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HVAC
The AI Operating System for HVAC Businesses
Sophiie responds instantly to urgent breakdown calls, automates scheduling, and captures more high-value install and service jobs, so your team can stay on the tools.
XeroServiceM8Google CalendarZapierSimproGmailQuickBooksOutlookOutlook Calendar
“Sophiie has been a game changer to our business. During our really busy times previously we would miss 95% of our calls. This year not a single call was missed. Numerous bookings were secured from following up Sophiie's messages. Staff are so much happier as we no longer hear the phone constantly ringing. Best money we have spent.”
Every breakdown answered and booked
Sophiie answers calls and enquiries, qualifies jobs, schedules technicians, and keeps every customer message in one place. Fewer admin hours. More billable jobs. Happier customers.
Call handling
Never miss an HVAC call again
Answers 24/7, separates urgent breakdowns from routine servicing, and qualifies each job before it's booked.
- 1Filters installs, services, and breakdown calls instantly
- 2Emergency breakdowns escalated to on-call staff
- 3Every call logged with fault details, address, and job card
- 4Handles after-hours emergencies and weekend callouts
Scheduling
Your calendar, filled and clash-free
Assigns the right technician and books installs and service calls into a clash-free calendar.
- 1Books jobs straight into your calendar
- 2Assigns work to the right technician
- 3Two-way ServiceM8 sync; checks your free time and writes bookings to your calendar (Google and Outlook)
- 4Reschedules and confirms without the back-and-forth
Your crew
Franco Ricci
Builder, available today
Jul 6 - Jul 11
Today, Jul 6
8:00 AM9:30 AM11:00 AM1:30 PM3:00 PM
Tue, Jul 7
8:00 AM10:30 AM12:30 PM2:00 PM
Wed, Jul 8
9:00 AM11:30 AM12:30 PM2:30 PM
CancelDispatch
Quotes & invoices
Quotes out, invoices paid
Quotes new installs, invoices completed jobs, and chases outstanding payments automatically.
- 1Drafts and sends quotes for HVAC installs and repairs
- 2Issues invoices the moment a job is done
- 3Chases overdue payments automatically
- 4Keeps every job's paperwork in one place
Invoices
#1042Paid
#1038Reminder sent
#1035Paid
Messaging
Follows up so you don't have to
Sends arrival windows and ETAs, service reminders, and handles routine questions on chat.
- 1Sends ETA and on-my-way texts
- 2Answers routine questions on web chat
- 3Reminds customers about bookings and quotes
- 4Logs every conversation against the job
Hi, Sophiie here - your sparky's on the way, ETA 20 min.
Perfect, thanks!
Sending message
Services & features
All Sophiie services for HVAC
AI Chatbot for HVAC
An HVAC website chatbot that answers service, maintenance, and install FAQs, collects system details, books suitable appointments, and stores every enquiry in Sophiie.
Learn more about AI Chatbot for HVACAI Email Responder for HVAC
Sophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVACAI Invoicing for HVAC
Create branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACAI Phone Answering for HVAC
Sophiie answers HVAC calls 24/7, captures system type, indoor and outdoor unit access, symptoms, suburb, and preferred service window, books suitable jobs, and sends summaries, transcripts, and recordings.
Learn more about AI Phone Answering for HVACAI Quoting for HVAC
Create branded HVAC quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
Learn more about AI Quoting for HVACAI Text Messaging for HVAC
Manage HVAC customer texts in Sophiie, draft replies, send confirmations and reminders, and keep SMS history with each customer.
Learn more about AI Text Messaging for HVACCustomer CRM for HVAC
Keep HVAC customers, job history, notes, calls, emails, texts, reminders, and upcoming work in one searchable Sophiie CRM profile.
Learn more about Customer CRM for HVACHVAC AI Agent
An HVAC AI agent that answers calls, qualifies heating and cooling requests, books jobs, routes urgent work, and logs every customer interaction.
Learn more about HVAC AI AgentHVAC Accounting Software
Use Sophiie to keep HVAC invoices, payment reminders, job records, and Xero invoice sync organised around service, repair, and install work.
Learn more about HVAC Accounting SoftwareHVAC Answering Service
Answer HVAC calls 24/7, capture service details, qualify urgency, route after-hours requests, book appointments, and send summaries.
Learn more about HVAC Answering ServiceHVAC Billing Software
Generate HVAC invoices, send billing updates, sync invoice data to Xero, track payment status, and automate overdue reminders.
