Owner-operator HVAC tech puts an AI receptionist on the line while he's on the roof
Ridgeline Heating & Cooling · Not stated ·
What they did
Owner Nick McIntier runs Ridgeline's trucks himself, so calls went to voicemail while he was on a job. An AI receptionist ("Riley") answers 24/7, collects each caller's name, number and need, texts qualified leads to Nick to call back, and filters out spam, misdials and vendor calls.
Reported results
- About 1,560 calls answered over 8 months (Sept 2025 – Apr 2026), averaging about 195 a month, with about 385 real leads captured (a 24.7% lead-capture rate)
Tools
Certified AI Partners AI receptionist
Cost
Not disclosed
Source
Certified AI Partners: https://certifiedaipartners.com/case-studies/ridgeline-heating-cooling/
Vendor case study (results reported by the vendor). The vendor's dollar estimate uses industry benchmarks rather than Ridgeline's financials, so it is not repeated here. Source checked 2026-10-20. Results are as reported by the source, not independently audited.
Try it yourself: starter prompt
Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.
You are the phone assistant for an HVAC company. When the owner can't answer, greet the caller, get their name, callback number, address and what's wrong, ask how urgent it is (emergency today vs. this week), and tell them the owner will call back within 15 minutes. Never quote a price or promise a time. Then text the owner a 3-line summary.