You’re an indoor air quality shop. Maybe IAQ is your whole business, maybe it’s a high-margin attachment to your HVAC service line. Either way, the customer education is heavier and the upsell cycle is more nuanced than swapping a condenser. This snapshot is built to do the educating for you.
One-time $997 (was $1,697).
What’s pre-built for IAQ & Duct Cleaning
- Allergy-season IAQ campaigns (March tree pollen, August ragweed) with region-customizable allergen calendars
- NADCA-aligned duct cleaning documentation: before/after photos, scope, completion certificate PDF
- UV light upsell sequence triggered when equipment lacks an existing UV accessory
- MERV-13 filtration upgrade sequence for systems running MERV-8 or lower
- ERV/HRV ventilation proposal flow with ASHRAE 62.2 code talking points
- “While-we’re-there” duct cleaning add-on offer attached to every tune-up confirmation SMS
- 3-5 year duct cleaning re-engagement campaigns by household — see /features/maintenance-plan-renewals
- Asthma/allergy flag fields on the contact record so the messaging adapts to households that actually care about IAQ
A typical month with this snapshot
It’s mid-March. The allergy-season IAQ campaign auto-fires to your residential database. A family with two kids and a flagged asthma diagnosis gets a UV-light and MERV-13 message. They book an in-home consult. Your tech walks the duct system, finds 6 years of dust buildup, no UV, and a MERV-8 filter. He quotes a duct cleaning + UV light + MERV-13 filter rack package for $2,400. The follow-up sequence sends NADCA documentation explaining what duct cleaning actually does (and doesn’t do), three customer photos from prior jobs, and a one-tap booking link. They book for the following Tuesday. Tech completes the job, generates the certificate PDF on his tablet, and the system fires a review request 18 hours later. Next month the same household gets a “while-you’re-there” prompt during their AC tune-up and adds a $189 outdoor coil cleaning. None of it required your manual intervention.
What’s NOT included
This snapshot doesn’t supply: your duct cleaning equipment (rotating-brush vacuum, HEPA capture), your NADCA-certified ASCS technicians, your UV light manufacturer authorizations (RGF, Fresh-Aire, etc.), your filter supplier, or your mold remediation license. We also don’t write your scope-of-work boilerplate beyond a starter template — you’ll want to customize the NADCA language to your actual cleaning methodology. The snapshot lives in the lead-and-customer layer; trade execution is yours.
Buy the snapshot → or book a 20-minute IAQ-focused walkthrough →.
Yes. Every March (tree pollen) and August (ragweed) the snapshot launches an IAQ campaign to your residential database. It pitches whole-home filtration, UV lights, and duct cleaning to households with pets, asthma flags, or new-build dust. The campaign is templated but customizable for your region's specific allergen calendar.
Yes. Each duct cleaning job auto-generates before-and-after photos checklist, scope-of-work documentation, and a NADCA-aligned completion certificate. The customer gets a PDF for their records, which becomes a sales asset when they refer neighbors. The snapshot tracks who has been cleaned and when, so repeat-cleaning campaigns fire on 3-5 year cycles.
When a tech completes a tune-up or repair, the snapshot looks at the equipment's existing IAQ accessories. If there's no UV light, a 7-day UV light follow-up sequence fires. If filtration is MERV-8 or lower, a MERV-13 upgrade sequence fires. Each sequence is grounded in indoor-air pain points — pet dander, smoke, viral particles, mold — not generic 'cleaner air' fluff.
Yes. For tight new-construction homes or post-2015 retrofits where ventilation matters, the snapshot's ERV/HRV proposal sequence covers code requirements (ASHRAE 62.2), payback math on energy recovery, and integration with the existing HVAC. This is high-margin work that most shops never quote because they're not staying on top of indoor-air codes.
Yes. A duct cleaning attached to a furnace tune-up or AC tune-up has a 40-60% close rate. The snapshot's tune-up confirmation SMS includes a 'while-we're-there' duct cleaning add-on offer with one-tap acceptance. Techs arrive knowing whether the job is a tune-up or a tune-up-plus-cleaning.