AI intake for HVAC contractors
Porto learns the system, the symptoms, the home and the urgency, so your dispatcher sends the right technician and your comfort advisors see real replacement leads.
Coolridge Heating and Air
AI assistant
Hi, I’m the AI assistant for Coolridge Heating and Air. What’s happening with your system?
The AC runs but blows warm air. It’s a 12 year old unit and the house is 2,400 square feet.
System age already covered
So it moves on to the goal
Thanks. Would you like a repair visit soon, or are you also open to talking about a replacement?
What Porto does for HVAC contractors
Porto replaces the service request form on an HVAC contractor’s website with a short AI conversation. It learns the system type and age, the symptoms, the home and the urgency, and sends your dispatcher a brief before a technician is assigned.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
System
Furnace, AC, heat pump or ductless, and its age
Symptoms
What it is doing and since when
Home
Size, age and number of floors
Goal
Repair, maintenance plan or full replacement
Urgency
No heat or no cooling goes to your team first
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Okafor residence
83
Strong fit
System
Central AC, about 12 years old
Issue
Runs but blows warm air
Home
2,400 square feet, two floors
Goal
Repair now, open to a replacement quote
Questions from HVAC contractors
Can Porto diagnose the problem?
No. It collects the symptoms so your technician arrives prepared, and leaves the diagnosis to them.
Can it offer appointment times?
Yes, when you connect a calendar. Otherwise the brief goes to your dispatcher to confirm.
How are emergencies handled?
Porto routes no heat and no cooling requests to the person you choose, so they reach your team first.
See Porto set up for HVAC contractors
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo