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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.

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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.
  • Routes qualified callers to site-visit booking flows with service-area guardrails.
Outcomes

What this changes

  • 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
  1. 1Step 1

    Mirror qualification script and service-area rules.

  2. 2Step 2

    Connect phone/SMS + booking links for fast scheduling handoff.

  3. 3Step 3

    Pilot with one crew before expanding.

Next step

Put this workflow behind real human guardrails

We will map the first bounded workflow, its approval points, and the evidence needed before broader rollout.

Talk through your workflowPreview agents