Turn heating and cooling requests into booked work.
When a homeowner needs a repair or a new system, a missed call or delayed estimate can mean a missed customer.
Replacement estimates and service inquiries
Customers requesting repairs or a new heating or cooling system
Busy phones and estimates that never get followed up
When the right inquiry arrives, every next step should be easier for your team to manage.
Common reasons good inquiries don't go further.
Busy-season calls that go unanswered
Customers who request quotes but never hear back
From the first inquiry to your next conversation.
Here's an example of how the important steps could fit together in your business.
Homeowner requests an estimate
A customer reaches out about a service you offer.
Office receives and assigns the inquiry
Your team schedules the next step
You can follow up and record the outcome
Progress can be tracked when the business supplies the relevant information.
An illustrative process, not live customer results or a promise of appointments.
Let's focus on the services that matter to you.
Common reasons people reach out
- Furnace and AC replacements
- Heat pumps and new systems
- Heating and cooling repairs
- Seasonal maintenance inquiries
What we'll discuss with you
We'll find out where inquiries arrive, how your team follows up, and which customers you're ready to serve.
- A dependable installation and service team
- Room for the jobs you want more of
- Someone available to handle estimates
More from today's leads—or more leads in the first place.
Make more of the inquiries you already receive.
Improve how new requests reach your team and how the next conversation gets arranged.
Reach more of the customers you want.
Add management of one agreed paid advertising channel, alongside Convert's inquiry follow-up.
A clear next step makes a difference.
A homeowner asks for an AC replacement estimate. Your office receives the request, knows who should respond and can keep track of the follow-up.
Illustration only. No real customer or patient information is shown.