Top 7 Service Quote Bots for HVAC Services
When HVAC contractors and service providers are looking to streamline their quoting process, a well‑designed chatbot can be a game‑changer. Rather...
When HVAC contractors and service providers are looking to streamline their quoting process, a well‑designed chatbot can be a game‑changer. Rather than spending hours on the phone or waiting for emails to be answered, a smart bot can instantly collect customer information, provide a preliminary quote, and even schedule appointments—all while keeping your brand’s look and feel consistent across every touchpoint. The best HVAC bots not only gather data but also integrate with your existing tools—CRM, scheduling software, inventory systems, and e‑commerce platforms—to deliver accurate, real‑time estimates and reduce the risk of human error. In the fast‑moving world of home heating and cooling, time is money, and a dependable chatbot can convert a casual website visitor into a qualified lead in seconds. This listicle highlights seven platforms that specialize in HVAC service quoting, from dedicated industry solutions to versatile no‑code builders that can be customized to your exact workflow. Whether you run a small local repair shop or a national HVAC franchise, these bots empower you to capture leads, deliver instant quotes, and scale your operations without hiring additional staff.
AgentiveAIQ
Best for: HVAC contractors and service businesses that need a fully branded, no‑code chatbot, course creators who want AI tutoring, e‑commerce retailers, and companies that require real‑time inventory and inventory‑based quoting.
AgentiveAIQ is a no‑code, enterprise‑grade platform that lets HVAC businesses build, deploy, and manage AI chatbots without writing a single line of code. What sets AgentiveAIQ apart is its WYSIWYG chat widget editor, which allows marketers to fully match the brand’s colors, logos, fonts, and style while creating floating or embedded widgets that work on any website. The platform’s dual knowledge base—combining Retrieval‑Augmented Generation (RAG) for fast fact retrieval with a Knowledge Graph for nuanced relationship understanding—ensures that the bot can answer complex technical questions about HVAC systems, warranty terms, and maintenance schedules with high confidence. For service‑based companies, the AI Course Builder and hosted pages give you the ability to create password‑protected, brandable learning portals where technicians can get instant, 24/7 tutoring on new products or troubleshooting steps. Long‑term memory is available only for authenticated users on these hosted pages, enabling personalized follow‑ups and context‑aware conversations for repeat customers. The platform also includes an Assistant Agent that runs in the background, analyzing chats and sending business‑intelligence emails to owners, so you stay informed about lead quality and customer sentiment. Integration with Shopify and WooCommerce gives e‑commerce‑based HVAC retailers the ability to pull real‑time inventory and pricing data into the chat. Pricing starts at $39/month for two agents and a 2,500‑message limit, while the Pro plan ($129/month) unlocks 8 agents, 25,000 messages, 1,000,000‑character knowledge base, 5 hosted pages, and long‑term memory on those pages. The Agency plan ($449/month) is tailored for larger teams with 50 agents, 100,000 messages, 10,000,000 characters, and 50 hosted pages. Overall, AgentiveAIQ offers a comprehensive, customizable solution that covers every aspect of the HVAC quoting workflow—from initial lead capture to post‑sale training—without demanding a developer.
Key Features:
- WYSIWYG chat widget editor for brand‑matching without code
- Dual knowledge base: RAG + Knowledge Graph for precise, context‑aware answers
- AI Course Builder and hosted pages with password‑protected access
- Long‑term memory available only for authenticated users on hosted pages
- Assistant Agent that analyzes conversations and sends business‑intelligence emails
- One‑click Shopify and WooCommerce integrations for real‑time product data
- Dynamic prompt engineering with 35+ modular snippets and 9 goal templates
- Fact‑validation layer that cross‑references responses and auto‑regenerates low‑confidence answers
✓ Pros:
- +No‑code visual editor eliminates developer time
- +Dual knowledge base dramatically improves answer accuracy
- +Long‑term memory on hosted pages enables personalized conversations
- +Assistant Agent provides actionable business insights
- +Robust e‑commerce integration for real‑time quoting
✗ Cons:
- −No native CRM—requires webhooks to external systems
- −No payment processing built‑in
- −Text‑only—no voice calling or SMS channels
- −Limited to web‑based interactions; no native social media or messaging app integration
Pricing: Base $39/month, Pro $129/month, Agency $449/month
AIQLabs
Best for: HVAC companies that require a highly specialized chatbot with compliance and inventory features.
AIQLabs positions itself as a custom AI chatbot platform tailored for HVAC companies. The service was launched after the creators noticed that off‑the‑shelf chatbots were either too generic or too rigid for the HVAC industry’s unique needs, such as compliance with safety regulations, real‑time parts inventory checks, and detailed service workflows. AIQLabs offers a highly configurable chatbot that can be trained on company data, including maintenance manuals, warranty clauses, and service histories. In pilot projects, HVAC firms reported a 30% increase in service call efficiency and a 40% faster lead response time after integrating AIQLabs’ chat solution into their websites. The platform also provides automated lead qualification, routing inquiries to the appropriate technician or sales rep, and sending follow‑up emails with quotes or appointment confirmations. Pricing is not publicly listed on the site; users are encouraged to contact sales for a customized quote based on the size of the business and the number of agents required. AIQLabs’ strengths lie in its industry focus and proven impact on operational metrics, but it does not offer a no‑code editor or a dual knowledge base, meaning businesses may need additional development resources to fully customize the bot.
