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AI Voice Agent for HVAC Business
AI Voice Agent that automatically handles HVAC customer calls and updates Jobber CRM in real time.
When a customer calls, the AI agent:
• Understands the service request
• Searches the customer using phone number
• Creates a new client if needed
• Creates the service property (address)
• Generates a job in Jobber
• Schedules the service visit
Built using Retell AI (voice agent), n8n (automation), and Jobber GraphQL API to eliminate manual data entry and streamline HVAC job scheduling.
Search Customer in Jobber CRM by Phone Number
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Search for an existing customer in Jobber CRM using the caller’s phone number to quickly determine whether the client already exists in the system.
If Phone Number/Client ID does not Exist then It Create Client Profile in Jobber CRM
If the caller’s phone number is not found in Jobber CRM, the system automatically creates a new client profile with the collected customer information.
Create Location (Property) using Service Address
Automatically creates a service location (property) in Jobber CRM using the customer’s provided service address. creates a new client profile with the collected customer information.
Create Job using Job Details
Automatically creates a service job in Jobber CRM using the job details and the associated property.
Finally AI Voice Agent Schedule Visit for Job
Finally, the AI Voice Agent schedules a service visit for the job in Jobber CRM using the customer’s preferred date and time.
Results & Impact
- ⚡ ~90% reduction in call handling time — from 5–8 minutes to under 60 seconds
- 🗂️ 100% automatic client & job creation — zero manual Jobber data entry
- 📞 24/7 availability — AI handles calls outside business hours with no extra cost
- ❌ Zero data entry errors — structured API calls replace human copy-paste mistakes
- 💰 Saves 15–20 hours/week in dispatcher workload for a mid-size HVAC company
- 🔄 Real-time sync — Jobber CRM updated instantly during the live call