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
- Built for HVAC companies
- Never acts without approval
- Works with your existing software
Draft ready · AC season is starting
Today's priorities
Powering HVAC companies through every heating and cooling season
Your business runs on approval.
Three simple steps. Nothing happens automatically.
VERA watches your business
It stays on top of your customers, service agreements, dispatch calendar, quotes, and invoices across the software you already use.
VERA prepares the work
Tune-up campaigns, renewal notices, quote follow-ups, dispatch options, and reminders - written and ready before the phones start ringing.
You approve
See exactly what VERA plans to send, post, or charge. Approve, edit, or decline - VERA executes only what you approve.
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.
Everything a great office manager does - on your approval.
VERA proposes the work; you decide what happens. Here's what that means for your HVAC business.
Fill the schedule every season
VERA drafts your spring AC and fall heating tune-up campaigns to past customers, so demand doesn't dry up between peaks.
Keep memberships renewing
VERA watches every service agreement, flags what's expiring, and drafts the renewal - recurring revenue that doesn't slip through the cracks.
Win more replacements
From the first estimate to the signed install, VERA follows up on replacement quotes and surfaces financing so big jobs close.
Handle demand spikes
When a heat wave or cold snap floods the phones, VERA offers slots and drafts ETAs so emergency calls get answered fast.
Get paid faster
VERA flags overdue invoices and drafts the reminder with a card-on-file link, so money doesn't sit uncollected for weeks.
Grow without hiring office staff
Handle more service agreements, quotes, and customers without adding another salary to the payroll.
Tell VERA what you need, in your own words.
The kind of thing hvac companies ask for every day. VERA drafts it and waits for your approval.
Start the spring tune-up campaign.
VERA pulls every past maintenance customer due for AC service and writes the email and text, then waits for your approval before anything goes out.
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.
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.
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.
A day with VERA.
You stay in command; VERA does the desk work.
- 6:30 AMYour briefing is ready
VERA prepares your daily briefing before the first truck rolls - emergencies and today's priorities up top.
- 7:00 AMApprove the morning batch
One review, everything queued for the day.
- ✓Approve the spring tune-up campaign
- ✓Approve membership renewal notices
- ✓Approve replacement-quote follow-ups
- ✓Approve invoice reminders
- Throughout the dayVERA keeps things moving
While your techs are in the field, VERA works the desk.
- ✓Offers slots for no-heat & no-cool calls
- ✓Tracks every open replacement quote
- ✓Follows up on expiring memberships
- ✓Monitors reviews & new leads
- ✓Creates seasonal marketing content
- 6:00 PMGo home
No catching up on office work tonight - the campaigns, renewals, and reminders are already handled.
The paperwork, already written.
Every document hvac companies send, set up with your business details, pricing, and branding.
System Replacement Quote
Equipment, tonnage, install labor, and financing in one good-better-best quote.
Maintenance Agreement
Annual tune-up terms with the renewal date and card-on-file billing tracked.
Service Call Invoice
Diagnostic, parts, and refrigerant itemized with a pay-online link.
Tune-Up Checklist
The seasonal inspection points your tech signs off, filed with the customer.
Load Calculation Summary
Sizing findings written so a homeowner understands the recommendation.
Indoor Air Quality Proposal
Filtration, humidifier, and duct-sealing add-ons priced for an existing member.
What hvac companies get back.
The hours VERA takes off your week, and where they come from.
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
view of replacement quotes going cold
Read from your real estimates and service history
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
Built for how hvac companies actually work.
“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.”
“The first heat wave used to bury us in missed calls. Now VERA offers the next open slot and drafts the ETA the moment a no-cool call comes in. I just approve from my phone.”
“Our maintenance memberships used to lapse because nobody had time to chase them. VERA tells me exactly which agreements are expiring and writes the renewal - I tap approve and the recurring revenue stays.”
“Replacement quotes are where the money is, and I was letting them go cold. VERA follows up on every system-replacement estimate and even mentions financing. We're closing installs we would have lost.”
“Spring and fall are make-or-break. VERA drafts the tune-up campaign to all our past customers right when the season turns. I approve it in a minute and the schedule fills up.”
“Between service calls I could never keep up with reviews and invoices. VERA drafts the thank-you replies and the payment reminders and waits for my okay. We get paid faster and our reviews keep climbing.”
Illustrative examples of how hvac companies use VERA. Verified customer stories coming soon.
Built to keep you in the loop.
Actions you approve
Every external action, gated by you
To first workflow
Connect, assign, approve, done
Integrations
Sign-in connectors, no keys
Actions logged
Append-only, exportable audit trail
Silent actions
VERA never acts without a record
Faster busywork
Recurring ops, off your plate
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.
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
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for getting one business's everyday work drafted, approved, and out the door.
- Seats included
- 1
- Connected integrations
- 5 accounts
- Monthly AI credits
- 1,000 / mo
- Automation
- Manual approval
- 1 brand / workspace
- 25 scheduled tasks / month
- Social, email & reply drafting
- Basic research + proposal drafts
- 30-day task history
- Standard support
Growth
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for businesses running weekly campaigns and lead workflows.
- Seats included
- 1
- Connected integrations
- 15 accounts
- Monthly AI credits
- 2,500 / mo
- Automation
- Auto-pilot + guardrails
- 3 brands / workspaces
- 150 scheduled / automated tasks / month
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Advanced approval workflow
- 6-month task history
- Priority support
Pro
For power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for agencies and teams running many brands with roles and approvals.
- Seats included
- 5 included
- Connected integrations
- 50 accounts
- Monthly AI credits
- 10,000 / mo
- Automation
- Advanced + roles
- 10 brands / workspaces
- 1,500 scheduled / automated tasks / month
- Client workspaces + white-label exports
- Reusable workflow templates
- Approval roles & team permissions
- 12-month task history
- Priority support
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
- What uses credits?
- AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
- Do unused credits roll over?
- Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
- Can I buy more credits?
- Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
- 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 does that look like in practice?
- Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
- What do I get during the 7-day trial?
- A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
- What happens when I run out of credits?
- The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Your data stays under your control.
Encrypted in transit
All traffic served over HTTPS/TLS.
Secrets encrypted at rest
Connector tokens & API keys encrypted at rest.
No selling, no profiling
Your data is used only to do the work you ask.
Export & delete anytime
Disconnect a tool to revoke access instantly.
Frequently asked questions.
01Will 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.
02Does 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.
03Can 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.
04Can 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.
05Can 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.
06Can 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.
07Can 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.
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
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
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