Lead follow-up systems for HVAC contractors

Good leads deserve a second look.

When the phones are busy and the schedule is full, promising inquiries and open estimates can slip through the cracks. FlowHVAC helps residential HVAC teams build a clearer, more consistent way to follow up.

Practical systems. Clear next steps. Built around the tools you already use.

Interactive walkthrough

See how a follow-up workflow can work.

This is an illustrative demo using sample data. It is not connected to a live HVAC CRM, phone system, or customer account.

From inquiry to next action

Run the sample to see how a team might make the next step visible instead of relying on memory.

Ready to run. This is a front-end simulation only.

Sample workflow only. Actual automation depends on the tools, integrations, permissions, and scope configured during implementation.
EXAMPLE LEAD RECORDSAMPLE DATA
LeadJordan M. — AC replacement inquiry
Current statusNew inquiry received
Next actionReview inquiry and assign an owner
CaptureFollow upTrack
Product preview

Explore the FlowHVAC assistant.

Try the interactive prototype to get a feel for the customer experience. This is a preview, not a live production automation or a connected HVAC company's systems.

FlowHVAC interactive prototypeVoiceflow preview · draft environment
Open prototype in a new tab ↗

If the preview does not load inside this page, use the “Open prototype” button. Voiceflow may restrict embedding or require the project to be published for a public widget.

The opportunity

The lead isn't always lost. Sometimes the next step is.

Residential HVAC teams juggle incoming calls, service schedules, estimates, and customer questions. Even a strong team can struggle to keep every follow-up visible and timely.

FlowHVAC helps you look at what happens after the first inquiry—and design a process your team can realistically keep using.

Not another tool for the sake of it.The goal is a practical follow-up workflow that fits your business, with clear ownership and next actions—not a promise of automatic revenue or a one-size-fits-all AI product.
Where we focus

Make the next step easier to see.

Start with the points where good opportunities are most likely to lose momentum. Then build a consistent process around them.

01

Find the follow-up gaps

Review how new inquiries, missed calls, open estimates, and quiet leads are handled today. Identify where ownership or timing is unclear.

02

Build a clearer workflow

Define practical stages, follow-up triggers, task ownership, and next actions. Keep the process aligned with your team's current tools and capacity.

03

Improve consistency & visibility

Give the team a repeatable way to see what needs attention, what has been tried, and which opportunities still need a decision.

A straightforward process

Understand the workflow before changing it.

No big-bang software replacement. Review the documented scope and compatibility requirements before purchasing.

01

Review your current process

Use the self-serve checklist to identify how leads arrive, how estimates are tracked, and what happens after a missed call.

02

Review fit and scope

Check the published deliverables, supported integrations, customer responsibilities, and implementation timeline before purchasing.

03

Complete onboarding

After checkout is enabled and payment is confirmed, complete the intake form. Implementation starts according to the published scope and timeline.

Explore without a sales call

You may not need more leads. You may need a better way to follow up.

See the example workflow, review the implementation details, and decide at your own pace. No meeting is required.

View the walkthrough ↓
Free resource

A simple HVAC lead follow-up checklist.

Use this practical checklist to review what happens after a missed call, new inquiry, or unsold estimate—without buying new software first.

Read the free checklist ↗

Questions, answered

Clear expectations from day one.

A good system starts with an honest picture of what exists today—and what needs to be built.

Who does FlowHVAC work with?

FlowHVAC is being developed for owners and decision-makers at small-to-medium residential HVAC companies in the United States who want a more consistent way to follow up on inquiries and estimates.

Do we have to replace our current software?

Not necessarily. The first step is to understand your current tools and workflow. Any proposed changes or integrations would be discussed and agreed in writing before implementation.

Is the system already fully built and automated?

No. FlowHVAC is in its launch stage. This website describes the service approach, not a claim that a complete automated platform is already deployed. Specific workflows, integrations, and automations will be scoped and tested as part of an agreed client implementation.

Can you guarantee recovered revenue or booked jobs?

No. Results depend on factors such as lead quality, demand, pricing, staff responsiveness, and customer decisions. FlowHVAC focuses on improving process consistency and visibility; it does not guarantee revenue, conversion rates, or a specific number of recovered opportunities.

Do I need to book a sales call?

No. A sales call is completely optional. You can book a call if you want to ask questions or discuss fit, or purchase independently through the Stripe checkout after reviewing the scope and terms.

What does the system cost?

Pricing: $5,000 one-time implementation fee plus a $700 monthly retainer for ongoing support and service, subject to the written scope and terms. The monthly retainer is recurring and separate from the implementation payment. Review the scope, billing and cancellation terms, supported integrations, and timeline before purchasing.

Choose your next step

Move forward the way that works for you.

Talk it through with a salesperson if you want help evaluating fit—or skip the call and review the purchase details yourself.

Option 01 · Optional

Book a sales call

Ask questions, discuss your current follow-up process, and learn more before deciding. Booking is optional and does not commit you to purchase.

Choose a time on Calendly ↗
Option 02 · Self-serve

Purchase independently

The implementation fee is $5,000 one time, plus a recurring $700 monthly retainer. The current Stripe link may only collect the one-time implementation payment; confirm and accept the recurring retainer separately until a recurring subscription checkout is configured.

Continue to secure checkout ↗

$5,000 one-time + $700/month recurring

Important: FlowHVAC is in its launch stage. Actual workflows and integrations are scoped and verified for each implementation. No revenue, booking, or lead-recovery result is guaranteed.