Most HVAC companies feast in summer and starve in winter. We build the automated lead capture and follow-up system that fills your calendar year-round — without adding a single employee.
It's not your work. It's not your price. It's your follow-up — or the lack of it.
The callback window has collapsed. Google and Amazon have trained homeowners to expect instant response. If you're not answering in under 5 minutes, you're invisible — even if you're the better company by every other measure.
One agreement generates 2–4 service calls per year plus equipment replacement priority. Without a system to capture and convert new agreements, that lifetime value — often $800–$2,000 per customer — goes to whoever follows up consistently.
Large HVAC rollup companies are deploying automated systems across entire regions. Independent operators who wait to adopt these tools will find themselves outcompeted on speed and follow-up volume within 18–24 months.
We build and manage a complete lead capture, follow-up, and retention system inside your CRM — running 24 hours a day without adding a single employee.
Phone calls, website chat, Google Business messages, Facebook DMs, Instagram messages, and contact forms — your AI agent handles all of them simultaneously, 24 hours a day. A homeowner calling at 11pm during a heatwave gets an immediate response, not a voicemail. A real conversation that captures their issue, confirms their address, and starts booking.
Not every lead is worth a truck roll. We train your agent to ask the right qualifying questions — service type, equipment age, homeowner vs. renter, service area, urgency level — and score each lead automatically. Emergency calls get routed to you immediately. Price-shoppers go into long-term nurture. You spend your time on jobs worth chasing.
Leads that come in overnight get proactively called by your AI voice agent within 60 seconds. It confirms the job details and books directly into your field tech calendar. Confirmations and 24-hour reminders go out automatically. You wake up in the morning with appointments already scheduled from leads that came in while you were on a job or asleep.
Every customer in your database gets spring AC tune-up reminders in April, fall furnace check reminders in September, referral requests after every completed job, and storm alerts when relevant. Your past customers are your cheapest source of new revenue — we make sure you're working them systematically instead of relying on them to remember to call.
The moment a job is marked complete in your system, an automated text goes to the homeowner with a direct link to your Google Business profile. One tap and they're leaving a review — no awkward ask, no forgotten follow-up. Companies using this system routinely see 3–5x their monthly review volume within 90 days, which directly improves your Google ranking.
Every lead from every source — Google Ads, Facebook, website, GBP, referral — lands in your real-time pipeline dashboard the moment it comes in. You see their name, number, address, source, lead score, and conversation history. No more mystery about what's working. Total clarity on your entire pipeline, from your phone, at all times.
If your revenue depends on homeowners calling you, booking you, and coming back to you — this system was built for your business.
Installations, replacements, repairs, and maintenance agreements. Capture every emergency call and turn one-time jobs into recurring maintenance revenue.
Avg. system: $4K–$12KLonger sales cycles, multi-unit properties, and service contracts. Automated follow-up over weeks and months keeps your proposals top of mind until they're ready to sign.
Service contracts: recurringBurst pipes and water heater failures don't wait for business hours. Speed wins 100% of the time. Our system calls back emergency leads in under 60 seconds.
Urgency = premium ratesFrom panel upgrades to emergency outages, qualified leads need fast response and easy booking. Stop losing jobs to whoever answers fastest.
High repeat + referral valueHandymen, painters, remodelers — businesses where referrals and repeat work drive everything. Your reactivation system keeps past customers calling you first.
Referral flywheelSeasonal surges overwhelm manual processes. Capture spring rush leads automatically and convert them into long-term maintenance contracts that pay all year.
Recurring revenue model"During a heat wave I had 40 leads come in over one weekend. My system handled every single one, booked 28 appointments, and I woke up Monday to a full week. That would have been physically impossible to manage manually."
"The maintenance reminder campaign alone paid for the whole system ten times over. We sent spring tune-up reminders to our past customer list and booked 34 jobs in two weeks that we would have left on the table completely."
"We went from 11 Google reviews to 74 in four months without ever awkwardly asking a customer. The text goes out same day the job closes and people actually respond. Our ranking jumped and we get 8–10 extra organic calls a week now."
Book a free 20-minute strategy call. We'll show you exactly how many leads your business is losing right now — and what your pipeline would look like with a system running it.
Book a Free Strategy Call →