Rep Coaching Software for HVAC & Plumbing

AI-powered virtual ridealong for in-home sales

Rilla is the category-defining virtual ridealong app for outside sales and service, used heavily in HVAC, roofing, solar, and home improvement. It records, transcribes, and analyzes in-home sales conversations so managers can coach techs remotely at scale.

AI sales coaching for field reps in HVAC and home services

Siro is an AI sales coaching platform built for field reps who sell in person, with deep gravity in HVAC and home services. It records in-home appointments, analyzes them with AI, and surfaces the coaching moments that actually move close rates.

Revenue AI OS for sales conversations, deals, and forecasting

Gong is the category-defining revenue intelligence platform that records, transcribes, and analyzes sales conversations across calls, meetings, and email. It delivers AI-driven coaching, deal insights, and pipeline forecasting for B2B revenue teams.

AI sales coaching purpose-built for contractors, from inbound call to in-home close

SalesAsk is an AI sales coaching platform purpose-built for contractors, covering inbound calls through in-home closing. Its 'Coach Dean' AI agent reviews every meeting, scores the steps that matter, and texts reps specific feedback immediately after the appointment.

Personalized 1:1 call coaching for HVAC and home services CSRs

Power Selling Pros is a CSR coaching service purpose-built for HVAC, plumbing, and electrical contractors. It listens to your real recorded calls and delivers one-on-one personalized feedback using its proprietary Pattern for Excellence framework.

Sales coaching built by and for HVAC, plumbing, and electrical service pros

Service MVP is Joe Crisara's sales coaching and training program built specifically for HVAC, plumbing, and electrical contractors. Its flagship MVP Club delivers weekly live lessons and Q&A to help service techs and sales reps turn one-option quotes into high-ticket premium sales.

Conversation intelligence and sales coaching for revenue teams

Jiminny is a conversation and revenue intelligence platform that captures calls, emails, and video meetings, scoring them against custom coaching frameworks and syncing insights into the CRM. It is general-purpose but applicable to HVAC and home-services inside sales teams.

Real-time AI guidance and coaching on every call

Balto is a real-time AI guidance platform that listens to live calls and coaches contact-center agents in the moment with dynamic prompts, compliance checklists, and automated QA. It is used by home-services and HVAC call centers to lift booking rates and standardize CSR performance.

AI roleplay 'pitch partner' for sales training

Second Nature is an AI roleplay sales training platform featuring a virtual 'pitch partner' that sales reps talk to live. Reps practice pitches and objection handling with a conversational AI avatar and get instant scoring and feedback.

Call tracking plus AI conversation intelligence and sales coaching

CallRail is a call tracking and conversation intelligence platform widely used by HVAC contractors to attribute leads to marketing sources. Its Premium Conversation Intelligence tier layers AI transcription, call scoring, and sales coaching on top of every inbound call.

AI roleplay and conversation intelligence for home-services teams

Trata AI is a conversation intelligence and AI roleplay platform built for consumer-service SMBs like HVAC and home services. It captures phone, web, and in-person interactions in real time and turns skill gaps into micro-courses and AI-powered roleplay drills.