AI-Powered HVAC Business Operations. Dispatch. Quote. Follow-Up.
AI Manual J quoting, NATE-certified tech dispatch, and seasonal cross-sell automation. Built for US HVAC contractors with 1–25 technicians.
Time reclaimed from quoting, dispatch, and seasonal sales calls
30 min → 8 min Manual J + proposal generation
30% → 8% with automated SMS reminders
From automated seasonal campaigns to past customers
Does This Sound Like Your HVAC Business?
The three revenue leaks every HVAC owner reports — and what they cost you each month.
Quoting eats 30 minutes per job — that's 25 hours a month gone
Manual J load calculations, equipment look-ups, seasonal pricing, and proposal formatting take ~30 min/quote. At 50 quotes/month that's 25 hours of owner time the business never gets back — and same-day quotes win 2× more often than next-day.
No-show rate around 30% and dispatch is built by hand
Customers forget appointments, techs drive across town for nothing, and your dispatcher rebuilds the day on the whiteboard every morning. AI dispatch + automated SMS reminders cut no-shows below 10% and slash drive time.
You lose customers between seasons — maintenance reminders never go out
After a $6,000 install, the customer disappears for two years until something breaks — and they call whoever's ad they saw last. Spring/fall maintenance campaigns rebook 50%+ of past customers automatically.
Estimated monthly revenue leak
$22,000
※ 業界平均データに基づく試算
AI Automation + Fractional COO & CFO Strategy
SaSame automates the back-office work that eats your day — and pairs it with HVAC-experienced COO and CFO expertise so you grow margin, not just revenue.
AI Automation
Manual J quoting, dispatch with NATE/EPA matching, SMS reminders, route optimization, and seasonal cross-sell — handled automatically so you focus on the jobs.
Fractional C-Suite
Monthly access to COO, CFO, and CRO specialists with HVAC industry experience — at 95% less than hiring full-time senior staff.
3 Core AI Modules for HVAC Contractors
Each module maps directly to one of the three revenue leaks above. Start with one, add the others as you grow.
AI Quote Generator (Photo → Manual J → PDF)
Tech snaps a photo of the existing equipment + a few inputs (sq ft, zones, fuel type). AI runs Manual J load calculation, picks compatible equipment from your catalog, applies seasonal pricing, and outputs a branded PDF proposal in under 8 minutes.
- Manual J load calculation
- Photo-based equipment recognition
- Seasonal rate card auto-application
- Branded PDF proposal + e-sign
AI Dispatch + SMS Reminders + Route Optimization
AI assigns jobs to NATE-certified techs based on location, certification, and availability. Customers get auto-confirmation, day-before SMS, and arrival-window updates. Routes optimize across the day to cut drive time 30%.
- NATE / EPA 608 certification matching
- Auto SMS reminders (book → day-before → arrival)
- Real-time route optimization
- No-show rate dropped from 30% → 8%
AI Seasonal Cross-Sell (Spring AC + Fall Furnace + IAQ)
Automated campaigns drop in February (spring AC tune-up), August (fall furnace check), and quarterly IAQ upsell sequences — to every past customer, segmented by equipment age and last-service date. Capture 50%+ of past customers per season without a single sales call.
- Spring AC tune-up campaign
- Fall furnace inspection campaign
- IAQ / filter / humidifier upsell
- Equipment-age based replacement nudges
Fractional C-Suite for HVAC Contractors
Senior business expertise — HVAC-aware — without the senior executive price tag.
COO — Dispatch & Field Operations
Designs your dispatch logic, NATE/EPA certification matching, route strategy, and crew capacity planning to maximize billable hours per tech per day.
CFO — Pricing, Manual J Margin & Cash Flow
Audits your equipment markup, labor multipliers, seasonal rate cards, and true job margins. Builds EPA 608 recordkeeping. Ensures every install and tune-up actually makes money.
CRO — Seasonal Campaigns & Customer LTV
Builds your spring/fall maintenance calendar, IAQ upsell sequences, and equipment-age replacement nudges to grow recurring revenue per customer 2–3×.
6人の国際専門家チーム
経営・財務・組織・技術・成長・ブランドの各領域を専門とするチームが、横断的に対応します。
Chief Operating Officer
SaSame COO
Dispatch & Field Operations
Designs HVAC dispatch logic, NATE-certification matching, and route optimization so techs spend more time on jobs — not driving or waiting.
Chief Financial Officer
SaSame CFO
Quoting & Cash Flow
Builds Manual J pricing logic, seasonal rate cards, and EPA 608 recordkeeping — so every quote protects margin and every job is audit-ready.
