HVAC Maintenance Coordinator that never drops the ball.
Manages preventive maintenance programs and service agreements. Built for hvac services teams that need the work done without more headcount.
“My job is making sure maintenance agreement renewals + outreach — without anyone on your team having to ask.”
We watched our own hvac services team burn out on work that never stopped. HVAC Maintenance Coordinators were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Beatriz was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Beatriz in their own words.
I'm the hvac maintenance coordinator your hvac services team leans on when the queue starts stacking. Manages preventive maintenance programs and service agreements. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running maintenance agreement renewals + outreach, seasonal tune-up campaign scheduling, filter replacement reminders. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Beatriz on a real call.
This is how Beatriz handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Beatriz is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Beatriz does best.
Everything Beatriz does, top to bottom.
These aren’t theoretical. Every item below is part of Beatriz’s live SOP on real deployments.
- Maintenance agreement renewals + outreach
- Seasonal tune-up campaign scheduling
- Filter replacement reminders
- Equipment warranty tracking
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Beatriz works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New hvac maintenance coordinator work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Maintenance agreement renewals + outreach
Maintenance agreement renewals + outreach. Done inside SOP, logged step-by-step, never skipped.
Seasonal tune
Seasonal tune-up campaign scheduling. Done inside SOP, logged step-by-step, never skipped.
Filter replacement reminders
Filter replacement reminders. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your hvac services system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Beatriz works inside.
Beatriz plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Beatriz already works with.
Work Beatriz has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary hvac maintenance coordinatorEmbedded in hvac services teams
Manages preventive maintenance programs and service agreements.
- Maintenance agreement renewals + outreachDaily workload
Maintenance agreement renewals + outreach · Seasonal tune-up campaign scheduling · Filter replacement reminders. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with hvac services stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Beatriz had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Beatriz.
Challenge, solution, and the numbers that changed after go-live.
Professional Services operator missing hvac maintenance coordinator work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary maintenance agreement renewals + outreach flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing professional services team could not hire fast enough to keep up with hvac maintenance coordinator volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Beatriz vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Beatriz |
|---|---|---|---|
| Annual cost | $80,000 | $116,000 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 1,500 minutes / month
- $0.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 5,000 minutes / month
- $0.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 10,000+ minutes / month
- $0.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most hvac maintenance coordinator ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your hvac maintenance coordinator team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Beatriz.
“Our team was skeptical at first. Two months in, they can't imagine going back to doing hvac maintenance coordinator work without Beatriz.”
“Beatriz runs circles around the temp agencies we used to call. Faster, cheaper, zero ramp time.”
Everything teams ask before hiring Beatriz.
Under 48 hours in most cases. We load your hvac maintenance coordinator SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Beatriz warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Beatriz already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Beatriz pushes actions into your existing hvac services stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
Plans start at $49/month with CRM + 50 voice minutes included. Dedicated minute bundles start at $149/month for 500 minutes. Every minute Beatriz spends on your work counts toward the bundle. Overage is billed at $0.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Beatriz works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For hvac services teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Beatriz, look at your current hvac maintenance coordinator workflow, and map out what the first 30 days would look like.
Included in your plan.
Live in under 48 hours.
Most teams run hvac maintenance coordinators on the lite bundle or the next one up as volume grows.
