AI technician coaching for HVAC: score every service call and turn the best moments into team training
Esser Air Conditioning
What they did with AI
Esser Air Conditioning, a family-owned HVAC company in Palm Desert, CA founded in 1980, uses Field Pro, an AI feature inside ServiceTitan, to coach its technicians. On the way to a job, techs can listen to a summary of the job history. During the visit, Field Pro records the conversation and scores the tech against preset best practices such as building rapport, handling objections, finding a compelling need, closing, speaker share and pacing. Afterward it shares a scorecard with the tech, suggests improvements, and recommends clips for managers to use in training; standout clips go into a scrollable team feed where techs can review, comment and like them. Service manager Chris Holland says the manager dashboard shows him who is working to improve and who needs more training. Comfort adviser and field supervisor Skip Wintter says Esser has seen improvement in average ticket, close rate and revenue per hour since adding Field Pro; ServiceTitan's story gives no specific numbers.
Results above are as reported by the vendor or company in the source and haven't been independently audited by this site. Listing a tool is not an endorsement, and nobody paid for this entry.
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BWS Plumbing, Heating & Air Conditioning
Kevin Strandberg, owner of BWS Plumbing, Heating & Air Conditioning in Eden Prairie, Minnesota, describes on the Plumbing & HVAC Hustle Podcast how he uses Claude. He says he had it write a two-week, day-by-day onboarding plan for a new CSR with no HVAC or plumbing background, with supporting documents and daily tests, in about 30 minutes. He connected Claude to QuickBooks Online and asked for an in-depth analysis of first-quarter financials, getting an executive summary he could take into an accounting meeting, and had it draft a month-end close process for their ServiceTitan, ADP and QuickBooks setup. He also uses it for HTML email blasts and reports that BWS runs an AI phone agent from Avoca for after-hours calls, which he says works well on the second try after a vendor switch and fine-tuning, but that customers still want humans in business hours. His cautions: it still hallucinates, so he checks the output, works in batches of three to five tasks, and fixed a pricing error that Claude now remembers. No numbers beyond the 30-minute onboarding plan are given; this is the owner's own account on a podcast hosted by a marketing agency.
Answer every call 24/7 and score every CSR call with AI
Rescue Air & Plumbing
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AI-assisted HVAC diagnostics: a McDonough, GA contractor's in-house software and its 90% drop in callbacks
Absolute Best Air
Absolute Best Air, a residential HVAC company in McDonough, Georgia, says owner David Longino built a proprietary diagnostic and indoor-air-quality system called AI IAQ (patent application pending). The company's website describes software that pulls system and indoor-air-quality measurements into one view so the technician can see patterns, document conditions and explain a repair or replacement recommendation; it says a technician stays in control and the software does not replace judgment. In an Oct 22, 2026 press release the company reports that since deploying it in March 2026 it completes its 151-point inspection in about 30 minutes instead of roughly three hours, cut callbacks and return trips 90% and reached a 99% first-time fix rate. These are company-reported figures from its own release; the release does not describe the underlying model or how the results were measured, and the company says its continuous-monitoring hardware is still in development.