Overview
By role
Features
AI Sales Coaching
Every appointment graded on your playbook
Custom Playbooks
The rubric every call is graded against
Door-to-Door
Track & score every door your reps knock
Photo & Video Capture
Attach photos & video to any recording
Visit Checklists
Inspections with required photos
Sales Roleplay
Practice the pitch with an AI homeowner
Industries
Built for the field
Every industry. One grading platform.
Default rubrics for your trade, or bring your own process. Up and running in 15 minutes.
Explore all industries →Resources
Blog
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Guides
Deep dives on closing, objection handling, and process
Docs
Set up the MCP server and your CRM integration
ROI Calculator
See your payback period in under 2 minutes
Playbook Generator
Build a starter coaching rubric for your industry in 30 seconds
Roleplay Tool
Practice your pitch live against an AI homeowner
Videos
Friday Features, full call breakdowns, and podcast clips
FAQ
Pricing, setup, scoring and recording, answered
HVAC
Stop Losing to
“Just Patch It
For Now.”
AdaptClose grades every in-home HVAC pitch: system assessment, repair vs. replace framing, efficiency value build, financing, and close. Know exactly where your reps lose homeowners before the replacement is approved.
38%
avg close rate gap
top vs. bottom reps
15min
to your first grade
after sign-up
$180
per rep / month
cancel any time
HVAC appointment
55 min · graded against your playbook
No decision · $0
Score
36
Weakest step
Replacement value built first
Process
Coaching
Rep jumped straight into repair vs. replace options without building any value for replacement first. Homeowner defaulted to the cheaper patch. Present the full cost of ownership of the aging system (energy waste, repair frequency, breakdown risk) before the replacement option is even on the table.
Why HVAC is different
Generic Sales Coaching Tools
Don’t Speak HVAC.
Rilla and Siro price for enterprise teams, and generic conversation intelligence was built for inside sales. HVAC is in-home sales with a repair-vs-replace decision at the center — sales coaching only works when it knows the trade.
Repair vs. Replace Is the Whole Ballgame.
The patch is always cheaper, and the average ticket on a replacement is ten times the repair. AdaptClose grades whether replacement value was built before options landed — the single biggest lever on conversion rates.
Graded on:
Cost of ownership of the aging system built first
Financing on the table before the total
Handling objections like “just patch it for now”
Field Coaching Without the Truck Time.
HVAC business owners can’t sit in every kitchen. Every recorded appointment becomes a virtual ride-along, graded against your own sales script and sales process.
What managers get:
Physical ride-alongs replaced by graded recordings
Close rates and stage scores by rep, week over week
A training plan built from win clips, not webinars or AI roleplay
It Rides Along With ServiceTitan, Not Instead of It.
AdaptClose isn’t another field service platform. Dispatch, invoicing, and your sales workflow stay in ServiceTitan, Housecall Pro, or Jobber — AdaptClose is the sales coaching layer on top.
Built in:
Service agreements and maintenance contracts graded at the close
Recurring revenue asks flagged when reps skip them
The whole sales cycle, from lead generation to install date
How it works
The HVAC Appointment.
Graded Step by Step.
AdaptClose ships with a default HVAC rubric built around the in-home replacement appointment — in-person sales, graded step by step. Customize any step to match how your team actually sells.
Arrival & system assessment
Graded on diagnostic thoroughness, walking the homeowner to the equipment, and establishing the system’s real age and condition.
Repair vs. replace framing
Did the rep present both paths with honest lifetime costs, or just quote the patch? The single biggest revenue lever in HVAC gets its own grade.
Efficiency value build
Graded on tying SEER ratings and utility savings to this home’s actual usage and bills, not reciting spec sheets.
Comfort, air quality & urgency
Hot-and-cold rooms, humidity, allergies, airflow: graded on the depth of needs uncovered and the urgency built before price appears.
Financing presentation
Was a monthly payment on the table before the homeowner heard the total? Graded on timing, framing, and options offered.
The close & install date
Graded on a clear ask, a proposed install date, and locked next steps before the rep leaves the driveway.
Built for your size
3 to 30 Reps.
Not 300.
Siro and Rilla are built for companies with enterprise budgets and dedicated training teams. You’re running a tight HVAC operation: a few comfort advisors, one or two managers, and replacement quotes going out every day. AdaptClose is priced and set up for that.
Set up in 15 minutes, not 6 weeks
Sign up, load the default HVAC rubric, and record your first appointment. No onboarding call, no CSM, no waiting.
Pay per active rep, not per seat
When a rep leaves, remove them. You stop paying immediately. No annual contracts, no minimums.
Coach without riding along
You can’t be in every appointment. AdaptClose is the manager in every truck, grading every pitch while you run the business.
New reps ramp faster
Busy season means fast hiring. Win clips from your best comfort advisors become the training library, so new hires learn repair-vs-replace framing from real appointments, not role plays.
The default HVAC rubric
Every appointment graded stage by stage
System Assessment
Repair vs. Replace Framing
Efficiency Value Build
Financing Options
The Close
What the AI flags in HVAC pitches
Quoting the patch repair without ever presenting the replacement option
Presenting price before building system and efficiency value
Skipping the utility-savings story on high-SEER equipment
No financing offered before the homeowner hears the total
FAQ
Frequently Asked Questions
What is AI sales coaching for HVAC companies?
AdaptClose is sales coaching software that records in-home HVAC sales appointments and grades each one against your rubric: system assessment, repair vs. replace framing, efficiency value build, financing options, and the close. Managers see exactly where each comfort advisor loses homeowners without riding along on calls.
Can it grade repair vs. replace conversations?
Yes. The default HVAC rubric specifically scores whether the rep presented the replacement option alongside the patch repair, built the efficiency and utility-savings case for new equipment, and offered financing before the homeowner heard the total.
Does it work with ServiceTitan, Housecall Pro, or Jobber?
Yes — alongside them. AdaptClose doesn’t touch dispatch, invoicing, or your sales workflow. Reps record the in-home appointment on their phone, the grades come back in AdaptClose, and there is no integration project or migration.
Do we need an HVAC sales training program first?
No. AdaptClose works as the HVAC sales training program: every appointment is graded against your sales process, win clips become role-play practice material for new hires, and managers coach from real calls instead of webinars. For scripts and objection handling you can hand reps today, download the free HVAC Sales Playbook.
How long does setup take for an HVAC sales team?
About 15 minutes. Sign up, load the default industry rubric (or upload your own sales process), and record the first appointment. There is no onboarding call or implementation project, and the first graded appointment comes back in under 10 minutes.
How much does AdaptClose cost for HVAC teams?
AdaptClose costs $180 per rep per month. You pay per active rep: when a rep leaves, remove them and billing stops immediately. No annual contracts, no minimums.
Do comfort advisors have to change how they sell?
No. Reps record their appointments as usual and AdaptClose grades them against your existing process. Win clips from your best closers become the training library, so coaching comes from your own real appointments rather than generic scripts.
More answers in the AdaptClose FAQ.
From the blog
Further Reading
Start Free, or See It Live First.
Book a 30-minute demo and we’ll run it on your product line. Teams are live in about 15 minutes and the first graded appointment comes back in under 10.
$180/rep/mo · no setup fees · cancel anytime