Trigger: an unclosed estimate
Quiet quotes
You don't have to remember, and you're not hounding anyone. We follow up on the estimates that never closed until you get a yes or a no.
You're on the truck. We're on the list.
Your quiet quotes, overdue tune-ups, and aging systems get followed up until they book. Every message goes out from your shop. No new ad spend.
The revenue you already own
Most HVAC owners are out buying new leads while the customers who already hired them sit untouched. Those customers know the work, trust the name. Nobody called them back.
The piles
Don't work twice as hard chasing new leads. Reach the customers you already have.
Trigger: an unclosed estimate
You don't have to remember, and you're not hounding anyone. We follow up on the estimates that never closed until you get a yes or a no.
Trigger: a date on the calendar
Most customers are due for a tune-up before peak season — and most never hear from the shop. We reach out at the right moment, before they book someone else.
Trigger: how old their equipment is
When a customer's system is closing in on replacement age, you're the shop already in the conversation. Not the one they Google at 11pm when it dies.
Not a call list you chip at between jobs. The whole list, worked at once — from your shop.
How it works
Right message, right moment. A quiet quote from March, a 9-year-old system, a pre-season tune-up, each gets its own message.
HouseCall Pro, Jobber, QuickBooks, or a spreadsheet export. You keep the software you use.
Quiet quotes, aging systems, overdue tune-ups, seasonal windows — sorted by who's most likely to say yes.
When a customer replies, your team takes it from there.
Who it is for
Big enough to have a list worth working. Run by an owner who's still answering the phone.
Crews
Several, with a dispatcher
Customer data
Years of it, mostly untouched
Owner
Still answering the phone
Who's behind it
Building and running service businesses, before we built any of this. Meet the team.
Your next move
One 20-minute call. We'll open your customer list together and count what's there. If this isn't a fit for your shop, we'll tell you.