• NEW
  • RETURNING
  • ACTIVE
  • HUMAN

How to manage HVAC leads and jobs with your AI

Connect your service data once. After that, your AI handles the heavy lifting of checking new inquiries against your current customer list.

Ask AI about this page

Short answer

How can I use AI to handle my HVAC leads?

Your AI pulls new lead data and immediately cross-references it with your existing customers and job history. This tells you if a new inquiry is a returning client or a brand new prospect. You get a clear view of your workload without manual searching.

Categorization results.

Where your data lands.

The AI organizes incoming information into these specific categories.

NEW

Fresh prospects

The AI identifies leads that don't match any existing records. You get a clean list of people you've never served before.

RETURNING

Existing customers

The AI flags leads that match your current customer list. This helps you recognize repeat business instantly.

ACTIVE

Current jobs

The AI checks if a lead is actually a follow-up on an ongoing job. It keeps your current service schedule organized.

HUMAN

Manual review

The AI flags ambiguous matches that need your eyes. You decide how to handle these edge cases.

The workflow

What your AI does when a lead arrives.

The AI automates the lookup process so you don't have to hunt through spreadsheets.

  1. Fetch new inquiries

    The AI pulls the latest incoming lead information from your system.

    list_leads

  2. Check customer history

    It looks through your entire customer database to find a match.

    list_customers

  3. Verify job status

    The AI checks if the person is already tied to an open or past service call.

    list_jobs

  4. Get specific details

    It pulls the full profile for a specific lead to prepare for your response.

    get_lead

Try it

Copy these to start.

Use these prompts to kick off your HVAC management tasks.

Starting points

These are just ways to start the conversation. Swap out the names for your actual lead sources or customer lists.

AirMatch Pro Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_CwHAT1pub6YmEFicuM4JIPF2j1nORRKbOfNsTzAC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — AirMatch Pro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "airmatch-pro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CwHAT1pub6YmEFicuM4JIPF2j1nORRKbOfNsTzAC/mcp"
    }
  }
}
Copy into chat04

  • Check the latest leads from my intake sheet and tell me if any are existing customers.

  • Compare the new lead from Smith Heating against my current customer list.

  • List all my active jobs and see if any new leads are related to them.

  • Get the details for the lead from the recent web form and check if they've worked with us before.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect AirMatch Pro once, then ask.

Log in once to link your data. Your credentials stay encrypted, and you can start asking questions immediately.

Connect AirMatch Pro to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new jobs in my system?

    No. The AI can only read lead, customer, and job data to give you information.

  • 02

    Will the AI delete any of my existing customer records?

    No. This Connector only has permission to read data, not modify or delete it.

  • 03

    How does it know if a lead is a repeat customer?

    It compares the contact details from the new lead against your existing customer list.

  • 04

    Can I use this with any AI client?

    Yes, you can use it with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Does the AI update my job status automatically?

    No. The AI provides the information so you can decide how to update your jobs manually.

  • More questions about AirMatch Pro? The Connector page answers them. See everything the AirMatch Pro Connector can do

Connect AirMatch Pro to Claude, Cursor, ChatGPT & more