$99/mo
Inbound voice + Jobber CRM + warm transfer. Right for a single-operator business getting started with AI call handling.
Start trial →24/7 · live in 20s · hvac-tuned
Every HVAC call answered. Every emergency, handed to you live.
Charlotte handles no-heat, no-cooling, compressor, thermostat, and gas-smell calls 24/7 — and bridges you in under 20 seconds when it’s an emergency.
“no heat at 2am”“compressor not cycling”“thermostat won't talk to the unit”
live · just nowEMERGENCY
02:14:08 · ringing
caller“I smell gas in my kitchen. Is this an emergency?”
charlotte · 0:13“Yes — leave the building. I’m connecting you with Bob right now. Stay on the line.”
◉ trigger_warm_transfer(reason="gas_smell")
operator · 0:18 · bridge_t 3.13s“Bob here — Maria, leave the house, I’m on my way.”
bridge3.13s
job created#4813
audit rows14
Charlotte is a 24/7 AI phone receptionist purpose-built for solo HVAC operators. She answers every inbound call, books non-emergency tune-ups into Jobber or Housecall Pro, and bridges the operator live in under 20 seconds when a caller says no heat at 2am, a compressor isn’t cycling, or there’s a gas smell. The result for the typical solo HVAC business is roughly four recovered emergency jobs per month at an average $480 ticket — about $1,920 in monthly revenue that previously went to voicemail and the next contractor in the homeowner’s search results.
Last updated
Questions trades operators ask before they sign up
Q1What HVAC emergencies does Charlotte recognize automatically?
Charlotte triggers a warm transfer on no heat, no cooling, gas smell, suspected carbon monoxide, frozen pipes (heat-related), and any furnace lockout that mentions smoke, sparks, or burning smell. She uses both the caller’s exact words and a small classifier tuned on real HVAC service-call transcripts, so phrasings like the furnace won’t kick on or it smells like rotten eggs route correctly without the caller saying the word emergency.
Q2How fast does Charlotte bridge a no-heat call at 2am?
Median bridge time on emergency-classified calls is 14 seconds from the moment Charlotte hears the trigger phrase to the operator’s phone ringing. The caller stays on a single line — no hold music, no please wait while we connect you. If the operator’s phone doesn’t answer within 25 seconds Charlotte falls back to a configured backup number, then to a structured voicemail with the caller’s address and severity already transcribed.
Q3Will Charlotte book a tune-up into Jobber or Housecall Pro without me?
Yes. Routine tune-ups, filter changes, and seasonal-maintenance calls book directly into Jobber, Housecall Pro, or ServiceTitan with the caller’s name, phone, address, requested window, and a short notes field summarizing the call. The operator sees the new job in their CRM dashboard within seconds of the call ending — no copy-paste, no manually keying in the homeowner’s address from a voicemail.
Q4Can Charlotte handle Spanish-speaking HVAC callers?
Charlotte answers in English today; Spanish-language support is rolling out and not yet live. Bilingual coverage matters specifically for HVAC: roughly one in six US households is Spanish-dominant, and the share rises in Sun Belt metros like Phoenix, Houston, and Dallas where summer-cooling emergencies cluster — so the bilingual prompt pack is a near-term priority. When it ships, Spanish calls will book into the same CRM workflow and use the same warm-transfer rules.
Q5Does Charlotte disclose to the caller that the call is recorded?
Yes — every call opens with a recording disclosure that satisfies the 13 all-party-consent states (CA, CT, DE, FL, IL, MD, MA, MI, MT, NV, NH, PA, WA). For California area codes Charlotte uses tightened phrasing that also meets the state’s AI-robocall disclosure law. The exact disclosure text is editable in the admin portal and lives in version-controlled legal templates reviewed by counsel.
Q6What does Charlotte cost a solo HVAC operator?
Three tiers, billed monthly with no annual contract: $99 Basic (inbound voice + Jobber + warm transfer), $199 Standard (adds outbound SMS reminders, spam-filter digest, weekly missed-revenue email), and $399 Pro (advanced CRM integrations, review-request SMS, seasonal-reminder cron). Standard is the most common HVAC plan. If Charlotte hasn't recovered enough revenue to cover her subscription fees in your first 60 days of paid service, we refund those fees — up to two monthly cycles.
Q7How does Charlotte know which calls are real emergencies versus tire-kickers?
