01
Urgency lanes that match the board
Emergency, same-day, or routine - callers land in the right lane before a tech rolls.
app.receptly.app
AI Receptionist for HVAC
Receptly books service calls 24/7 - capturing system details, urgency, and address - so your technicians stay focused on the job site.
Dispatch board
Emergency, same-day, or routine - answered before the board overflows.
Receptly books HVAC service calls 24/7, captures system details and address, and hands techs a clean job brief.
- Missed emergency calls during peak heat or cold snaps
- Incomplete addresses and system notes on the ticket
- After-hours voicemail that never becomes a booked job
See it
From urgency chip to a booked job with address and system notes.
Watch emergency, same-day, and routine lanes capture what the tech needs before roll-out.
Workflows
Built for how an HVAC phone line actually runs.
Urgency lanes, job details, booking, and emergency handoff - so techs stay on site. Scroll each stage; the mockup stays with the story.
02
Address and system details captured
Access notes, system type, and symptoms attached to the job so techs arrive prepared.
app.receptly.app
03
Book against live capacity
Windows land on the schedule your dispatch already uses - with SMS confirm to the customer.
app.receptly.app
04
Warm handoff for true emergencies
Escalate critical calls to an on-call tech with the brief already attached - not a cold transfer.
app.receptly.app
Dispatch
Urgency first - then address, system, and handoff.
Callers tap the right lane. Receptly captures what the tech needs and books or escalates.
Address captureSystem details
No heat, no cool, or safety risk - book now.
Capture address, system type, and symptoms, then route to on-call dispatch with a warm handoff summary.
- Priority queue for on-call techs
- Address and access notes captured
- Warm transfer with call context
app.receptly.app/hvac/emergency
How it works
Live in about three to four days.
A short path from configuration to a live AI receptionist - with checkpoints, not hand-waving.
01
Configure dispatch rules
Urgency lanes, service areas, and scripts - tuned to how your board already works.
02
Connect calendar and field tools
Link the scheduling tools you use so jobs land where dispatch already looks.
03
Forward your line
Point your main number (or overflow) at Receptly. Keep your existing carrier - no new hardware.
04
Go live in about 3-4 days
Test emergency and routine scenarios, then flip the switch. Your AI receptionist answers while techs stay on site.
Tech handoff
Techs arrive with the brief - not a scavenger hunt.
Address, access notes, system type, and urgency tag land on the job. SMS confirms the window with the customer.
- After-hours emergency capture
- Job briefs techs can trust on arrival
- Overflow coverage when every truck is out
app.receptly.app/hvac/handoff
Proof
What HVAC shops feel after go-live.
Illustrative outcome
~40%
fewer missed emergency calls
Pattern for peak heat/cold and after-hours coverage once live - not a named customer claim.
“Peak heat used to mean a full board and missed emergencies. Receptly books the job with address and system notes - techs roll with the brief already filled.”
Integrations
Works with the dispatch tools your board already opens.
Field-service connections plus calendars. Exact connectors depend on your stack - we map that during setup.
Ways to get started
Start with the platform. Add help only if you need it.
Most HVAC shops run Receptly themselves after a short setup. Implementation help is optional.
Do it yourself
Run Receptly for your HVAC shop
Answer, book, and follow up 24/7. You configure the workflows; we keep the platform working.
- Live in about 3-4 days
- Monthly or yearly plans
- Keep your existing phone number
Done with you
Set it up with us
We connect calendar, CRM, and phone rules, then test against real call scenarios before go-live.
- Scoped onboarding
- Telephony and calendar wiring
- Handover your team owns
Done for you
When you need more than the phone
Optional help for deeper workflow automation and training - only when the platform alone is not enough.
- Workflow automation
- Team workshops
- Custom integrations
Get Started
Let's talk about your workflows
Book a discovery call or send us a message. We'll get back to you within one business day.
30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.
- Identify high-impact automation opportunities
- Discuss your current tech stack
- Get a ballpark timeline and approach
Schedule a discovery call
Tell us about your goals, and we'll tailor our expertise to fit your needs. Fill out the form below, and we'll get back to you soon.
Frequently AskedQuestions
Receptly is a 24/7 AI revenue capture platform: it answers calls, books appointments, qualifies leads, and follows up across email, SMS, WhatsApp, Telegram, and chat — all in one dashboard configured for your industry.