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.
AC blowing warm upstairs. Unit is about 11 years old. Riverside.
New quote request
AC blowing warm upstairs. Unit is about 11 years old. Riverside.
01 / Where the money leaves
Seven leaks. Each one
is a job someone else finished.
Most HVAC contractors do not need more leads. They need the ones they already paid for to stop falling through the gap between a ringing phone and a busy crew. Flip the switch.
02 / What gets installed
Four building blocks,
already wired to each other.
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.
Landing pages
Every page a lead can land on, already connected to the form, the calendar and the pipeline behind it.
Free Quote / Estimate
The single calendar both the booking page and Clara write to, so there is one source of truth for what is booked.
Sales pipeline
Named for the trade, not "Lead / Opportunity". One board your office manager can read at a glance.
Automations
The part that runs while your crew is on a job. Each one is live and tested before handover.
Clara, AI chat
Sits on the main page and answers the questions that decide whether they call you or the next contractor.
03 / The run
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.
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.
Clara answers straight away
Price range, what you service, how soon you can come out. Answered at 11pm on a Sunday.
They request a quote
The form submits, they see the thank-you page, and the contact enters your pipeline.
Your team gets notified
An internal alert the same minute, so somebody can pick up the phone while it is still warm.
Nurture starts, the booking link goes out
A paced run of emails and texts does the convincing and keeps handing over the booking link.
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.
Confirmation, then reminders
Sent right after booking and again before the visit, so the estimate actually happens.
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.
Job done, review requested
Mark the job complete or tag it won, and the review link sends itself. No awkward ask, no forgetting.
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.
Automatic text-back plus an internal alert.
WF 02Tagged cold-lead and moved into a long revival sequence.
WF 08Tagged lead-engaged and pushed into a hotter cadence.
WF 0904 / What it costs
One fixed price.
No retainer, no lock-in.
Live in an afternoon. We swap the business name, number and service area, connect your calendar and phone, and hand it over working.
- All 5 pages built and connected
- Free Quote / Estimate calendar with reminder ladder
- 8-stage pipeline using your stage names
- All 9 automations live and tested
- Clara trained on your services and service area
- 45-minute handover call with your office staff
- 14 days of fixes after go-live
The one thing you also need
It runs on HighLevel, so you need an account. Plans start around $97 a month, billed by them, not by us. If you do not have one we will point you at it on the call.
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, say so on the fit call and we will agree with you.
- You are not getting enquiries yet. 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 sits alongside the site you already have.
- You need it integrated into an existing field service platform this week. Ask 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 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 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 that 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 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 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 already pay for, and who in the office would run it. Then we show you the live account. If it is not a fit we will say so 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.