The Road to Efficiency
Effiroad means Efficiency + Road — the road to running your HVAC shop smarter. Your main line stays the same; when you miss a ring, our AI captures intake, books real arrival windows, and keeps homeowners updated until your tech is on the way.
Core: AI phone + SMS link intake and smart booking. Built in: missed-call analytics and Effiroad AI — your pocket ops assistant for approvals, calendar, and shop settings.
US residential HVAC · 1–5 truck shops · Jobber optional
What Effiroad is
Most tools only answer the phone. Effiroad is the road to efficiency — capture what you missed, approve from your phone, and run the shop without opening ten menus.
AI phone layer
Overflow, after-hours, and peak-season calls forward to Effiroad. Customers talk or tap a text link — name, address, issue, and a real arrival window.
AI analytics
Dashboard KPIs, missed-call prevention, and recovery estimates — so you know what would have hit voicemail and what turned into booked work.
Effiroad AI
Ask what came in, what needs approval, or what is on the calendar — and change booking rules in plain English when you are on a roof.
Jobber sync, crew dispatch texts, and maintenance-plan offers are built in — connect what you use, skip what you do not.
High level only: your customer experience from the first call until your tech arrives. You stay in control; Effiroad handles the gaps.
They dial the same number on your truck and Google listing — no new number to explain.
On a job, after hours, or when lines stack up — unanswered calls forward to the AI phone layer.
Phone or SMS link. HVAC triage, address capture, and a real open slot — not a vague callback promise.
Clear routine jobs can auto-confirm. Emergencies and messy details wait for your text: 1 = yes, 2 = pass.
Optional tech dispatch by SMS — round-robin offer, accept or pass. Jobber Request when you connect.
Tech replies with minutes out or taps On my way — homeowner gets an ETA without you typing it twice.
Visit happens in your arrival window. Mark complete → optional maintenance-plan offer by text.
27%+ of shop calls go unanswered. No-heat callers dial the next name on Google. One saved ticket pays for the month.
27%+
of shop calls unanswered
$400+
avg residential ticket
80%
of voicemail callers hang up
You do not need more leads. You need to answer the line you already advertise.
The Road to Efficiency
Effiroad is the efficient path for HVAC shops — AI phone, analytics, and a pocket ops assistant on one road.
Efficiency means fewer steps between a missed ring and a booked job: intake, triage, owner SMS approval, and customer updates without opening ten apps.
Road is the through-line — from the first call to the calendar, crew dispatch, and optional Jobber sync. Built for US owner-operators who live on their cell.
Efficiency
Auto-book clear jobs. Text 1 / 2 when it is urgent. Run the shop from your phone.
Road
Every step connected — forward, intake, approve, confirm, dispatch — without dead ends.
Smart exceptions
Competitors auto-book everything — including bad addresses. Effiroad auto-books clear routine jobs, but holds P1 emergencies and fuzzy intakes for your 1 / 2 before anything confirms.
Customer picks slot
Real open time
HVAC triage + intake
Effiroad
Routine confirms
Clear P2/P3 confirm instantly
Your phone
P1 / unclear → 1 / 2
P1 or fuzzy details → your text
Job scheduled
SMS + Jobber
Example SMS
John Smith
No Cooling
Tomorrow 2PM
Reply:
Routine = auto-confirmed
P1 or unclear = Reply 1 · 2
Effiroad AI
Not a chatbot on your website — an assistant that reads your shop's calls, bookings, and settings so you can run the business from the truck.
Morning pulse
Opens with what matters today:
Revenue at risk
Surface jobs before the homeowner moves on:
Change rules safely
Plain English → preview → confirm:
Shop memory
Teach Effiroad how you talk to customers:
Features
AI phone is the core. Analytics and Effiroad AI are built in — not upsells on a generic call bot.
Forwarded calls and SMS booking links. HVAC triage, verified address, and customer-picked arrival windows.
Clear P2/P3 jobs can confirm instantly. P1 and fuzzy intakes ping you: 1 = approve, 2 = pass, 9 = undo.
