AI ReceptionistAI Voice NotesAI Agents - Follow-Ups, GoalsJob PipelineClient PortalScheduling & BookingDigital Business CardsFollow-Up TrackingTask ManagementCustomer ProfilesAccount MgmtDocument VaultAnalyticsPermissionsAPIMobile ReadyAI ReceptionistAI Voice NotesAI Agents - Follow-Ups, GoalsJob PipelineClient PortalScheduling & BookingDigital Business CardsFollow-Up TrackingTask ManagementCustomer ProfilesAccount MgmtDocument VaultAnalyticsPermissionsAPIMobile Ready
For HVAC & Field Services

Stop losing
clients to missed calls., lost leads., slow dispatch., voicemail., spreadsheets.

AI receptionist, job pipeline, client portal, and scheduling — built for field service teams that refuse to let a single lead or job slip through the cracks.

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RC
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Trusted by 100+ service businesses

AI Receptionist
Live
SM

Sarah Mitchell

+1 (415) 555-0189

Urgent

Inquiry

“Furnace not heating — thermostat reads 58°F. Sub-freezing tonight. Need someone ASAP.”

Contact matched
Opportunity created — $4,200
Transcript saved
Team notified via SMS
Duration: 3m 42s
AI Handled

0

Missed Calls

3x

Faster Intake

3x

Faster Response

24/7

Lead Capture

Built for Field Service

Four pillars.
One platform.

AI Receptionist

Never miss a service call again

A homeowner calls about a broken furnace at 10 PM. Your AI answers, captures the issue, address, and urgency — then creates an opportunity in your pipeline. You wake up to a qualified lead.

24/7

Coverage

<1s

Pickup

100%

Capture

Hero Feature

Your phone rings
at 2 AM.
We answer.

A pipe burst. Your AI receptionist answers, qualifies the call, captures the address and urgency — then creates an opportunity and notifies your on-call tech. No leads lost. Ever.

  • Answers calls 24/7 — nights, weekends, holidays
  • Captures issue, address, and urgency level
  • Creates opportunity with full call context
  • Matches to existing customer profiles
  • Custom greeting for your business
  • Full transcripts saved for review
AI Receptionist
Live
SM

Sarah Mitchell

+1 (415) 555-0189

Urgent

Inquiry

“Furnace not heating — thermostat reads 58°F. Sub-freezing tonight. Need someone ASAP.”

Contact matched
Opportunity created — $4,200
Transcript saved
Team notified via SMS
Duration: 3m 42s
AI Handled

24/7

Coverage

<1s

Answer Time

100%

Lead Capture

Job Notes — HVAC Install
Replaced the blower motor on the Carrier furnace, model 58STA. Customer reported intermittent heating — found the motor bearings were seized. Installed new motor, tested three heating cycles, all normal. Recommended filter replacement in 30 days...
Listening...Transcribing
Hands-Free

Talk. Don't type.

On a roof, under a sink, or driving between sites. Just talk — Vertiqa types for you.

  • Speak your notes — hands-free on the job site
  • Real-time transcription via Azure Speech
  • Works on all text fields — notes, tasks, activities
  • Capture job details right after the install
  • Browser-based — no app install needed
Client-Facing

Your customers deserve
a portal, not email.

Send customers a branded portal link. They submit service requests, upload photos of the issue, and share property details — all before you dispatch. No more phone tag.

  • Branded portal with your business name
  • Service request forms with photo upload
  • Property details and access instructions
  • Customer status dashboard
  • E-signature for estimates and approvalsSoon
Client Portal — Service Request

Service Request Form

Contact Information

Name, email, phone, address — completed

Property Details

Address, type, access instructions — completed

3

Service Request

Describe issue and upload photos

4

Review & Submit

Confirm details and submit

Step 3 of 4

Everything Your Team Needs

16 tools. One subscription.
More coming soon.

AI-Powered

AI Receptionist

AI-Powered

AI Voice Notes

AI-Powered

AI Agents - Follow-Ups, Goals

Job Pipeline

Client Portal

Scheduling & Booking

Digital Business Cards

Follow-Up Tracking

Task Management

Customer Profiles

Account Mgmt

Document Vault

Analytics

Permissions

API

Mobile Ready

Compare

Why teams switch to Vertiqa.

More features than field service tools. Lower cost than enterprise CRMs.

FeatureVertiqaSalesforceHousecallProJobber
AI Receptionist
AI Voice Notes
Goals & AI AgentsAdd-on
CRM & Pipeline
Client PortalAdd-on
SchedulingAdd-on
Document MgmtAdd-on
Task Management
Digital Business Cards
Role-Based AccessAdd-onAdd-on
Starting Price$49/mo$300+/mo$59+/mo$69/mo
From Our Users

Real results. Real businesses.

Our AI receptionist captured 12 jobs in the first week that would have gone to voicemail. That's $30K in revenue we would have missed.
JM

J. Martinez

HVAC Business Owner, Texas

I dictate my job notes while driving between sites. No more typing on my phone at red lights. Game changer for field work.
SR

S. Rodriguez

Plumbing Contractor, Florida

The client portal eliminated 90% of our back-and-forth emails. Customers submit service requests with photos before we even show up.
AK

A. Kapoor

Electrical Contractor, California

Pricing

Simple. Transparent. No surprise fees.

Launch pricing · through July 21, 2026

Prices return to list after that date. We notify every customer 30 days before their invoice transitions to standard pricing.

Pilot

See what follow-through feels like

$49$35/mo

Your starting point for client relationships, scheduling, and AI-powered follow-through. One seat, zero risk.

  • 1 user included
  • CRM (contacts, accounts, opportunities)
  • Timeline and activity history
  • Scheduling and booking
  • Basic pipeline and task tracking
  • 1 active workflow
  • 50 AI agent runs/mo
  • Email integration
Most Popular

Team

Make sure things actually happen

$249$212/mo

Your follow-through operating system for small teams that win on memory, consistency, and client trust.

  • Everything in Pilot
  • Includes 5 users
  • Unlimited workflows
  • Voice receptionist
  • Client portal
  • Quoting and invoicing
  • Goals and KPIs
  • Renewal and lifecycle visibility
  • Extra users: $21/user/mo during launch window
Usage & add-ons: Optional add-ons: extra voice and AI usage

Growth

Run the full client lifecycle

$499$424/mo

Your system of operations for growing teams that need stronger controls, deeper workflow coverage, and client-facing tools.

  • Everything in Team
  • Includes 10 users
  • Document vault
  • Advanced renewal and lifecycle tracking
  • Advanced workflows
  • Role-based access
  • Advanced reporting and visibility
  • Extra users: $17/user/mo during launch window
  • Priority support
Usage & add-ons: Optional add-ons: higher voice and AI usage limits

Enterprise

Security, scale, and procurement support

Let's Talk

For larger organizations that need custom controls, dedicated onboarding, procurement support, and tailored rollout plans.

  • Everything in Growth
  • Custom user limits
  • Dedicated onboarding
  • Custom integrations
  • SSO and security review support
  • SLA guarantees
  • Volume pricing and procurement support

Stop losing jobs
to voicemail.
Start closing.

Join hundreds of service businesses that switched to Vertiqa and never looked back.

Trial plans available. No credit card required.