Plumbing company
Emergency intake first, everything else second.
Home services
The HVAC contractor GoHighLevel snapshot kit
Maintenance agreements, seasonal tune-ups and emergency intake.
The margin in HVAC is in the maintenance agreement, not the emergency call. This kit tracks agreement status on the contact record and runs the two seasonal campaigns that decide whether a company has a good spring and a good autumn.
- Service pages per system and town
- Service calls, changeouts and agreements
- Post-visit asks paced across techs
What lands in the account for HVAC companies kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in HVAC companies, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Service pages per system and town
Professional Website. Service pages per system type and per season, with the maintenance agreement offer and the service calendar built into each one.
- Seasonal service pages
- Maintenance plan signup
- Service calendar embedded
- Without it
- A brochure site built years ago says nothing about heat pumps, ranks for nothing local, and has a contact form that emails an address nobody checks.
- With it
- The site arrives written: furnace, heat pump, ductless and duct pages, a town page per service area, consent wording on every form, and the service calendar embedded.
- How it pays
- Assume a web designer quotes $4,500 and eight weeks for that. The site lands with the kit, so the money stays in the truck fund and the pages are live before the season turns.
- BS-02ACCT
Funnels
Tune-up offer and estimate booking pages
- Without it
- Sending seasonal ad traffic to a home page means a homeowner who wanted a $89 tune-up has to hunt for a phone number and usually does not.
- With it
- Dedicated pages carry one job each: the free system estimate booking funnel, the seasonal tune-up offer, maintenance club enrolment, emergency service, financing and rebate claims.
- How it pays
- If you spend $2,000 on a spring cooling push and the tune-up page converts even a modest share of clicks into booked visits, the ones that find a failing compressor pay for the run.
- BS-03ACCT
Forms and surveys
Urgency intake and post-install survey
- Without it
- An intake form that only asks name and message cannot tell a no-cool emergency from someone pricing a ductless head for next spring.
- With it
- Intake asks the urgency question first, then property type, system age and symptom. Consent wording is on every form, and the post-install survey feeds the review run.
- How it pays
- Say one form fill in ten is a genuine emergency. Sorting those at the point of entry rather than at the office means the on-call tech is moving while the caller is still typing.
- BS-04SYS-01
1 AI Receptionist
Overnight no-heat and no-cool triage
AI Receptionist. Answers the no-heat call at six on a January morning, sorts emergency from routine, and puts the emergency straight onto the on-call tech.
- Emergency versus routine triage
- Books to the on-call calendar
- English and Spanish
- Without it
- January hits, the phone rings before the office opens, and the owner is on a rooftop unit with gloves on, missing every no-heat call.
- With it
- Every call gets picked up, graded for danger, and either booked into a service slot or passed straight through to the on-call tech.
- How it pays
- Say a cold snap brings forty calls in a day and you normally catch half. If an average repair invoice sits at $420, the ones you would have missed cover the kit.
- BS-05SYS-02
1 AI Chatbot
Replacement pricing questions, answered in text
AI Chatbot. Handles the "how much is a new system" and "is my unit under warranty" traffic on the site, and books the tune-up without a phone call.
- Site chat, SMS and email
- Captures system age and model
- Books tune-ups directly
- Without it
- Homeowners comparing a new system price message at ten at night, get nothing back until morning, and by then they have booked two other quotes.
- With it
- Text goes back in seconds on the widget, SMS, email or Messenger, asks the system age and tonnage, and offers a load calculation visit.
- How it pays
- Assume the widget picks up eight after-hours conversations a week and one turns into a changeout. On a $9,000 install at your usual margin, that single job is the whole month's ad spend back.
- BS-06ACCT
Custom fields
System age, tonnage, agreement status
- Without it
- The tech knows the condenser is a fourteen year old builder-grade unit, but that fact stays in his head, so marketing treats the house like a new install.
- With it
- Equipment make, model, install year, refrigerant type, filter size, agreement tier and renewal date sit on the record, and the automations read them before choosing what to send.
- How it pays
- If a hundred houses on your list carry systems past twelve years and a changeout averages $9,000, working that segment properly is worth more than any campaign aimed at strangers.
- BS-07ACCT
Custom values
Region, on-call number, agreement pricing
- Without it
- The same build has to work for a shop in Tucson and a shop in Duluth, and the season dates, dispatch number and plan pricing are all different.
- With it
- You set them once at account level: company name, service area, on-call dispatch number, seasonal start dates, agreement tiers and pricing, booking links, licence number and opt-out wording.
