Keep the schedule full in every season.
Without living at the desk.
VERA runs your tune-up campaigns, renews maintenance memberships, follows up on replacement quotes, dispatches emergency no-heat and no-cool calls, and collects payment - while you stay in complete control by approving every action.
No credit card required · You approve every action · Works with your existing software
Powering HVAC companies through every heating and cooling season
Stop wearing every hat.
You didn't get into HVAC to spend your nights chasing renewals and quotes. VERA takes the desk work off your plate.
Seasonal campaigns
Never miss the spring AC or fall heating window. VERA drafts the tune-up campaign to your past customers at the right time.
Membership renewals
Know exactly which service agreements are expiring and send the renewal - before the coverage lapses and the customer walks.
Emergency dispatch
When a no-heat or no-cool call comes in, VERA finds the next open slot and drafts the ETA so nobody sits waiting.
Replacement quotes
VERA tracks every open replacement estimate and drafts the follow-up - including financing - so big jobs don't go cold.
Getting paid
Know exactly who hasn't paid and send friendly reminders in seconds - not next weekend.
Daily briefing
Start every morning knowing what needs your attention, ranked by what matters - emergencies first.
Your business runs on approval.
Three simple steps. Nothing happens automatically.
Tell VERA what you need. What comes back is a finished document, not a blank form.
6 documents hvac companies actually send, set up with your business details, your pricing, and your branding.
Quote · 3 options
“Quote a 3-ton heat pump replacement.”
Good, better, and best options priced with equipment, install labor, and financing, held for your review before the homeowner sees them.
List · 18 renewals drafted
“Who hasn't renewed their membership?”
Every service agreement expiring this month, each with a renewal notice and a card-on-file link drafted and waiting.
Dispatch · 1 slot proposed
“A no-cool call just came in.”
The next open slot offered to the member, a tech ETA text, and a bump ahead of today's standard visits, all proposed for your okay.
VERA can work. You still control what leaves the business.
The same gate applies to every hvac companie workflow on this page.
- 01VERA prepares
Drafts the quote, the follow-up, the invoice, the schedule change.
- 02You review
See the numbers, the wording, and exactly who it goes to.
- 03Approval
Approve, edit, or decline. Let the routine ones run on your rules.
- 04Customer
Only approved work ever leaves the business.
Nothing runs without your approval
Every action is a proposal first.
- No surprise charges
- No card on file, so nothing is charged when the trial ends.
- No lock-in
- Export your data, disconnect any tool, any time.
- Encrypted and private
- TLS in transit, tokens encrypted at rest, never sold.
Illustrative, how hvac companies use VERA
“Running an HVAC company means you're on the hook for everything - dispatch, quotes, renewals, marketing. VERA takes care of the work I shouldn't have to spend hours on, like the tune-up campaigns and the membership renewals. I stay in control by approving everything, but I'm not buried in admin every night anymore.”
Tyler Brooks
Owner, Heating & Cooling
of office work off your week
Typical owner-operator estimate
seasonal campaigns you actually send
Illustrative: the spring and fall drafts are written for you
more memberships renewed
Illustrative figure when every expiring agreement gets a reminder
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
VERA for HVAC Companies, in plain terms.
The questions people ask before they sign up, answered without the sales pitch.
What is VERA?
VERA is an AI business operations assistant for hvac companies. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.
Who is VERA for?
VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.
How does VERA work?
VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.
Will VERA contact my customers without my permission?
No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.
What software does VERA work with?
VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.
How much does VERA cost?
VERA has a free tier and four paid plans: Starter at $29 a month, Pro at $49 a month, Business at $149 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $29 a month, and annual billing costs less than monthly.
What does VERA not do?
VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.
Most popular with HVAC companies.
Connect your dispatch, invoicing, and calendar tools so VERA works from your real service agreements, quotes, and invoices.
Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 157 integrationsOne application for almost everything the business runs on.
Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.
Sales
- Leads and pipeline
- Estimates and proposals
- Customers and CRM
- Jobs
Money
- Invoices and payments
- Expenses
- Mileage
- Payroll
- Financials
Work
- Scheduling and calendar
- Tasks
- Team
- Files and knowledge
Growth
- Content and social
- Email campaigns
- Outreach and calls
- Reviews
- Reports
Missing something? We are proud to build it.
If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.
Is VERA the right call for you?
Including the cases where the answer is no. Those are the ones worth reading.
Is VERA right for my business?
VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits hvac companies with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.
How is VERA different from a general AI assistant like ChatGPT?
A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.
How is VERA different from hiring a virtual assistant?
A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $29 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.
Is VERA safe to use with customer data?
Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.
Can I try VERA before paying?
Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Pro feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.
Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.
Plans that grow with your shop.
Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits your business.
