SERVICE

Virtual Assistant for HVAC Businesses

Dispatch, quote follow-up, warranty and rebate paperwork, review requests, maintenance renewals, AR. ServiceTitan, Housecall Pro, Jobber, FieldEdge, and ServiceTrade fluent. $1,200 to $2,200 per month full-time. Pre-vetted shortlist in 5 to 7 business days.

Trusted by Leading Companies Worldwide

AMBL EngageMX Litmos Vodacom Vuma Just Solutions Ovex Aura Vox FN Sharetech
272
Active Engagements
750+
Placements Made
93%
Retention Rate
HVAC Roles We Fill

The back office that keeps techs billable.

Every role is full-time, dedicated, and trained on your software (ServiceTitan, Housecall Pro, Jobber, FieldEdge, ServiceTrade).

Highest ROI

Quote Follow-Up Specialist

Chases every open replacement quote on a 3 / 7 / 14 day cadence. Lifts close rate 5 to 12 points on most shops.

  • Quote send-out within 24 hours
  • Follow-up cadence by stage
  • Financing pre-qualification
  • Objection handling on price
  • Close booking to install calendar
  • Lost-deal feedback log
$1,500–$1,900/mo ServiceTitan, Housecall Pro, GreenSky, Wisetack, FTL Finance

Dispatcher / Service Coordinator

Inbound call triage, no-cool emergency routing, daily board management, tech route optimization, customer ETA texts.

  • Inbound service call intake
  • Emergency vs scheduled triage
  • Tech assignment by skill + route
  • Customer ETA messaging
  • Same-day reschedule management
  • End-of-day capacity reporting
$1,400–$2,000/mo ServiceTitan Dispatch Board, Housecall Pro, FieldEdge, Route4Me

Warranty & Rebate Admin

Manufacturer warranty registration within window, federal 25C tax credit, state and utility rebate filing, payout tracking.

  • Carrier / Trane / Lennox registration
  • Daikin / Goodman / Rheem registration
  • 25C federal tax credit paperwork
  • Utility instant rebate filing
  • State energy program filings
  • Rebate disbursement tracking
$1,300–$1,800/mo HVACPartners, OEM portals, state utility portals, IRS Form 5695

Review & Reputation Manager

Post-job review requests to Google, Facebook, BBB. Response drafting (positive + negative). Google Business Profile content.

  • Post-job review SMS / email
  • Google Business Profile posts
  • Review response drafting
  • Negative review escalation
  • NAP consistency audits
$1,200–$1,700/mo NiceJob, Podium, Birdeye, GBP, ServiceTitan Marketing Pro

Maintenance Membership Manager

Annual contract renewals, seasonal tune-up scheduling, member retention, upsell to higher tiers.

  • Renewal notice cadence (60 / 30 / 7 day)
  • Failed payment recovery
  • Seasonal tune-up batch scheduling
  • Tier upgrade outreach
  • Membership reporting
$1,300–$1,800/mo ServiceTitan Memberships, Housecall Pro Plans, Recurly, Stripe

AR & Collections

Net-30 follow-up on commercial accounts, residential past-due chasing, payment plan setup, ACH and card on file management.

  • Net-30 / Net-60 AR follow-up
  • Past-due residential collections
  • Payment plan negotiation
  • Stored payment management
  • Lien filing prep (if state requires)
$1,500–$2,200/mo QuickBooks, ServiceTitan AR, Stripe, ACH platforms
Client Stories

Home-services and contracting shops we work with.

Direct client quotes plus representative placement examples.

Saving $9,720/mo
"The team at VirtuHire understood our hiring needs instantly. Within days, we had highly qualified candidates, and the entire process, from sourcing to onboarding, was seamless. If you're looking for top-tier talent, this is the way to go!"
Jed Hackling
Co-Founder & COO, AMBL
CSR placement, $1,400/mo
"Chantel runs our order desk. Customers don't know she's not in the office. The shift overlap with our East Coast hours works without me having to think about it. The dispatch board is always clean by the time the techs roll out."
Chantel placement (CSR)
Representative home-services CSR engagement
Saving $1,500/mo
"We needed skilled professionals without the hassle of recruitment fees and long hiring cycles. VirtuHire delivered outstanding candidates, handling everything efficiently. Highly recommended!"
Benji Ozynski
Co-Founder & CEO, Engage MX
TL;DR

An HVAC virtual assistant runs your back office: inbound call intake, dispatch, quote follow-up, warranty and rebate paperwork, reviews, maintenance renewals, AR. Pre-vetted South African VAs run $1,200 to $2,200 per month full-time, are fluent in ServiceTitan, Housecall Pro, Jobber, FieldEdge, and ServiceTrade, and overlap US Eastern Time on a normal 8 to 9 hour day. Quote follow-up alone routinely pays the VA back in the first week on a $200K replacement pipeline.

