Back Office in a Box

HVAC Software — 24/7 Call Answering, Jobs Booked, Invoices Sent

Stop juggling phone calls, paper invoices, and missed appointments. SMB Forge runs your HVAC back office from your phone — starting at $49/mo.

Text (949) 565-1908 Call to Hear It

A receptionist costs $3,100/mo. Broadly charges $999/mo. SMB Forge does it all — starting at $49/mo.

The Problem

Running a HVAC business shouldn't mean running it from your truck.

📞

Missed Calls

Summer rush = 60 missed calls a day. Every missed call in July is a $300+ AC repair going to the next company on Google.

🧾

Paper Invoices

Seasonal overwhelm — you need someone answering phones in summer, not sitting idle in winter. A $3,100/mo receptionist doesn't scale.

📅

Scheduling Chaos

Maintenance contracts falling through the cracks. Your customers forget their annual service, you forget to follow up, and they call someone else when it breaks.

How It Works

See it work for your HVAC business

📱 Your Customer Texts

Our AC stopped working — can someone come out today?
We can have a tech out between 2–4 PM today. I'll send you a confirmation text with the tech's name when they're on the way.
That works, thanks!
Booked! You'll get a reminder the morning of. See you then 👋

💬 You Manage from Telegram

inv $280 AC repair + freon recharge Dave Wilson 949-555-0567
📋 Invoice Draft — AC Repair + Freon Recharge: $350\nReply SEND to deliver via SMS
SEND
Invoice sent via SMS ✅
What's Included

Your HVAC back office — in one platform

📞

24/7 Call Answering

Never miss a call again. AI answers, captures details, and texts you the summary.

📱

SMS Scheduling

Customers text to book. You confirm from Telegram. Calendar synced automatically.

💬

Telegram Owner Bot

Manage bookings, invoices, and orders from Telegram — no app or dashboard needed.

🧾

Auto Invoicing

Send invoices by text. Customers pay online. Everything tracks in Google Sheets.

⭐

Review Management

Auto-request reviews after jobs. Build your Google rating while you work.

📢

Campaign Texting

Send promotions, seasonal offers, and follow-ups to your customer list.

Why SMB Forge

Hire a receptionist? Use Broadly? Or run it all from your phone?

A receptionist costs $3,100/mo. Broadly charges $999/mo. SMB Forge gives you the full back office — starting at $49/mo.

Feature Hire a
Receptionist		 Broadly SMB Forge
Monthly cost$3,100$999$49–199
24/7 call answeringNo✓✓
Business website—✓✓
Scheduling + CalendarManual✓✓
Invoicing + PaymentsManual✓✓
SMS 2-way conversations—✗✓
Telegram owner bot—✗✓
Lead follow-up campaigns—✓✓ (Max)
Review management—✓✓ (Max)
Industry workflows—GenericHVAC-first
Pricing

Choose your plan

No hidden fees. No per-message charges. Cancel anytime.

Most shop owners spend 5+ hours a week on phone tag, handwritten receipts, and scheduling. At $99/mo, it pays for itself if it saves you just 2 hours of admin work.

Starter
$49/mo
+ $99 one-time setup
  • AI scheduling assistant (SMS)
  • Google Calendar sync
  • Appointment reminders
  • Custom 1-page website
  • Telegram notifications & commands
  • Auto review requests
Get Started
Pro
$99/mo
+ $199 one-time setup
  • Everything in Starter, plus
  • AI ordering assistant
  • AI invoicing assistant
  • PDF invoices via email
  • Google Sheets tracker
  • Payment links (Stripe, Square, PayPal)
Get Started
Max
$199/mo
+ $299 one-time setup
  • Everything in Pro, plus
  • 24/7 AI call answering
  • Missed call text-back
  • Lead follow-up sequences
  • Review management
  • Campaign texting
Get Started

Answering Service for HVAC Companies

SMB Forge works as a virtual receptionist for HVAC — answering calls 24/7, booking jobs, and sending invoices so you never miss a lead. Unlike a traditional answering service, our AI assistant handles the full conversation: qualifies the caller, checks your calendar, books the appointment, and follows up. HVAC-specific emergency triage, summer surge handling, and seasonal maintenance scheduling — all without hiring a receptionist.

FAQ

Frequently asked questions

Does this work for HVAC businesses outside major cities? +
Yes. We serve HVAC businesses across the US. Whether you're in a major metro or a smaller town, the product works the same — calls get answered, jobs get booked, invoices get sent.
Can I customize the greeting for my HVAC business? +
Yes. We set up a custom greeting that speaks your customers' language — whether that's HVAC, electrical, plumbing, or general contracting. Your AI assistant knows your services, hours, and pricing.
Is there a contract? +
No contracts. Cancel anytime — no questions asked. You're billed monthly and can stop whenever you want.
How long does setup take? +
About a week. We handle everything — website, AI assistant, calendar integration. You just join a Telegram group and you're live.
Do my customers need to download an app? +
No. Customers just text your business number — regular SMS, no app download needed. Works on any phone.
More Industries

We serve all trades

SMB Forge works for any service business. See how we help yours:

Plumbers Electricians Flooring Contractors General Contractors

Stop running your HVAC back office from your truck.

Every call answered. Every job booked. Every invoice sent. One platform, $49/mo.

Call (949) 565-1908 Text (949) 565-1908

Or email hello@smbforge.com