AI Can Answer the Phone. Should It Size the Furnace? - ECCO Supply
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AI Can Answer the Phone. Should It Size the Furnace?

AI can be useful in an HVAC business for scheduling, dispatch, after-hours intake, routine customer questions and repeat transactions. Equipment sizing, system matching, and recommendations that depend on home conditions still require qualified HVAC judgment and accurate jobsite information. AI is already finding its way into HVAC shops.

Some contractors are using it to answer after-hours inquiries, book calls, route customers or help with dispatch. Others are experimenting with AI inside the software they already use to run their businesses.

Adoption is still uneven. Service Titan’s 2026 residential contractor research found that 74% see AI as a potential efficiency tool, while about one-quarter are currently using it.

On the commercial side, 38% of contractors surveyed said AI was already having a measurable impact on their business.

At ECCO Supply, Austin Harvey, a regional sales manager, sees plenty of places where the technology could be useful. He also sees some HVAC questions that quickly become complicated.

Where AI can help an HVAC contractor

Harvey describes one useful role for AI as a “stronger floating directory,” similar to the chat systems used by banks. A customer answers a few questions and is directed to the right place.

“If we were talking about a dealer that has the large enough capability to have a scheduling piece, or say a 24-hour emergency and scheduling piece as part of their portfolio, then it could make a ton of sense,” Harvey said.

A homeowner could provide the basic information after hours and have it ready for the service team. An emergency request could be routed appropriately. Customers looking for appointment information or other routine answers may not need to wait for someone to pick up the phone.

Harvey can also see AI supporting dispatch.

“You could have the customer relaying all that information, or as much information as you want to get from them,” he said. “And then it drops onto somebody’s iPad or onto somebody’s phone, and away we go.”

Those kinds of applications can take repetitive work off the desk without asking the technology to make a technical decision.

Contractors want convenience too

The same expectation is showing up on the supply side.

Harvey says some ECCO customers want an almost “Amazon shopping experience.” They know what they need and want to order it quickly.

Consider a contractor working through a subdivision containing several similar homes. The HVAC package has already been worked out. The contractor needs the same furnace, air conditioner, ductwork, piping, fittings, and other materials for the next house.

What they really want, Harvey said, is a “regenerate order” button.

“That is literally copy-paste.”

Online ordering makes sense in that situation because the contractor has already done the technical work.

Harvey points out that this kind of self-service still comes with an assumption: “That they know what they’re doing. Right. And they’re calling for the correct part.”

Can AI recommend HVAC equipment?

A homeowner might start with a simple request: “I need a furnace.”

There is a lot still to figure out.

“It is exceptionally difficult and dangerous to size the equipment that we put in customers’ homes without seeing the installation first,” Harvey said.

He points to questions that come up during an actual site visit.

“Do you have enough clearance for venting?”

“What is the distance from the install to a sewer drain?”

“On the wall where the unit’s going to vent, do you park cars there? Is there a closed fence there?”

The homeowner may not know the answers. They may not know those conditions matter.

“These are not necessarily questions that customers would be readily available to answer, or at the top of their head,” Harvey said.

There are equipment questions as well. Is the thermostat changing? How will the unit be mounted? Is the homeowner getting air conditioning or a heat pump? What tonnage is required? Do the outdoor unit, coil and furnace match properly?

Some of the information needed to make a recommendation isn’t available until someone qualified has seen the job.

Why HVAC sizing still needs professional judgment

AI can quickly pull product information and help sort through specifications, but HVAC sizing and equipment matching still depend on what is happening in the home.

Harvey refers to previous greener homes initiatives, when questions often started with the size of the house or the equipment already installed.

“The bigger question was not just, will it work?” he said. “But is it the correct match with this equipment, with this coil, and with that furnace?”

That is where the contractor’s training and jobsite knowledge matter. Load calculations, existing equipment, venting, clearances and installation conditions can all affect the recommendation.

The same applies at the ECCO counter. A contractor may come in looking for one product, then a quick conversation uncovers another detail that changes what is needed.

AI can make information easier to find. A knowledgeable conversation can help put that information in the context of the actual job.

Where AI fits in an HVAC shop

For HVAC contractors, some of the best opportunities for AI are also the most practical: scheduling, dispatch, after-hours intake, order updates, basic account questions and repeat transactions.

Service Titan’s 2026 trades research found that efficiency and productivity are among the main benefits contractors see from AI.
Harvey expects those tools to keep getting better. For technical decisions, he still sees value in having someone who understands the application involved.

“That still should include some manner of physical face-to-face interaction and some technical calculation in terms of applying the unit correctly.”

Used well, AI can take care of routine tasks, get information to the right person faster and free up more time for the technical work customers rely on HVAC professionals to do.

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