HVAC · Heat pump installation
Answer heat pump inquiries the same hour, gather the home details your comfort advisor needs before the visit, and keep rebate paperwork from stalling jobs.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Heat pump inquiries come from homeowners still researching, and advisors drive to homes that were never a fit for the system.
Utility and state rebate programs each want different forms, model numbers and photos, and a missing document holds up payment.
Homeowners compare several proposals with different equipment tiers and stop replying when the choice feels complicated.
Installs need load calculations, electrical panel checks and permits lined up, and one missed step reschedules the crew.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger Lead books an estimate
Outcome Advisors arrive knowing what the home needs
Typical stack: SMS, form builder, CRM
Trigger Job is sold with a rebate or incentive applied
Outcome Rebate packets are complete on install day
Typical stack: FSM, shared drive, task list
Trigger Proposal sent and unopened or unsigned after 2 days
Outcome Homeowners get clarity instead of silence
Typical stack: HubSpot or FSM, email/SMS, calendar
Trigger 5 days before the scheduled install
Outcome Fewer crew days lost to missing permits or parts
Typical stack: FSM, permit tracker, SMS
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "Pre-visit home survey" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We document your current lead-to-install steps and every incentive program you handle, then build the survey and rebate checklist with your office manager. Program rules are re-checked whenever a program changes.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for HVAC →FAQ
Commercial HVAC
Keep PM schedules on time across every building, turn facility work orders into dispatched jobs in minutes, and send property managers the reports they keep asking for.
Duct cleaning
Give callers an honest price range from vent count and system details, book crews by drive time, and send every customer a before-and-after photo report.
Furnace repair
Sort no-heat calls by safety risk in the first minute, know the furnace make and model before the tech rolls, and fill fall tune-up schedules before the first cold snap.
AC repair
Keep up with the first heat wave of summer, gather symptoms that tell the tech what to bring, and follow up on compressor and coil estimates before the homeowner calls someone else.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
