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Automated Scheduling

HVAC appointment scheduling software that books on the call

Most scheduling tools wait for somebody to type the appointment in after the fact. Sara books it while the customer is still on the phone, and it lands in your Thermoi dashboard with the address and the arrival window.

The Old Way vs. The Thermoi Way

Stop losing customers to phone tag and slow callbacks.

❌ Traditional Appointment Booking

1
Customer calls, gets voicemail
2
Office calls back hours later
3
Customer doesn't answer
4
Phone tag continues for days
5
Customer calls competitor instead
6
You lose the appointment

Average time to book: 2-3 days

✓ Thermoi AI Booking

Customer calls, AI answers instead of voicemail
AI offers the times you set during setup
Appointment agreed before they hang up
Time and address read back on the call
Booking recorded in your dashboard
Summary and full transcript sent to you

Booked before the caller hangs up

Smart Scheduling That Works for HVAC

Built specifically for HVAC contractors, from seasonal rushes to emergency calls.

Bookings in One Place

Every booked job lands in your Thermoi dashboard with the customer, the service type, the address and the arrival window. Calendar and CRM sync is on the roadmap, not in the product today.

Times You Set

The AI offers the times you told it to offer during setup. It does not know where your trucks are, so it does not pretend to plan around them.

Confirmed on the Call

The time is agreed and read back before the caller hangs up. No phone tag and no "someone will call you back."

Service Address Captured

The AI asks for the service address and reads it back, so every booking carries a real address rather than a guess.

The Whole Conversation

Every booking arrives with the summary and the full transcript of the call it came from, so you know what was actually promised.

Written down, not remembered

Every booking is recorded with the customer, the service type, the address and the arrival window, so nothing lives only in someone’s memory.

Runs Alongside Your Existing Tools

Thermoi answers the phone. It does not replace the software you already run, and it does not write into it either — booked jobs land in your Thermoi dashboard with the address and arrival window. Sync into these is on the roadmap, not in the product today.

Google Calendar
Microsoft Outlook
ServiceTitan
Housecall Pro
Jobber
FieldEdge
ServiceM8
Workiz

How AI Appointment Booking Works

1

Customer Calls

A homeowner calls needing AC maintenance. Thermoi AI answers instead of the voicemail box.

2

AI Gathers Details

AI asks about service needed, equipment type, and any specific concerns, just like a trained receptionist.

3

Times Offered

The AI offers from the availability you set during setup. It has no view of where your techs are, so it does not claim to route around them.

4

Options Presented

"We have availability Thursday at 10 AM or Friday at 2 PM. Which works better for you?"

5

Booking Confirmed

Customer selects a time. The AI reads back the time and the service address, and the booking is recorded in your Thermoi dashboard.

6

The Call Comes Back To You

Summary and full transcript stored against the call, and emailed or posted into Slack if you switch those on.

What a booking looks like

Customer calls, AI books while they're still on the phone

Thermoi Voice · Appointment Booking
2:11 PMCustomer: Hi, I need to schedule an AC tune-up before summer.
2:11 PMThermoi AI: Sure, what's your address and the brand of your unit?
2:12 PMCustomer: 318 Oak Ln, it's a Carrier.
2:12 PMThermoi AI: We have Thursday at 10 AM or Friday at 2 PM. Which works for you?
2:12 PMCustomer: Thursday at 10 works.
2:13 PMAppointment confirmed. Recorded with the address and arrival window. Full transcript logged.

Booked before the caller hangs up, so nobody waits on a callback. Example call.

Ready to Book More Appointments Automatically?

See how AI-powered booking can fill your schedule and grow your HVAC business.

✓ Runs alongside your existing tools   ✓ One setup call   ✓ No long-term contracts