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Eris for HVAC shops: nights, nameplates, quotes

A shop with 5 to 25 techs feels the same three leaks every season: a no-heat text at 11 pm, a part nobody can name from a rusted plate, and a replacement quote that never got a second email. Eris works all three and leaves the diagnosis and the price to you.

Illustration: a frosted house at night, cut away to show a family huddled under blankets above a cold furnace, a teal line running from a phone out to a service van pulling up at the curb.

Four calls

An example, not a customer

  1. No heat, 11:40 pm

    Arrives
    A text: the furnace quit and there are two kids in the house.
    Eris
    Eris asks whether anyone vulnerable is home and whether there is a gas smell or sparking, treats no heat as an emergency, tells the customer to ring the on-call line, and pages your dispatcher with the request in writing. It never offers a slot for it. If the customer writes in Spanish, Eris answers in Spanish.
    Stays with you
    Whether to roll a truck tonight and what the after-hours rate is.

  2. A nameplate photo, no part number

    Arrives
    A tech texts a photo of the data plate on a rooftop unit and writes "need the capacitor".
    Eris
    Eris reads the brand, model and serial exactly as printed, asks for a retake when the plate is unreadable, and builds the parts request. Parts under your limit are ordered; anything over it waits for your OK. It does not decode the serial into a build date unless it can cite how that brand encodes it.
    Stays with you
    Setting your limit, and the OK on any order over it.

  3. Tune-up season

    Arrives
    It is spring and a stack of customers have not had a visit in nearly a year.
    Eris
    Each week Eris builds the list of customers whose last maintenance visit is over 11 months old, skips anyone already booked in the next 90 days, and drafts a text for each name.
    Stays with you
    Sending. You review the list and send each text yourself.

  4. The replacement quote nobody answered

    Arrives
    A quote for a new system went out last week and the homeowner has gone quiet.
    Eris
    Eris keeps the open estimates in view, oldest first. Once you turn your follow-up rule on, it emails customers whose estimates are past your threshold, inside a fixed 9 am to 8 pm, Monday to Saturday window in shop time, and records every send. For the next quote it drafts Good, Better and Best from your price book.
    Stays with you
    The follow-up rule, its threshold, and any discount.

Plans

One price a month, so a busy July costs what a quiet March does. Add a tech and the price does not move.

  • Front Desk

    $579 a month

    For shops losing calls to voicemail.

  • Where we’d start most shops

    Operations

    $1,479 a month

    For shops ordering parts every week.

  • Whole Shop

    $2,579 a month

    For shops that want the website handled too.

Month to month. Setup included. No per‑seat pricing.

Questions

Will Eris send my on-call tech out?

No. Eris takes the call or text, asks the no-heat, vulnerable-person and gas-or-smoke questions, and pages your on-call dispatcher with the request written down. Whether a truck rolls is your call.

Does it order the part from the photo?

Within your limit, yes. Eris reads the plate, builds the request and orders parts under your limit. Anything over it waits for your OK.

Do I need to switch scheduling software?

No. Eris works on Housecall Pro or ServiceTitan, or on SetPoint’s own scheduling when you run on neither.

Will it message my customers without asking me?

Not until you say so. Estimate and invoice follow-ups run only after you turn that rule on. Tune-up reminders are drafted for you to send.

My customers write in Spanish. Does that work?

Yes. When a customer writes in Spanish, Eris switches to Spanish and stays in it for the rest of the conversation.

Tell us how your shop runs heating and cooling, and we will show you whether SetPoint fits.

See SetPoint in your shop