HVAC AI Agent Team — 8-Agent Field Service Model

AutomatedAgents • onboard-hvac.sh • Medium Tier (4-10 techs)

📞 Emergency Call No AC • No Heat • Gas Leak • CO 🌐 Web / Quote AC Replace • Furnace • Heat Pump 🔄 Maintenance Plan Spring AC • Fall Heating • Filters 🤝 Referral / GMB Reviews • Referrals • Repeat ❄️🔥 OPERATIONS MANAGER Orchestrator • KPI Owner • Escalation Authority • Single Pane of Glass Cron: 6am briefing • 12pm check • 5pm close-out • Mon weekly review 📡 DISPATCH Air Traffic Control • P1/P2/P3 triage • Route optimization • Refrigerant verify • Weather surge 💰 ESTIMATING Quotes & Job Costing • AC $4K-12K quote • Furnace $3K-8K • R-22 replacement push • SEER/AFUE matching 🔧 FIELD SUPPORT Tech Enablement • EPA 608 refrigerant • CO safety <100ppm • Mobile checklists • Temp split QA 📋 BACK OFFICE Finance & Admin • Invoicing & AR aging • Permit tracking • Warranty management • QuickBooks sync 👥 HR / RECRUIT Workforce Pipeline • EPA 608 Day 1 verify • NATE cert tracking • Trade school pipeline • Retention >80% 🔄 MAINTENANCE Recurring Revenue • Spring AC tune-up • Fall heating tune-up • Filter delivery • Retention >90% 📣 MARKETING Growth & Reputation • Seasonal campaigns • GMB optimization • Review generation • Referral tracking 🚛 FLEET / INV Assets & Supply Chain • Truck stock standard • Refrigerant tracking • Seasonal pre-stock • GPS + utilization INTEGRATIONS & TOOLS ServiceTitan Job Board • Dispatch • CRM QuickBooks Invoicing • AP • Payroll Twilio SMS • Voice • ETA Alerts Google Maps Routing • ETA • Zones 🌤️ Weather API Demand Forecast • Surge EPA 608 / 609 Refrigerant Compliance 🧠 Mnemosyne Shared Memory • KPIs 🏭 HVAC Supply Ferguson • Watsco • R-410A 🏷️ OEM Warranty Carrier • Trane • Lennox 📑 Permits HVAC • Electrical • Gas KEY PERFORMANCE INDICATORS Response < 90min • First-time fix > 85% • Estimate-to-close > 40% • AR aging < 10% • Maintenance retention > 90% • 5+ reviews/week • EPA 608 compliance 100%
Legend
Orchestrator
Dispatch
Revenue
Safety / Field
Admin / Data
Marketing
HR / Fleet
Reports to Ops
Data / Integration

How It Works

  • • Customer calls → Dispatch triages (P1/P2/P3) by urgency + weather
  • • Right tech + verified parts + refrigerant assigned
  • • Estimating quotes with SEER/AFUE matching + margin guardrails
  • • Field Support: EPA 608 refrigerant log, CO safety, temp split QA
  • • Back Office: Invoice, warranty, EPA compliance, permits
  • • Maintenance Plans: Spring AC / Fall Heating = recurring revenue
  • • HR: EPA 608 Day 1 verification, NATE certs, trade school pipeline
  • • Fleet: HVAC truck stock, refrigerant cylinders, seasonal pre-stock

HVAC-Specific Intelligence

  • • SEER2 minimum 14.3 (2023+ code), 16+ recommended
  • • R-22 (Freon) phased out → $80-120/lb → always push replacement
  • • R-410A standard ($15-25/lb), R-32/R-454B next-gen
  • • Manual J load calc required for all replacements
  • • CO safety: cracked heat exchanger = immediate replacement
  • • Temp split QA: 15-22°F for AC, correct rise for furnace
  • • Weather-driven demand: heat wave/cold snap = surge protocol
  • • Seasonal campaigns: $49 AC tune-up spring, $49 furnace fall

Deployment

  • • Script: onboard-hvac.sh
  • • Tier: Medium (4-10 techs) → 8 agents
  • • Small tier: 5 agents | Large tier: 10 agents
  • • Each: SOUL.md, systemd, cron, skills, Telegram
  • • Integrates: ServiceTitan, QB, Twilio, Weather API
  • • EPA 608 compliance built into every agent's workflow
  • • Shared memory via Mnemosyne across all agents

AutomatedAgents • onboard-hvac.sh • 8-Agent Field Service Model • Generated 2026-06-11