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AI Receptionist Setup — HVAC & Plumbing
10 questions. 5 minutes. The moment this lands in our inbox, we start building your AI receptionist. You'll be live within 48 hours.
Q1 — Business details
What's your business name?
(exactly as you answer the phone)
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What is your first name?
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What is your phone number?
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What is your business website?
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Q2 — Business phone
What's your main business phone number?
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What phone system do you use?
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Q3 — Hours & emergencies
What are your business hours?
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Do you take after-hours emergency calls?
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If someone calls after hours with an emergency, how fast do you call back?
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Q4 — Service areas
What cities, towns, or zip codes do you cover? —
(the AI uses this to turn away out-of-area callers)
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Q5 — Services
What services do you offer? — Checkboxes
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What services do you offer? — Checkboxes
AC repair & service
AC installation
Furnace repair
Furnace installation
Heat pump service
HVAC maintenance & tune-ups
Water heater repair
Water heater installation
Drain cleaning
Pipe repair & leak fix
Toilet, faucet & fixture repair
Repiping
Sewer line service
Gas line service
Other
Any services not listed above? — Short answer
(optional)
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Q6 — FAQ
What are the 5 questions new callers ask you most often? Include your answer to each. —
(example: "How much does an AC tune-up cost? — We start at $89, most repairs run $150–$400")
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Q7 — Pricing
How do you handle pricing on the phone?
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How do you handle pricing on the phone?
A
How do you handle pricing on the phone?
B
We send a tech first — all quotes happen on-site
C
We offer free estimates — book it through the AI
D
We charge a diagnostic fee then quote the job
Anything specific about your pricing callers should know? — Long answer
(optional — e.g. we waive the diagnostic fee if you book the repair with us)
*
Q8 — Tone & personality
How do you want your AI receptionist to come across to callers?
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How do you want your AI receptionist to come across to callers?
A
Friendly and conversational
B
Professional and formal
C
Warm but efficient
D
Match however I normally talk to customers
E
How do you currently answer the phone? Paste your usual greeting or describe how you talk to customers. —
(e.g. "Hey thanks for calling Metro HVAC, this is Mike, how can I help?" — the AI will match your style exactly)
*
Is there anything the AI should never say? —
optional — e.g. never mention competitors, never promise same-day availability)
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Q9 — Calendar
Which calendar or scheduling tool do you currently use?
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Which calendar or scheduling tool do you currently use?
A
Google Calendar
B
Calendly
C
Cal.com
D
GoHighLevel Calendar
E
Housecall Pro
F
ServiceTitan
G
Something else
H
I don't use anything right now
If you selected something else, which calendar do you use? —
(conditional — only show if they select "Something else")
*
Q10 — Your AI Receptionist
What would you like to name your AI receptionist?
(e.g. Aria, Max, Luna — this is what callers will hear)
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Do you prefer your AI receptionist to be male or female?
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Do you prefer your AI receptionist to be male or female?
A
Female
B
Male
C
No preference
What should your AI receptionist do if a caller asks to speak to a human?
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What should your AI receptionist do if a caller asks to speak to a human?
A
Transfer the call immediately
B
Take a message and have someone call back within the hour
C
Send them a text with a direct contact number
D
Something else
Q11 — Booking & anything else
How do you want jobs booked?
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How do you want jobs booked?
A
AI books directly into my calendar
B
AI collects their info — we call back to confirm
What days and hours are available for appointments? —
(e.g. Mon–Fri 8am–5pm, Sat 9am–1pm, need at least 2 hours notice for same-day)
*
Anything else callers need to know about how you operate? —
(optional — e.g. residential only, family business since 1998, credit card required to book)
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Submit