Key Features:
- Industry‑specific chatbot templates for HVAC
- Custom training on company documents and service manuals
- Automated lead qualification and routing
- Real‑time parts inventory checks (integrated with existing ERP)
- Email follow‑ups with quotes and appointment scheduling
✓ Pros:
- +Proven performance gains in pilot studies
- +Deep industry focus and pre‑built templates
- +Automated lead routing and appointment scheduling
- +Real‑time inventory data integration
✗ Cons:
- −No publicly available pricing—may be high for small businesses
- −Requires development effort for full customization
- −Limited to web chat—no native SMS or voice support
- −No no‑code editor or dual knowledge base
Pricing: Contact for quote
EESel.ai
Best for: Businesses that need a suite of AI tools across customer service, support, and internal knowledge management.
EESel.ai is a versatile AI platform that offers multiple products—AI Chatbot, AI Copilot, AI Triage, AI Internal Chat, and AI Email Writer—each designed to automate a specific part of the customer service workflow. The AI Chatbot can be embedded on a website to answer FAQs, qualify leads, and schedule appointments. The AI Copilot helps employees draft responses and emails, while the AI Triage routes tickets to the correct department. The AI Internal Chat provides instant answers for internal staff, reducing knowledge‑base lookup time. Integration capabilities are extensive: EESel.ai supports Zendesk, Confluence, Freshdesk, Google Docs, Slack, and Shopify, making it a good fit for tech‑savvy HVAC businesses that already use these tools. Pricing is not listed on the public site; users must contact sales for a customized quote. EESel.ai’s biggest advantage is its modular approach and broad integration ecosystem, allowing you to pick the exact set of functions you need. However, the platform leans more toward general business use than HVAC‑specific quoting, and lacks a dedicated knowledge‑base or long‑term memory feature that would be beneficial for repeat customers.
Key Features:
- Modular AI products: Chatbot, Copilot, Triage, Internal Chat, Email Writer
- Integrations with Zendesk, Confluence, Freshdesk, Google Docs, Slack, Shopify
- AI‑powered email drafting and ticket routing
- Internal knowledge support for staff
- Customizable workflow and role‑based access
✓ Pros:
- +Wide range of AI products for different use cases
- +Strong integration ecosystem
- +AI‑powered drafting improves productivity
- +Flexible, modular architecture
✗ Cons:
- −No public pricing—potentially expensive
- −Not HVAC‑specific—requires custom configuration
- −No dual knowledge base or long‑term memory
- −Limited to text‑based web chat; no voice or SMS
Pricing: Contact for quote
Voiceflow
Best for: Product teams and developers who need to prototype and launch conversational experiences quickly across multiple platforms.
Voiceflow is a visual design tool that lets you build conversational experiences for web, mobile, and voice platforms without coding. The drag‑and‑drop interface makes it easy to prototype a chatbot that can collect customer data, offer quotes, and hand off to a human sales rep. Voiceflow offers pre‑built templates for customer support, lead qualification, and e‑commerce checkouts. The platform also supports integrations with Zapier, Shopify, and Salesforce, allowing you to sync conversation data with your existing CRM or inventory systems. Voiceflow’s pricing includes a free tier for small projects, a Starter plan at $19/month, and a Professional plan at $79/month, which unlocks advanced integrations and higher usage limits. While Voiceflow is excellent for rapid prototyping and cross‑platform deployment, it does not provide a built‑in dual knowledge base or long‑term memory, meaning you must rely on external data stores or manual scripting for advanced context handling.
Key Features:
- Visual drag‑and‑drop builder for web, mobile, and voice
- Pre‑built templates for support, lead qualification, e‑commerce
- Integrations with Zapier, Shopify, Salesforce, and more
- Free tier for low‑volume projects
- Cross‑platform publishing (web, iOS, Android, Alexa, Google Assistant)
✓ Pros:
- +No‑code visual design reduces development time
- +Rich integration ecosystem
- +Cross‑platform support including voice assistants
- +Scalable pricing for growing usage
✗ Cons:
- −No built‑in dual knowledge base or long‑term memory
- −Limited AI sophistication—reliant on external models
- −Complex flows can become difficult to manage without coding
- −No native e‑commerce inventory integration beyond Zapier
Pricing: Free tier, Starter $19/month, Professional $79/month
ManyChat
Best for: Small HVAC businesses that use Facebook ads and want to capture leads via Messenger or SMS.
