HVAC Answering Service Integrations: Current Status
Our HVAC answering service integrations currently cover call summaries by email, dashboard records and booking into Google Calendar. Direct field-service and CRM connections are not live. Try the demo, then decide how the call details would fit your office routine.
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Use Email Summaries, the Dashboard and Calendar Booking
Today, your receptionist sends call alerts by email and app push, keeps call records in the dashboard and can book appointments into Google Calendar. You can choose callback intake instead.
Call alerts
Receive summaries and urgency tags by email and app push notification.
Dashboard records
Review transcripts, recordings, usage and settings from your account dashboard.
Appointment booking
Put appointments into Google Calendar or collect details for a callback.
More detail
Your email alert includes a summary, urgency tag, transcript and recording, so the office can review what the caller asked for. The dashboard holds calls, usage and settings, and a daily digest email helps you review the day's messages.
For scheduling, choose booking into Google Calendar or have your receptionist take details for your team's callback. A calendar appointment and a field-service job record are different tasks. Your office handles the job record in its own software. Review the appointment booking flow to decide which approach fits your schedule.
Check the Status of Your Field-Service Software
There are no live direct connections to ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion or Workiz. Your team can use the call summaries when entering information in its own software.
ServiceTitan and Housecall Pro
Direct connections are not live; your team enters call details.
Jobber and FieldEdge
Direct connections are not live; use the summary for office follow-up.
Service Fusion and Workiz
Direct connections are not live; tell us which workflow matters.
More detail
For each product listed here, the current status is the same: no direct software connection is available. Choosing your receptionist does not add a job, update a customer record or assign a technician inside those systems. Your team takes the relevant details from the call record and enters them.
Tell us which software you use and where entering the call details slows your office down. Direct connections are planned according to demand. We have no delivery date to give you, so assess the current email, dashboard and calendar workflow when deciding whether to start.
Move Call Details Into Your Office Workflow
Assign someone to review call alerts and enter the useful details into your existing system. Keep urgent-call handling separate from the office task of creating or updating a job record.
Review the request
Read the problem, callback number and address before creating a job.
Check existing records
Let your team confirm customer history in your own software.
Own the follow-up
Decide who handles callbacks and records the outcome after review.
More detail
Pick a clear owner for routine call follow-up. That person can read the alert, confirm the service address and check your existing customer records before entering the request. The transcript and recording provide context when a short summary needs checking.
Urgent calls follow the warm-transfer or paging rules you set, rather than waiting for someone to create a job record. Tell your receptionist which questions your office needs answered so the resulting message is useful. Your team then handles dispatch assignments and job updates within its usual software process.
Tell Us Which Connection Would Help Your Shop
We plan direct connections according to customer demand. Tell us the software name and the specific task you need, such as reducing repeated entry of service addresses or callback details.
Name your software
Tell us which system your office uses to manage service work.
Describe the task
Explain what information your team currently enters after a call.
Assess current fit
Decide whether today's summaries and calendar booking meet your needs.
More detail
A useful request names the task as well as the software. Tell us whether the office needs a new request entered, a customer detail checked or appointment information handled differently. That helps us understand what a direct connection would need to do for your shop.
You can send the request through our contact page. Demand guides what we plan to build, and a request is not a commitment to a release date. If a specific connection is essential to your operation, assess that requirement against the current status before forwarding your business calls.
Frequently asked questions
Does the receptionist put jobs into ServiceTitan?
There is no live direct connection to ServiceTitan. Your receptionist records the service request and sends a call summary that your office can use when creating a job. Your team remains responsible for entering the information and handling job updates in ServiceTitan.
Can I use this while our office works in Housecall Pro or Jobber?
You can use the call summaries alongside your existing office process. There is no live direct connection to Housecall Pro or Jobber, so someone on your team needs to enter the details. Decide who owns that task before calls begin forwarding.
Can it book appointments into Google Calendar?
Yes, booking into Google Calendar is available. You can choose that or have your receptionist collect details for your team's callback. Decide which process suits your schedule during setup, and test a booking request before forwarding your regular business calls.
How will the office receive call messages?
Call alerts arrive by email and app push notification with a summary, urgency tag, transcript and recording. There is also a daily digest email. Your dashboard lets the office review call records and settings when it needs more detail than the alert provides.
Can I request a direct connection for the software we use?
Yes. Tell us the product name and describe the task your team would need it to handle. We plan direct connections according to demand. Use the features available today to assess fit, since we are not giving a delivery date for a requested connection.
Try the Call Before You Plan the Workflow
Use the browser demo to hear the intake. Then request a free trial to review call records; lead follow-up calls start when your paid plan starts.