Small HVAC companies lose jobs in the same three places: estimates nobody chases, a Google profile with 12 reviews, and admin that eats the evenings. We set up the systems that plug those leaks — fixed price, in accounts you own.
Peak season is exactly when the quote goes unchased, the review never gets asked for, and the renewal quietly lapses. Each system below is a fixed-price setup that runs without you.
Maintenance-plan customers get renewal reminders on schedule — recurring revenue that stops quietly lapsing while everyone is busy on the tools.
Every completed job triggers a compliant review request and one follow-up. HVAC map-pack winners routinely hold 100+ reviews — the shops that ask, get them.
Replacement quotes are worth thousands and die quietly in inboxes. Every sent estimate gets polite, persistent follow-up until it is answered.
Online booking wired into the calendar you already use — plus maintenance-season reminders that fill the shoulder months.
An AI assistant for nights and weekends: real emergencies forwarded to your phone, routine calls booked into the next slot. Set up in accounts you own.
Load calculators, quote builders, service-agreement trackers — small custom software shaped to how your shop actually runs.
An HVAC replacement quote is worth thousands, and most of them die quietly: sent, opened, never chased. The busier the season, the worse it gets — the same weeks that generate the most quotes are the weeks nobody has time to follow them up. A follow-up system works those quotes politely and persistently, in exactly the weeks you cannot.
Reviews compound the same way. In most mid-size markets, the HVAC shops in Google's map pack hold triple-digit review counts, while nearly half of consumers say they won't use a business with fewer than 20. The difference between 15 reviews and 150 is rarely quality — it's whether anyone asks, every job, the same day. That is a robot's job, not the office manager's. Start free with our review request templates, or have us set up the automatic version.
None of this needs a platform migration or a big software bill. We wire these systems around whatever you already run — Jobber, Housecall Pro, a Google Calendar, or a clipboard — one fixed-price setup at a time, starting with whichever leak costs you most.
No — it plugs the gaps around whatever you already use. If you are on an FSM platform, we wire automations into it. If you run on a whiteboard and a phone, we start simpler. Nothing you have gets replaced unless you want it to be.
Usually reviews or estimate follow-up. Reviews decide who gets found in the map pack, and open replacement quotes are the biggest pile of stuck revenue in most shops. Both are cheap to set up and measurable within a month — the intro call figures out which is bigger for you.
Fixed prices are on the services page: an audit with a written roadmap, then a one-time setup fee per system with 30 days of support. No contracts, and everything is set up in accounts your company owns.
We serve the United States, Canada, and Australia remotely — and configure every system for the messaging and review rules of the country you operate in.
Free intro call, your timezone. We'll tell you honestly what to automate first — and what not to bother with.