Self Run SetterNo heat or no cool
The house is hot, or cold, and the homeowner wants to know when someone can come. The setter asks what the system is doing and offers the soonest service time on your calendar.
Books: a service or diagnostic visit
HVAC
An AI setter for HVAC companies.
Busy season, slow season, same follow up.
When the first heat wave hits, the leads pile up and your techs are in attics. When it cools off, the replacement quotes sit. Self Run Setter texts every new lead from your business number, books the right visit and keeps following up with the homeowners who go quiet.
Three HVAC leads, three bookings
Not every HVAC lead
wants the same thing.
The setter reads what the homeowner needs
and books the visit that fits.
Tune ups
Maintenance leads from a seasonal promo or your website. Low urgency, easy to forget. The setter answers what is included from your FAQs and gets a date on the books before the homeowner moves on.
Books: a maintenance visit
Replacement quotes
A homeowner with an old system thinking about a new one. They have questions and they take their time. The setter answers from your FAQs and works toward an in home estimate.
Books: an in home estimate
Sample conversation
The AC is blowing warm.
It is ninety outside.
A no cool lead wants two things: to know you got the message and to know when someone is coming. The setter does both by text, from your number, and books the visit on your GoHighLevel calendar.
Texting hours are built in. The setter texts between 8 AM and 9 PM in the homeowner's local time. A lead that comes in at midnight gets its first text in the morning. If your team wants to reach a late night lead sooner, they can take over the thread.
Messages
P
PriyaSample lead
Sample conversation
Hi Priya, we got your AC request. What is the system doing right now?
Fan runs but the air is warm. It's 84 in the house.
Sorry, that is miserable. Is the outdoor unit running or quiet?
Quiet I think.
Thanks, that helps the tech. We can come tomorrow at 8 AM or noon. Which works?
8 please.
Service visit added to calendar
Sample conversation. Illustrative booking, not a real customer.
When they go quiet
Replacement leads
need the most patience.
The setter follows up for days with homeowners
who stop replying or never book.
"Let me think about it."
A new system is a big purchase. The setter checks back in over the following days, answers new questions as they come up, and offers an estimate time when the homeowner is ready.
"Do you offer financing?"
If your FAQs cover financing, the setter answers in your words. If they do not, it does not guess. Someone on your team can take over and answer, then hand the thread back.
"It's working again for now."
The system limped back to life and the homeowner went quiet. A friendly check in later keeps your company in mind for when it quits for good.
The tune up that never got scheduled
Maintenance leads stall because nothing is broken. The setter keeps the thread open and makes booking a one word reply.
HVAC questions
What HVAC owners
ask us first.
Short answers. Text us if yours is not here.
Can it tell the difference between a repair and a replacement lead?
It reads what the homeowner writes and responds to that. A no cool lead gets offered a service visit, a homeowner asking about a new system gets pointed toward an estimate, based on the appointment types on your calendar and your FAQs.
Does it diagnose the problem?
No. It can ask simple questions, like whether the outdoor unit is running, so your tech has context. The diagnosis is your tech's job.
What happens with a lead that comes in late at night?
The setter only texts between 8 AM and 9 PM in the lead's local time, so a late night lead gets its first text in the morning. Your team can always take over a thread and reach out sooner.
Will it quote system prices or rebates?
Only what your FAQs say. Most HVAC owners keep pricing out and let the setter book the in home estimate.
Can I approve texts before they send during busy season?
Yes. In Review mode, each text waits in the approvals queue until someone on your team approves it. Shadow mode drafts replies without sending anything at all. More on the modes.
Does it work with my GoHighLevel calendar?
Yes. The setter works inside GoHighLevel and books on your calendar there. How the GoHighLevel setup works.
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