For residential HVAC companies
Turn old estimates
into sold jobs.
We follow up every unsold replacement estimate until the homeowner buys, declines or asks us to stop. You pay us only when recovered work is collected.
How it works
Your team already did the expensive part.
A technician visited the home, diagnosed the system and created the estimate. We make sure the opportunity receives a real decision.- 01
Send us the open estimates
We connect to your existing CRM or work from a controlled export. No replacement software.
- 02
We run the follow-up
Approved texts, emails and human handoffs address timing, financing and unanswered questions.
- 03
Your team closes the homeowner
Interested homeowners return to the original salesperson with context and a clear next step.
- 04
We get paid after you do
Recovered revenue is attributed in your CRM. Our fee applies only after the customer’s payment is collected.
One narrow system
Nothing else to buy.
- Open-estimate cleanup and segmentation
- Practice-approved follow-up sequences
- Human handoff for interested homeowners
- Opt-out and suppression handling
- CRM notes and opportunity attribution
- Weekly recovered-revenue report
Founding pilot
If we recover nothing,
you pay nothing.
of collected revenue from estimates recovered by our system.
- $0 setup fee
- $0 monthly retainer during the 30-day pilot
- Ten-estimate audit before launch
- Month-to-month after the pilot
- Attribution agreed before outreach begins
After the pilot proves collected revenue, choose the same performance model or a fixed $2,500/month operating plan.
Common questions