Thermostat and filter checks before a truck rolls
A fair share of no-heat calls are a thermostat on cool, dead batteries or a filter caked grey. Emma walks the caller through the checks you approve, and books a tech only when the furnace really needs one.
A caller says the heat or AC isn't working right, and nothing sounds dangerous.
Runs your approved checks in plain words, then books a service call if the problem is still there.
Fewer wasted trips, and a service call that already lists what was checked.
How it works
- Safety first
Any gas smell, a carbon monoxide alarm or a burning smell skips the checks entirely and follows your emergency wording.
- The thermostat
Is the screen on, is it set to heat, is the set point above room temperature, when were the batteries changed.
- The filter
When it was last changed, and what it looks like held up to the light. A badly clogged filter can shut a furnace down.
- The switch and the vent
The furnace service switch that looks like a light switch, and the outside intake and exhaust pipes that snow can block.
- Stops at your line
She never asks anyone to open the furnace, touch the burner or reset anything you haven't approved.
- Books what's left
Still no heat? A service call goes on the board with every check and the answer, so the tech starts ahead.
Example call
- CustomerThe thermostat says it's heating, but the air coming out of the vents is cold.
- AI agentLet's check a couple of things. Is there any gas smell or alarm going off in the house?
- CustomerNo, nothing like that.
- AI agentGood. Do you have high-efficiency white plastic pipes coming out the side of the house? With last night's snow, it's worth seeing if they're covered.
- CustomerHang on... yeah, there's a drift right over them.
- AI agentThat's often it. If you can safely brush the snow away by hand, the furnace may start again on its own in a few minutes. I'll stay on the line.
- CustomerOkay, cleared. Oh, I can hear it firing up.
- AI agentLovely. If it stops again today, call us back and I'll book a tech. I'll text you a note on keeping those pipes clear this winter.
After the call: No truck was sent. The call is logged as resolved on the phone with "intake pipes blocked by snow", and the customer has a short text on keeping the vents clear.
What your team gets
- Service calls that list the checks already done
- Calls solved on the phone marked as resolved, with the cause
- Emergency wording used every time, with no checks first
- A count of truck rolls saved each month
Questions
Will she tell people to reset the furnace?
Only if you approve the exact wording. Most shops keep her to the thermostat, the filter, the service switch and the outside vents.
What about a gas smell?
No checks at all. She uses your wording, typically to leave the house and call the gas utility's emergency line or 911 from outside, then alerts your on-call tech.
Does this cost us service calls?
Some, the ones that were never real repairs. The customer remembers you fixed it in two minutes, and calls you when it's real.
Hear it on your phone
Request a demo call and the agent phones you, set up for HVAC like yours.