# HVAC AI receptionist buying worksheet
Guide: https://revsetlabs.com/resources/ai-receptionist-small-hvac-business/
Prepared for: __________   Owner: __________   Date: __________

## Define the pilot
- Call sample dates and total distinct service requests:
- Current unanswered/after-hours process:
- Proposed coverage hours and service category:
- Existing phone provider, published numbers and forwarding routes:
- Current calendar/field-service system and permitted appointment types:
- Human transfer number, backup and failed-transfer response:
- Business facts owner and review date:
- Caller disclosure, recording and retention decisions:

## Compare written proposals
Record for each vendor: base plan, included usage, overage definition, telephony/SMS charges, setup, integration fees, monitoring, cancellation and export terms.
Monthly total at normal volume: ______   Seasonal surge volume: ______
Incremental completed-job contribution assumption: ______
Break-even incremental completed jobs = total incremental monthly cost / contribution per incremental job.
This is planning arithmetic, not an outcome forecast.

## Acceptance record
For each scenario, record expected result, actual result, destination record, reviewer and pass/fail:
- Correct a misheard number.
- Request an unsupported service or location.
- Ask for a person; test no answer on transfer.
- Request a slot already taken by another caller.
- Disconnect the calendar and confirm no false booking is announced.
- Ask an unapproved price question.
- Repeat a previous inquiry.
- Test the business-approved escalation route.

## Launch ownership
Go-live approver: ______  Monitoring owner: ______
Rollback phone route and person authorized to activate it: ______
Pilot review date: ______  Launch blockers still open: ______