When the AC dies in July,
the first answered call wins the install.
HVAC is the highest-velocity vertical in construction. Same-day service. Seasonal demand cliffs. A no-show is two hours of a tech's day. We answer in 90 seconds, confirm every appointment twice, and surface install opportunities your service techs would miss.
What this vertical actually looks like,
in numbers we trust.
These are aggregated from our active HVACclients plus published industry baselines. Your specific numbers will vary — that’s what the diagnostic call is for.
The hvac pipeline
breaks in 4 places.
Every leak below is something we’ve diagnosed in a live hvac client account. The numbers are real ranges. The fixes are operational, not magical.
Same-day emergency calls going to voicemail
−$140K–$320K / summerIt's 102°F. The Smiths' AC just died. They will call 4 contractors in the next 15 minutes. The one who answers — not the one with the best Google rating — wins the $14K install. Your team is in the field. Voicemail loses the job 80% of the time.
Service tech driving to empty houses
−$48K / yr / techWithout 24-hour confirmation + 2-hour ETA SMS, no-show rate sits at 25–35%. Each no-show is a 2-hour round trip plus the missed revenue from the appointment that should have filled that slot. In peak weeks, every tech loses a full day to ghost calls.
Repair-to-replace conversions missed at the truck
−8–12 installs / monthYour service tech diagnoses a failing 12-year-old compressor. The right answer is a full system replacement. But they're a tech, not a closer. Without a dedicated install-options follow-up sequence within 24 hours of the service call, you lose 40% of replace-candidates to the next breakdown.
Maintenance plan churn
−~$60K / year recurringMaintenance plans are your recurring revenue floor. But renewals are an admin task no one owns — so 35–40% lapse each year. Each lost plan is $200–$600 in direct revenue plus 3–5x that in service-call lifetime value.
The operational playbook
we run on your behalf.
Not a script. Not a generic call-center playbook. A hvac-specific operating system that plugs into your existing CRM, calendar, and sales team.
90-second answer guarantee on every inbound
Trained HVAC dispatchers, not generic call-center agents. They triage emergency vs. routine, capture brand/age/symptom, and book directly into ServiceTitan, Housecall Pro, Jobber, or your dispatch board — in real time.
Double-confirmation appointment system
24-hour SMS + voice. 2-hour ETA push with tech name, photo, and live map link. Average no-show reduction across HVAC clients: 55%. That's a fully-loaded extra service call per tech per day.
Replace-vs-repair follow-up sequence
When a tech flags a replace-candidate in the field, we trigger a 5-touch sequence within 24 hours: SMS with system-options PDF, follow-up call from a comfort advisor, financing pre-qual, then in-home estimate booking. Industry-leading 38% close rate on replacements.
Maintenance plan retention engine
Every plan member gets a renewal sequence starting 45 days pre-expiration: birthday-card touch, seasonal tune-up reminder, renewal incentive, win-back if lapsed. We've moved client renewal rates from 61% to 89% in 6 months.
After-hours emergency capture + dispatch
We answer your phone 24/7, qualify the emergency, and either dispatch your on-call tech with full context or schedule first-thing next morning. No more 'sorry we're closed' voicemails losing $14K installs to your competitor.
A single hvac project
closes at $0.
A single system replacement closes at $12,000 on average. Recovering 4 lost installs per month (typical APEX year-one HVAC lift) = $576K / year — before counting maintenance-plan retention and reduced no-shows.
Model based on aggregated APEX hvac client baselines. Real results vary by market and sales process.
HVAC operators
ask us this most.
Answers below are real — pulled from actual discovery calls with hvac owners and ops leaders.
Yes — emergency-first triage is built into the HVAC playbook. Every inbound is classified within 30 seconds (true emergency / urgent / routine / sales), routed to the right dispatch slot, and confirmed with the homeowner with a tech name and ETA. In July/August we run 24/7 with surge capacity.
Ready to plug a revenue ops layer
into your hvac business?
30-minute diagnostic call. We’ll review your current numbers and show you exactly which levers move first.