HVAC
Maintenance agreements, seasonal tune-ups and emergency intake.
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Home services
Emergency intake first, everything else second.
A plumbing lead is either an emergency or it is not, and treating both the same loses the emergency. This kit triages at intake, sends urgent calls straight to a dispatch calendar, and keeps the planned work in its own estimate pipeline.
Plumbers compete on who answers, and then on who remembers. The kit answers instantly, splits emergencies from planned work, and stores the age of the water heater and the last service date so the reactivation campaign is targeted at the houses that actually need one.
Primary pipeline
These ten do the heavy lifting. The remaining 12 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
Six modules, as in every kit
The intake form asks one urgency question. Urgent answers skip the nurture entirely, notify the on-call tech by SMS, and drop the contact on the dispatch calendar. Everything else goes to the estimate path.
Yes. Service club tier, start date and renewal date are custom fields, with enrolment, renewal and lapse workflows already built.
Yes. Service type is a custom value used in routing and copy, so a specialty company sets fewer values rather than editing workflows.
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.
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.
Nothing beyond the strictly necessary runs until you say so. Analytics and marketing scripts stay blocked if you decline, and you can change your mind from the footer at any time.
Strictly necessary
Keeps your theme, accessibility and consent choices on this device. Cannot be switched off because nothing works without it.
Analytics
Anonymous page and event counts so we can see which kits people actually look at. No cross-site tracking.
Marketing
Lets us measure which ad or referral brought you here and show relevant follow-ups. Off unless you turn it on.