Simple Onboarding Flow

How Climaflow Powers Your Site

From setup to live dispatch in under 48 hours. Here is our seamless step-by-step contractor onboarding workflow.

Step 0101

We Add the AI Agent to Your Site

Our team provides a simple, lightweight JavaScript snippet. You (or our engineers) paste this code into your website's header. It takes less than 5 minutes and works instantly on WordPress, Wix, Squarespace, and Webflow.

Step 0202

The AI Learns Your Business Rules

You provide your standard service areas (zip codes), basic tune-up/diagnostic fees, general FAQs, and on-call technician schedules. We train the AI model on these details so it acts as an expert receptionist for your company.

Step 0303

Visitors Ask Questions or Request Service

When an after-hours visitor lands on your site with a heating/AC emergency or a general quote inquiry, the AI chatbot greets them immediately. Zero wait times, zero friction.

Step 0404

The AI Qualifies and Captures Details

The AI engages the visitor and systematically captures critical details: Caller Name, Phone Number, Home Address, exact System Issue, and Urgency Level. Out-of-service locations are politely filtered.

Step 0505

Your Team Receives Qualified Leads Instantly

The captured files are dispatched immediately. The AI synchronizes details directly into your field CRM (e.g. ServiceTitan) and fires off instant SMS and email notifications to your on-call technician's cell phone.

Step 0606

You Book More Jobs Without Added Overhead

Homeowners secure priority diagnostic appointments without your office dispatchers having to answer midnight calls. You secure hot after-hours system replacement jobs with zero added staff salaries.

We Handle 100% of the Heavy Lifting

You do not need to be a programmer or have any tech experience. Our onboarding specialists will write the custom training data, integrate the chatbot with your ServiceTitan or Housecall Pro API, and test everything thoroughly before going live.

Ready to add the AI dispatcher to your team?

Schedule your onboarding call today. Let us show you exactly how easy it is to set up and start booking HVAC jobs automatically.