Chief Revenue Officer
SaSame CRO
Seasonal Cross-Sell & Retention
Builds spring AC tune-up, fall furnace check, and IAQ upsell campaigns that capture 60+ recurring jobs per crew per season — without sales calls.
Before SaSame vs. After SaSame — A Real HVAC Contractor (8-Tech Crew)
Operational changes for a Charlotte, NC residential + light commercial HVAC business in the first 90 days.
Owner Time on Quoting
Quote Turnaround
No-Show Rate
Spring Tune-Up Bookings
Monthly Recurring Revenue
Total Owner Time Saved
Simple Pricing for HVAC Contractors
No setup fees. Cancel anytime. ROI within 30 days or your money back.
Starter
For solo HVAC operators and owner-operators with 1–3 techs.
- AI Manual J quote generator (up to 50 quotes/mo)
- AI dispatch + SMS reminders (up to 3 techs)
- NATE / EPA 608 certification tracking
- Spring + fall seasonal campaigns
- Automated invoicing + payment reminders
- Email support
Growth
For growing HVAC contractors with 4–15 techs.
- Everything in Starter
- Up to 15 techs + unlimited quotes
- Fractional COO strategy sessions (2x/month)
- Fractional CFO Manual J margin audit
- EPA 608 audit-ready recordkeeping
- IAQ + maintenance plan automation
- Route optimization across multiple crews
- Priority support
Scale
For multi-crew HVAC operations with 16–25+ techs and multiple service territories.
- Everything in Growth
- Unlimited techs + multi-territory dispatch
- Full C-Suite team (COO, CFO, CRO, CMO)
- ServiceTitan / Housecall Pro integrations
- Custom seasonal pricing engine
- Dedicated HVAC industry account manager
- Quarterly business review
- SLA guarantee
Modeled Outcomes for HVAC
Representative HVAC scenarios based on industry benchmarks. We are pre-launch — no live HVAC clients yet. Numbers below are projections, not historical claims.
“Manual J calculations and proposal generation typically eat 30 minutes per quote — modeling shows this can drop under 8 minutes with templated automation. Same-day quotes win at roughly 2× the rate of next-day in industry data.”
Projection (industry benchmark, not a customer quote)
Residential + light commercial HVAC, modeled scenario
“Industry no-show rates on residential service calls run 25-30%. Automated SMS reminder sequences reliably bring this to under 10% in published case studies. For a busy shop that translates to roughly $5-8K/month in recovered revenue.”
Projection (industry benchmark, not a customer quote)
HVAC service company, modeled scenario
“The same automation pattern applies to permitting paperwork — 30 minutes per submission, with high rejection rates from missing data. Templated form filling typically cuts this to 3-5 minutes and rejection rates under 10%.”
Projection (industry benchmark, not a customer quote)
Modeled HVAC contractor workflow
よくある質問
Yes. Tag each tech with their NATE certifications (Core, Specialty by equipment type), EPA 608 (Type I/II/III/Universal), and any state license numbers. AI dispatch only assigns jobs to qualified techs and sends renewal reminders 90/60/30 days before any credential expires — so you never have an uncertified tech on a job that requires a credential.
Yes. SaSame logs refrigerant type (R-410A, R-32, R-454B, etc.), pounds added/recovered, leak repairs, and tech certification on every HVAC job. Records are retained for the EPA-required 3 years and are exportable as PDF or CSV for audits, DOT shipping documentation, and end-of-year reporting.
Yes. Define seasonal rate cards (peak summer emergency, shoulder, off-season maintenance, after-hours premium) and the AI quote generator applies the right pricing automatically based on date, job type, and after-hours flag. Margin protection during peak demand without manual price look-ups in the truck.
Yes — on Growth and Scale plans. SaSame can run alongside your existing FSM (syncing customers and jobs bi-directionally) or fully replace it. Most contractors who switch reduce software spend by ~$200–500/month while gaining AI quoting and seasonal cross-sell that none of the legacy tools offer.
Customer data is stored in EU-region Postgres (Neon) with encryption at rest and in transit. We are SOC 2 Type II ready (audit in progress), GDPR-compliant for EU operations, and CCPA-compliant for California customers. AI processing uses Anthropic Claude with zero-data-retention enabled — your customer photos and Manual J inputs are never used to train models.
Ready to Run a Leaner, More Profitable HVAC Business?
Join US HVAC contractors saving 20+ hours per week with SaSame AI. Quote in 8 minutes, dispatch with no no-shows, and capture every seasonal upsell — automatically.
Get StartedNo setup fees. Setup in 1–2 business days. Cancel anytime. 30-day ROI guarantee.
Talk to a SaSame HVAC Specialist
Tell us about your shop. We respond within one business day with a tailored ROI estimate (no sales pitch, no obligation).