harper
Finds good people, and helps you keep them.
Harper is warm, organized and great at reading people. She writes and posts your job openings, screens applicants, lines up interviews and walks new hires through onboarding. For the team you already have, she keeps track of paperwork, time off, certifications and reviews so nothing slips.
On the job
- Writes and posts job openings
- Screens applicants and schedules interviews
- Handles offers and new-hire onboarding
- Tracks time off, certifications and reviews
Field Tech Assistant agent
Lens
Your best tech, riding along on every job.
Lens lives in the Meta display glasses we give every company. Sharp-eyed and endlessly patient, Lens sees what your tech sees, pulls up the equipment’s history, walks them through diagnostics hands-free and brings in your Service Manager on live video when a job needs a second opinion.
On the job
- Streams live video to your Service Manager
- Walks techs through diagnostics step by step
- Reads data plates for model, warranty and history
- Turns voice updates into schedule, parts and invoices
Built just for your business
Your Agent
Built for the job only your business has.
Every shop has work that doesn’t fit a template: commercial bids, maintenance memberships, warranty paperwork, a niche service line. Your Ops Manager learns how you do it, and we build an agent for that job, name and personality included, trained on your prices, processes and customers.
On the job
- Example: sells and renews maintenance memberships
- Example: builds commercial and new-construction bids
- Example: files warranty claims and utility rebates
- Or anything else your office still does by hand
Lens glasses · included with every company
Every tech gets a second set of eyes
We give every ServiceLens company a set of Meta display glasses for its techs. Inside them lives Lens, our field agent, with your Service Manager one tap away. Your newest tech never works a tough call alone.
Lens
Field Tech Assistant. Your best tech, riding along on every job.
Lens on a service call: live readings, guidance and the Service Manager on video
Live video to your Service Manager
One tap and your Service Manager sees exactly what the tech sees, talks them through it and confirms the fix before they leave.
AI repair guidance
Lens walks the tech through diagnostics and repairs step by step in the display, hands-free, so newer techs can handle tougher calls.
Equipment lookup
Look at a data plate and Lens pulls the model, serial number, age, warranty status and this customer’s service history.
Voice job updates
The tech says “need a part” or “job done.” Dash updates the schedule, Bolt orders the part and Penny sends the invoice.
Glasses provided for [NUMBER] techs per company. [GLASSES TERMS]
Every crew has a captain
A real person runs your crew
Your agents never work unsupervised. A dedicated Operations Manager is assigned to your company. They learn how you like things done, train your crew to match, check their work every day and step in whenever a customer needs a human.
- One person, one phone number, who knows your business
- Reviews what the agents did every day and fixes anything off
- Handles the tough calls: upset customers, big quotes, billing disputes
- Weekly check-in on your numbers, your calendar and what’s next
Jonathan
Your Operations Manager · Human
See it in action
A day in the life of the AC Lady and her crew
Follow a real ServiceLens company serving Hurst, Euless and Bedford, Texas, from the first call of the morning to the last invoice of the night, and watch our crew work alongside hers.
Sample numbers · replace with real results
1,240
calls answered in her first 6 months
186
jobs booked after hours
22%
revenue growth since joining
In this video
Sample quote · use Peggy’s own words
“I’ve run this company since 1991, and this is the first summer I haven’t answered the phone at dinner. The crew books the calls, Jonathan keeps it all running, and I get to do the part I love.”
Peggy, the AC Lady, Owner of A/C Lady Air Conditioning & Heating
A Tuesday in July (example)
What your crew does while you work
Hiring vs. your crew
Your office costs more than you think
A dispatcher, a bookkeeper, someone on marketing, plus the software and answering service to hold it together. Your crew replaces all of it for one share of revenue, with no salaries, payroll taxes or turnover.
Pick your annual revenue
Estimates based on typical costs for a residential HVAC shop at this size. Your numbers will vary; we’ll run them with you on our first call. Does not include the extra jobs your crew books from calls you’d otherwise miss.
Going out on your own is the hardest year in the trade. We invest cash in your new HVAC company and hand you a full office crew on day one, so you can spend your time on jobs instead of paperwork.
$100K
Up to $100,000 in capital
For tools, launch marketing and working capital, so you can pay yourself while the phone starts ringing.
Day 1
Your business set up
Business email, website, Google Business Profile, phone number and payment processing, ready before your first job.
8
AI agents on the job
The whole crew, including Lens in your techs’ glasses, the same team our established shops use, from your first call.
1:1
An Ops Manager who’s invested
Pricing, hiring your first tech, buying your second truck. We have money in your company, so we want it to grow.
Who it’s for
- Newly licensed Texas ACR contractors (Class A or B)
- Techs ready to leave a big shop and build their own name
- Owners who’d rather run calls than run an office
How the deal works
You keep your company, your name and your customers. In return for the investment we take a minority stake of [EQUITY %], plus our standard revenue share for your crew. Funding is released in stages as you hit milestones.
How it works
Your crew starts in three steps
01
Talk to us
A 30-minute call to look at your numbers, how you work today and what you want off your plate.
02
Meet your crew
Your Ops Manager sets up your agents, trains them on how you work, and moves over your customers and price book.
03
You run calls
Your phone gets answered, your jobs get booked and your invoices get paid. You do the work you got licensed for.
ServiceLens vs. ServiceTitan
You don’t need more software.
You need more people.
Jonathan
ServiceTitan gives you a tool.
We give you the team that uses it.
No per-tech fees. No payroll. We only get paid when you get paid.
Meet your crewQuestions owners ask
No. Sunny, Dash, Penny, Buzz, Bolt, Max, Harper and Lens are AI agents. Each one is managed by your Operations Manager, a real person assigned to your company who checks their work and handles anything that needs a human.
Yes. You keep your name, your license, your customers and your phone number. Your crew works behind the scenes as your office.
One share of the revenue you collect, with no per-tech fees and no salaries to cover. We only make money when you do.
Your crew hands it to your Operations Manager right away: upset customers, big quotes, billing disputes, anything sensitive.
We’ll look at what you use today on our first call and move your customers, jobs and price book over for you if it makes sense.
Every company gets a set of Meta display glasses for its techs. Lens shows step-by-step guidance and equipment info in the display, and your Service Manager can join on live video to see exactly what the tech sees. [GLASSES TERMS]
Texas HVAC contractors who are newly licensed or in their first year of business. We review each application and decide the investment amount with you.
Stop answering phones from the attic.
Book a 30-minute call. We’ll walk through your numbers and introduce you to your crew.
Leave your email and we’ll reach out to set up your call.
✓ Thanks. We’ll be in touch soon to book your call.
[PHONE] · [EMAIL]