Christine AITry Christine
HVAC Technician Guide

How to Automate Lead & Client Tracking as a HVAC Technician

You finish a diagnostic at the Delgado place, spot the bad Carrier compressor, and tell them you'll have a quote by evening. But after three more emergency calls, that specific info gets buried in your truck clipboard. Now you have to drive back just to check the model numbers again.

The Current Reality

The Manual Way

Scratching details on paper invoices or napkins, then trying to type them into ServiceTitan or Excel late at night when you can't quite remember the specifics.

45 minutes per day
  1. Scribble equipment model numbers and refrigerant types on a paper work order while kneeling in the attic.
  2. Shove the crumpled paper into your pocket with receipts and loose change.
  3. Get back to the shop at 7 PM and struggle to read your own handwriting to build a quote.
  4. Realize you forgot to check if the warranty covers labor, so you have to call the manufacturer.
  5. Type the final data into your spreadsheet, often entering the same stuff twice for different customers.

With Christine AI

The Christine Way

Voice-note your findings right after closing the panel. Christine writes down the specs, drafts a quote that fits the warranty rules, and logs the lead in your CRM instantly.

You

Send a voice note: 'Just left Delgados. Carrier 24ACC636, compressor failing. Extended warranty covers parts only through 2027. Need quote for labor plus new TXV valve.'

Christine

Types up your notes, flags the 'parts-only' warranty limit, and creates a draft email quote separating billable labor from covered parts.

You

Text: 'Photo of the supply receipt for the TXV valve and R-410A. Split the costs: warranty covers the compressor, customer pays for the rest.'

Christine

Reads the receipt, puts $290 in the warranty claim file and $85 on the customer invoice, and updates the Google Sheet expense log.

You

Text: 'Schedule a follow-up with the Delgados for Tuesday morning if they approve the quote.'

Christine

Sets a calendar reminder for Tuesday 9 AM and drafts a follow-up text to send if they don't reply by Monday noon.

Time Saved Per Week

6.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just finished at the Petersons. Goodman GMVC95 furnace, heat exchanger cracked. They want a full system replacement quote. Send it over tonight.
9:41 AM
Got it. I've logged the Goodman GMVC95 diagnosis. Since this is a replacement lead, I'll draft a quote comparing repair vs. replace options and include the current rebate forms. Sending draft to your email in 2 mins.
9:41 AM
Thanks. Also, photo attached. Bought the manometer and sealant tape at Ferguson. Put that under general supplies.
9:42 AM
Receipt processed. $45.20 added to 'General Supplies' in your Q4 expense sheet. The Petersons' quote draft is ready; do you want me to email it now or wait until morning?
9:42 AM
Wait till 8 AM. And set a reminder to call them if they haven't replied by Thursday.
9:43 AM
Scheduled. Quote will send Thursday at 8:00 AM. If no reply by 4:00 PM Thursday, I'll prompt you to call. Added to your calendar.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support