Best AI and automation consultants for HVAC companies (2026)

The best AI and automation consultants for HVAC companies in 2026 are PowerHouse Consulting Group and TradeWeave for ServiceTitan, FlowBots.ai for custom AI phone agents, and Z&G Partners for job costing and back-office automation. Below are eight firms that name HVAC on their own sites, what each does, and published prices where they exist.

Z&G Partners wrote this list and is on it. We have tried to be fair; every other firm's details come from its own website, checked November 6, 2026.

What to look for

  • Dispatch and call booking: Most HVAC revenue starts with a phone call. Look for someone who can book calls straight into ServiceTitan, FieldEdge or Housecall Pro, including after hours.
  • Service agreements: Maintenance memberships drive repeat work. Ask how they handle renewals, tune-up reminders and membership setup in your software.
  • Knows your field software: Many HVAC companies run on ServiceTitan. A certified partner knows the pricebook, dispatch board and reports. Ask about certification if you use it.
  • Marketing tied to booked jobs: Leads are not revenue. Good setups show which ads and campaigns turn into booked and completed jobs.
  • Job costing on installs: Replacement installs are big tickets. Check that labor hours and equipment costs land on the job so you see install profit before the month closes.

The list

1. PowerHouse Consulting Group

A ServiceTitan Titanium partner and FieldEdge certified partner, staffed by people from the trades. It reviews and cleans up software accounts, handles pricebook and membership projects, setup and training, and audits your whole tech stack. Its site names HVAC, plumbing and electrical.

Best for: HVAC companies on ServiceTitan or FieldEdge that want their software set up right, from pricebook to memberships. Pricing: Not published.

Source: mypowerhouse.group

2. TradeWeave

A ServiceTitan Certified Provider and custom software team in Sarasota, Florida. It does ServiceTitan setup, pricebook and dispatch work, reporting and training, plus QuickBooks integrations and custom automations to end double entry. Its site names HVAC, plumbing, electrical, roofing, garage door and landscaping.

Best for: HVAC companies on ServiceTitan that also want custom integrations and automations built. Pricing: Not published. Its pricing page says project work starts "from a few thousand dollars" and scales with scope; support plans are month to month.

Source: tradeweave.io/pricing

3. FlowBots.ai

Builds custom AI systems instead of selling software: AI voice agents, after-hours calls, missed-call text-back, follow-ups, scheduling and dispatch. It connects ServiceTitan, Jobber, GoHighLevel and Salesforce, among others. Its site names HVAC, plumbing, electrical and roofing.

Best for: Larger HVAC companies that want custom AI voice agents and after-hours call coverage. Pricing: Projects $15,000 to $300,000 depending on scope. Pilot projects from $15,000. AI voice usage $0.25 per minute of call time. Most projects take 4 to 8 weeks.

Source: flowbots.ai

4. Z&G Partners

Builds and runs job costing and office automation for trades companies doing $3M to $15M a year, on the tools they already use: QuickBooks, the time clock, payroll and the estimating tool or CRM. It covers nightly job costing, lead response, quote follow-up and bills into QuickBooks, runs it after launch, and is live in 30 days or your money back (terms in writing). Z&G's published case studies are painting and garage door companies; it has not published HVAC results.

Best for: HVAC companies doing $3M to $15M a year that want job costing every morning and less office typing on the tools they already run. Pricing: Not published. A flat fee to build each automation, then a monthly fee to run it, quoted on a free 30-minute call.

Source: zgpartners.co and zgpartners.co/job-costing-for-contractors

5. CI Web Group

Calls itself "the AI-first marketing agency for the trades." It runs websites, SEO and AI search work on its own platform, and sells AI consulting and done-for-you AI agents for chat, text and booking. Its site names HVAC, plumbing, electrical, roofing and garage doors.

Best for: HVAC companies that want marketing and AI agents from one agency. Pricing: AI consulting (done with you) $2,000 per month. Done-for-you agent setup $25,000 one time, plus $2,500 per system connection. Marketing from a couple hundred dollars a month.

Source: ciwebgroup.com

6. Proven ROI

An Austin, Texas marketing and technology agency and HubSpot partner. It builds a two-way sync between ServiceTitan and HubSpot, ties marketing to completed jobs, and sets up follow-ups like service reminders and review requests. That page names HVAC, plumbing, electrical, roofing and garage door.

Best for: HVAC companies on ServiceTitan and HubSpot that want marketing tied to completed jobs. Pricing: ServiceTitan and HubSpot setup typically $5,000 to $15,000, plus a monthly maintenance fee.

Source: provenroi.com/services/servicetitan-and-hubspot

7. Alpenglow AI

A one-person automation consultancy in Colorado Springs, run by Dillon Lara. It starts with a two-week audit, then builds one workflow at a time inside your phone system, CRM, QuickBooks, Jobber or Housecall Pro, and keeps it running. Its site names HVAC, plumbing, roofing, landscaping, electrical and painting.

Best for: Smaller HVAC shops that want one automation at a fixed, published price. Pricing: Clarity Audit $750 one time. Build and Run: $1,200 setup, then $250 per month per system, month to month. Missed-call text-back $750 one time. AI search work from $497.

Source: alpenglowai.com

8. HSP Automation

A Meridian, Idaho firm that does workflow automation, CRM setup, lead response and integrations for home service companies, centered on Housecall Pro. It also builds websites and runs marketing. Its site names HVAC, plumbing, electrical, landscaping, roofing, and painting and drywall.

Best for: HVAC companies on Housecall Pro that want it connected to other apps. Pricing: Automation packages from $97 per month. Housecall Pro Zapier connector: $147 per month plus a $147 one-time setup fee, after a 14-day free trial.

Source: hspautomation.com

How to choose

Pick by where the hours and money leak. If calls go unbooked, look at the AI phone builders. If your field software is set up badly, a ServiceTitan or FieldEdge partner is the fix. If the office types the same job into several systems, or job costing runs months behind, pick a firm that builds back-office automation. Ask each firm for HVAC references and who keeps the system running after launch.

Questions owners ask

What does an AI automation consultant do for an HVAC company?

It connects your phones, field software, accounting and marketing so work like call booking, membership renewals, follow-ups and job costing happens without someone typing it.

How much does AI automation cost for an HVAC company?

Prices on this list run from $97 a month for packaged automations (HSP Automation) and $1,200 setup plus $250 a month per workflow (Alpenglow AI), to $5,000 to $15,000 for a ServiceTitan and HubSpot sync (Proven ROI) and $15,000 to $300,000 for custom AI projects (FlowBots.ai).

Do I need a consultant or just AI call-answering software?

Software such as Avoca, Sameday and Netic answers calls and books jobs on its own, and each says it serves HVAC companies. A consultant connects the systems you already have and builds around how your office works. Some companies use both: software for the phones, a consultant for the back office.

Do I need to switch from ServiceTitan?

No firm on this list asks you to. Several, including PowerHouse Consulting Group, TradeWeave, Proven ROI and FlowBots.ai, say they work with ServiceTitan.

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