You’re a cooling-heavy shop. June through September is 60% of your year. The snapshot for AC repair and installation specialists is engineered around that reality — surge throughput when it matters, hibernation campaigns to keep cash flowing in winter, and refrigerant-transition messaging that actually sells today’s installs.
One-time $997 (was $1,697) — no monthly platform fees beyond GHL.
What’s pre-built for AC Repair & Installation
- Peak-season surge mode that auto-activates above a configurable lead threshold and switches dispatch to triage
- Spring AC tune-up campaign with three pricing tiers: member-free, lapsed-$49, cold-lead-$89 — launches every March 1
- R-454B refrigerant transition messaging baked into install proposals to upsell replacements over band-aid repairs
- Two-stage no-cool dispatch flow: emergency tag, ETA SMS, photo-of-tech confirmation, post-job review trigger
- Demand-response and utility-rebate tracker for state-by-state incentive programs — see /features/rebate-tax-credit-helper
- Wait-list sequence with queue-position SMS so customers don’t bail when you’re full
- AC tune-up renewal automation 11 months after the last visit, hitting before the homeowner Googles a competitor
A typical month with this snapshot
It’s late June. A heat wave hits and you book 80 no-cool calls in 36 hours. Surge mode activates automatically — the AI receptionist switches to triage-first scripting, the tune-up campaign pauses, and any cold-lead form-fill gets routed to a wait-list with a “we’ll see you Thursday between 1-4pm” SMS. One of those Thursday calls turns into a 17-year-old condenser. Your tech quotes a $9,800 R-454B system; the follow-up sequence explains why R-410A repairs are getting more expensive each year, drops the financing prequal on day 4, and books the install on day 9. Meanwhile, the snapshot is silently auto-confirming 22 maintenance memberships up for renewal that month — you don’t lift a finger on any of them.
What’s NOT included
This snapshot doesn’t supply: your refrigerant inventory, your EPA Section 608 universal cert, your van stock, your manufacturer dealer agreements (Carrier, Trane, Lennox, etc.), or your state contractor license. We also don’t manage your J/Manual D load calcs — those live in your design software. And the snapshot can’t make a 110-degree day cooler — only your trucks can. We just make sure the right calls hit the right techs in the right order.
Grab the snapshot → before next cooling season. Or book a quick walkthrough → and we’ll show you the surge-mode dispatch live.
The snapshot has a peak-season mode that activates when daily lead volume crosses your threshold. It tightens booking windows, switches the receptionist to a triage script (no-cool first, tune-ups deferred), opens a wait-list sequence with priority-fee language, and sends a queue-position SMS to wait-listed customers so they don't bail and call the competitor.
Yes. Every March 1st the snapshot fires a tune-up campaign to your full residential database: existing maintenance members get a free reminder, lapsed members get a $49 reactivation offer, and cold leads get a $89 first-time-tune-up promo. Most shops fill their April-May calendar inside the first two weeks of the campaign.
Yes. The 2025 refrigerant transition is built into the install-quote messaging. When a tech quotes a system replacement, the follow-up explains the R-454B move, what it means for refrigerant pricing in 2026-2027, and why right-sizing today protects the customer's future repair costs. This sells more new installs versus repairs on aging R-410A units.
Yes. If your shop is enrolled in utility demand-response programs (smart thermostat, peak-shaving), the snapshot tracks which customers are enrolled, sends them the seasonal opt-in renewal, and ties the enrollment to maintenance membership upsells. Each utility incentive is a separate workflow you customize per state.
No — booking caps are configurable per day per tech. When the calendar is full the snapshot routes new leads to either a wait-list with realistic ETAs or to a partner overflow shop if you've set one up. You control whether overflow is offered. The goal is to never overbook a tech to the point of customer-disappointment SMS.