You run a residential HVAC shop. The phone rings during dinner, the call goes to voicemail, and by morning the homeowner has already booked your competitor. That is the leak this snapshot plugs.
The HVAC Snapshot for GoHighLevel is a pre-built CRM, AI receptionist, dispatch funnel, and follow-up automation stack tuned specifically for residential AC, furnace, and heat-pump contractors with average tickets between $5K and $15K. It is one-time $997 (was $1,697) — no monthly platform fee beyond your GHL sub-account.
What’s pre-built for Residential HVAC Contractors
- 24/7 AI receptionist that captures no-cool / no-heat calls, qualifies urgency, and books from your live dispatch calendar — see /features/ai-receptionist
- Seasonal surge workflows: AC tune-up campaign that auto-launches in March, furnace inspection in September
- Maintenance membership funnel with auto-renewal 30 days before anniversary — see /features/maintenance-plan-renewals
- Financing-aware estimate follow-up: 7 touches over 21 days, with prequal language for your chosen lender
- Two-way SMS dispatch confirmations: “Tech Marcus is 20 minutes out” with photo of the technician
- Post-job review request that filters internally first, escalates to Google only on 4+ star ratings — see /features/review-engine
- Equipment-age tracking so a 14-year-old condenser triggers a replacement-quote follow-up instead of a repeat-repair loop
A typical month with this snapshot
A homeowner Googles “AC not cooling near me” at 9pm. They hit your site, the AI receptionist captures the call, asks three diagnostic questions, and books a slot for tomorrow at 10am. Overnight the customer gets a confirmation SMS with the tech’s name and headshot. Your tech arrives, quotes a $7,400 condenser replacement, and the customer wants to think about it. The snapshot starts a 7-touch financing sequence over the next 21 days. On day 6 the homeowner clicks the prequal link, gets approved for 18 months no-interest, and books the install. Post-install they’re auto-enrolled in a maintenance membership trial and receive a review request the next morning.
What’s NOT included
This is a marketing-and-ops automation snapshot, not a turnkey HVAC business. You still need: your EPA 608 certification, your state contractor license, your refrigerant inventory, your truck stock, your lender relationships, and your techs. We don’t supply your dispatch software (we integrate with it), your local permit workflow, or your liability insurance. You also bring your own GHL sub-account ($97-$297/mo through your agency or direct).
Ready to plug it in? Buy the snapshot → or book a 20-minute walkthrough → and we’ll show you the exact workflows running on a live dummy account.
Yes. The AI receptionist captures the address, equipment age, and symptom (no cool, intermittent, ice on coil), tags the lead urgent, and either books a same-day slot from your dispatch calendar or routes it to your on-call tech. After-hours surcharge language is templated and tunable per your service area.
Yes. Every completed install or repair triggers a 14-day membership offer with two upsell touches. Active members get pre-season reminders for spring AC tune-ups and fall furnace inspections, plus an auto-renewal sequence 30 days before their plan anniversary. Most shops see 18-25% attach rates.
Financing prompts are built into the estimate-follow-up sequence. When a tech sends a proposal, the customer receives a follow-up that includes prequalification language for your lender of choice (Synchrony, GreenSky, Service Finance, etc.) — you plug in your application URL and the snapshot handles the messaging cadence around it.
No. GHL is built to handle thousands of concurrent conversations. During a July heat wave the snapshot triages aggressively — booked customers get clear ETA windows, overflow gets routed to a wait-list sequence with a same-week priority offer. You stay in control of how aggressive the booking pace is.
Yes. Most shops keep ServiceTitan, Housecall Pro, or FieldEdge for invoicing and dispatch. The snapshot handles the lead-to-booked-appointment layer and pushes confirmed appointments to your calendar via Zapier or native calendar sync. Nothing replaces your FSM.