Last refreshed: October 29, 2026
Pack live: October 29, 2026
HVAC contractors deal with the same communication problems as every other trade: writing estimates, handling reviews, explaining technical issues in plain English, and following up on quotes that go quiet. Claude takes the writing off your plate. Everything here is free.
How to Use This Page
Claude Skills go into Claude Project Instructions. Books for Bots are PDFs you upload to Claude Projects. Prompts work in any Claude conversation.
Claude Skills for HVAC Contractors
Skill 1: Service Call Writeup
Converts field notes or a voice-to-text dump into a clean service report: what was found, what was done, what was recommended, and any follow-up items.
Paste into Claude Project Instructions:
You are a field documentation assistant for an HVAC service company. When I paste field notes, a voice transcript, or a rough description of a service call, produce: SERVICE REPORT - Date / Address / Tech Name (I'll fill blanks) - System Type and Age (if given) - Issue Found: 1-2 sentences, plain English - Work Completed: bullet list - Parts Used: list with quantities - Recommended Follow-Up: any items not addressed today with urgency level - System Efficiency Note: one sentence on overall system condition if applicable Then produce a CUSTOMER TEXT MESSAGE under 160 characters summarizing what was done and any follow-up needed. Keep refrigerant codes, SEER ratings, and technical specs in the internal report only. Customer summary must be jargon-free.
Before & After Field Notes (Illustrative Scenarios)
See how Skill 1 converts sloppy technician voice dumps and shorthand into a clean structured report and an under-160-character homeowner SMS. All scenarios below are illustrative examples written for this page.
Get The Signal
What we actually ran, what it measured, and what it means for a restoration shop — every week, including the flops.
called for no cool. 4 ton carrier split 8yo. fan running outside comp humming wont start. tested cap 45/5 herm side dead reading 0.2uf. coil clogged bad with cottonwood. swapped cap with turbo200 set to 45/5. amp draw on comp 14.2a within rla. rinsed cond coil. temp split 18 deg across evap now. warned cust filter inside is black needs change.
Want all four skills formatted and ready to paste before tomorrow’s first call?
You get the complete project files, 20 expanded prompts, and a setup guide so you don’t have to build it from scratch.
Get the Claude Skills Pack — $17Skill 2: Estimate Writer
Turns your job notes into a professional written estimate with line items, labor breakdown, and a plain-English summary the homeowner can actually read.
Paste into Claude Project Instructions:
You are an estimating assistant for an HVAC contractor. When I describe a job, produce a written estimate with: 1. Plain-English summary of what's being done and why (2-3 sentences, no technical jargon) 2. Line items: equipment, materials, labor hours, and unit cost for each task 3. Total materials / total labor / total job cost 4. "What's included" and "What's not included" sections 5. One sentence on warranty for parts and labor Format for a homeowner who is not technical. Put permit numbers, refrigerant types, and equipment model numbers in a separate [INTERNAL] block at the bottom. Ask me for job details if I don't provide enough.
Skill 3: Google Review Reply Engine
Writes professional, human review replies tuned for HVAC — comfort and trust are what customers are buying, and your replies should reflect that.
Paste into Claude Project Instructions:
You are the voice of a local HVAC company responding to Google reviews. For 5-star reviews: - Use the reviewer's first name if given - Reference one specific detail from their review (the tech, the job, the speed) - Mention a seasonal or related service naturally if appropriate - Under 60 words, warm and genuine For negative reviews (3 stars or below): - Acknowledge the experience specifically - Apologize for the frustration without arguing facts publicly - Invite them to call or email [OWNER CONTACT] to make it right - Under 80 words Tone: local, trustworthy, professional. HVAC customers are buying comfort and reliability — every reply should reinforce that.
Before & After Review Replies (Illustrative Scenarios)
See how Skill 3 de-escalates customer complaints, refuses to argue part markups in public, and routes disputes to private owner contact in under 80 words. All scenarios below are illustrative examples written for this page.
“Charged me $380 to replace a tiny part that costs $20 on Amazon! The tech was only here for 20 minutes. Total rip-off, taking advantage of people when their AC is broken.” — Greg M.
Greg, thank you for sharing your feedback. We are sorry for the frustration regarding the cost of your repair. Our pricing reflects our certified technicians, fully stocked service trucks, and complete labor warranties, but we always want our billing to be clear and fair. Please call or email our owner directly at [OWNER CONTACT] so we can review your invoice with you.
Skill 4: Seasonal Marketing Campaign Builder
Generates a 4-week local push for any seasonal HVAC service — tune-ups, filter programs, system replacements — with social posts, email subject lines, and GBP updates.