- How it pays
- Assume you run two branches. The second import is the same file with the region and dispatch values changed, so opening a new market costs an afternoon rather than a rebuild.
- BS-08ACCT
Pipelines
Service calls, changeouts and agreements
- Without it
- A tune-up, a $12,000 changeout quote and a lapsed agreement all sit in the same list, so the changeout gets chased like a filter call.
- With it
- Separate boards run demand service and equipment replacement. Stages read triaged, visit scheduled, estimate given, sold, installed, agreement active, so a stalled quote is visible on the board.
- How it pays
- If ten replacement quotes a month sit at $9,500 and one extra closes because it stopped drifting, the board pays for itself in the first month you work it.
- BS-09ACCT
Workflows
Emergency routing and agreement renewals
- Without it
- The renewal date for a maintenance agreement lives in a spreadsheet nobody opens in July, so agreements lapse quietly and the customer calls a competitor in December.
- With it
- Automations read agreement dates and equipment age off the record: renewal warnings, lapsed win-back, filter prompts every ninety days, and a replacement conversation once a system passes twelve.
- How it pays
- Assume two hundred agreements on the books at $220 a year and a tenth normally lapse. Holding half of those is real recurring revenue you were losing without noticing.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Arrival windows and slot recovery
Smart Appointment System. Confirms the arrival window, sends the on-the-way text from the van, and re-books the ones that slip before the slot goes cold.
- 24h, 1h and 15min reminders
- On-the-way tech message
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the customers whose maintenance agreement lapsed and the quotes that were never approved, both of which are already paid-for demand.
- Lapsed agreement callback
- Unapproved quote follow-up
- Smart voicemail with a booking link
- Without it
- A four hour arrival window turns into a locked door, and the van has burned an afternoon that could have carried two diagnostic calls.
- With it
- The homeowner gets an arrival window instead of a whole day, a reminder the evening before, and the on-the-way text; the recovery run is tuned to rebook 70% of no-shows.
- How it pays
- Say six visits a week go missed and a completed service call bills $280. Recovering most of them is a few thousand a month back on the schedule board.
- BS-11SYS-09SYS-08
Nurture campaign
Equipment-age follow-up between visits
Lifetime Nurture Campaigns. Runs on the equipment, not the contact: filter reminders, spring and autumn tune-up prompts, and the replacement conversation at year twelve.
- Filter and tune-up reminders
- Spring and autumn campaigns
- Referral rewards
Database Reactivation. Wakes the customers who have not booked a tune-up in six months, ahead of the season their system is about to be asked to work.
- Six month dormant trigger
- AI calling campaign
- Pre-season tune-up offer
- Without it
- A homeowner takes a $7,000 changeout quote in March, promises to talk it over with their spouse, then hears nothing from you until the unit dies in the first heatwave.
- With it
- The sequence keeps talking: repair-versus-replace maths, efficiency figures set against their own system age, financing terms, and a filter reminder that keeps the name in front of them.
- How it pays
- On a $7,000 changeout at typical gross margin, recovering one quote a month that would otherwise have gone cold is the difference between a flat spring and a good one.
- BS-12SYS-06SYS-07
Review automation
Post-visit asks paced across techs
Review Harvesting. The ask fires post-visit, once the tech marks the call complete and the system is running, which is the two hour window where a customer is delighted.
- Trigger: service call completed
- Fires two hours after
- Google and Facebook links
Review Automation. The engine spreads the asks across the whole tech roster and the whole year, so a review profile does not spike in August and die in October.
- Paced across the season
- Two follow-ups, then stop
- Suppresses repeat call-outs
- Without it
- Reviews get asked for when the owner remembers, which is usually after a complaint, so the profile shows a thin trickle and a competitor outranks the van.
- With it
- The ask fires when the tech closes the call, follows up twice, then stops. Repeat call-outs on the same fault are suppressed so nobody is asked mid-problem.
- How it pays
- If a homeowner scrolling the map picks from the top three profiles, and you close say a third of the calls that position sends, fresh reviews are the cheapest lead source you own.
- BS-13ACCT
Seasonal automation
Spring cooling and autumn heating runs
- Without it
- The two weeks before the first cold snap decide the autumn, and that is exactly when the office is too busy answering phones to send anything out.
- With it
- Both campaigns are built and dated off a regional value, so Phoenix fires its cooling push in February and Minneapolis fires its heating push in September without editing anything.
