Review your process.
Your services, service area, estimate availability, and existing tools.
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Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
“We’re considering replacing our old AC. Where do we start?”
The homeowner chooses from your configured availability.
Next: your team assesses the home and recommends the work.
An unanswered call. An estimate without a follow-up. A customer you never hear from again.
The homeowner reaches out.
The conversation stops there.
Your team sends the quote.
The next question never gets asked.
Connect your HVAC inquiries, estimate follow-up, and customer outreach in SalesOS.
| 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.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your HVAC business
Your services, service area, estimate availability, and existing tools.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your team assesses urgency and handles technical questions.
Contact details · Property address
“Can someone explain my options?”
Step 02 / Convert
Your team sets scope and price, then arranges the work.
Prepared by your team for Jordan
“Any questions about your estimate?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms the outcome
A configured request. Jordan decides whether to share an experience.
A referral invitation. Your team follows up personally if one is shared.
Approved customer outreach can open another conversation.
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your HVAC business.
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.
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.
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.
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.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call