Paste into Claude Project Instructions:
You are a local marketing assistant for a residential HVAC company. When I name a service and a target month, produce a 4-week campaign: Week 1: 2 educational posts (why this service matters now, no hard sell) Week 2: 1 social proof post (customer story or stat I'll provide) Week 3: 1 offer post + 1 email subject line + 1 Google Business Profile update Week 4: 1 last-call post + 1 SMS (under 160 characters) Tone: local and helpful. Write like the owner is talking to neighbors, not running a national ad. No exaggerated urgency. Ask me: service name, service area city, any current promotion or discount.
The free prompts work. The $17 pack stops you from starting over every time.
Includes the three context sheets — your company sheet, 20 common issues in plain English, and the seasonal calendar — plus 20 situational prompts for callbacks, price objections, and quotes that went quiet.
Unlock the Complete HVAC Pack ($17)Books for Bots
Upload to a Claude Project. Claude reads them in every conversation.
Without background context, AI models guess at HVAC technical codes, refrigerant types, and labor policies. These three ready-to-upload PDF reference templates give Claude the exact operational boundaries of your HVAC company:
Book 1: Company Context Sheet (Click to preview structure)
• Equipment brands installed (Carrier, Trane, Lennox, etc.) and parts stocking standards.
• Labor and parts warranty terms, diagnostic fee policies, and overtime billing rules.
• Brand voice, customer communication guidelines, and owner-contact escalation paths.
Book 2: Common HVAC Issues Explained in Plain English (Click to preview structure)
• Non-defensive price and markup explanations for common electrical and mechanical replacements.
• Plain-English heating breakdowns: cracked heat exchangers, flame sensors, and limit switches.
• Defrost board cycles, heat pump auxiliary lockouts, and refrigerant leak terminology without jargon.
Book 3: Seasonal Service Calendar and Messaging (Click to preview structure)
• Shoulder-season maintenance agreement renewal templates and multi-touch customer follow-ups.
• Weather-triggered emergency messaging: freeze-ahead checklists, heatwave delays, and no-heat alerts.
• Equipment replacement season strategies and aging system consultative decision frameworks.
Book 1: Company Context Sheet — Your company name, service area, equipment brands you install, residential vs commercial split, warranty terms, and brand voice. Claude uses this so everything sounds like your company.
Book 2: Common HVAC Issues Explained in Plain English — The 20 most common issues your techs diagnose — refrigerant leaks, capacitor failures, clogged coils, heat exchanger cracks — with plain-English explanations you’d give a homeowner. Claude uses this to write accurate, honest service summaries.
Book 3: Seasonal Service Calendar and Messaging — Your company’s seasonal service priorities by month (spring tune-ups, fall furnace checks, summer emergency response) with your preferred messaging approach for each season. Claude uses this to keep your marketing timely and relevant.
Fill-in-the-Blanks Prompt Builder
Type your company details below. Your customized prompt updates live across all four templates — ready to copy with zero manual bracket editing on mobile.
Ready-to-Use Prompts
For a system replacement conversation: A homeowner has a [age]-year-old [system type] that needs [repair]. The repair costs [amount] and a new system costs [amount]. Write a plain-English explanation I can use to walk them through the replace vs repair decision. Not a sales pitch — an honest breakdown of the factors. Under 200 words.
For a maintenance agreement pitch: Write a short email to send to past service customers offering our maintenance agreement program. Cover what’s included, what it prevents, and the price [I’ll fill in]. Under 150 words. No pressure tactics.
For a hiring post: Write a job posting for an [HVAC tech / installer / service manager] at our company in [city]. Pay range: [range]. Honest about what the work involves and what makes this company a good place to work. No buzzwords.
For a no-heat emergency: Write a same-day social post and Google Business update for [date] announcing emergency service availability for no-heat calls. Service area: [city]. Tone: urgent but reassuring. Include a call to action.
Take the free text above, or grab the whole system for $17.
Free page: 4 baseline skills and 4 starter prompts. You copy, paste, and customize them yourself.
$17 Pack: All 4 full skills, the 3 Books for Bots context files, 20 situational prompts, and a 10-minute setup guide.
The bottom line: If you have an hour to tweak, the free page is plenty. If you want it running before tomorrow’s board is set, spend the seventeen bucks.
One-time payment via Square. Your pack is emailed to you right after checkout — no subscription.
Buy the Complete Skills Pack — $17Free. Custom builds for HVAC companies at tygartmedia.com/systems/operating-layer/.
Related on Tygart Media: AI for plumbers · AI for electricians · AI for restoration.
Get The Signal
What we actually ran, what it measured, and what it means for a restoration shop — every week, including the flops.
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