Starter
Perfect for owner-operators
Pro
For growing shops with a few trucks
Business
For established HVAC companies with multiple crews
Agency
For operators running several HVAC companies
Starter
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Just you
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Pro
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 3 included, add more
- Connected integrations
- 15 accounts
- Automation
- Auto-pilot + guardrails
Business
For growing operations running more than one business
Billed monthly · cancel anytime
Run a few businesses and a bigger crew with roles and permissions.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 10 included, unlimited extra
- Connected integrations
- 50 accounts
- Automation
- Advanced + roles
Agency
For agencies and operators running a portfolio
Billed monthly · cancel anytime
Every business you run, one approval queue, no monthly cap on automatic work.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 25 included, unlimited extra
- Connected integrations
- Unlimited
- Automation
- Uncapped + roles
Starter
- Team seats included
- 1 (you)
- Businesses under one account
- 1
- Scheduled or automated tasks
- 25 / mo
- Approval workflow
- Manual approval
- Social, email & reply drafting
- Research + proposal drafts
- Basic
- Content calendar + scheduling
- –
- Recurring workflows & auto-pilot rules
- –
- Extra seats beyond the included ones
- –
- Reusable workflow templates
- –
- Approval roles & team permissions
- –
- Task history
- 30 days
- Support
- Standard
Pro
- Team seats included
- 3
- Businesses under one account
- 1
- Scheduled or automated tasks
- 150 / mo
- Approval workflow
- Advanced + auto-pilot rules
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Up to 10
- Reusable workflow templates
- –
- Approval roles & team permissions
- –
- Task history
- 6 months
- Support
- Priority
Business
- Team seats included
- 10
- Businesses under one account
- 3
- Scheduled or automated tasks
- 1,500 / mo
- Approval workflow
- Advanced + roles
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Unlimited
- Reusable workflow templates
- Approval roles & team permissions
- Task history
- 12 months
- Support
- Priority
Agency
- Team seats included
- 25
- Businesses under one account
- 10
- Scheduled or automated tasks
- No monthly cap
- Approval workflow
- One queue, every business
- Social, email & reply drafting
- Research + proposal drafts
- Full
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Extra seats beyond the included ones
- Unlimited
- Reusable workflow templates
- Approval roles & team permissions
- Task history
- 12 months
- Support
- Priority
Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers
- Free plan
- Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.
What a plan covers
Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.
Uses your month of AI work
- Drafting a quote, an estimate, or a material takeoff
- Writing a customer reply, a follow-up, or a proposal
- Posts, captions, and a content calendar written for you
- Reading an invoice or a receipt you scanned in
- Research on your market and your competitors
- Reports and analysis of how the business is doing
Never touches it
- Sending a quote or an invoice you already approved
- Taking a payment and recording what came in
- Jobs and appointments moving through the calendar
- Reading, editing, and exporting your own records
- Connecting a tool, and everything it syncs in
- Adding people to the team and setting their access
Good to know
Open any question for the detail.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What happens in a really busy month?
If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.
What do I get during the 7-day trial?
Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.
How do I know how much I have left?
Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.
Frequently asked questions.
Will VERA contact my customers without permission?
No. VERA never sends a message, posts content, or charges a card on its own. It drafts everything and waits - you approve, edit, or decline every action.
Does it work with ServiceTitan?
Yes. VERA connects to ServiceTitan, QuickBooks, Google Calendar, Google Business Profile, Stripe, and the other tools HVAC companies already run on. You connect by signing in - no API keys.
Can VERA run my seasonal tune-up campaigns?
Yes. VERA knows when AC and heating season are turning, drafts the tune-up campaign to your past maintenance customers, and queues it for your approval so early-season slots fill up.
Can it keep my maintenance memberships from lapsing?
Yes. VERA watches every service agreement, flags which ones are expiring, and drafts the renewal notice with a card-on-file link. Nothing sends until you approve it.
Can it follow up on system-replacement quotes?
That's one of the first things HVAC companies turn on. VERA tracks every open replacement estimate and proposes the follow-up - including financing options - at the right time.
Can it help with emergency no-heat and no-cool calls?
Yes. When an emergency comes in, VERA surfaces the next open slot, drafts the customer ETA, and can prioritize members - you approve how it's handled.
Can I review everything before it happens?
Always. VERA is approval-first by design: propose → approve → execute. Nothing external happens without your say-so, and every action is logged.
Still have questions? Talk to us.
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Professional Services
Property & Real Estate
Retail & Hospitality
Healthcare & Auto
Stop spending every evening chasing renewals and quotes.
See how VERA keeps your HVAC schedule full in every season - while you approve every move.
- No credit card required
- You approve every action
- Cancel anytime
By state
VERA for hvac companies, state by state
The product is the same everywhere. What changes is the paperwork: the office that takes your filing, the fee, the report deadline, and how wages are withheld. Each page below carries the real figures for that state.