Appointment setting for HVAC & plumbing

Replacement demand, not another service call.

No ads. We call homeowners whose equipment is old enough to be a replacement conversation, qualify them by phone, and book them with your comfort advisor. Through the summer peak, and through the shoulder months that decide your year.

Book a free audit See how it runs

This week

Sample week

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Booked: 7
Qualified: 7
In territory: 7
Budget confirmed: 7

No-shows are rebooked at no charge. They do not count against your package.

The packages

Booked installs and changeouts. One flat rate.

Qualified homeowners booked straight onto your calendar for system installs and changeouts, plus service calls and repairs to keep your techs busy. You run the appointment. You keep the job.

Foundation

12–14

Guaranteed

booked install & changeout appointments

8–10 + service calls & repairs

Expected, not guaranteed

Est. total jobs20–24

Delivered over 4–6 weeks

One flat rate — quoted on your call.

Start with Foundation

Growth

Dominate

36–38

Guaranteed

booked install & changeout appointments

24–26 + service calls & repairs

Expected, not guaranteed

Est. total jobs60–64

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-home appointments with the homeowner, not phone quotes
Service calls & repairs booked at no added cost
Leads worked 7 days a week, 7am–10pm

Guaranteed counts are booked, qualified homeowner appointments for installs and changeouts, to the written standard on this site. Service calls, repairs and estimated total jobs are expectations drawn from engagements we have run — they are not guaranteed, and we do not guarantee what your advisors close.

Where it leaks

What actually costs you system sales.

Leak 01

A service call is not a system sale

Your techs are booked solid and your install crew is idle. Diagnostic calls fill the day without filling the schedule that carries your margin, and a tech holding a capacitor is not the person who sells a fourteen thousand dollar changeout.

Leak 02

July is chaos and November is dead

Demand spikes when the equipment fails and disappears when the weather is mild. You hire for August and carry those people through the fall. Nothing about that swing is inevitable — it is what happens when all your demand is reactive.

Leak 03

Maintenance agreements quietly lapse

You sold the plan. Nobody renewed it, nobody scheduled the second visit, and the member churned without a single conversation. Recurring revenue that depends on somebody remembering is not recurring.

Leak 04

Every tech quotes it differently

One offers three options and a financing conversation. Another quotes a number off the top of his head in a hot attic. Same equipment, same market, wildly different close rates, and no way to tell which of them is coachable.

We speak your trade

The things a marketing company will not ask you.

Replace vs repair

We ask what failed, how old the equipment is, and whether they have already had it worked on. A homeowner with a twelve-year-old condenser on its third repair is a changeout appointment. A four-year-old unit under warranty is not, and we filter it out rather than send it.

System age

The single best predictor of whether a homeowner is ready to spend. The list weights toward equipment past the point where repairs stop making sense, which is where your comfort advisor closes.

Shoulder months

March through May and September through November are where a stable HVAC business is won. We run planned-replacement demand in those windows so your install crews are not sitting idle waiting for the first hot week.

Maintenance agreements

The most undervalued asset in most shops. We treat your member list as a database worth working — aging equipment inside your own membership is warmer than anything cold demand will produce.

Comfort advisor vs technician

Appointments are booked for whoever actually sells the system in your shop. If that is a dedicated advisor, we book to his calendar. If your senior techs sell, we book around their service load.

The program

How we run an HVAC program.

Day 0

Equipment and territory

We look at your service area, your typical ticket, and whether you want changeouts, heat pump conversions, or both. Then we write down what a qualified replacement appointment means in your shop.

Days 1–4

The list built

Homeowners whose equipment is old enough to be a replacement conversation, not anyone with a broken air conditioner. Filtered on housing stock and equipment age rather than generic home-services intent. No ad account and no media budget.

Days 5–7

Qualification by phone

A person confirms ownership, service area, what failed, equipment age, repair history and budget. Anyone who needs a fifty dollar diagnostic gets filtered out before it costs your advisor an afternoon.

Weeks 2–4

Your member list, worked

In parallel we work your maintenance agreements and past customers for aging equipment. It is the cheapest replacement pipeline you own and almost nobody runs it deliberately.

Weeks 6–8

A schedule that survives October

Steady replacement appointments through the peak and into the shoulder, so the install team you built in summer still has work when the weather turns mild.

Proof

$66,000 sold, signed and collected in under three weeks

Twelve booked appointments for Desert HVAC Pros in Arizona — four installs and changeouts signed at roughly fourteen thousand a ticket, and $66,000 collected in just under three weeks. Two engagements in this trade is a record, not a track history, and we will say so on the call rather than let you find out later.

$66K

Sold, signed and collected

Appointments booked

Install and changeout projects signed

~$14K

Average install ticket

Read the Desert HVAC Pros case

Also in this trade

K&E Refrigeration · Live engagement, early

A $12,000 project off the first appointments we booked

Our first HVAC partner. Replacement and install appointments only — no service calls — and the first project off them signed at twelve thousand dollars.

First project signed: $12KFirst project signed
Booked for replacement or install: 100%Booked for replacement or install

Read the case

Where we actually stand in this trade

Most of our documented volume is still roofing. The demand generation, the phone qualification and the CRM work carry across; your offer, your objections and your seasonal curve do not, and we would be learning those alongside you. That is why early HVAC partners get founding terms — you are taking on some of the risk of being first, and the pricing should reflect that.

The same qualification standard, in writing, before you spend anything.

Founding terms for early HVAC partners while we build a track record.

We will tell you on the call which parts of the roofing results transfer and which do not.

Questions

What HVAC owners ask us.

The packages, the appointment standard and the guarantee are the same as everywhere else on this site. See the packages.

Do you book repairs or replacements?

Replacements. We screen out diagnostic calls on the phone, because sending your comfort advisor to a homeowner who wants a capacitor replaced wastes the appointment and annoys everyone. If you want service calls filled too, that is a different conversation and we would scope it separately.

Have you run this for an HVAC company before?

Yes, and we will tell you exactly how far along we are. K&E Refrigeration was our first HVAC partner, and an Arizona contractor followed — twelve booked appointments there turned into $66,000 sold, signed and collected in under three weeks. Those are real results and they are also early ones. Most of our documented volume is still roofing. If you want a long HVAC track record, we do not have one yet. If you want the engine that produced the roofing numbers pointed at your market, that is exactly what this is, and early partners get founding terms for taking that on.

What do you do in the shoulder season?

That is the point of running this at all. Planned-replacement demand in March through May and September through November, aimed at homeowners with aging equipment who are not currently in a failure. It costs less to reach them when nobody else is bidding, and it keeps your install crews working.

Can you work our maintenance agreement list?

Yes, and it is usually the first thing worth doing. Your own members with twelve-year-old equipment are the warmest replacement pipeline in the business, and most shops have never worked that list on purpose. We run it as a separate add-on alongside the new demand.

How is a qualified replacement appointment defined?

The homeowner owns the property, is in your service area, has equipment old enough or failed enough to be a replacement conversation, has confirmed a budget or a financing conversation, and has agreed to a specific time with your advisor. If it misses any of those, you are not billed for it.

Free 30-minute audit

Tell us what your install crew is worth idle.

Thirty minutes on your equipment mix, your seasonal swing and what you are paying for demand today. If your market will not support replacement volume year-round, we will tell you that instead of selling you a package.

Book a free audit