You’re a heating-led shop. December through March is when you do real money. The snapshot is configured for the rhythm of furnace work — no-heat emergencies, AFUE upsells off service calls, cracked heat-exchanger red-tags, and fall tune-up campaigns that fill your November calendar before Thanksgiving.
One-time $997 (was $1,697).
What’s pre-built for Heating & Furnace Specialists
- 24/7 no-heat emergency triage with gas-smell safety override scripting — see /features/ai-receptionist
- Condensing furnace (96% AFUE) upsell sequence triggered when techs service older 80% AFUE units
- Heat exchanger red-tag escalation: 4-hour replacement quote, 24-hour decision sequence
- Fall furnace tune-up campaign with tiered pricing for members, lapsed members, and cold leads
- Gas-to-electric heat-pump conversion sequence (market-toggleable) covering IRA 25C and state rebates — see /features/rebate-tax-credit-helper
- Winter dispatch SLA tracking: every emergency call gets an ETA SMS within 12 minutes
- Annual fuel-type analysis follow-up for customers on propane or oil — offers conversion economics
A typical month with this snapshot
It’s January, 6:14am, and a homeowner’s furnace died overnight. They Google “no heat near me,” land on your site, and the AI receptionist books them for 9am. The tech arrives, finds a cracked heat exchanger on a 16-year-old 80% AFUE unit, and red-tags it. Within four hours the customer has a written safety notice in their inbox plus three 96% AFUE replacement options with IRA-credit and state-rebate math pre-calculated. They sign by end of day. Install happens Friday. Post-install, the system auto-enrolls them in a maintenance membership trial and sends the review request the next morning. Meanwhile your fall tune-up campaign is still warm — 38 inspections are being completed this month, and the snapshot is quietly drafting replacement quotes off each one with red flags.
What’s NOT included
This snapshot doesn’t supply: your gas piping license, your EPA cert, your CO detector inventory, your propane tank vendors, or your manufacturer training certs (Carrier Factory Authorized, Lennox Premier, etc.). We don’t write your safety procedures, your lock-out/tag-out protocols, or your CSST bonding documentation. We also don’t replace your J/Manual D load-calc software. The snapshot lives in the customer-communication and lead-management layer — your trades expertise is yours.
Buy the snapshot → or book a 20-minute demo → and we’ll walk you through the red-tag sequence.
The AI receptionist captures the call, asks three questions (any heat at all, smell of gas, thermostat reading), tags urgency, and either books a same-night emergency tech with surcharge pre-disclosed or routes to your on-call rotation. If gas is suspected, the script switches immediately to a safety-first message: 'leave the building, call your gas utility.'
Yes. When a tech completes a repair on an 80% AFUE furnace older than 12 years, the snapshot triggers a 'system-age conversation' follow-up sequence over 14 days that explains the gap between 80% and 96% AFUE, monthly fuel savings, and links to the financing prequal. This is the highest-converting upsell pattern in the snapshot.
Yes. For customers in markets where utilities are subsidizing electrification, the snapshot's heat-pump upgrade sequence covers IRA 25C tax credits, state rebates, and dual-fuel hybrid options. You configure which markets get this messaging — you don't want to pitch electrification to a rural propane-only household where it doesn't pencil out.
Yes. Every September 1 the snapshot launches a fall furnace inspection campaign. Maintenance members get a free reminder, lapsed members get a $59 reactivation, cold leads get $99 first-visit pricing. Most shops fill October-November on the back of this campaign and capture replacement quotes from the inspection findings.
Yes. If a tech tags a job as 'cracked heat exchanger' or 'CO alarm,' the snapshot triggers a same-day red-tag follow-up: documents the finding, sends the customer the safety notice in writing, drops a replacement quote within 4 hours, and starts a 24-hour rapid-decision sequence. These calls have a 60-70% same-week replacement close rate.