LeadLite for HVAC companies

HVAC software that answers every call and fills the schedule.

Missed calls texted back, service calls booked fast, estimates followed up and maintenance customers reminded on schedule, for heating and cooling companies.

Starter $97/mo · Pro $197/mo · Free trial

HVAC technician testing a furnace control panel

Sound familiar?

Where HVAC companies
lose time and jobs.

Most of the work that slips isn't the job itself. It's everything around it: answering, scheduling, chasing payment and following up.

01

Missed calls on the hottest days

When every tech is out, the phone rings out and the customer calls the next company.

02

Estimates that go quiet

Replacement quotes sit unanswered without anyone following up.

03

Maintenance customers you never remind

Tune-ups slip, and so does the repeat revenue.

LeadLite puts every lead, booking, payment and follow-up on one customer record, so nothing slips.

How it works for HVAC

One lead,
start to finish.

Here's how a typical lead moves through LeadLite, and what your team sees on the customer's record along the way.

  1. 01
    AnswerNo call goes unanswered

    Missed calls get an instant text, and an AI agent can answer when you can't.

  2. 02
    BookService call windows that fit

    Book the right tech and time window, with confirmations sent automatically.

  3. 03
    Get paidInvoice and pay on site

    Send the invoice from the job and take payment by text or Tap to Pay.

  4. 04
    RetainTune-ups on a schedule

    Seasonal maintenance reminders and review requests run on their own.

Demo business and customer, for illustration.

Outdoor AC condenser beside a house at sunset

The phone rang, the customer got an answer, and the job is on the board.

Built for HVAC

The tools HVAC companies
use every day.

All included in the LeadLite core on Starter and Pro, set up around how your business runs.

Missed-call text back

An instant text to every caller you couldn't pick up.

AI receptionist

A voice agent answers, qualifies and books when the team is out.

Service call windows

Book arrival windows across techs, with reminders.

Estimates and follow-up

Send estimates and follow up automatically until they decide.

Pay on site

Invoices, text-to-pay and Tap to Pay on iPhone.

Maintenance reminders

Seasonal tune-up reminders that keep customers coming back.

HVAC company owner reading a message by his work van

On your phone

Run your HVAC company
from the truck.

Between calls, the whole business fits in your pocket.

  • See every lead and missed callWith the source, so you know which ads are working.
  • Check the schedule and reassignEvery tech's calendar and job details in the app.
  • Get paid before you leaveInvoice from the job, then text-to-pay or Tap to Pay.
Mother and son relaxing in a cool living room

What your customers get

Your customers get answers fast,
and a cool house sooner.

Quick replies, clear windows and easy payment.

  • A text back even when you can't answer
  • A confirmed arrival window
  • Easy payment and maintenance reminders

Questions & answers

LeadLite for HVAC,
answered.

Straight answers for HVAC companies.

Can LeadLite answer calls when my techs are out?

Yes. Missed calls get an automatic text back, and with an AI voice agent the call can be answered, qualified and booked. AI and calling are billed by use.

Can I see which ads my calls come from?

Yes. Calls and leads are tracked to their source, so you can see which campaigns bring in work.

Can I take payment on site?

Yes. Send the invoice from the job, then take payment with a text-to-pay link or Tap to Pay on iPhone with no card reader.

Can it remind customers about maintenance?

Yes. Set up seasonal tune-up reminders by text and email that go out automatically.

Built for HVAC.
Connected on one record.

Start your free trial, or book a demo and we'll show you LeadLite set up for HVAC companies.

Want it set up for you? Book a free Wizard consultation →