HVAC Service Pro
Speed-to-lead in 90 seconds, maintenance plans on autopilot.
- Funnels
- 6
- Workflows
- 47
- Pipelines
- 3
$297$497
agency licence
12 min
to import
A roofing snapshot built around the only thing that matters in roofing: being first on the street after the hail. Storm-launch campaigns, inspection booking, insurance-claim pipeline and canvasser routing.
$297
One-time · unlimited sub-accounts
Or get this and every other snapshot withall-access at $997/yr.
SPEC-01 // WHAT IT SOLVES
Roofing revenue is lumpy and event-driven. The companies that win a storm are not the ones with the best marketing — they are the ones whose campaign was already written and needed one button.
Storm Response ships that button. A single trigger launches the whole sequence: geo-scoped SMS to the existing database, a storm-specific inspection funnel, a paid-traffic landing page, and a canvassing pipeline that assigns doors by zip.
Behind it sits the part roofers actually lose money on — the insurance claim. The claim pipeline mirrors the real process (inspection, supplement, adjuster meeting, approval, build, final invoice) with reminders on each stage so nothing sits for three weeks waiting on a document.
SPEC-02 // MODULES
Nothing in this snapshot exists because a template needed filling. Each module maps to a specific way this vertical loses money.
A single workflow trigger fires the geo-scoped SMS blast, activates the storm funnel and opens the canvassing pipeline.
Six stages mapped to the real claim process with document checklists and stall alerts at 72 hours.
Door-knock assignments by zip with a mobile form that creates the contact and the appointment in one submit.
Two variants — storm-urgency and evergreen — sharing one calendar and one qualification form.
Two-sided reminders to homeowner and rep, with a reschedule branch that does not lose the claim stage.
When a job completes, nearby contacts get a "we are on your street" sequence with the job photo slot ready.
SPEC-03 // QUESTIONS
The three things agencies ask about this snapshot specifically.
SPEC-04 // ALSO IN THE RACK
Speed-to-lead in 90 seconds, maintenance plans on autopilot.
$297$497
agency licence
12 min
to import
Qualify on bill size, quote in the funnel, close in the pipeline.
$347
agency licence
18 min
to import
Turn a dead list into next month’s pipeline.
$197
agency licence
8 min
to import
DEPLOY // NEXT STEP
The snapshot takes about 15 minutes to import and configure with the guide. If you would rather it arrived tested and recorded, the crew installs it in 72 hours.
Unlimited sub-accountsWritten install guidesUpdates included
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