Managed lead-to-booking systems for HVAC companies
We install and run a system that captures missed calls, responds promptly, follows up on a set schedule, and tracks booked appointments. It is a managed service, not software you run yourself.
Most HVAC companies do not need more leads. They need fewer of the leads they already have slipping away. Click Convoz builds the system that addresses that gap, and we run it for you so your team does not take on extra office work.
These packages cover missed-call capture, lead follow up, appointment handoff, and reporting. They do not include website builds, ongoing SEO, paid ads, or branding.
What the system does, in detail
Each focus area below is part of the managed packages. Read the one that matches where your team is losing the most opportunity.
Missed-Call Response
How missed HVAC calls are captured with a prompt text-back, routed to your team, and tracked.
Read the missed-call response guideLead Follow-Up
Prompt, consistent follow-up with a human handoff, routing by channel and urgency, and clear tracking.
Read the lead follow-up guideCustomer Reactivation
Responsible re-engagement of old estimates, leads, and past customers, with clear exclusions.
Read the reactivation guideBooking & Reporting
Lead status, booked-job visibility, response reporting, and human accountability.
Read the booking & reporting guideLead Recovery Starter
For smaller owner-led teams that need to stop missing calls and start capturing more inquiries.
Implementation
$1,000
Monthly
$500
Stop losing easy opportunities from missed calls and slow replies.
Who this is for
Owner-operators and small teams that miss calls during busy hours and have no consistent follow up.
Booking Automation Engine
FlagshipFor growing teams that need better follow up, appointment flow, and lead tracking.
Implementation
$1,500
Monthly
$1,000
Turn more calls, forms, and messages into booked jobs with automated follow up and appointment workflows.
Who this is for
HVAC teams with steady inbound demand that want prompt response and consistent follow up without adding office staff.
Revenue Recovery System
For established teams with active lead flow that are losing revenue through missed calls, old leads, and weak follow up.
Implementation
$2,500
Monthly
Starting at $1,750
Recover missed calls, revive old leads, and turn more inquiries into booked jobs with a complete managed system.
Who this is for
Established contractors with consistent lead volume who want reactivation and deeper reporting on top of booking automation.
Each package starts with an initial 90 day term, then continues month to month with 30 days notice. Implementation is a one time setup fee.
Compare the packages
Find the right fit for your business stage.
| What you get | Lead Recovery Starter $500/mo · $1,000 setup | Booking Automation EngineFlagship $1,000/mo · $1,500 setup | Revenue Recovery System From $1,750/mo · $2,500 setup |
|---|---|---|---|
| Best for | Owner-led teams missing calls during busy hours | Growing teams with steady inbound demand | Established contractors losing revenue across the board |
| Missed call text response | |||
| Lead capture forms | |||
| Simple contact tracking | |||
| Automated lead follow up (text and email) | — | ||
| Appointment request workflow | — | ||
| Job opportunity tracking | — | ||
| Review request automation after completed jobs | — | ||
| Estimate and customer reminder messages | — | ||
| Lead and past customer reactivation campaigns | — | — | |
| Local listings consistency check | — | — | |
| Revenue tracking dashboard | — | — | |
| Monthly reporting | Basic performance snapshot | Booking performance report | Revenue recovery report |
| Monthly system optimization | — | — | |
| Seasonal campaign messages | Confirm scope on fit call | Confirm scope on fit call | Confirm scope on fit call |
| Term | Each package starts with an initial 90 day term, then continues month to month with 30 days notice. Implementation is a one time setup fee. | ||
Lead Recovery Starter
$500/mo · $1,000 setup
- Best forOwner-led teams missing calls during busy hours
- Missed call text response
- Lead capture forms
- Simple contact tracking
- Automated lead follow up—
- Appointment request workflow—
- Job opportunity tracking—
- Review request automation—
- Reactivation campaigns—
- Revenue tracking dashboard—
- Monthly reportingBasic performance snapshot
Booking Automation Engine
Flagship$1,000/mo · $1,500 setup
- Best forGrowing teams with steady inbound demand
- Missed call text response
- Lead capture forms
- Simple contact tracking
- Automated lead follow up
- Appointment request workflow
- Job opportunity tracking
- Review request automation
- Reactivation campaigns—
- Revenue tracking dashboard—
- Monthly reportingBooking performance report
Revenue Recovery System
From $1,750/mo · $2,500 setup
- Best forEstablished contractors losing revenue across the board
- Missed call text response
- Lead capture forms
- Simple contact tracking
- Automated lead follow up
- Appointment request workflow
- Job opportunity tracking
- Review request automation
- Reactivation campaigns
- Revenue tracking dashboard
- Monthly reportingRevenue recovery report
These descriptions are a general guide. Final scope is confirmed on the fit call and written agreement.
Why these systems work
We focus on the places where HVAC companies lose the most opportunity.
Speed to lead
Homeowners usually contact the company that responds first. We help make sure that company is yours.
Missed opportunity recovery
Businesses lose money from calls and leads they already paid to generate. We capture those opportunities before they disappear.
Lead reactivation
Old leads and past customers can turn into booked work when followed up with correctly. We keep your business top of mind.
Review requests
A steady stream of recent reviews helps homeowners trust you before they call. The system can request a review after a completed job. We never buy reviews or promise a rating, only a consistent request process.
Local trust
Consistent business information across Google and directories helps customers find and trust you before they reach out.
Not sure where your opportunities are slipping?
Book a fit call. We will review your current lead flow, missed call process, and follow up, then point you to the package that fits your stage.
Book a fit call