One snapshot.
Every HVAC system
your shop runs on.
30+ pre-built workflows, 12 calendars, AI receptionist for after-hours calls, dispatch + quote builder + review engine — installed into your GoHighLevel in 24 hours.
HVAC OPERATOR RATING
RUNNING THIS SNAPSHOT
GUARANTEE
How the dispatch board actually changes.
Pick any shop running this snapshot and these are the day-to-day differences after the 24-hour install completes.
The leaky, manual, after-hours-bleeding way
- 9 PM no-heat call goes to voicemail — homeowner calls the next competitor on Google.
- Office manager copy-pastes quotes from email into the dispatch board manually.
- Tune-up reminders never go out — spring AC season starts cold.
- Maintenance plan renewals slip; recurring revenue you already earned walks away.
- Reviews trickle in randomly — the bad ones surface first because they're loud.
The autopilot way
- AI receptionist takes the 9 PM call, triages emergency vs. routine, and books it.
- Quote form → dispatch board, auto-followup, SLA timer on every open quote.
- Spring + fall tune-up campaigns fire on schedule (or on weather trigger).
- Memberships auto-bill with 30/14/3-day renewal SMS and expired win-back.
- Review engine routes 4-5★ to Google, 1-3★ to your inbox before they post publicly.
The complete spec sheet of HVAC automation modules
Every workflow tuned to the way HVAC shops actually run — service calls, dispatch, quoting, memberships, reviews, seasonal campaigns. Click any module to see the implementation detail.
AI · Voice
3 modulesAI Receptionist (24/7)
Answers every after-hours call, triages emergency vs. routine, books to the dispatch board. Bilingual EN/ES with warm-transfer.
- Books in under 60s
- Emergency vs. routine triage
- Warm transfer to on-call tech
Dispatch & Scheduling
Multi-tech calendars with skill-based routing, travel-time buffers, and drag-and-drop reschedule. Homeowners book straight into it.
- Skill-based routing
- Travel-time blocks
- Homeowner self-book
Missed-Call Text-Back
Auto-SMS within 60 seconds of every missed call with a one-click booking link. STOP keyword + carrier opt-out fully honored.
- 60-second auto-SMS
- One-click booking link
- STOP-keyword respected
Sales · Marketing
4 modulesInstant Quote / Estimate Form
Branded service-estimate intake (unit type, age, service, ZIP). Routes to dispatch + auto-followup. Optional duct-load lookup.
- 6-field intake
- Auto routes to dispatch
- Optional load-calc lookup
Facebook Ads Lead Funnel
FB ads → branded lead form → AI nurture → booked job. Closed-loop attribution per campaign, ad set, and creative.
- Branded form embed
- AI nurture sequence
- Closed-loop attribution
Email Marketing Automations
Monthly newsletter, seasonal blasts, post-service followups, win-back sequences. Pre-written copy you just brand and ship.
- Pre-written sequences
- Seasonal triggers
- STOP + unsubscribe wired
Coupon / Promo Funnel
Seasonal coupon capture (spring tune-up, winter prep, IRA-25C combo) → 14-day nurture → booked appointment.
- Spring + fall presets
- Code reveal on submit
- 14-day SMS + email nurture
Retention · Ops
5 modulesReview Engine
Post-job 4-touch sequence routes 4-5★ to Google/Facebook and 1-3★ to internal escalation. Monitors Yelp + BBB too.
- Smart 4-5★ vs 1-3★ routing
- Yelp + BBB monitor
- Owner alert on negatives
Maintenance Plan Renewals
Silver/Gold/Platinum auto-billing with 30/14/3-day renewal SMS, expired-plan win-back, and a family-referral perk.
- 3-tier membership presets
- 30/14/3-day SMS cadence
- Family-referral perk
Smart Service Pipeline
7-stage pipeline (lead → quoted → scheduled → in-progress → won → invoiced → reviewed) with per-stage automations and SLA alerts.
