AI Operations Manager for HVAC companies
Keep the schedule full in every season.
Without living at the desk.
VERA runs your tune-up campaigns, renews maintenance memberships, follows up on replacement quotes, dispatches emergency no-heat and no-cool calls, and collects payment - while you stay in complete control by approving every action.
No credit card required · You approve every action · Works with your existing software
Powering HVAC companies through every heating and cooling season
Stop wearing every hat
Stop wearing every hat.
You didn't get into HVAC to spend your nights chasing renewals and quotes. VERA takes the desk work off your plate.
Seasonal campaigns
Never miss the spring AC or fall heating window. VERA drafts the tune-up campaign to your past customers at the right time.
Membership renewals
Know exactly which service agreements are expiring and send the renewal - before the coverage lapses and the customer walks.
Emergency dispatch
When a no-heat or no-cool call comes in, VERA finds the next open slot and drafts the ETA so nobody sits waiting.
Replacement quotes
VERA tracks every open replacement estimate and drafts the follow-up - including financing - so big jobs don't go cold.
Getting paid
Know exactly who hasn't paid and send friendly reminders in seconds - not next weekend.
Daily briefing
Start every morning knowing what needs your attention, ranked by what matters - emergencies first.
The whole job
Your business runs on approval.
Three simple steps. Nothing happens automatically.
Ask in plain words. Get the paperwork back.
6 documents hvac companies actually send, set up with your business details, your pricing, and your branding.
Quote · 3 options
“Quote a 3-ton heat pump replacement.”
Good, better, and best options priced with equipment, install labor, and financing, held for your review before the homeowner sees them.
List · 18 renewals drafted
“Who hasn't renewed their membership?”
Every service agreement expiring this month, each with a renewal notice and a card-on-file link drafted and waiting.
Dispatch · 1 slot proposed
“A no-cool call just came in.”
The next open slot offered to the member, a tech ETA text, and a bump ahead of today's standard visits, all proposed for your okay.
Automation
VERA can work. You still control what leaves the business.
The same gate applies to every hvac companie workflow on this page.
- 01VERA prepares
Drafts the quote, the follow-up, the invoice, the schedule change.
- 02You review
See the numbers, the wording, and exactly who it goes to.
- 03Approval
Approve, edit, or decline. Let the routine ones run on your rules.
- 04Customer
Only approved work ever leaves the business.
Nothing runs without your approval
Every action is a proposal first.
No surprise charges
Cancel before the trial ends and pay nothing.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.
“Running an HVAC company means you're on the hook for everything - dispatch, quotes, renewals, marketing. VERA takes care of the work I shouldn't have to spend hours on, like the tune-up campaigns and the membership renewals. I stay in control by approving everything, but I'm not buried in admin every night anymore.”
Tyler Brooks
Owner, Heating & Cooling
of office work off your week
Typical owner-operator estimate
seasonal campaigns you actually send
Illustrative: the spring and fall drafts are written for you
more memberships renewed
Illustrative figure when every expiring agreement gets a reminder
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
The people already running on it.
Owners who stopped doing the paperwork at night.
Curtis Vaughn
@vaughnhvac
“Maintenance plan renewals stopped being a summer project. They go out on time with the message written.”
Northline Heating & Air
@northlineair
“System replacement quotes come out the same visit, with the options laid out properly.”
Renata Silva
@silvaclimate
“The busy week no longer means the billing week goes missing. Invoices leave the day the job closes.”
Peak Comfort Systems
@peakcomfortco
“Equipment and part costs come off a live list, so a quote from today is priced like today.”
Dominic Rask
@raskheating
“Every tune up gets a follow up. That alone filled our shoulder season.”
Yara Haddad
@haddadhvac
“Techs file photos and readings from the truck and it lands on the job. No end of day paperwork.”
Stone Ridge Mechanical
@stoneridgemech
“Two crews and a dispatcher's worth of coordination without the dispatcher.”
Elliot Byrne
@byrneairco
“When a no heat call comes in, the day gets rebuilt and everyone is told. I just approve it.”
Marisol Duran
@duranclimate
“Financing options sit inside the quote, so the conversation stops being about the number alone.”
Fairwind Air
@fairwindair
“I can see which jobs made money this month without exporting anything to a spreadsheet.”
Trent Ashby
@ashbyheating
“Filter reminders and seasonal checks go out on their own schedule. Customers think we are much bigger.”
Nia Okonkwo
@okonkwoair
“It drafts, I approve, it sends. Nothing goes to a customer that I have not read.”
Most popular with HVAC companies.
Connect your dispatch, invoicing, and calendar tools so VERA works from your real service agreements, quotes, and invoices.
Start freeSign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 157 integrationsSimple plans, clear value
Plans that grow with your shop.
Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits your business.
Starter
Perfect for owner-operators
Growth
For growing shops with a few trucks
Pro
For established HVAC companies with multiple crews
Starter
1,000 creditsFor solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Not included
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Growth
2,500 creditsFor active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 3 included, add more
- Connected integrations
- 15 accounts
- Automation
- Auto-pilot + guardrails
Pro
10,000 creditsFor power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 10 included, unlimited extra
- Connected integrations
- 50 accounts
- Automation
- Advanced + roles
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
Open any question for the detail.
What uses credits?
AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
Do unused credits roll over?
Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
Can I buy more credits?
Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What does that look like in practice?
Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
What do I get during the 7-day trial?
A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
What happens when I run out of credits?
The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Answers first
Frequently asked questions.
Will VERA contact my customers without permission?
No. VERA never sends a message, posts content, or charges a card on its own. It drafts everything and waits - you approve, edit, or decline every action.
Does it work with ServiceTitan?
Yes. VERA connects to ServiceTitan, QuickBooks, Google Calendar, Google Business Profile, Stripe, and the other tools HVAC companies already run on. You connect by signing in - no API keys.
Can VERA run my seasonal tune-up campaigns?
Yes. VERA knows when AC and heating season are turning, drafts the tune-up campaign to your past maintenance customers, and queues it for your approval so early-season slots fill up.
Can it keep my maintenance memberships from lapsing?
Yes. VERA watches every service agreement, flags which ones are expiring, and drafts the renewal notice with a card-on-file link. Nothing sends until you approve it.
Can it follow up on system-replacement quotes?
That's one of the first things HVAC companies turn on. VERA tracks every open replacement estimate and proposes the follow-up - including financing options - at the right time.
Can it help with emergency no-heat and no-cool calls?
Yes. When an emergency comes in, VERA surfaces the next open slot, drafts the customer ETA, and can prioritize members - you approve how it's handled.
Can I review everything before it happens?
Always. VERA is approval-first by design: propose → approve → execute. Nothing external happens without your say-so, and every action is logged.
Still have questions? Talk to us.
Ready when you are
Stop spending every evening chasing renewals and quotes.
See how VERA keeps your HVAC schedule full in every season - while you approve every move.
- No credit card required
- You approve every action
- Cancel anytime
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Professional Services
Property & Real Estate
Retail & Hospitality
Healthcare & Auto