Theme
Palette
Saved to this browser. Applied before the page paints, so it never flashes.
Home & trade · SK-HVAC
Configured for a heating and cooling contractor: no-heat calls triaged in seconds, tune-up season automated, plan renewals chased before they lapse.
What is in the kit
Every SubaccountKit snapshot contains the same nine components and nothing else. What changes between kits is what they are configured to say and do — everything below is written for the HVAC Contractor Sub-Account Kit, laid out in the order it runs.
Stage 01Lead capture and first contact
Answers while every technician is on a roof or in a crawlspace. The first question separates a no-heat emergency from a replacement quote, then it books an arrival window or alerts dispatch.
Handles the questions that stop a homeowner enquiring — rough replacement cost, how soon someone can come, whether you service their equipment — across web chat, SMS and Meta inboxes.
Service and service-area pages already written for heating and cooling work, an emergency call path above the fold, and estimate forms that collect the system age and fault before anyone rings back.
Stage 02Ten days of multi-channel follow-up
Calls the quotes that went quiet on day five, the missed service visits the same afternoon, and the agreement holders whose renewal month is approaching.
Stage 03Booking and no-show prevention
Confirms the arrival window rather than a promised minute, then reminds at 24 hours, 1 hour and 15 minutes with live window updates. A missed visit triggers a recovery call within the hour.
Stage 04Reviews and social proof
The technician closes the job and the ask goes out immediately, while the house is warm again. One satisfaction question, then the Google or Facebook link for anyone who answers well.
Keeps the profile growing at a believable pace through the seasonal peaks: one reminder at 72 hours, platform rotation, and a monthly count of completed jobs against reviews received.
Stage 05Lifetime client nurture
Six months without a service call moves a homeowner into the win-back track, and the AI call leads with a seasonal reason rather than a discount.
Agreement anniversaries, pre-season tune-up prompts, filter reminders and a referral offer aimed at the neighbours of a job you have just finished.
The same nine ship in every kit in the catalog. Delivered within 1–2 business days of purchase confirmation. 12 hours of dedicated installation support, to be used within 14 days of purchase.
The end-to-end run
From a stranger’s first ring to a client of several years. This is the flow the HVAC Contractor Sub-Account Kit wires into a sub-account on day one — the nine components above are what you get, and this is how they run together.
A stranger makes contact
Multi-channel entry with intelligent routing
The call is answered on the first ring, at any hour, in a natural speaking voice.
The same assistant, on every inbox the business owns.
A submission is the start of a sequence, not an entry in a spreadsheet.
They are interested but not ready
A ten-day multi-touch sequence across three channels
Establish who this is and why they should keep reading.
Shorter, closer, easier to act on from a phone.
The touch almost every sequence is missing.
They have booked
Protecting the slot from the moment it is taken
Confirmation lands before they have closed the tab.
Three reminders, three different jobs.
The slot is missed, and the phone rings while the intent is still warm.
The job is done
Turning finished work into public evidence
Two hours after the job, one question decides where it goes.
Reviews are answered, which is half of what a profile is judged on.
The reviews go back onto the site rather than sitting on a platform.
They are a client
Keeping the relationship alive for years, not weeks
Low frequency, long horizon, never silent for a whole year.
Existing clients get answers without waiting for office hours.
Nobody is allowed to quietly disappear.
The two performance figures above — a 70% no-show recovery rate and 5–10 reviews a month — are the system's design targets, supplied by the product team. They are not measured results from named customers, and they are never published as review or rating markup.
The problem it is pointed at
Technicians are in an attic or under a house. Daytime calls go to voicemail, and a homeowner with no heat calls the next result down rather than waiting.
A no-heat call and a replacement enquiry arrive through the same form and get the same automated reply, which loses the emergency and annoys the planner.
A five-figure quote goes out, nobody follows up past day two, and the job is won by whoever called on day five.
The maintenance programme is the most profitable thing the company sells, and its renewals depend on somebody noticing an anniversary in a spreadsheet.
Built for
Not built for
If you are in the second list, say so and we will tell you what would actually help — or that nothing we sell would.
