A homeowner reaches out.
Jordan · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same HVAC Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Good inquiries can go quiet.
A homeowner asks about a new AC. The estimate goes out, but equipment and installation questions still need a reply.
Your HVAC business · Follow-up gapsTwo moments that matter
The new inquiry
Waiting for a reply.
The homeowner reaches out.
The conversation stops there.
The replacement estimate
Waiting for a decision.
Your team sends the quote.
The next question never gets asked.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Give the next step a system.
Connect HVAC inquiries, replacement estimates, and customer follow-up while your team recommends equipment, sets the price, and arranges installation.
| Customer moment | Connected next step |
|---|---|
| New HVAC inquiry | Contact + request captured |
| Replacement quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Keep the details together.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Keep estimates moving.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
Keep the relationship.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your HVAC business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your inquiries.
In one place.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the homeowner’s contact details and service request together.
Your team assesses urgency and handles technical questions.
Illustrative example
Form
Chat
Call
SalesOSInquiry captured
J
Jordan’s AC replacement
Contact details · Property address
“Can someone explain my options?”
Your team assesses the need
Step 02 / Convert
The estimate is sent.
Answer the next question.
- Help homeowners choose an estimate appointment from your available times.
- Follow up after your team records the quote and price.
- Invite questions so the homeowner can make a decision.
Your team sets scope and price, then arranges the work.
Illustrative example
Replacement estimate visit
Configured availability
Configured availability
YOUR HVAC BUSINESS
AC replacement
estimate
Equipment & scope
Your price
Customer decision pending
SalesOS follow-up
“Any questions about your estimate?”
Step 03 / Compound
The job is finished.
Stay connected.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Installation complete
Your team confirms the outcome
- Ask for an honest review
A configured request. Jordan decides whether to share an experience.
- Invite an introduction
A referral invitation. Your team follows up personally if one is shared.
- Stay in touch
Approved customer outreach can open another conversation.
A possible next inquiry Back to Capture
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your HVAC business.
Can SalesOS handle a no-heat or no-cooling inquiry?
Configured call and chat intake can gather what the homeowner reports and hand the conversation to your team. Your business assesses urgency and decides how to respond. SalesOS is not an emergency dispatch service and does not promise a technician arrival time.
Does the AI tell homeowners what is wrong with their equipment?
No technical diagnosis is promised. AI can use the business information approved during setup to answer routine questions, such as services offered or how an estimate visit works. Your technicians assess the equipment, explain repair or replacement options, and handle technical questions.
Can it book repairs, tune-ups, or maintenance agreements?
SalesOS helps book configured estimate appointments. Replacement estimate availability is set for your business. Repair visits, tune-ups, recurring maintenance, crew assignment, and installation dates remain with your team and its scheduling process.
What happens when a replacement estimate goes quiet?
Once your team records the quote and price, configured follow-up can ask whether the homeowner has questions. Your team handles equipment recommendations, price changes, and installation timing, then records the outcome. Follow-up follows account settings and eligibility; it is not a promise of a reply or accepted estimate.
We already use field-service software. Would we have to replace it?
Bring your current tools, website, and phone setup to the setup call. We review the inquiry, estimate, and follow-up handoffs before recommending a setup. Compatibility, data movement, and whether tools can work together need to be checked for your business; no universal integration is promised.
Can we reconnect with past installation customers?
Yes, through configured review requests, referral invitations, and approved past-customer campaigns. Your team confirms completion, approves campaign audiences and messages, and follows up personally on referral introductions. Slow-season campaigns are team-launched. This is customer outreach, not automatic maintenance scheduling.
What would my HVAC team need to provide?
Your services and service area, business answers, estimate availability and travel buffers, and a person for human handoffs. After setup, your team keeps prices, quote outcomes, job dates, and completion status current. We configure and test the website, AI, and workflows with that information.
You handle the HVAC.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call