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Stratify

HVAC & plumbing

Fill the install schedule, not the service board.

The phone rings all summer and almost none of it is a system sale. We book replacement and changeout appointments specifically, and the system keeps the ones you win from going quiet between seasons.

The reality

Diagnostic calls pay for the day. They do not fill the year.

An install crew with nothing to install is the most expensive thing in an HVAC business. Service work fills the day and pays for the day, but it does not build a schedule you can plan around — and the seasonal swing decides whether your techs are stacked in July and idle in November. The fix is not more inbound volume. It is replacement demand, booked into a window.

01

Equipment age beats intent data

We filter on how old the system actually is, not on who searched for an AC repair. A fifteen-year-old unit is a replacement conversation whether or not the homeowner has started one.

02

Service calls get screened out, not passed through

A diagnostic call dressed up as an appointment wastes a comfort advisor's afternoon. If it is a capacitor, it does not reach the person who sells systems — though we will book it alongside, at no extra cost, to keep a tech moving.

03

Maintenance plans are a pipeline nobody works

Plan members are the warmest replacement list in the business and most shops never work them as one. That is exactly what the rehash lane is for.

04

The shoulder seasons are the whole game

Everyone is busy in July. The companies that grow are the ones with something booked in October, which means the clock on a quiet estimate matters more in HVAC than almost anywhere.

What runs on it

Built for the job,
not adapted to it.

The same pipeline, configured for equipment rather than roofs — and the same clocks, because a quiet quote in a shoulder season is the most expensive silence in the business.

Full platform tour
  • Install, changeout and service work in one pipeline
  • Equipment age and repair history on the job record
  • Maintenance plan members as a worked list, not a filing drawer
  • Clocks on quiet estimates through the shoulder seasons
  • Financing and monthly payment shown at the table
  • Technician and advisor views that show only their work

Proof

Twelve appointments, $66,000 signed and collected

Four installs and changeouts signed at roughly $14,000 a ticket, with eight service and repair calls booked alongside to keep the techs moving in between.

Read the Desert HVAC Pros case
$66K
Signed and collected
12
Appointments booked
4
Installs and changeouts signed
~$14K
Average ticket

Appointment packages

A guaranteed count, in writing.

One flat rate for a guaranteed number of booked, qualified appointments. The rate depends on your market and you get it on the call.

Booked roof replacements. One flat rate.

Qualified homeowners booked straight onto your calendar for full roof replacements, with repair jobs booked alongside. You run the appointment. You keep the job.

Foundation

12–14Guaranteed

Booked roof replacement appointments

4–6Expected, not guaranteed

+ roof repairs

Est. total jobs16–20

Delivered over 4–6 weeks

One flat rate — quoted on your call.

Start with Foundation

Growth

Most popular
24–26Guaranteed

Booked roof replacement appointments

8–10Expected, not guaranteed

+ roof repairs

Est. total jobs32–36

Delivered over 8–10 weeks

One flat rate — quoted on your call.

Start with Growth

Dominate

36–38Guaranteed

Booked roof replacement appointments

10–12Expected, not guaranteed

+ roof repairs

Est. total jobs46–50

Delivered over 12–14 weeks

One flat rate — quoted on your call.

Start with Dominate

Every package includes

  • Homeowners only — renters screened out
  • Booked to your calendar, never more than 2 same-day
  • In-person appointments with the homeowner, not phone quotes
  • Repair jobs booked alongside at no added cost
  • Leads worked 7 days a week, 7am–10pm

Guaranteed counts are booked, qualified homeowner appointments for roof replacement, to the written standard on this page. Repair appointments and estimated total jobs are expectations drawn from engagements we have run — they are not guaranteed, and we do not guarantee what your reps close.

Free 30-minute audit

Show us how you run.

Thirty minutes on your stages, your system and your numbers — and a straight answer about what we would change.