- How it pays
- Say your list holds fifteen hundred past customers and you price a spring tune-up at $129. Even a small take-up fills the shoulder weeks that would otherwise have techs sweeping the yard.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how HVAC companies actually sell
HVAC demand arrives in two spikes and one emergency queue. The kit sorts inbound by urgency, sends the emergency straight to a dispatch calendar with an SMS to the on-call tech, and puts everything else into the tune-up or replacement path with equipment age tracked so a 14 year old system gets a different message than a 3 year old one.
- Building agreement renewal tracking on the contact record
- Setting up the two seasonal campaigns with the right send windows
- Splitting emergency intake away from the estimate queue
Primary pipeline
- New enquiry
- Triaged
- Visit scheduled
- Estimate given
- Sold
- Installed
- Agreement active
The problem, and what actually changes
What it looks like today
- A no-heat call at six in the morning is either answered or lost, and in January it is lost to whoever picks up second.
- Maintenance agreements lapse quietly because nobody has time to call a customer whose card expired.
- Quotes for a system replacement sit unapproved for weeks with no follow-up beyond one voicemail.
- Review volume spikes in August and dies in October, so the profile looks seasonal to anyone reading it.
What changes, and what changes it
- Emergency and routine calls are separated on the phone and the emergency goes to the on-call tech immediately.SYS-01 AI Receptionist
- The on-the-way message goes out from the van, which is the single biggest complaint reducer in home services.SYS-05 Smart Appointment System
- Lapsed maintenance agreements are called automatically, which is revenue you already earned once.SYS-04 AI Outbound Caller
- Review requests fire two hours after the tech closes the call, paced across the whole roster and the whole year.SYS-07 Review Automation
- Dormant customers are woken before the season their system is about to be asked to work.SYS-08 Database Reactivation
Built for
- Residential HVAC companies running three or more vans with a maintenance agreement base.
- Shops whose call volume triples in the first cold week and cannot staff for it.
- Companies selling replacement systems who currently follow a quote up once and stop.
Not built for
- New construction and commercial-only contractors. There is no service call flow to hang the system on.
- A two-person shop that already answers every call. The gain here is in the calls you currently miss.
- Anyone expecting it to price a job. It qualifies, books and reminds; the number is still yours.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for HVAC companies at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Emergency call routing to on-call tech
- Spring cooling tune-up campaign
- Autumn heating tune-up campaign
- Maintenance agreement renewal at 30 days
- Agreement lapsed win-back
- Equipment age 12 years replacement offer
- Estimate follow-up over 14 days
- Financing pre-qualification
- Post-service review request
- Filter reminder every 90 days
The funnels, by name
- Free system estimate funnel
- Seasonal tune-up offer page
- Maintenance club enrolment
- Emergency service landing page
- Financing application funnel
- Rebate and incentive page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for HVAC companies, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
A no-heat call at six in the morning is either answered or lost. Emergencies go to the on-call tech, tune-ups and quotes go into the nurture.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a service call
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked service call.
Ten days is a system replacement decision. Email covers efficiency and financing, SMS carries the seasonal offer, the AI call handles the objection.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed service call is a wasted van hour. The arrival window is confirmed, reminded three times, and the on-the-way message goes out from the van.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied customer into the thing that wins the next one.
The ask fires two hours after the tech marks the call complete, while the house is warm again and the customer is genuinely pleased.
Intelligent review request
- Satisfaction check 2 hours after the visit
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a customer for years rather than one transaction.
The equipment sets the calendar: filters, spring and autumn tune-ups, agreement renewals and the replacement conversation at year twelve.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best customers
Put your own numbers in
With the assumptions below the recovered service calls cover the kit inside the first month, and the lapsed agreement callbacks are on top of that. Every box below starts on an assumption for HVAC companies, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$18,186
recovered a month from calls you currently miss
3 days
for the $1,525 kit to cover itself
56 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
HVAC contractor snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The hvac contractor kit is that copy built for HVAC companies: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
Agreement start date, tier and renewal date are custom fields. The renewal workflows read them and fire at 30 days, at 7 days, and again as a lapsed win-back 30 days past. You can drive them from your own billing system with a webhook.
Yes. Both campaigns start from a custom value for your region, so a company in Phoenix and a company in Minneapolis use the same snapshot with different dates.
The default build is residential. Commercial needs a longer estimate pipeline, which our build team adds as a scoped change if you need it.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Take the hvac contractor kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.