Why HVAC shops specifically should look at offshore VAs

HVAC is one of the easier home-services trades to offshore the back office for. Three reasons:

  • The software is mature and remote-friendly. ServiceTitan, Housecall Pro, Jobber, FieldEdge, and ServiceTrade all run in a browser. There is no physical access requirement for the back-office roles. A trained VA in Cape Town can run the same dispatch board your in-office CSR runs.
  • The work is high-volume and process-driven. Inbound calls, dispatch decisions, quote follow-ups, warranty registrations, and rebate filings all follow repeatable patterns. Once SOP'd, a competent VA outperforms a generalist office hire because they do the same task hundreds of times per month.
  • Labor cost in the US is rising fast. Average US HVAC CSR pay is now $19 to $26 per hour ($40K to $58K loaded annually). The same workload through an SA VA costs $1,200 to $1,900 per month. That's 60 to 70 percent of a CSR salary freed up to put toward truck inventory, technician pay, or marketing.

The four highest-ROI HVAC VA roles

If you're hiring one VA first, here's the priority order:

  1. Quote follow-up. Most HVAC shops bid 30 to 60 replacement quotes per month. Close rate without dedicated follow-up sits around 20 to 25 percent. With a VA running a 3 / 7 / 14 day follow-up cadence, financing pre-qual, and objection handling on price, close rate routinely climbs 5 to 12 points. On a $200K monthly replacement pipeline at $9K average ticket, lifting close rate from 25 to 32 percent adds roughly $14K of revenue per month. That pays a $1,800 VA back in the first week of the first month.
  2. Dispatcher / service coordinator. Frees the owner or office manager from the dispatch board. Best ROI for shops doing 20+ service calls per day.
  3. Warranty and rebate admin. Most shops miss 10 to 30 percent of available rebates and warranty registrations because office staff is overloaded. A dedicated VA catches them. Direct revenue capture (rebates flow through to your customer at higher margins) and a stronger close pitch ("we handle the rebate paperwork for you").
  4. AR and collections. If your AR over 30 days is more than 8 percent of monthly revenue, a VA pays for itself purely on cash flow recovery.

Pricing

HVAC roleMonthly rate (full-time)US in-house equivalent (loaded)
Review & reputation manager$1,200 to $1,700/mo$3,000 to $4,200/mo
Warranty & rebate admin$1,300 to $1,800/mo$3,200 to $4,400/mo
Maintenance membership manager$1,300 to $1,800/mo$3,200 to $4,400/mo
Dispatcher / service coordinator$1,400 to $2,000/mo$3,500 to $4,800/mo
Quote follow-up specialist$1,500 to $1,900/mo$3,800 to $5,200/mo
AR & collections$1,500 to $2,200/mo$3,800 to $5,500/mo

Try your specific role: VA cost calculator.

Timezone and shift coverage

South Africa is 6 to 7 hours ahead of US Eastern (depending on daylight saving). The standard shift pattern:

  • US Eastern Time shops (most of the US HVAC market). SA VA works 1pm to 9pm local = 7am to 3pm Eastern. Covers your full morning call rush, lunch reset, and the busy afternoon dispatch window. Most shops let the VA wrap at SA 9pm = Eastern 3pm, then hand off to the office manager or owner for the last two hours of the day.
  • US Central Time shops. SA VA works 2pm to 10pm local = 8am to 4pm Central. Same pattern, one hour shifted.
  • US Pacific Time shops. SA VA works 5pm to 1am local = 9am to 5pm Pacific. Full coverage from one VA on a single shift.
  • 24/7 emergency coverage. Most HVAC shops do not need 24/7 from one role. Common pattern: daytime SA VA + after-hours answering service (Answer United, Specialty Answering Service, or your dispatch software's built-in after-hours queue). Cost: $200 to $600/mo for answering service.

