5 pages
Landing pages
Main offer page with Clara on it, self-serve booking page, review page, private feedback page, and the thank-you page every form redirects to.
HVAC · United States & Canada · Installed, not templated
The AC quit at 9pm on a Sunday. Who answered first?
You don't have a lead problem.You have a follow-up problem.
Your crew is on a roof. The phone is the business. Every form that sits until evening, every missed call, every estimate that goes quiet is a job somebody else finished. This installs the front office that handles all of it while you work.
I earn a commission if you buy through my link. The install below is a separate paid service at a fixed price.
Cold leadWarmingBookedJob won
5
Landing pages
1
Booking calendar
8
Pipeline stages
9
Automations
1
AI chat agent
01 — Where the money leaves
Seven leaks. Every one of them is a job somebody else finished.
Most HVAC contractors do not need more leads. They need the ones they already paid for to stop falling through the gaps between a ringing phone and a busy crew.
#
Today
With the front office running
01
Form comes in, sits in an inbox until someone opens a laptop that evening.
The team is notified instantly. The lead gets a reply and a booking link within minutes.
02
Missed call during a service call. That caller dials the next contractor.
Missed-call text-back fires automatically and flags the number for the team.
03
Estimate sent, then silence. Nobody remembers to circle back on day 3 or day 7.
A multi-touch quote follow-up runs on schedule until they answer or go cold.
04
Phone tag to find a window for the estimate. Three texts to book one visit.
They self-book a Free Quote / Estimate slot and get a confirmation plus reminders.
05
Job finished, review never asked for. Reputation stalls at 12 reviews.
The review request goes out the moment the job is marked complete.
06
An unhappy customer posts publicly before anyone in the office hears about it.
Low ratings route to a private feedback page and alert the team to fix it first.
07
Old leads rot in the CRM. Paid for once, never touched again.
Cold-lead nurture keeps working them long after the first conversation died.
02 — What gets installed
Four building blocks, already wired to each other.
This is not a template pack you assemble. Pages feed forms, forms fire workflows, workflows move pipeline stages and book the calendar. Nothing arrives as a loose part.
1 calendar
Free Quote / Estimate
The single calendar both the booking page and Clara write to. Confirmation the moment a slot is taken, then a reminder ladder before the visit. Booking is an exit condition, so nurture stops chasing anyone already on the calendar.
8 stages
Sales pipeline
- New Inspection
- Contacted
- Quote Sent
- Follow-Up
- Inspection Scheduled
- Job Complete
- Review Requested
- Lost
9 workflows
Automations
Lead capture and full nurture, missed-call recovery, stage-based follow-up, quote chasing, appointment confirmation and reminders, review requests, private feedback routing, cold-lead revival, engaged-lead prioritising, and internal notifications throughout.
03 — The run
One lead, cold click to five-star review.
Every step marked AUTO happens without anyone in your office touching it. Your team's job is showing up and doing the work.
01
A homeowner lands on your page
Their AC is blowing warm. They search, they land, and the page answers before anyone picks up a phone.
LEADMain landing page
02
Clara answers straight away
Price range, what you service, how soon you can come out. Answered at 11pm on a Sunday.
AUTOClara / AI chat
03
They request a quote
The form submits, they see the thank-you page, and the contact enters your pipeline.
AUTOThank-you pageNew InspectionWF 01
04
Your team gets notified
An internal alert the same minute, so somebody can pick up the phone while it is still warm.
AUTOWF 01
05
Nurture starts, the booking link goes out
A paced run of emails and texts does the convincing and keeps handing over the booking link.
AUTOContactedWF 01 to WF 03
06
They book the free estimate
From the booking page or straight out of a chat with Clara. Nurture stops the moment they book, so nobody gets double-chased.
AUTOBooking pageInspection ScheduledWF 05
07
Confirmation, then reminders
Sent right after booking and again before the visit, so the estimate actually happens.
AUTOWF 05
08
You send the quote. It chases itself.
Tag the contact and the follow-up runs until there is an answer. This is the stage where most HVAC revenue quietly disappears.
AUTOQuote Sent to Follow-Upquote-sentWF 04
09
Job done, review requested
Mark the job complete or tag it won, and the review link sends itself. No awkward ask, no forgetting.
