97 degrees and the AC is down
The call comes in at 7:40am. Within five minutes they have a reply, a time window, and a confirmation text — while the other two companies they called are still listening to voicemails.
FOR HVAC
Keep the schedule full in every season.
Heat waves and cold snaps take care of themselves. Pinnacle Ai fills the weeks in between — pre-season tune-ups, maintenance members booked twice a year, and an instant reply to every AC-down call in July.
crm.getpinnacle.ai/dispatch
Pipeline
New Call
3 new
Estimate
2 active
Scheduled
—
Installed
—
Member
—
Conversation
AC quit overnight and it's 96 today. Can anyone come out?
We can. Earliest is 11:30 — want me to hold it?
Please.
A day with Pinnacle Ai
Three weeks before the first heat wave
A pre-season campaign goes to every homeowner on your list with a clear offer — something like a $99 AC tune-up before the heat hits. They book from the text, and your slowest month turns into a full one.
Maintenance members, booked twice a year
Plan members get scheduled automatically for spring and fall visits, with reminders that cut no-shows. You're not calling a list every season — the calendar fills itself and the renewals run on their own.
The five stages, mapped to HVAC companies
- 1CaptureSeasonal ads, webchat & tracked numbers
- 2NurtureTune-up campaigns & appointment reminders
- 3CloseFinancing-ready estimates & Text-2-Pay
- 4EvangelizeReview requests after install & service
- 5ReactivateMaintenance-plan renewals & filter reminders
Growth playbook
The HVAC Growth Playbook
Five plays that grow HVAC companies — all of them built into Pinnacle Ai.
01
Get found where locals look
HVAC demand arrives in spikes, and when it does, homeowners search on their phones and call from the map. Your Google Business Profile should be built for that moment. Set the primary category to HVAC Contractor, then list your services individually — AC repair, AC installation, furnace repair, heat pump installation, duct cleaning, indoor air quality — and say plainly that you handle 24/7 emergency calls, because that phrase is what people scan for at 9pm in August.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "Tune-up season starts now"
- Use a tracked number so you know which listing rang
google.com/search
Example Heating & Air
254 reviews
HVAC contractor · Open now · Indianapolis
02
Answer first, win the job
When a system dies in a heat wave, the homeowner is not shopping — they are dialing until someone answers. The company that responds first usually gets the job, and often at full price. Missed-call text-back makes sure the caller gets something immediately even when every line is tied up, and the reply invites them to describe the problem by text, which your dispatcher can triage faster than a phone tag chain.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book tune-ups
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Missed call — 5:48am
Sorry we missed you! Is it heating or cooling that's out?
No heat at all this morning.
Booked
03
Turn great work into reviews
Ask while the house is cool again. Triggering the review request when the tech closes out the job captures the relief, which is when people write the warmest reviews. Send a direct link, keep the message short, and let the automation handle the timing on every single job rather than the ones somebody remembered.
Steal these plays
- Ask for the review the hour the tech leaves
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“Same-day in a cold snap, and the tune-up plan is worth it.”
Homeowner, no-heat call
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Ads that don't waste money
Run your ads on a seasonal rotation. Cooling searches in spring and summer, heating in fall and winter, indoor air quality and maintenance plans in the shoulder weeks. Rotating the message with the weather keeps your spend pointed at what people are actually typing.
Steal these plays
- Send each ad to a tune-up or replacement page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where service calls actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
Google
Tune-up ad
Membership
Every lead attributed
05
Stay top of mind
The money in HVAC is in the list. Segment customers by equipment and age — anyone with a system over twelve years old should hear from you about replacement before it fails on the hottest day of the year, and every service customer should get a tune-up offer each season.
Steal these plays
- Book spring and fall tune-ups before the rush
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Tune-up due142 members
Quoted replacement26
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from HVAC companies
Sell maintenance, not emergencies. Run pre-season tune-up campaigns to your existing list a few weeks before the weather turns, push maintenance plans after every service call, and shift ad spend toward indoor air quality and thermostat upgrades while repair demand is low.
Keep it simple enough to explain in one sentence. A common shape is around $199 a year for two tune-ups, priority scheduling, and a discount on repairs. What matters more than the number is that the visits get booked and the renewals go out automatically.
Aim for a steady flow rather than a target number. If the request fires automatically at job completion, a healthy service volume produces reviews all year, which is what local search rewards — recency and consistency over a one-time push.
They get an instant text back asking what's wrong, and the conversation continues in your shared inbox. Conversation AI can qualify and book from that thread, so a tied-up phone line stops meaning a lost job.
Start where you can read the results. Many contractors start at $20–40 a day in peak season on high-intent repair and replacement searches, keep a small retargeting budget running, and only increase spend on the campaigns with tracked numbers showing booked calls.
Made for HVAC companies
- Seasonal campaign rotation for cooling and heating
- Maintenance agreements that rebook and renew automatically
- Filter and tune-up reminder texts by equipment type
- One inbox for homeowners and property managers
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“Great service, he definitely know how to make your business run smoother”