How it works

  1. Book a 15-minute call. We learn your software (ServiceTitan / Housecall Pro / Jobber / FieldEdge / ServiceTrade), your daily call volume, your team structure, and which role is the highest-priority hire.
  2. Pre-vetted shortlist in 5 to 7 business days. 3 candidates with HVAC or home-services experience, software-fluency screening, English-screening notes, and video intros.
  3. Paid trial task before placement. Standard with HVAC placements: a 1 to 2 hour paid task in your actual software (mock dispatch run, quote-follow-up draft, warranty registration walkthrough) so you see real work product before signing.
  4. Interview and choose.
  5. NDA + placement contract signed. One-month deposit confirms the hire.
  6. Onboarding. Role-based software access, 2FA on every system, SOPs handed over before day one.
  7. 30-day replacement guarantee. If the fit's wrong in month one, replace at no extra cost.

Related reading

Frequently asked questions

What does a virtual assistant do for an HVAC business?

Inbound phone and web lead intake, technician dispatch and route optimization, quote follow-up (the highest-leverage role for most HVAC shops), warranty registration paperwork, manufacturer rebate paperwork, review and Google Business Profile management, maintenance contract renewals, AR and collections, and ServiceTitan / Housecall Pro / Jobber data entry and CRM hygiene. They do not climb roofs or hold a license. They run the back office that lets your techs stay billable.

Can an HVAC VA run dispatch?

Yes. Dispatch is one of the most common HVAC VA roles. A trained offshore dispatcher takes inbound service calls, qualifies the job (no-cool emergency vs maintenance vs replacement quote), books to the right tech based on skill and route, and texts the customer ETA. They work the same dispatch board you do in ServiceTitan, Housecall Pro, or FieldEdge. The trade-off versus in-house: they are not standing in your shop, so escalations need a clear protocol (group text, Slack, or warm hand-off back to the owner).

How much does an HVAC virtual assistant cost?

A South African HVAC VA through VirtuHire runs $1,200 to $2,200 per month full-time, all-in. Entry-level admin and intake at the lower end, experienced dispatchers and account managers at the higher end. Compare to a US in-house CSR or dispatcher at $40K to $58K per year ($3,300 to $4,800 per month fully loaded). Net savings: 50 to 70 percent on the same job description.

Does an HVAC VA know ServiceTitan and Housecall Pro?

We screen for it. Most HVAC shops in the US run on ServiceTitan, Housecall Pro, Jobber, FieldEdge, or ServiceTrade. We pre-screen candidates for the platform you use (mention it on the intake call), and run a paid trial task before placement. SA candidates with US HVAC experience already exist because several large US HVAC franchises have outsourced back-office to SA shops for years.

What is the most ROI-positive HVAC VA role to hire first?

Quote follow-up. Most HVAC shops bid 30 to 60 replacement quotes per month and the close rate hovers in the 20 to 35 percent range. A dedicated VA chasing every open quote with a 3 / 7 / 14-day follow-up cadence routinely lifts close rate by 5 to 12 percentage points. On a $200K monthly replacement pipeline, that's $10K to $24K of additional monthly revenue for a $1,500 to $1,900 VA. Payback inside the first week.

Can an HVAC VA handle emergency calls overnight?

South Africa is 6 to 7 hours ahead of US Eastern Time. SA-based VAs working a late shift (their 6pm to 2am) cover the US East Coast 11am to 7pm cleanly. For overnight US emergency dispatch, a dedicated SA VA on a graveyard shift (their 2am to 10am) covers US Eastern 7pm to 3am at higher pay (20 to 30 percent premium). For 24/7 coverage, most shops split: one daytime SA VA plus an after-hours answering service for true emergencies.

How does an offshore HVAC VA handle warranty and rebate paperwork?

This is paperwork-heavy work that eats office staff hours. The VA logs equipment serial numbers from job tickets, registers with the manufacturer (Carrier, Trane, Lennox, Daikin, Goodman, Rheem) within the warranty window, files utility-company rebate applications (federal 25C tax credit, state programs, utility instant rebates), and tracks rebate disbursement. They work from the same install paperwork your techs already submit.

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