Skip to main content
Your Full-Service Digital Agency & AI Strategy Partner
1Digital
Free Proposal

AI Receptionist · HVACby Tactly

Your techs are on a roof. Calls still get answered.

The first hot day of summer and the first cold night of winter both bring a wave of calls, and the homeowner who reaches voicemail calls the next company. The AI Receptionist answers, books the visit and sends you the details.

Start my free trialLearn more at Tactly.ai

7-day free trial with 30 minutes included. Card on file, cancel anytime.

Already a client? Add Tactly from your 1Digital client portal or your WorkspaceCMS dashboard so everything stays on one account.

Try it live: call (305) 928-1811. Our AI receptionist answers our own line.

Illustration with example data
The short version: when your office is on another call or your team is out in the field, the receptionist answers. It tells callers it is a virtual assistant, answers from your notes about the systems and areas you cover, books service visits on your calendar and takes messages for the rest. You get an email for every call.

Made for the busy season

What it does for an HVAC company

Service calls booked

A homeowner with a system down wants a time. It offers open slots on your calendar and books one while they are on the line.

The address and the problem

It writes down what the system is doing and reads the callback number back, so the tech arrives knowing what to expect.

Your service area, stated plainly

Callers outside the area you list are told so politely, instead of booking a visit you cannot make.

Nights and weekends

Choose after-hours answering and the late-night calls come in as bookings and messages, not missed calls.

Step by step

Up and running before the next rush

  1. 1

    Add your notes

    Systems you service, brands you work on, your area and your hours.

  2. 2

    Set when it answers

    Missed calls during the day, after hours, or every call during peak season.

  3. 3

    Test and forward

    Make a free test call, then forward unanswered calls from your business number.

Start my free trialLearn more at Tactly.ai

Hear it answer

Listen to Tactly take a call

Example calls in Tactly's voice, with a sample voice playing the caller. Under each one is the summary the owner gets by email.

  • HVAC · 0:41

    Repair booking

    Northwind Heating and Air

    Paula Reyes called because her furnace is blowing cold air. She booked a no-heat repair for tomorrow at 8:30 a.m. at 41 Linden Court.

    Read the transcript
    1. Tactly: Thanks for calling Northwind Heating and Air. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, yeah, our furnace is blowing cold air, and it's getting pretty chilly in here.
    3. Tactly: Sorry about that. I can get a technician out to you. May I have your name and address?
    4. Caller: Sure, it's Paula Reyes, at 41 Linden Court.
    5. Tactly: Thanks, Paula. I have tomorrow at 8:30 a.m. or 1 p.m. Which works better?
    6. Caller: Oh, 8:30. The earlier the better, honestly.
    7. Tactly: You're booked for tomorrow at 8:30 a.m. at 41 Linden Court. The technician will see you then.

  • Plumbing · 0:26

    Books a repair

    Brightline Plumbing

    A caller with a leaking water heater booked a visit for Thursday at 9 a.m. The summary and full transcript were emailed to the owner.

    Read the transcript
    1. Tactly: Thanks for calling Brightline Plumbing. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, yeah, my water heater's leaking. Is there any way someone can come out this week?
    3. Tactly: I'm sorry to hear that. I have Thursday at 9 or Friday at 1. Which works better?
    4. Caller: Oh, Thursday at 9 works. Thanks.
    5. Tactly: You're booked for Thursday at 9. We'll see you then.

  • Law firm · 0:34

    Transfer to a person

    Calder and Voss Law

    A new caller was in a car accident yesterday and has a sore neck. They are looking for a lawyer and were transferred to Dana in Intake.

    Read the transcript
    1. Tactly: Thank you for calling Calder and Voss Law. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi. So, I was in a car accident yesterday, and I think I need a lawyer.
    3. Tactly: I'm sorry that happened. Is anyone hurt and in need of help right now?
    4. Caller: No, no, I'm home now. My neck's just sore, that's all.
    5. Tactly: Thank you. Dana in Intake handles new cases. Would you like me to connect you to her now?
    6. Caller: Yes, please, that would be great.
    7. Tactly: Connecting you to Dana now. One moment.

  • Cleaning · 0:42

    Price question

    Sparrow Home Cleaning

    Dev Patel asked about a move-out clean for a three-bedroom house at the end of the month. He was told move-out cleans start at $250 up to two bedrooms and booked a walkthrough for Friday at 10 a.m.

