Alvin for HVAC
Alvin is the personal assistant for HVAC companies. Ask between calls, or forward the email. Alvin renews maintenance agreements, registers equipment, files the rebates and orders parts from your supply house. Anything that spends money waits for your tap.
What should Alvin get off your plate?
Renew every ServiceTitan maintenance plan expiring in November, order 12 MERV-11 filters from Johnstone, and log the rebates in QuickBooks.
Every install starts a clock: registration windows, rebate deadlines, renewal dates. The work is easy. Remembering all of it is not.
Agreements lapse quietly. Every lapsed member is a tune-up you won’t book and a no-cool call you might lose in July.
Alvin lists who expires this month, sends renewals in your wording, and books the spring or fall visit when they renew.
Many manufacturers want registration within 60 days of install for the longer parts warranty. Miss it and the coverage drops.
Alvin registers each install in the dealer portal with model and serial numbers from the job, and saves the certificate to the customer.
The form wants the AHRI certificate, the invoice, the serials and a deadline nobody wrote down.
Alvin gathers the documents, files on the utility or manufacturer portal, and follows up until it’s paid or denied.
Capacitors, contactors, filters, a coil on backorder. Called in, or typed into a portal at night.
Alvin builds the cart at Johnstone, Ferguson HVAC or your distributor, checks the branch for pickup, and waits for your OK.
A failed compressor under warranty means a parts claim, a labor claim and a portal that wants the old part’s serial.
Alvin opens the claim from the tech’s notes, uploads what it asks for, and tells you when the credit posts.
The customer said yes. The lender still needs the signed proposal, a completion cert and a funding request.
Alvin uploads the documents to the lender portal you use, checks status, and tells you when it funds.
A finished changeout touches ServiceTitan, the manufacturer, the utility and the books. Here’s one request doing all four.
Example Closing out the Garcia install
Garcia install is done. Register the Carrier system, file the utility rebate, and send her the invoice for the balance.
On it. Equipment details first, then the warranty, the rebate and the invoice. The invoice waits for you.
Ready. One thing for you:
Done. Here’s the rundown:
Your field software, your books, your distributors and every manufacturer and utility portal. Alvin works in all of them, with your logins.
Direct connection where the app has one; Alvin’s own computer where it doesn’t. Don’t see yours? Ask. Logging in like you would usually works.
Renewals, registrations and rebates all run on dates. Overnight Alvin works through them, so the morning starts with what moved.
Yes. Alvin registers installs in the Carrier, Trane, Lennox or other dealer portal with your dealer login, and files utility and manufacturer rebates with the AHRI certificate, invoice and serials from the job. Each one is tracked until it’s approved or paid.
Yes, and in Housecall Pro. Alvin reads jobs, agreements and equipment records, and updates them along the way. ServiceTitan’s own AI helps inside ServiceTitan. Alvin handles requests that cross into QuickBooks, supply houses and portals.
Not unless you say so. Orders wait for your tap by default. You can set limits per role, for example techs can order up to $500 in parts. You stay the buyer on your own supply-house account.
Alvin opens the claim in the manufacturer portal with the model, serial, failure and tech notes, uploads what it asks for, and follows the credit. Diagnosis and repair stay with your licensed techs.
Pilots for HVAC companies doing $1M-$15M a year. We set up your vault and connections with you, then you hand Alvin real work before the heat hits.
