Trade
HVAC
Rebates, memberships and maintenance visits that book themselves.
Numbers you can trust
It cleans your customer records first, so the rebate list is right before anyone texts it.
The heat pump rebate changed this morning. Everyone you quoted in the spring who didn't go ahead now qualifies. I've listed them with the quote value. Want me to text them the news?
Yes. Use the message from last time.
Sent. Two have already replied. One wants Thursday. It's on the board and Priya knows.
For HVAC companies
Three things it does for an HVAC company
SuperintelligenceText old leads the moment they qualify for a new rebate“When a new rebate comes out, find everyone we've quoted or spoken to who qualifies and text them.”
SuperintelligenceBuild a membership for every install: reminders, tune-ups, perks“Sign every customer up for a membership after their install, and run it.”
OfficeBook the yearly maintenance visits our customers forget“Book the yearly maintenance visit for every customer who's due, before they forget.”
Office
And the office work, in your tools
- OfficeDraft the quote from our price book, a walkthrough video or site photos“Draft a quote for the Elm St job from the video I just sent, priced from our price book. Show me every line before it goes on the board.”
- OfficeSend tomorrow's schedule every evening, with the conflicts and gaps flagged“Every evening, send each crew member their own stops for tomorrow, and send me the day with anything double-booked, unstaffed or too far apart at the top.”
- OfficeReconnect with past customers at the right time of year for their service“Before every season, find the customers we did that work for last year who haven't booked it this year, and reach out in my words.”