For the customers you have and the ones you want

Members get priority. Everyone gets an answer.

iris makes sure of it. It’s the AI Growth System for HVAC.

On a 95-degree day, iris books plan members into the first openings and gives new callers the next real booking.

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Tallgrass · Tuesday 2:15pm · 96°
  • Tallgrass · irisnow

    Glen Hughes · Member · booked 4pm

    AC running, not cooling. First opening, with Omar.

  • Tallgrass · iris8:41am

    Tasha Bell · New customer · booked 6pm

    Booked in the web chat. Her AC stopped cooling.

All seven features

Here’s how you can keep both promises

Tuesday, 2:10pm, 96 degrees.

Glen has been on the Tallgrass maintenance plan for six years. Tasha found Tallgrass an hour ago. Both houses are heating up.

Glen calls, and Tallgrass picks up

Answers Glen’s call in Tallgrass’s name, right away. He hears your company’s name and gets straight to why he’s calling.

Glen HughesPlan memberOn the Tallgrass plan since 2020 · calls at 2:10pm
Glen · Plan memberAI Receptionist
  • iris: Good afternoon, Tallgrass Heating & Cooling. This is iris. How can I help?

The promise: Members go first. Glen gets the first opening, with the tech who knows his system.

Glen tells it his way

Talks with Glen in plain speech, so he can describe the problem his way. “It’s running, but the air’s coming out warm” is enough to go on.

Glen · Plan memberAI Voice
  • Glen: “It’s running, but the air’s coming out warm.”

That’s enough to go on.

The first opening goes to Glen

Books Glen the first opening: Omar, today at 4pm. It’s the tech who did his tune-up, on the calendar your team already checks.

Glen · Plan memberAI Calendar
  • Today · 4:00pm · Omar
  • Booked

First opening, held for members

Your hot-day rule, set once

Knows your rule for hot days: members first, then the next real opening for everyone. You set it once, and every call, chat, and text follows it.

Tasha BellNew customer · First callFound Tallgrass an hour ago. Her house is heating up too, and she wants to know if anyone can come.
Glen and Tasha · Your ruleContext Engine
Your rule · Hot days

Members get the first openings. Everyone else gets the next real one.

  • Calls
  • Chats
  • Texts

Tasha gets answers on your site

Greets Tasha on the Tallgrass website and answers her questions about the visit. She learns what the visit covers and when someone can come, while she’s still on the page.

Tasha · New customerAI Web Chat
  • Tasha: My AC stopped cooling. Can anyone come today?

  • iris: Yes. Omar can check your system today at 6pm. Want me to book it?

The promise: New callers get a real booking. Tasha is booked for 6pm today, right in the chat.

Tasha knows when Omar is coming

Confirms 6pm by text and lets Tasha know when Omar is on his way. If she has a question, she replies and gets an answer by text.

Tasha · New customerAI SMS
  • iris: You’re booked with Tallgrass today at 6pm. Omar will check your AC.

  • Tasha: Thank you!

  • iris: Omar is on his way.

His system is already on file

Knows Glen is on the plan and pulls up his 11-year-old AC, tuned up in April. Omar sees the system and the last visit before he heads out.

Glen · Plan memberAI CRM
System
Central AC, 11 years old Last tune-up: April
Customer
Glen Hughes Plan member · since 2020
Tech
Omar Did his April tune-up
Before and after

What a hot week looks like with iris

Six moments from an HVAC week, and where iris fits in each one.

The momentOn your ownWith iris

The first 95-degree day

You answer what you can between jobs and return the rest tonight.

Every call, chat, and text gets an answer in your company’s name, and each one ends with a real booking.

Repair or replace

You hear the system’s history on site and write up the estimate later.

The system’s age and past repairs are on the record, and the estimate is booked with the tech who knows it.

A first-time caller

You call back when you get a minute between jobs.

They describe the problem in their own words and leave with the next real booking.

Tune-up time

You work down the member list and call each one to set a date.

Each member gets a text when a tune-up is due and books by replying.

The equipment details

Model numbers and install dates live in your files, or your head.

Every system you’ve worked on is on the customer’s record, with its last visit.

How busy days work

You walk the office and the techs through it each time the weather turns.

You write it down once, and every channel uses it, starting with the next caller.

iris doesn’t replace your techs or your office. It covers the calls, chats, and texts you can’t get to, so your techs spend the hot days on the work only they can do.

HVAC questions, answered.

An AI Growth System for HVAC covers the front office while your techs are on jobs. iris answers every call, chat, and text in your company’s name, books the work, follows up on quotes, and sends urgent calls, like no heat on a cold night, to whoever’s on call. Every conversation lands on the customer’s record.

Yes. iris checks each caller against your customer records, so it knows who’s on a maintenance plan before it books. Members get the openings you promised them, and new callers still get the next real booking.

Yes. Tell iris how many openings to keep for members when it’s busy, and it books new callers around them. You set the rule, and you can change it the morning of.

Yes. iris keeps the type, make, and age of each system you’ve worked on, plus the last visit. Your tech knows what they’re walking into before they get to the house.

No. That call stays with you. iris books the repair visit or the replacement estimate the customer asks for, and notes what they said about the system, like its age or how often it breaks down. Your tech makes the recommendation.

Yes. iris can text members when a tune-up is due and book it from their reply, around your techs’ schedules. No member has to remember to call.

It goes to a person. iris asks the questions you set, then sends the call to whoever’s on call, with the address and what the customer said. iris doesn’t troubleshoot the system or give safety instructions.

Yes. Tell iris the systems you service, like heat pumps, boilers, or ductless units, and the ones you don’t. It tells callers right away, so nobody books a visit your techs can’t do.

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