- 7 pre-built stages
- Per-stage automations
- SLA timing alerts
Seasonal Tune-Up Campaigns
Spring AC + fall furnace tune-up sequences with optional weather-trigger fire. 30%+ open rates baked in by template.
- Spring + fall presets
- Weather trigger optional
- 3-touch sequence
Rebate / Tax-Credit Helper
IRA 25C + utility rebate intake. Captures equipment + ZIP, surfaces eligibility, routes to install quote. Illustrative only.
- IRA 25C aware
- Utility-rebate database
- Routes to install quote
3 ways to automate your HVAC shop.
Most shops either overpay an agency, or burn six months trying to build it themselves. Here is the smarter path.
Build it yourself
- 200+ hours learning GHL
- Trial-and-error every workflow
- Lose homeowners while you experiment
- No HVAC-specific templates
Hire a marketing agency
- $60K+ a year, no end
- You don't own the system
- Slow turnaround on changes
- Locked into one agency
HVAC Snapshot for GHL
- Live in 24 hours, fully installed
- You own the system forever
- 10 dedicated hours · use within 15 days
- 1 year of free updates
Live in four steps. No long deployment.
Purchase + onboard
One-time payment, then a 5-minute form: shop name, service areas, techs, brand colors.
Install in 24h
Full snapshot, 30+ workflows, 12 calendars, A2P 10DLC paperwork — wired into your GHL.
Brand + train
We tune voice, dispatch rules, and tech routing. We train the office manager on the dispatch board.
Site live
AI receptionist arms, missed-call text-back arms, review engine arms.
First job booked
Typically within 48 hours of purchase. Welcome to autopilot.
Operators who run the spec sheet daily
"After-hours call capture jumped from 12% to 87% in three weeks. The AI receptionist books no-heat calls overnight — Monday morning we walk in with a packed dispatch board."
"Bilingual intake was the unlock. We capture Spanish-speaking property managers our old answering service kept hanging up on. The snapshot paid for itself in two service contracts."
"Snapshot installed in 24 hours, A2P 10DLC filed for free, and the rebate helper closed three IRA-25C installs in week one. Best $997 we have spent on the business."
Single tier. Everything included.
No upsells, no surprise fees, no "starter" trap. The full HVAC Snapshot for a single one-time payment.
HVAC Snapshot for GHL
One-time · Lifetime access · Installs in 24 hours · 30-day money-back
Questions, answered.
Everything HVAC owners ask before buying — and after. Can't find what you're looking for? Send us a message.
Yes. The snapshot installs into your active GHL agency or sub-account. If you do not have one yet, our partner page covers the bonus stack and a 30% snapshot discount when you sign up through us.
No. We install the entire snapshot into your GHL account, customize workflows with your shop's branding, file A2P 10DLC for free, and provide 10 dedicated support hours to use within 15 days.
Yes. Every intake form, AI prompt, dispatch script, no-show recovery flow, review-request sequence, and seasonal campaign is purpose-built for U.S. and Canadian HVAC contractors — not a repurposed generic template.
Residential HVAC, commercial HVAC, AC repair, heating & furnace, heat pump & geothermal, refrigeration & commercial cooling, IAQ & duct cleaning, plumbing+HVAC combo shops, and white-label for GHL agencies serving HVAC clients.
Most shops are fully live within 24 hours of purchase. Snapshots are delivered Monday–Friday; weekend orders go out the next business day.
ServiceTitan and Housecall Pro are field-service management systems — invoicing, dispatch UI, tech apps. This snapshot is the lead-capture + marketing + automation layer that fills the gap before and around them. Many shops run both side by side.
Yes. The calendar, contact form, FB-ads form, coupon form, email-marketing form, and chat widget on this site are the exact GoHighLevel widgets that install into your account on day one — same look, same data flow.
Because this is a digital snapshot with instant installation, all sales are final after install. The 24-hour install guarantee, 10 dedicated hours, free A2P registration, and 1 year of updates are our commitment to your success.
Yes. Our dedicated GHL VA plan starts at $700/month and takes over day-to-day CRM ops, workflow tuning, and lead nurturing. See the Hire a VA page for details.