HVAC Revenue OS
How it works

Your staff stays first. Automation handles the opportunities they cannot reach.

  1. Step 1
    Customer
  2. Step 2
    Your team
  3. Step 3
    HVAC Revenue OS
  4. Step 4
    Existing FSM
  5. Step 5
    Technician

  1. 1. A call comes in

    Your existing number rings your office exactly as today.

  2. 2. Staff first

    During office hours the system waits the delay you set. If a person answers, nothing else happens.

  3. 3. Catch, don't drop

    No answer, busy lines beyond your overflow threshold, or after hours: the assistant answers with the required disclosure.

  4. 4. Understand under your rules

    Intent, urgency, safety screen, service area, customer lookup and history.

  5. 5. Book for real

    Windows from your FSM, a hold, then a confirmed booking — or a callback, waitlist or transfer.

  6. 6. Recover and attribute

    Missed calls, estimates, cancellations and old leads move through stages you can audit.

01

Capture

Inbound calls, SMS, missed calls, after-hours and overflow are caught instead of lost. Your staff still rings first during office hours.

02

Understand

HVAC-specific qualification: intent, urgency, service area, customer lookup, deterministic safety screening, replacement signals.

03

Dispatch

Availability, booking rules, dispatch rules, technician skills, same-day limits and membership priority, applied exactly as you configured them.

04

Recover

Missed calls, unclosed estimates, cancellations, old leads, abandoned forms and bookings, financing and membership opportunities.

05

Attribute

Every opportunity moves through Estimated → Contacted → Qualified → Booked → Completed → Invoiced → Collected. Nothing is blended into one number.

Pilot

From audit to attribution in 30 days.

  1. Step 1
    Revenue Leakage Audit
  2. Step 2
    15-minute owner call
  3. Step 3
    Company-specific demo (your rules in the Call Lab)
  4. Step 4
    14–30 day pilot
  5. Step 5
    Measure real, attributed opportunities

Find the revenue your current operation is leaving behind.

A complimentary Revenue Leakage Audit reviews your phone experience, after-hours coverage, booking friction and follow-up funnels — with every finding marked observed or requiring verification.

Get a Complimentary Revenue Leakage Audit