Learn more about HVAC Billing SoftwareHVAC Booking Software
Book HVAC service calls, maintenance visits, quote appointments, installs, callbacks, and reschedules with calendar-aware Sophiie workflows.
Learn more about HVAC Booking SoftwareHVAC Business Software
Run HVAC calls, bookings, CRM, dispatch, job tracking, quotes, invoices, reminders, and customer communication in one Sophiie workflow.
Learn more about HVAC Business SoftwareHVAC CRM
Keep HVAC customer details, system notes, job history, calls, messages, quotes, invoices, reminders, and maintenance follow-ups in one CRM.
Learn more about HVAC CRMHVAC Contractor Software
Support HVAC contractors with call answering, job qualification, scheduling, dispatch, quotes, invoices, CRM history, and follow-up.
Learn more about HVAC Contractor SoftwareHVAC Dispatch Software
Dispatch HVAC work with call triage, smart transfers, technician assignment, schedule context, callbacks, and customer updates.
Learn more about HVAC Dispatch SoftwareHVAC Estimating Software
Capture HVAC estimate requests, site details, photos, quote appointments, service lists, branded quotes, and follow-up in Sophiie.
Learn more about HVAC Estimating SoftwareHVAC Field Service Software
Support HVAC field service with job scheduling, technician assignments, mobile job notes, customer history, status updates, quotes, and invoices.
Learn more about HVAC Field Service SoftwareHVAC Inventory Management Software
Organise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management SoftwareHVAC Invoice App
Create HVAC invoices from the mobile workflow, use voice invoicing, sync with Xero, track status, and send payment reminders.
Learn more about HVAC Invoice AppHVAC Invoice Software
Create branded HVAC invoices, sync invoice data to Xero, track payments, use voice invoicing, and automate overdue reminders.
Learn more about HVAC Invoice SoftwareHVAC Job Costing Software
Organise HVAC job notes, labour and material line items, quote scope, invoice records, and follow-up so costing reviews start from cleaner data.
Learn more about HVAC Job Costing SoftwareHVAC Load Calculation Software
Organise HVAC load calculation requests, site assessment bookings, building details, estimator notes, report follow-up, and proposal handoff.
Learn more about HVAC Load Calculation SoftwareHVAC Management Software
Manage HVAC calls, bookings, dispatch, CRM, field jobs, quotes, invoices, reminders, and customer communication from Sophiie.
Learn more about HVAC Management SoftwareHVAC Project Management Software
Coordinate HVAC install projects with customer communication, site notes, staged bookings, task reminders, quotes, invoices, and job history.
Learn more about HVAC Project Management SoftwareHVAC Proposal Software
Create HVAC proposals from saved services, quote options, site notes, customer details, branded terms, approval tracking, and follow-up.
Learn more about HVAC Proposal SoftwareHVAC Scheduling Software
Schedule HVAC service calls, maintenance, installs, quote visits, callbacks, technician assignments, customer reminders, and reschedules.
Learn more about HVAC Scheduling SoftwareHVAC Service Software
Sophiie gives HVAC service teams an AI front office for breakdown calls, booking, job records, customer notes, invoicing, and follow-up.
Learn more about HVAC Service SoftwareHVAC Software
Use Sophiie as HVAC software for the daily admin: phone answering, job scheduling, CRM notes, reminders, invoices, and Xero sync.
Learn more about HVAC SoftwareHVAC Virtual Receptionist
Sophiie is an HVAC virtual receptionist that answers calls 24/7, captures job details, books appointments, sends summaries, and filters spam.
Learn more about HVAC Virtual ReceptionistHVAC Work Order Software
Sophiie helps HVAC teams turn calls into clear work orders with job details, schedules, assigned staff, status updates, notes, photos, and invoices.
Learn more about HVAC Work Order SoftwareJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACSmart Scheduling for HVAC
Sophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVAC
Other industries Sophiie serves
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
“Have recently started using Sophiie as we are a small business without a full time receptionist. The onboarding process was seamless and within the first day we captured calls after hours that more than paid for the cost of Sophiie. Would highly recommend to anyone looking to have better control of their incoming calls”
Frequently asked questions
Yes. Sophiie syncs with Google Calendar, Outlook, and ServiceM8. Availability is checked to avoid double-bookings or clashes, and HVAC jobs can be assigned directly to the right technician.
Ready to automate your HVAC back office?
Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.