    Read the transcript
    1. Tactly: Good morning, Sparrow Home Cleaning. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, so I'm moving out of a three-bedroom house at the end of the month, and I was wondering how much a move-out clean is.
    3. Tactly: Move-out cleans start at $250 for homes up to two bedrooms. For three bedrooms or more, the team does a quick walkthrough first so the quote is exact. Would you like to book one?
    4. Caller: Yeah, sure. Could we do Friday?
    5. Tactly: Friday at 10 a.m. is open. Can I take your name?
    6. Caller: Yeah, it's Dev. Dev Patel.
    7. Tactly: You're all set, Dev. Friday at 10 a.m. for the walkthrough.

  • Bakery · 0:35

    A question it can't answer

    Larkspur Bakery

    Amy asked whether the bakery ships birthday cakes to another state, for her sister in Ohio. That was not in your notes, so she left a message for a call back.

    Read the transcript
    1. Tactly: Hi, thanks for calling Larkspur Bakery. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi! Quick question. Do you ship birthday cakes out of state? It's for my sister in Ohio.
    3. Tactly: I don't have that information, and I'd rather not guess. I can have the owner call you back with an answer. Would that help?
    4. Caller: Yeah, that's fine. It's Amy, at 555 0163.
    5. Tactly: That's Amy at 555 0163. The owner will call you back about shipping a cake to Ohio.

More sample calls, with transcripts and downloads, on Tactly.ai ›

Pricing

Plans for HVAC teams

Every plan is the same receptionist with the same features. The only difference is how many minutes of calls it answers each month.

  • Starter

    $49/mo

    100 minutes of calls a month, then $0.35 a minute

    For a few missed calls a day.

    Start free trial
  • Most popular

    Pro

    $99/mo

    250 minutes of calls a month, then $0.29 a minute

    For a busy line most days.

    Start free trial

  • Growth

    $199/mo

    600 minutes of calls a month, then $0.25 a minute

    For a team that lives on the phone.

    Start free trial

Every plan includes

  • A local phone number for the receptionist
  • Answers after hours, nights and weekends
  • Books appointments, synced with your calendar
  • Transfers callers to a person
  • Email summary and transcript of every call

7-day free trial with 30 minutes included. Card on file, cancel anytime.

Already a client? Add Tactly from your 1Digital client portal or your WorkspaceCMS dashboard so everything stays on one account.

Calls under 15 seconds are not billed. Switch plans any time, prorated. No website needed. Billed monthly through your 1Digital account, and you see the price before you pay. On a WorkspaceCMS Essentials website plan it cannot book appointments; booking by phone needs Growth or above. Extra charges outside the plan: each phone number outside the US (Mexico, Spain or Latin America) is $10 a month on top of your plan and takes calls only; it cannot send texts. Your US local number, and texting on it, are included in every plan with no extra fee.

Get AI Receptionist

Try it free first

7 days free on Tactly

Sign up on tactly.ai, pick a plan and the receptionist answers your calls the same day. The trial includes 30 answered minutes, with a card on file and nothing charged until it ends. Cancel anytime.

  • ›Keep your number: unanswered calls forward to the receptionist.
  • ›Switch to a bigger plan for peak season, prorated.
  • ›Pair it with Call Tracking to see which ads bring in service calls.
Start my free trialLearn more at Tactly.ai

Already a 1Digital or WorkspaceCMS client?

Add it from Add-ons in your client portal or your WorkspaceCMS dashboard instead of starting a new trial, so it stays on the same account and bill.

Open my client portal ›Open my WorkspaceCMS dashboard ›

Rather talk to a person first? Send us a note.

Common questions

Can it tell an emergency from a routine call?
A caller describing a life-threatening emergency, like a gas smell, is told to hang up and call 911. Everything else is booked or taken as a message, and you see each call in your email.
Can it quote a repair price?
Only prices you write into its notes, such as a service call fee. It never invents a price or a promise.
Can it send the job to my technician?
It books the visit on your calendar and emails you the call. It does not dispatch technicians or text them.
What if call volume jumps in summer?
It keeps answering, and extra minutes are billed at your plan's rate. You can move to a bigger plan for the season and back down later, prorated.

Explore the AI Receptionist

See how it fits your business

Try it live: call (305) 928-1811. Our AI receptionist answers our own line.

Back to the AI Receptionist overview

Real strategists. Real AI tools. Real growth.  -  1Digital® since 2012