AUTOJob Complete to Review RequestedwonWF 06
10
Good reviews go public, bad ones come to you
A low star rating is redirected to the private feedback page and the team is alerted to fix it, quietly.
AUTOReview page to Feedback pageWF 07
If you miss their call
Automatic text-back plus an internal alert.
WF 02If they go quiet
Tagged cold-lead and moved into a long revival sequence.
WF 08If they reply
Tagged lead-engaged and pushed into a hotter cadence.
WF 0904 — What it costs
One fixed price. No retainer, no lock-in.
HVAC front office install
$997USD one-time, fixed
Live in an afternoon. We swap the business name, number and service area, connect your calendar and phone number, and hand it over working.
- All 5 pages built and connected
- Free Quote / Estimate calendar with reminder ladder
- 8-stage pipeline with your stage names
- All 9 automations live and tested
- Clara, the AI chat agent, trained on your services and service area
- A 45-minute handover call with your office staff
- 14 days of fixes after go-live
The one thing you also need
The front office runs on HighLevel, so you need an account. Plans start around $97 a month, billed by them, not by us. If you do not already have one we will point you at it on the call.
I earn a commission if you buy through my link. The install offered on this page is a separate paid service at a fixed price, and it is available at the same price whether or not you use my link.
Already have an account?
Then the install is the same $997. The price does not change either way, and you keep everything. You own the sub-account, the pages, the workflows and the data. Cancel with us and it all keeps running.
If you want it managed
Optional. $297 a month for ongoing changes, monitoring and monthly reporting. Most shops do not take it in the first three months, and we will tell you if you do not need it.
05 — Straight talk
Do not buy this if any of these are true.
We would rather lose the sale on a call than install something into a shop it cannot help. If you recognise yourself below, tell us on the fit call and we will say so.
- You are not currently getting enquiries. This chases and converts demand. It does not create it. Fix the phone ringing first.
- Nobody in your office will look at a pipeline. The automations run themselves, but somebody still has to call the people it surfaces.
- You want a brand new website. This is a front office, not a web design project. It can sit alongside the site you already have.
- You need it integrated into an existing field service platform this week. Ask us about your specific stack on the call before you pay anything.
- You are shopping purely on price. There are cheaper template packs. They arrive as loose parts and you wire them up yourself.
06 — Questions we get
The honest answers.
How long until it is actually running?
An afternoon for the install itself once we have your business name, phone number, service area and calendar access. Most shops are live within three business days of the fit call, and the delay is almost always waiting on details from your side, not build time.
Do I own it, or am I renting it from you?
You own it. The HighLevel account is in your name, on your card. The pages, workflows, pipeline and every contact record live in your sub-account. If you stop working with us tomorrow, none of it switches off.
We already use a field service platform. Does this replace it?
No, and it usually should not. Dispatch, job costing and invoicing stay where they are. This sits in front of them and handles the part most platforms do badly: answering fast, booking the visit, and chasing the quote until there is an answer. Tell us your stack on the call and we will be straight about whether the two will fight.
My office manager is not technical. Is this going to be a problem?
The daily job is one board with eight columns and a phone. That is the whole interface for your staff. The 45-minute handover call is with them, not with you, and we record it so new hires can watch it later.
What about text message rules? We are careful about that.
Good, you should be. Every form carries an unticked consent checkbox naming us and the channels, every message carries a working opt-out, and we build to the Canadian standard because it is the stricter one. If you operate in a state with specific calling and texting windows, tell us on the call and we set the sending schedule accordingly.
Can I see it before I pay?
Yes. The fit call is a live screen share of a working hvac account, not a slide deck. We move one lead from form submission through booking, quote chase, job complete and review request while you watch, and you can ask us to break it.
What happens on the 15-minute call?
We ask how enquiries reach you today, what you are already paying for, and who in the office would run it. Then we show you the live account. If it is not a fit we will tell you on that call rather than sell you something. No deck, no second call to get a price, the price is on this page.
07 — Next step
Fifteen minutes, a live account, a straight answer.
Tell us where enquiries come from today and we will show you the same lead running through a working hvac front office. If it will not help your shop, we will say so on the call.