Estimates that go quiet
Open quotes sit without follow-up because no one has time to chase every one manually. Revenue walks out the door.
HVAC companies
Less time on paperwork. More time on jobs.
HVAC businesses run on speed and reliability. We build the systems that keep your office and field connected, your estimates followed up, and your customers informed — automatically.
Where the friction is
The patterns we see in this industry.
Disconnected office and field
Techs don't have the right job details. The office doesn't know real-time status. Updates happen by phone call.
Manual data entry
Customer and job information gets re-entered between your intake form, CRM, and scheduling app — multiple times per job.
What we improve
Practical systems built around the way this industry works.
Automated estimate follow-up
Send timed, personalized follow-up messages to open quotes without anyone having to remember.
Job status notifications
Keep customers informed about arrival times, job start, and completion — automatically.
Intake-to-scheduling flow
New service requests flow directly into scheduling and the CRM with no manual re-entry.
Seasonal and renewal campaigns
Re-engage past customers for tune-ups and maintenance agreements at the right time of year.
What this looks like in practice
A real example — anonymized.
Before
An HVAC company was manually copying customer details from their website form into their scheduling app and CRM for every call. Estimate follow-up was ad hoc — whoever remembered to call.
After
We connected their intake form to both systems and built an automated follow-up sequence for open estimates. Dispatch gets a job record the moment a request comes in.
Result
The office coordinator reclaimed 5+ hours per week. Estimate close rate improved because every quote now gets followed up on schedule.
Common questions
Before you reach out.
Do you work with ServiceTitan, Jobber, or HouseCall Pro?
Yes — we have experience integrating the most common field-service platforms. The assessment call is the best place to confirm what is possible with your specific stack.
We are seasonal. Does that affect how automation is set up?
It is actually an advantage. Seasonal patterns make automation more predictable. We can build sequences that activate and pause based on time of year or workload.
How quickly can something be running?
A focused improvement — like automated estimate follow-up — can be live in one to two weeks. We scope every engagement before we begin so there are no surprises.
One client per market
We work with one HVAC company per market area.
If you want a system that handles follow-up, connects your tools, and keeps the field and office aligned — let's find out if your area is still open.