FrontIQ LogoForHVAC

Every HVAC inquiry.Handled.

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FrontIQ

Thanks for calling Northstar Heating. How can I help?

Homeowner

I want to replace my gas furnace with a heat pump. I’m in 94610.

FrontIQ

We cover 94610. Is the home ducted, and about how large is it?

Homeowner

It has ducts and is about 1,800 square feet. Do you help with rebates?

FrontIQ

Yes. The estimator will confirm current programs after the site review. Thursday from 10 to noon is open.

Site visit booked94610 · Thursday, 10 AM to noon · confirmation sent

Work completed

Illustrative example
  • Verified service areaZIP 94610 · covered
  • Captured project typeGas furnace to heat pump
  • Recorded home details1,800 sq ft · existing ducts
  • Logged rebate questionEstimator to confirm programs
  • Booked the site visitThursday · 10 AM to noon
  • Created the homeowner leadDetails and confirmation saved
FrontIQ for HVAC contractors

Handle HVAC inquiries from first contact to scheduled work

AnswersCallsTextsWeb chat

FrontIQ captures every new lead, checks the service area, gathers property and equipment details, applies your triage or qualification rules, books the right visit, and sends confirmations and follow-up.

Completed work in Customer Inbox Calendar Slack or email
New installation lead
Illustrative example

Homeowner request

Replace a gas furnace with a ducted heat pump and understand available incentives.

Service area

94610 · covered

Home

1,800 sq ft · existing ducts

Current system

Gas furnace · replacement

Question

Incentives · estimator confirms

Next step completed

Site visit booked for Thursday, 10 AM to noon

Confirmation sent. Lead record ready for the estimator.

Why FrontIQ: Elevate homeowner experience

Elevate homeowner experience.

Homeowners can reach your company when and how they want. FrontIQ keeps their context, applies your service and qualification rules, and completes the next step.

Answer project questions clearly

Explain your services, installation process, financing options, and published incentive guidance while reserving eligibility decisions for your team.

Book qualified site visits

Check the address, project type, home details, and estimator availability before placing the visit on the calendar.

Keep the project moving

Send confirmations, request missing photos or equipment details, and follow up after the estimate according to your process.

Why FrontIQ: Scale the company, not the office work

Handle more customer requests with less manual work.

FrontIQ handles routine intake, qualification, scheduling, and follow-up while your team runs calls and installs. Requests that need judgment reach a person with the context attached.

Never miss an HVAC inquiry

FrontIQ answers while dispatchers are helping customers and technicians are on roofs, in attics, or driving between jobs.

Qualify inbound and outbound leads

FrontIQ gathers the address, project, equipment, timing, and budget details. Outbound calls can start from a event in your system or a Slack request from your team.

Your team joins at the right moment

Urgent, unusual, or high-value requests reach the right person with the conversation, property details, and next step attached.

Keep noise away from staff

Routine questions, out-of-area inquiries, wrong numbers, and spam stay out of the dispatch queue.

Why FrontIQ: Built around your HVAC operation

FrontIQ runs the way your HVAC operation already works.

Put your dispatch, qualification, and follow-up procedures in plain language once. FrontIQ applies them across service, maintenance, and installation inquiries.

your-hvac-company.flow
# Your HVAC rules, in plain languageservice area then verify ZIP before bookingno heat + cold night then text on-callinstall lead then ask home size + ducts + current systemrebate question then explain estimator confirms eligibilitysite visit then book 90-minute windowquote sent then follow up on days 3, 10, 21if safety risk or upset caller, hand off to manager
Your services

Repairs, maintenance, ducted and ductless installs, water heating, electrical work, memberships, and the jobs you do not take.

Your knowledge

Equipment guidance, visit expectations, financing information, warranty policy, published incentives, and common homeowner questions.

Your rules

Service area, emergency thresholds, lead qualification, arrival windows, estimator calendars, escalation, and quote follow-up.

Your SOP

One repeatable workflow for every call, text, and chat, with different paths for service, maintenance, and installation requests.

Why FrontIQ: Works with your systems

Connect your HVAC systems or start with FrontIQ on its own.

Start with FrontIQ's Customer Inbox, connect HubSpot now, or keep using your field-service system while direct ServiceTitan and Jobber integrations are developed.

Live

FrontIQ Customer Inbox

Start without field-service software. FrontIQ creates the homeowner record, keeps the conversation history, and tracks the next step.

Ready

HubSpot

Create or update the homeowner record with the request, property details, conversation history, and next step. HubSpot events can also start outbound qualification calls.

Roadmap

ServiceTitan and Jobber

Keep using ServiceTitan or Jobber as your system of record. Direct integrations are planned and not yet available.

Why FrontIQ: You are in control

You are in control. Stay informed and step in only when it matters.

Every request, action, and outcome stays visible. Your team chooses the rules, reviews the work, corrects knowledge, and decides when a person takes over.

  • Inspect the complete conversation and outcome
  • Listen live and take over when human judgment is needed
  • Find missing or conflicting service knowledge
  • Send chosen alerts to dispatch, sales, or the owner
HVAC activity
Illustrative example

Channels

Voice · Text · Chat

Company status

FrontIQ working

Staff review

One escalation

ChannelRequestResult
CallHeat pump replacement Booked
TextEquipment photo Received
Web chatIncentive question Answered
CallNo heat tonight Escalated

Knowledge suggestion

Add the current utility-program disclaimer to incentive answers.

Human handoff

No-heat call routed with the address, symptom, and transcript attached.

Feature comparison

Answering the homeowner is only the first step.

Generic AI answering tools handle the conversation. FrontIQ applies the HVAC workflow and completes the work that follows.

Typical AI

Answering

FrontIQ

Completed work

Answers common questions
Takes messages or routes calls
Shares context across channels
Applies service-area, triage, and qualification rules
Books the right visit or arrival window
Creates or updates homeowner and property records
Sends confirmations and estimate follow-up
Hands off with the request and context attached
Mobile app for transcripts, live listening, and call takeover
Outcome after the inquiry
Message or transfer
Qualified, booked, and followed up

Try the HVAC workflow on your own company.

Get a personalized preview from your public business information, or talk with us about your service, installation, and dispatch workflow.

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