Nationwide · HVAC

An SI office team for HVAC companies. We set it up for you.

Your SI team members draft quote replies, estimate follow-ups, scheduling emails and review requests. Every customer message is set up as a draft for your OK.

Book a free 20-min walkthrough
Sound familiar?

Office work that slips when you're on the job

Common headaches we hear about from owner-run shops. Examples only; we tune your setup to how you actually work.

1

Service requests at all hours

A homeowner emails at 9 PM about a unit that won't cool. A draft reply is waiting for your OK.

2

Maintenance-plan reminders

Drafts seasonal tune-up reminder emails for your customer list.

3

Estimates for replacements go cold

Drafts follow-ups on replacement quotes that got no answer.

4

Morning callback list

Logs web and email leads and missed-call notices in your inbox, and hands you a callback list each morning.

How it works

Three steps

Free 20-minute call

We learn how leads, estimates and scheduling move through your business today.

We set it up with you

On a screen-share, you create and pay for your own Grok Bot account and log in yourself. We add your office team and connect your email and calendar.

You approve, it learns

Your SI team members start drafting. You approve, edit or toss each draft.

See the full process →

Featured bundle

Featured bundle: your trade’s office team

This bundle is our Office Team package, set up for how your trade works: $2,900 one-time, chief plus 3. Optional TeamCare: $650/mo. Customer messages are set up as drafts for your approval. Looking for a different size? See other packages on our pricing page.

HVAC Office Team

Stay on top of service requests and replacement quotes.

Office Team · $2,900 one-time · a chief plus 3 (4 team members)

  • SI Office ManagerKeeps your inbox, calendar and service-call scheduling organized and drafts replies for you to confirm.
  • SI Lead Coordinator (Estimates and Follow-up)Keeps track of replacement and install quotes and drafts follow-ups.
  • SI Reviews ManagerDrafts review requests after service calls and replies to new reviews, for your OK.
  • Helps you answer service requests faster in the busy season.
  • Helps keep replacement quotes from slipping through the cracks.
  • Makes it easier to ask customers for a review.
See pricing → Book a free 20-min walkthrough

SI team member lineups are starting points. We tune them to your shop on the walkthrough, and you pick your SI team members’ names. Your Grok Bot plan is a separate bill from the provider.

See all featured bundles · Plumbing Office Team · What is an SI office team? · SI office team FAQ

Office Team: $2,900 one-time

Chief plus 3, set up for your trade. Optional TeamCare $650/mo, cancel anytime. Need less or more? Ask on the walkthrough. Your Grok Bot plan is billed to you directly and isn't included.

See pricing

Questions from HVAC companies

Will your SI team members text or call my customers?

No. SI team members don't place phone calls or send texts. Phone and texting aren't part of setup today. Customer messages are email drafts you approve, and anything else goes on your callback list so you make the call.

Do I need to be good with computers?

No. If you can use email on your phone, you can approve a draft. We do the setup with you on a screen-share.

Who owns the Grok Bot account?

You do. You sign up, pay the provider directly and log in yourself. Bayvant charges only for setup work and never holds your passwords.

Will this get me more jobs?

We can't promise that. Faster, steadier follow-up helps, but results depend on your business.

Get started

Get a free 20-minute walkthrough

Email us for a free 20-minute call. We never text.

Book a free 20-min walkthrough

Customer messages are set up as drafts for your OK. You own and pay for your own Grok Bot account.

Send us a note

Email chad@bayvant.com with your name, company and trade, and what eats most of your office time. We reply by email. Want a call back? Include your number and a real person will call you about your request. We don’t text or use automated calls.

Email us

See what an SI office team would do for your shop

Email us for a free 20-minute call. No pressure, and nothing to sign on the call.

You own and pay for your own Grok Bot account. Bayvant sells setup work only. We never resell accounts or share logins.

Book a free 20-min walkthrough