The first heat wave hits and the phones do not stop. We set up the systems that catch every call, book the job, chase the quotes, and keep your maintenance customers coming back, so your office can breathe.
Hands-on help for HVAC companies in Orange County and Los Angeles.
Our team meets with you in person, learns how your shop actually runs, and sets things up with your team.
When: A call comes in after closing, or during a surge when nobody can pick up.
What happens: The caller gets a text within a minute with a short set of questions: no cool or no heat, is the thermostat on, is the breaker tripped, and the best time to come out. Emergencies get flagged and sent to the on-call tech. Everyone else is booked into the next open slot.
Why it matters: A no-cool call that goes to voicemail is a job for your competitor.
When: Spring and fall, 60 days before each tune-up window.
What happens: Every agreement customer gets a text with a booking link and two reminders. Unbooked customers get a call list for your office. Expiring agreements get a renewal text 30 days out.
Why it matters: Agreement revenue is the only predictable revenue you have. Most shops leave a third of it unscheduled.
When: A comfort advisor sends a system replacement quote.
What happens: Day 2, a text checking if they had questions. Day 7, a note on financing options. Day 14, a last touch with a direct line to the advisor. Any reply goes straight to the advisor's phone.
Why it matters: Replacement quotes are your biggest tickets and the most likely to be forgotten on both sides.
When: A job is booked.
What happens: The tech gets a text with the address, the problem in the customer's words, equipment on file, gate codes, and the last visit notes. The customer gets a text when the tech is on the way.
Why it matters: Fewer "what am I walking into" calls back to the office.
When: The invoice is marked paid.
What happens: Two hours later, the customer gets a text thanking them and asking for a Google review, with the link. One reminder three days later if they have not left one.
Why it matters: Reviews are how homeowners pick an HVAC company. Asking right after a good visit is when they say yes.
When: An invoice passes 7 days.
What happens: A polite text with the amount and a pay link. Day 14, another. Day 30, a note that it is going to your office for a call.
Why it matters: You should not be chasing $350 service calls by hand.
You tell us what eats your week.
We watch how the day actually runs and find the two or three things worth fixing first.
Scope and cost in writing before anything is built.
Contact us for pricing tailored to your HVAC business. Scope and cost are agreed before anything is built.
No. We build around what you have. Most of this connects to your existing software or sits next to it.
Those get flagged as emergencies and routed to a human immediately. The system is set up to recognize them and get out of the way.
Yes. Most HVAC shops start with after-hours call capture because it pays for itself the first hot week.
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