A three-van residential HVAC contractor taking 90 calls a week, missing about 27, with an average job worth $780 and a 30% close rate on recovered calls.
~18 hours a week in this illustrative scenario — roughly 78 hours a month. Your figures will differ; the arithmetic is shown so you can substitute them.
When it pays back
Recovering three of those twenty-seven missed calls a week at a 30% close rate and $780 a job covers the kit in the first week of this scenario. The eighteen hours a week the office gets back is the part that compounds. Put your own call volume in below.
Run your own numbers
These are not measured customer results and never will be presented as such. They are arithmetic. Change any field and the sentence below changes with it — including the sub-account multiplier, because most people reading this are rolling the HVAC Contractor Sub-Account Kit out across more than one client.
Illustrative arithmetic only. It assumes every missed enquiry is answered and that your own close rate holds on recovered contacts — neither is guaranteed, and both depend on your offer and your team. No figure here is a measurement from a real customer, and none of it is published as review or rating markup.
An HVAC company runs two businesses through the same number. One is the homeowner with no heat at 6am in February. The other is the homeowner getting three quotes for a system replacement in April. Sending both into the same follow-up loses the first and irritates the second.
The receptionist splits them in its first question, and the two paths never merge again.
Nothing in this configuration fires on a fixed monthly schedule. Pre-season tune-up prompts go out before the first cold week and the first hot one, keyed to the months you set during installation. Agreement renewals run on the anniversary, not the quarter.
Maintenance agreements. Most HVAC accounts have a plan programme and no renewal automation, so renewals happen when somebody remembers. Lifetime nurture handles anniversary reminders, the lapse escalation and the win-back, and for a shop with a few hundred plan customers that single component is usually worth more than the rest combined.
The technician marks the job done and the ask goes out while the homeowner is still standing next to a working furnace. Timing does more for an HVAC review profile than any amount of message rewriting.
Loading this across a portfolio of trade clients at once is bulk sub-account provisioning. Tuning the receptionist to your dispatch vocabulary is AI receptionist setup.
Delivery and support
Clear edges make a better engagement than a long list of exclusions. Here is where the included support ends and where a quote begins.
Included with every kit
Quoted separately, or run by a VA
All four are real services we offer — seeintegrations, APIs and custom software. They are scoped and quoted so you know the cost before anyone starts.
Reviews
These are sample entries. SubaccountKit is new, so rather than invent testimonials we are showing clearly-labelled placeholders while the deck waits for real customers. Nothing here is published as review or rating markup either — search engines see no ratings from this site until the words are real.
This is a preview card so the review deck can be styled and tested before real feedback exists. The kit went into a fresh sub-account, the load sheet listed every custom value in order, and the build was finished before lunch.
Placeholder copy standing in for a real review. The point being illustrated here is the follow-up ladder stopping the moment someone books, which is the thing most sequences get wrong.
A preview entry, not a customer quote. It exists so the deck renders with a realistic length of text and the shuffle animation can be judged honestly before launch.
Sample text. Deliberately four stars rather than five, so the star row is tested at more than one value and the layout is proven before real reviews arrive.
Another preview card. Real reviews will replace every entry in this file, and the same change that swaps them in also switches the review structured data on.
Yes. The receptionist's first qualifying question separates a no-heat or no-cool emergency from a replacement quote. Emergencies alert a technician immediately and skip the nurture sequence entirely; everything else goes into the estimate flow.
That is the lifetime nurture component's main job here. Agreement anniversaries, pre-season tune-up prompts and lapse escalations run automatically once you set the plan name and renewal month during installation.
Same nine components, different configuration. HVAC is seasonal and agreement-driven, so the nurture calendar and renewal logic carry the weight. Plumbing is emergency-driven, so triage and dispatch messaging do.
Ready when you are
Delivered within 1–2 business days of purchase confirmation, with 12 hours of dedicated installation support to use within 14 days.
No call required to buy a kit · replies within one business day
Accessibility
Text size
Display
Turning animation off tears down the WebGL grid and the particle field — they stop running, they are not just hidden.