--- title: How can I use ChatGPT to run my HVAC business? description: Book HVAC tune-ups, maintenance plans, and repair quotes from ChatGPT or Claude. The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. url: https://doingwork.work/for/hvac/ --- # How can I use ChatGPT to run my HVAC business? You use ChatGPT, Claude, or Grok as the desk, and Doing Work as the place the jobs live. The assistant has to be connected at https://doingwork.work/mcp. It can book the seasonal visit, draft the capacitor quote, and make the invoice from the signed quote. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off. ## Can it book the spring and fall tune-ups? Two different tools, and they are easy to mix up. A repeating visit is daily, weekly, or monthly, including every second or third of those, and Doing Work books up to 104 of them now. That fits a building you are in every month. A yearly furnace tune-up fits service due better: you set the date, you set how many months until the next one, and you book the actual visit when the customer picks a time. The reminder email stays off until you turn it on. A maintenance plan is the billed version. You can also tell the plan how many covered visits belong in the term, so the shop can see when each one is due. The visit itself is still booked like any other visit. Customers on a plan can get the member price on a task. ## What does a repair quote look like? A task has one price, an optional task code, an estimated time, and the parts it uses. Your assistant can turn the tasks a tech picked into quote lines. Parts on the task are for your cost and do not show on the customer's quote. A condenser fan motor the customer should see has to be its own line, or it comes in later as a change order. Good, better, and best are three options on one quote. The customer picks one on the signing page, and can tick optional lines, then the invoice is built from what they picked. The link in the email or text is the whole signing step. Before the visit, the assistant can read a one-page brief: customer, address, request, recent texts and calls, notes, photo summaries, open tasks, and similar past quotes. ## The part, the truck, and QuickBooks Order a motor on a purchase order for that job. It becomes job cost when you receive it, not when you type the draft. Counts on hand exist for a price book material, with a low point. There is no bin, truck, or warehouse location. A worker can also record the material used on the visit, from the price book or typed in. QuickBooks stays on your assistant's own connection, on a schedule you pick. Doing Work does not connect to QuickBooks itself. If you would rather export, the owner or office can download a month of books as one ZIP. See [Sync with QuickBooks](https://doingwork.work/docs/sync-quickbooks/). ## Lines you can paste after you connect - "Which furnaces are due for a tune-up in the next 14 days, and which of those customers are on a plan?" - "Draft a repair quote from the capacitor and contactor tasks. Use the member price. Do not send it." - "Save the model and serial from this data plate on the equipment at the property." - "The no-cool call is an emergency. Who is free, and do not assign them yet." Grok Bot is confirmed to connect. Muse is free to start, and its OAuth connection has been observed to persist across sessions. A chat that stops when you close it must not create the shop. Setup: [Connect an agent](https://doingwork.work/docs/quickstart/) and [the AI you already use](https://doingwork.work/ai/). ## Price The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. At $30,800 of payments in a month the fee stops at $149, and it stays $149 above that. Stripe is extra. [Pricing](https://doingwork.work/docs/pricing/). Comparisons written for shops that already pay a seat: [Jobber](https://doingwork.work/docs/compare/jobber/), [Housecall Pro](https://doingwork.work/docs/compare/housecall-pro/), [ServiceTitan](https://doingwork.work/docs/compare/servicetitan/), [FieldEdge](https://doingwork.work/docs/compare/fieldedge/). ## Questions owners ask HVAC owners ask these when they want the assistant to run the office and not the truck. ### How can I use ChatGPT to run my HVAC business? Connect ChatGPT where connectors are available, or Claude, or Grok Bot, to https://doingwork.work/mcp. Ask it to book the tune-up, draft the repair quote from your price book, and hold the send. Quote or invoice lines the assistant drafted stay unsent until a person whose role may send them sends them. The owner can always send quotes, invoices and visit recaps. Office can send them for any job, a lead for jobs on their crew, and field for jobs assigned to them, until the owner turns that send off. The first $1,000 you're paid each month is free. Above that we take 0.5%, up to $149 in a month. No subscription. ### Can it remember a furnace tune-up is due every year? Yes. Record the next due date, such as a yearly furnace tune-up, and have it repeat. Service-due email is off until you turn it on. Then the customer gets one email before the date, 14 days by default, and you can set that from 1 to 60 days. Email only, no texts. ### How does a maintenance plan bill? A plan has a term from 1 to 60 months. Your assistant can draft the priced lines for a term. The assistant only proposes that price. The owner or office confirms it. An owner or office person sets the price immediately. Doing Work makes the next term's invoice when the last one ends, and sends it if you turned that on. If the customer saved a card and autopay is on for them, the card is charged on the due date through your Stripe account. Doing Work never sees the card number. These are invoices, not Stripe subscriptions. ### Where do model and serial numbers go? On the equipment at that property: kind, make, model, serial, install date, and warranty. A photo of the plate can carry the same text in its summary, and you can search that summary later. The summary stays inside the shop. ### Will it dispatch the on-call tech for a no-cool call? It will rank who is free and who has the lighter day, after you mark the visit urgent or emergency. It will not assign them. A voice agent on your own Twilio number can transfer, text the on-call person, or book into emergency times you opened, and it can say a fixed visit fee only if you set one. ### Do member prices apply on a tune-up? A price book task can have a member price for customers on an active maintenance plan. When your assistant builds quote lines from tasks, that member price is the one it uses. The price book docs use an AC tune-up only as an example shape. You set the real price.