SETPOINT AI·How it works

Stop doing office work at midnight.
Setpoint runs the shop while you run the trucks.

A five-chapter visual tour of how Setpoint helps HVAC owners — from the midnight paper pile, to the 10-second quote, to the growth loop that turns every finished job into the next caller.

01 Problem02 Quote03 Loop04 System05 Math
01
The problem

Most HVAC owners do $50k of admin every year.

Quotes at midnight. Forgotten follow-ups. Customers who needed a call three months ago. The work that grows the business gets done after the kids are in bed.

● Without Setpoint

Tuesday, 11:47 PM

12 quotes still to write
OVERDUE
✕   45 customers due for service — uncontacted
✕   6 quotes sent last week — never followed up
✕   0 Google review requests sent this month
● With Setpoint

Tuesday, 6:14 PM

Truck's parked. Day's done. Setpoint handled the office while you were on jobs.

8 quotes generated & senttoday
3 follow-up texts queued for review3 jobs done
12 service-due customers surfacedtomorrow
2 Google review requests sentauto
15–20 min
saved per quote
$50k
owner admin labor / year
1 filled slot
pays for the subscription
$99/mo
flat. less than a service call.
02
What it does

A quote in under 10 seconds.

Your tech describes what they found. Setpoint matches parts, applies your margin, estimates labor, and writes the customer summary. You tap send.

1

Tech describes the job

“Capacitor is blown on the condenser. While I'm here the coils are filthy and the contactor looks original — probably 15 years old.”
Plain English. No forms.
2

Setpoint builds the quote

45 μF Run Capacitor$84
40A Contactor$96
Coil Cleaning$165
Labor · 1.5 hr$202
Total$547
Matched to your catalog · your margin applied.
3

You approve & send

Hey Maria — quick fix today. Want me to send the quote?
$547 to swap the capacitor + contactor and clean the coils. Should keep that unit going.
↗  Send to customer
From your phone, on site.
Press play to watch.
0.0s
of 10s
▶ Play the 10 seconds
03
The flywheel

Every finished job turns into the next caller.

Reviews bring in calls. Calls become jobs. Jobs become more reviews. Setpoint runs the loop so you don't have to remember to ask, write, or follow up.

1JOB2TEXT3REVIEW4LEADthegrowth loop
1

Job completed

Tech marks the job done. Setpoint kicks off the follow-up automatically.
2

Thank-you text written

A personalized message from you — referencing the work, the customer, the unit.
3

Google review received

Customer taps the link, leaves 5 stars. Tracked in your dashboard.
4

New caller finds you

Reviews bring in organic search traffic. Phone rings. Repeat.
Setpoint runs every step automatically. You approve. It does the asking.
04
Under the hood

One tool. Everything connected.

Quotes know your customers. Customers know their equipment. Jobs know their quotes. Follow-ups know the job. Nothing falls through — because every piece talks to the others.

Setpoint
your virtual office manager
Quote Generator
AI-written, your margin
Schedule
Geography-aware filling
Job Follow-ups
Auto review requests
Insights
Close rate, ROI, trends
Prospects
Cold-list outreach
Customers
Equipment + history
Proposals
PDF, Good/Better/Best
Parts Catalog
Your CSV, your prices
05
The math

$99 a month. Less than one service call.

Most shops recover the cost in the first week — from a single quote that would have taken twenty minutes by hand, or one slow Tuesday that got filled. For a deeper number with your actual shop size, the compare page has a full calculator.

You pay
$99/mo
Flat subscription −$99
No contracts free
No per-seat fees free
No setup fees free
About one capacitor swap. Once a month.
You get back
~$6,400/mo*
20 quotes × 18 min saved +$1,200
2 extra jobs won, on-site quoting +$1,400
Growth from owner focus +$800
1 filled slow-week slot +$650
3 declined-repair revivals +$1,400
Leads from Google reviews +$950
* Modeled on a 5-tech shop. Conservative.
≈ 64× return, every month it runs.
In one sentence

Setpoint is the office manager you'd hire if you had $60k a year sitting around — for ninety-nine bucks a month.

Start 14-day trial  →
No credit card · $99/mo flat when you're ready · cancel anytime