Complete Local Business Pro Setup Guide for HVAC Companies
Step-by-step guide to setting up Local Business Pro for HVAC businesses. Configure AI for heating and cooling calls.
Quick Answer: This comprehensive guide walks HVAC companies through setting up Local Business Pro, from business details to AI configuration, offerings, custom records for equipment, and automations specific to heating and cooling businesses.
Why HVAC Companies Love Local Business Pro
- 24/7 emergency call handling - Never miss an AC emergency
- Equipment tracking - Track units by brand, tonnage, age
- Seasonal demand - Handle summer and winter rushes
- Service history - Know each unit's maintenance history
Step 1: Business Details Setup
- Go to Settings > Business Details
- Enter your HVAC company name
- Set hours (consider 24/7 for emergencies)
- Define your service area by zip codes or radius
- Upload your logo for estimates and invoices
Step 2: Configure HVAC Offerings
- AC Tune-Up - 1 hour duration, fixed price
- Heating Tune-Up - 1 hour duration, fixed price
- AC Repair Diagnostic - 1 hour, leads to estimate
- Furnace Repair Diagnostic - 1 hour, leads to estimate
- Emergency Service - Premium pricing, 24/7 available
- New System Installation - Quote-based pricing
Step 3: Create HVAC Equipment Records
Create a custom record template for HVAC units with fields for: Brand, Model, Tonnage, SEER Rating, Install Date, Refrigerant Type, Location (upstairs/downstairs), and Serial Number. Enable AI extraction so these details are captured during calls.
Step 4: AI Receptionist Configuration
- Set personality to professional and empathetic (customers may be uncomfortable)
- Configure emergency detection for AC failures in summer heat
- Train AI on common HVAC terms: compressor, refrigerant, thermostat
- Set up qualification questions: unit type, age, symptoms
Step 5: HVAC-Specific Automations
- Emergency alert - Notify on-call tech for after-hours emergencies
- Seasonal reminder - Remind customers about tune-ups
- Filter replacement - Follow up 3 months after service
HVAC Success Tips
- List all brands you service in your AI knowledge base
- Set realistic emergency response times
- Track equipment age for replacement recommendations
- Use seasonal pricing for tune-up specials
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me set up for HVAC"Tags:
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Last updated: February 1, 2025