Tradecraft
HVAC shops lose jobs to whoever calls back first. Let's make sure that's you.
We implement and optimize Housecall Pro for HVAC operators - with speed-to-lead automations, dispatch discipline, seasonal workflows, and reporting that tells you what's actually going on in your business.
Your jobs, on autopilot
What's costing your HVAC business money right now
- Inbound calls during peak season go to voicemail and never get called back
- No one knows which tech is following up on open estimates
- Maintenance agreement renewals fall through because there's no automated reminder system
- Cancellations wreck the day and there's no protocol to fill the slot fast
- Estimates go out late and the customer books someone else
- You can't tell at a glance what your booking rate, average ticket, or no-show rate actually is
You're not losing jobs because of your work. You're losing them because the system between the call and the booking isn't airtight.
BEFORE TRADECRAFT / AFTER TRADECRAFT
The jobs were always there. They were just slipping through.
How it works
Simple process, serious results.
15-minute fit call
We figure out where you're leaking jobs and whether we're a fit.
Ops Audit
We map your workflow, find the leaks, and hand you a fixed plan.
30-day implementation
We build it, configure it, automate it, and train your team.
Stabilize + improve
We stay on to tune, fix, and keep things running right.
Built for the trades
What we build for HVAC shops
We build a Quote-to-Cash operating system on top of Housecall Pro - tuned for the way HVAC dispatch, estimates, and seasonal demand actually work.
Speed-to-lead
Missed-call text back, form-to-SMS, after-hours rules. During peak season your leads hear back in minutes - not the next morning when they've already called someone else.
Lead pipeline that enforces follow-up
Stages, required fields, and automatic alerts. Every estimate has a follow-up step. No more open quotes sitting in limbo while the customer goes cold.
Scheduling + confirmations
Automated text and email reminders tuned for HVAC job windows. Fewer no-shows, fewer last-minute cancels, fuller days even when demand spikes.
Estimates, invoices, payments
Templates built for HVAC ticket sizes and job types. Fewer steps between job done and money in the bank - whether it's a repair, replacement, or maintenance visit.
Owner dashboard
Booking rate, average ticket, no-show rate, revenue by job type. The numbers that tell you how your HVAC business is actually performing. No spreadsheet required.
Review requests + reactivation
Automated review asks after every job. Reactivation messages for customers who haven't booked a maintenance visit in 12 months. Your past customers are your cheapest service calls.
What happens after you reach out
Three ways to get started, depending on where you are.
Paid Ops Audit
"In 7 days, you know exactly what's broken and what it'll cost to fix it."
- A map of your current workflow and where it's breaking
- Your baseline numbers and what fixing them is worth
- A specific HCP setup recommendation with automations scoped out
- Prioritized backlog
- Fixed-scope rollout proposal
From $1-3k
Start the audit30-Day Accelerator
"We implement, configure, and train-end-to-end."
- Pipeline stages + required fields
- Scheduling/dispatch workflow
- Estimate, invoice, and message templates your team will actually use
- Automations (speed-to-lead, reminders, follow-ups, review requests)
- Payments + QuickBooks handoff
- Training + SOPs
From $10-25k
Book a callExtensions
"For when the core setup isn't enough."
- Advanced intake/qualification flows
- Lead attribution + call tracking dashboards
- Estimate packets / photo reports / warranty PDFs
- Custom reporting across tools
Support from $750/mo
Discuss extensions
What HVAC operators typically see in the first 30 days
Typical results after going live with the full system.
Speed-to-lead during business hours
Leads falling through the cracks
No-shows and last-minute cancels
Invoice-to-payment cycle
Adoption that sticks
Your dispatcher follows one workflow. Your techs know the process. You have weekly visibility into what's booked, what's pending, and what's leaking. No more "we have HCP but nobody really uses it."
Common questions
Straight answers to the things you're probably wondering.
Why not just use Housecall Pro ourselves?
Most shops buy software but never finish implementation. We install it to match your workflow, wire automations, and train your team so it produces ROI. The difference between "we have HCP" and "HCP runs our business" is implementation.
Are you replacing our tools?
No. We implement HCP properly or build the missing pieces around what you already use. If it's working, we keep it.
How disruptive is this?
We work in phases and train around how your team already operates. No "big bang" switchover, no retraining from scratch.
We're slammed during peak season. Is this the right time?
Peak season is actually when the system pays off fastest - that's when dropped leads and scheduling chaos cost you the most. We implement in phases so you're not disrupting active dispatch. Most shops are running the core workflow within the first two weeks.
How long does it take to see results?
Most shops see faster lead response and fewer dropped follow-ups within the first two weeks. Full workflow improvements take the length of the engagement - usually 30 days.
Do you work with Jobber / ServiceTitan?
Our primary focus is Housecall Pro. If you're on Jobber or ServiceTitan, we'll take a look during the audit and tell you honestly whether we can help.
What do you need from us?
A point person, admin access to your tools, and 2-3 short working sessions over the first couple weeks. We handle everything else.
Want more booked HVAC jobs without buying more leads?
Let's talk about where your jobs are leaking and how to fix it before next season.
Request a free HVAC intake teardown
Submit your info and we'll review your current setup - dispatch workflow, HCP configuration, speed-to-lead, and follow-up. No pitch, just an honest look at what's working and what isn't.