KPI cards, trends, missed-call prevention, and drill-downs to calls and bookings — see what almost slipped away.
Ask what came in, what is urgent, and what is pending. Change booking rules with guarded confirmations.
Optional round-robin tech SMS on confirm. Tech replies with ETA — customer gets an on-the-way text.
Dashboard calendar, owner email backup, and optional Jobber sync on approve — no double entry at 7 AM.
After you mark complete, optional maintenance-plan SMS offer and renewal tracking.
Homeowners reschedule, update details, or cancel from secure SMS links — private, expiring.
Agreement Keeper
Most shops lose PM revenue because nobody follows up after the truck leaves. Effiroad texts your plan when a job is marked complete — then tracks renewals so contracts don't quietly expire.
You mark the visit done in dashboard or Jobber sync.
Customer gets a one-tap link to enroll in your default maintenance plan.
Import existing PM spreadsheets. See who's renewing in 30 days.
You and the customer get SMS nudges before renewal — no spreadsheet hunting.
Booking policy
One smart policy — no Speed / Hybrid / Manual switches. Clear P2/P3 lands on your calendar. P1 emergencies and messy intakes need your text: 1 = yes, 2 = pass.
Smart auto-book
Customer picks a visit time. Routine jobs with complete info confirm right away. P1 or unclear name/address? You get a text before anything is locked in.
Best for: Owner-operators who want speed without blind auto-dispatch
On confirm, crew SMS goes out when techs are set up — round-robin, 1=accept 2=pass.
Process
Pay → cell number → forward rules → test call → see a job on your calendar.
FYI and exception texts hit this number. Email is backup only.
Evenings, weekends, or no-answer — your hours, your rules.
Customers dial the same shop number. Busy / no answer → Effiroad.
One test ring. Routine jobs auto-confirm; P1 or unclear waits for your 1 / 2.
Effiroad is built around moments where one delayed response can lose the job.
$400+
Avg residential ticket
No-heat / no-cool territory
8–15
Missed calls / month
Nights, weekends, peak
$199/mo
Effiroad Unlimited
Or Flex from $49/mo
The promise is specific: fewer missed calls, more auto-confirmed routine jobs, and owner texts only when it is urgent or unclear.
~10 min
typical go-live
3 layers
phone · analytics · AI
24/7
forward when you want
$400+
one saved call can cover the month
Unlimited for busy shops. Flex when nights are quieter.
Heavy evenings and peak season. Flat rate.
No per-booking fees
Pay per confirmed booking. Quiet months stay cheap.
+ $18 per approved booking
Confirming 9+ jobs a month? Unlimited ($199) usually wins.
No charge for spam, wrong numbers, or jobs you cancel.
No. Same line on Google and your trucks. You forward unanswered calls behind the scenes.
They auto-book everything. Effiroad auto-books clear routine jobs too — but P1 emergencies and unclear intakes wait for your 1 / 2 before confirming.
No. Effiroad is the missed-call layer. Your dispatch software stays. Jobber connect is optional.
Unclear address or name? Job waits for your 1 / 2. Already auto-booked? Reply 2 to cancel or 9 to undo within your window. Tighten rules anytime in settings or ask Effiroad AI.
No. The AI phone layer is the core — but you also get shop analytics (missed calls, KPIs, trends) and Effiroad AI to ask what is happening and change rules from your phone.
You do — same as today. Effiroad only picks up forwarded calls when you miss them or after hours.
Yes — optional round-robin on confirm: one tech at a time, reply 1=accept 2=pass. Add tech numbers in settings.
When you mark a job complete, Effiroad can SMS your maintenance plan offer. Track renewals, import CSVs, and get reminder texts before contracts lapse.
About 10 minutes: contact, hours, forward, test call.
US residential HVAC — 1 to 5 trucks, owner-operators losing after-hours and on-job calls.
Your line. Your calendar. Your assistant.
AI phone intake, shop analytics, and Effiroad AI — one subscription for owner-operators who miss calls on the job.
Support: support@effiroad.com