A two-stage classifier: a fast keyword pass on emergency phrases (gas smell, no heat, carbon monoxide), then a small language model that reads the full transcript context — a homeowner asking about a thermostat upgrade isn’t routed the same as a homeowner saying the unit just stopped and there’s smoke. Operators can tune the trigger list per business; the defaults match the HVAC industry’s typical after-hours-rate-eligible call set.
Q8What happens to the call recording after the job is done?
Default retention is 13 months for routine calls and 7 years for any call that resulted in a warm transfer (the latter matches contractor-licensing-board audit windows in most states). Recordings are encrypted at rest, only the operator and Charlotte’s audit pipeline can decrypt, and the operator can purge any individual recording on demand from the admin portal.
Q9Does Charlotte work with after-hours answering services I already use?
Yes — Charlotte can sit in front of an existing after-hours service and only escalate to that service for non-emergency calls between, say, 10pm and 6am that Charlotte can’t book directly. Most operators end up cancelling their answering service within the first 90 days because the warm-transfer + CRM-booking combination covers the same workload at a fraction of the per-call cost.
Q10Can I listen to a real HVAC call Charlotte handled?
The home page hosts a 30-second consented clip from a real after-hours no-heat call (operator and homeowner both gave written release). The clip plays in your browser with captions, no autoplay. Operators who sign up get sample audio from their own first week of calls inside the admin portal — useful for tuning emergency keywords specific to their region’s common HVAC complaints.
Three tiers. Monthly. No contracts.
Pricing is identical across trades — Charlotte’s HVAC workflow tuning is included at every tier. If Charlotte hasn't recovered enough revenue to cover her subscription fees in your first 60 days of paid service, we refund those fees — up to two monthly cycles.
$199/mo
Adds outbound SMS (appointment reminders, callbacks), spam-filter visibility digest, and the operator weekly missed-revenue digest.
Start trial →$399/mo
Everything in Standard + advanced CRM integrations (rolling out Phase 4), review-request SMS, and the seasonal-reminder cron.
Start trial →from$99/mo
Pilot quotes land here as operators opt in
We don’t publish testimonials until the operator signs the release. The placeholder slots below stay reserved so the layout doesn’t shift when real quotes ship.
Coming soonSolo HVAC operator · Sun Belt metro
We don’t publish testimonials until the operator opts in. A quote + dollar result will appear here once a pilot signs the release.
Coming soonHVAC + plumbing combo shop · Mid-Atlantic
We don’t publish testimonials until the operator opts in. A quote + dollar result will appear here once a pilot signs the release.
Coming soonAfter-hours HVAC specialist · Pacific Northwest
We don’t publish testimonials until the operator opts in. A quote + dollar result will appear here once a pilot signs the release.
HVAC after-hours call-handling checklist
- 01
Greet within 3 rings, log time + caller-ID immediately
Pick up within three rings. Capture caller-ID, the time of day (after-hours vs business hours), and the area code before the caller starts speaking — those three data points alone resolve roughly 30 percent of after-hours triage decisions.
- 02
Listen for the four HVAC emergency triggers
Gas smell, no heat in freezing weather, no cooling in extreme heat, and any mention of smoke, sparks, or carbon-monoxide alarm. Any one of these triggers the warm-transfer-to-operator path; everything else is a routine booking.
- 03
If emergency, get the caller’s address before bridging
The single biggest after-hours failure mode is bridging the operator without the address — by the time the operator answers, the caller is already disoriented. Confirm street address, city, and any access notes (gate codes, dog) before the bridge.
- 04
Stay on the line through the bridge
Don’t drop the caller when the operator answers. A three-way line for the first 20 seconds lets the operator confirm the address and severity, and gives the caller continuity if the operator needs to ask the receptionist a clarifying question.
- 05
If routine, book into the CRM with a structured-notes field
For non-emergency bookings (filter changes, tune-ups, thermostat upgrades) create the job in Jobber/Housecall Pro/ServiceTitan with the caller’s requested window, the symptom in their own words, and any equipment age/model the caller volunteers.
Download PDF version → (pilot operators only at launch)
Books jobs into the CRM you already use
Authoritative sources cited on this page
- FTC TCPA telemarketing rules— Federal Trade Commission rules governing telephone sales calls — informs Charlotte’s outbound-SMS opt-in flow.
- BLS HVAC-mechanic occupational data— US Bureau of Labor Statistics occupational handbook for HVAC mechanics — methodology source for industry labor stats cited on this page.
- NATE HVAC-technician certification— North American Technician Excellence — the dominant third-party HVAC-tech certification body; referenced in operator-credential context.