Platform features
The complete HVAC field-service platform
AI receptionist on your line — nights, weekends, emergency triage, live dispatch.From the first call to the final invoice, ComfortOS replaces the patchwork of tools HVAC teams cobble together—dispatch, the field, billing, compliance, and AI front office in one place.
AI reception & front office
Answer nights and weekends, triage no-heat / no-cool, book soft windows, SMS dispatch on P1, and warm-transfer humans — every call on the customer record.
Dispatch & scheduling
Drag-and-drop dispatch board, smart scheduling, and live crew tracking — AI bookings land as real capacity.
Field app for techs
An offline-capable iOS & Android app for job details, photos, estimates, and on-site payment capture.
Estimates & invoicing
Good-better-best estimates, one-tap invoicing, and automated follow-ups that close more jobs.
Payments & financing
Card and ACH payments plus built-in consumer financing so customers can say yes on the spot.
Analytics & job costing
AI booking rate, after-hours capture, call sentiment, tech performance, and job profitability in one reports surface.
Compliance & refrigerant tracking
EPA 608 refrigerant logs and compliance records captured in the flow of everyday work.
Inventory & procurement
Live supplier pricing, electronic purchase orders, and truck-stock visibility across the team.
AI reception — the shop’s 24/7 front desk
A real AI receptionist on your line — not a voicemail dump and not a black-box answering service. ComfortOS greets callers, triages water / no-heat / no-cool / gate issues, books soft windows onto your live dispatch board, texts on-call for P1/P2, warm-transfers to your ops line when a human should take over, and attaches every conversation to the lead and customer record.
- Live AI DID with after-hours and overflow coverage
- HVAC triage + soft AM/PM booking into real capacity
- P1/P2 SMS to dispatch and warm transfer with context
- Transcripts, AI-booked flags, and follow-ups on the CRM
- Booking-rate and after-hours capture on the operator scoreboard
Dispatch board & smart scheduling
Run the whole day from a single command center — including windows the AI receptionist just booked. Drag unscheduled jobs onto the board, balance routes, and watch crews move in real time—so dispatchers stop juggling spreadsheets and phone calls.
- AI-booked soft windows land as real capacity
- Drag-and-drop scheduling with conflict detection
- Live crew status and route visibility
- Customer notifications for on-the-way updates
iOS & Android app built for technicians
Give techs everything they need on a phone or tablet—even with spotty signal. Job history, equipment details, checklists, photos, and payment capture all sync automatically when they reconnect.
- Native iOS & Android app that works offline
- On-site estimates, invoices, and payments
- Photo and note capture tied to each job
- Automatic sync when back online
Estimates, invoicing & getting paid
Present clear good-better-best options, convert approvals to invoices instantly, and collect payment in the field or online. Automated reminders chase down balances so cash flow stays healthy.
- Tiered estimates customers understand
- One-tap conversion to invoice
- Card, ACH, and consumer financing
- Automated balance reminders
Analytics that operators actually use
See whether AI reception is booking, which jobs make money, and how techs perform — without exporting a spreadsheet farm. Call analytics sit next to job costing and revenue reports inside the same workspace.
- AI booking-rate target with miss alerts
- After-hours capture and AI-booked call flags
- Call log with sentiment beside job costing
- Tech performance and demand forecast widgets
Compliance & refrigerant tracking
Stay audit-ready without extra paperwork. Refrigerant usage, cylinder tracking, and EPA records are captured as part of normal job workflows and stored against each piece of equipment.
- EPA 608 refrigerant logging
- Cylinder and recovery tracking
- Equipment service history
- Exportable compliance records
Inventory & supplier procurement
Keep truck stock and warehouse counts accurate, see live pricing from connected supply houses, and issue electronic purchase orders without leaving a job—so techs always have the right parts.
- Live supplier catalog pricing and availability
- Electronic purchase orders and AP reconciliation
- Truck-stock and warehouse visibility
- Parts linked to your price book
Connected to the tools you already use
ComfortOS integrates with accounting, payments, telephony, email, and supply-house catalogs—so data flows automatically instead of being re-keyed between systems.