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HVAC contractors & home services

HVAC Quote Concierge

Convert inbound calls into booked estimates with automated intake, photo collection, and option-based proposals.

Talk to our team Preview clones
What to expect
Qualifies the lead: service type, square footage, equipment age.
Collects photos via SMS link to reduce back-and-forth.
Builds 'Good / Better / Best' options with price ranges.
Capabilities

What this agent handles for you

Qualifies the lead: service type, square footage, equipment age, constraints, and timeline.
Collects photos/videos and asks smart follow-ups.
Builds 'Good / Better / Best' options with clear inclusions.
Books site visits based on crew capacity and service area.
Outcomes

What teams typically see

  • More booked estimates from the same inbound lead volume.
  • Faster quoting with fewer 'send photos' loops.
  • Fewer tire-kickers because expectations are set up front.
Plan a rollout

Rollout playbook

How we launch this in weeks, not months

Talk through the rollout
1Step 1

Mirror qualification script and service-area rules.

2Step 2

Connect phone/SMS + calendar for auto-booking.

3Step 3

Pilot with one crew before expanding.