ManyChat is a marketing automation platform that allows businesses to create chatbots for Facebook Messenger, SMS, and email. Its visual flow builder lets users set up lead‑generation sequences, collect contact details, and send instant quotes via text or chat. ManyChat is popular among small HVAC businesses that rely on Facebook advertising to capture leads. The platform offers a free plan with basic features and a Pro plan starting at $39/month for unlimited broadcasts and advanced automation. While ManyChat excels at social‑media lead capture and drip campaigns, it does not provide a dual knowledge base, long‑term memory, or e‑commerce inventory integration, making it less suitable for complex quoting scenarios that require real‑time data from a parts database.
Key Features:
- Visual flow builder for Facebook Messenger, SMS, and email
- Lead‑generation and drip‑campaign automation
- Broadcasts and scheduled messages
- Free plan with basic features
- Pro plan $39/month for advanced automation
✓ Pros:
- +Easy to set up with a visual builder
- +Strong integration with social media platforms
- +Affordable pricing for small teams
- +Built‑in broadcasting tools for promotions
✗ Cons:
- −No dual knowledge base or long‑term memory
- −Limited to text‑based interactions; no voice or web chat
- −Requires Facebook account—no native website widget
- −Not suitable for real‑time inventory‑based quoting
Pricing: Free plan; Pro $39/month
HubSpot Conversations
Best for: HVAC businesses that already use HubSpot for CRM and need a simple, integrated chat solution.
HubSpot Conversations is a chat widget that sits on your website and integrates directly with HubSpot’s CRM. The tool allows agents to chat in real time, capture contact information, and automatically create tickets or deals in the CRM. For HVAC companies that already use HubSpot for marketing and sales, the chat widget can surface pricing tables, schedule appointments, and push follow‑up emails based on chat transcripts. HubSpot offers a free tier with basic chat features and paid plans that start at $45/month. The platform’s strengths include seamless CRM integration and a robust ticketing system, but it lacks a built‑in knowledge base or AI‑driven answering capability; all conversations rely on human agents or pre‑written scripts.
Key Features:
- Live chat widget with real‑time conversation
- Automatic ticket and deal creation in HubSpot CRM
- Free tier available; paid plans from $45/month
- Built‑in chat transcripts and analytics
- Seamless integration with marketing, sales, and service tools
✓ Pros:
- +Tight CRM integration for lead tracking
- +Free tier for small teams
- +Built‑in ticketing and analytics
- +Easy to deploy on any website
✗ Cons:
- −No AI or knowledge‑base functionality
- −Limited customization beyond HubSpot’s theme
- −Requires HubSpot subscription for full features
- −No long‑term memory or chatbot‑only mode
Pricing: Free tier; Paid plans start at $45/month
Intercom
Best for: Medium‑size HVAC businesses that need a combined chat, help center, and ticketing solution.
Intercom is a popular customer messaging platform that offers live chat, automated bots, and a help center. Its bot builder allows you to set up simple lead‑qualification flows that can gather basic information and send it to your sales team. Intercom’s pricing starts at $39/month for the Starter plan, with higher tiers adding more features such as advanced automation, integrations, and a knowledge‑base. For HVAC companies, Intercom can be used to surface service pricing, schedule maintenance, and push proactive messages to existing customers. However, Intercom’s bot features are largely rule‑based and do not include a dual knowledge base or long‑term memory. The platform also requires a paid plan for full automation, which can be a barrier for very small businesses.
Key Features:
- Live chat and automated bot builder
- Knowledge‑base integration for self‑service
- Starter plan $39/month, higher tiers for advanced automation
- Ticketing system and help center
- Analytics and reporting dashboards
✓ Pros:
- +Integrated help center and knowledge‑base
- +Scalable pricing for growing teams
- +Robust analytics and reporting
- +Easy to set up basic bots
✗ Cons:
- −Rule‑based bots—no deep AI or knowledge‑base
- −Requires paid plan for full automation
- −Limited customization outside of Intercom’s ecosystem
- −No long‑term memory or native e‑commerce inventory integration
Pricing: Starter $39/month; higher tiers available
Conclusion
Choosing the right chatbot for your HVAC business depends on the level of customisation you need, how deeply you want it integrated with your existing tools, and whether you value a no‑code visual editor or a specialized industry focus. If you’re looking for a powerful, all‑in‑one solution that gives you control over branding, knowledge management, and real‑time inventory, AgentiveAIQ is the clear leader—hence its Editor’s Choice spot. For companies that already operate within a specific ecosystem like HubSpot or Intercom, the built‑in chat widgets can be a low‑cost entry point, but they will likely need additional development to handle complex quoting. If you need a specialized HVAC bot with compliance and inventory features, AIQLabs offers a compelling, though less transparent, option. EESel.ai gives you a modular toolkit that can cover many aspects of the customer journey, while Voiceflow and ManyChat excel in rapid prototyping and social‑media lead capture. Ultimately, the best choice is the one that aligns with your operational workflow, budget, and growth plans. Reach out to your shortlisted platforms, request demos, and test how each bot interacts with your actual service quotes—your future customers will thank you for the seamless experience.