Your HVAC Sales & Follow-Up System. Already Built.
Capture service requests, manage leads, schedule appointments, and automate customer follow-up—all from one customizable HighLevel system.
Illustrative dashboard showing sample opportunities and values. Actual results vary.
Lead Management • Appointments • Automated Follow-Up
What's included
HVAC sales pipeline
Lead capture and service request form
Appointment scheduling and reminders
Automated estimate follow-up
SEE THE HVAC SYSTEM IN ACTION
Take a 3-minute look inside the complete HVAC Sales & Follow-Up System.
Ready to Put This System to Work?
Get the complete HVAC Sales & Follow-Up System for $79 — one time.
Requires an active HighLevel account. Subscription, communication services, integrations, and applicable usage charges are separate.
Built for HighLevel · One-time purchase · Optional installation available
One System. From First Contact to Completed Job.
Your HVAC Sales & Follow-Up System brings lead capture, appointment scheduling, customer communication, and sales tracking together in one customizable HighLevel setup.
HVAC Sales Pipeline
Track new leads, appointments, estimates, and completed jobs through a structured sales process.
Lead Capture & Service Requests
Collect customer details, service needs, and appointment requests using a dedicated HVAC form.
Appointment Scheduling
Let customers book appointments using a configurable calendar with automated confirmations and reminders.
Automated Follow-Up
Keep customers informed with appointment notifications, estimate follow-ups, and automated communication workflows.
Customizable Business Settings
Update your company name, contact information, service area, and booking links using centralized custom values.
Ready-to-Customize Workflows
Start with prebuilt HVAC automations and adapt their messages, timing, and settings to your business.
Built for HighLevel. Ready for your business.
From Service Request to Completed Job.
See how the included tools work together to help you capture leads, organize service requests, schedule appointments, and keep customers informed.
Illustrative example. The included service-request funnel is a basic, customizable template. Your business branding, content, and contact details must be added before launch.
Capture Service Requests
Make It Easy for Customers to Reach You
Give customers a convenient way to request HVAC service. Your included service request form collects contact information, service needs, property type, urgency, and a description of the problem.
Start with the information your team needs to respond to each request.
Manage Every Opportunity
Know Where Every Customer Stands
Keep your sales process organized with an HVAC-specific pipeline. Track new leads, customer contacts, booked appointments, estimates, and completed jobs in one place.
Move opportunities through your pipeline as work progresses, so your team can see what needs attention next.
Schedule Appointments
Keep Your Service Calendar Organized
Manage service appointments with a configurable booking calendar.
Your included appointment workflows support booking confirmations, reminders, cancellations, and customer notifications to help keep your schedule organized.
Automate Customer Follow-Up
Keep Customers Informed Without Rebuilding Every Follow-Up
Start with prebuilt HVAC workflows for appointment confirmations, reminders, cancellations, and estimate follow-up.
Customize the messages, timing, and workflow settings to match how your business communicates with customers.
Customize the System for Your Business
Make the System Your Own
Update centralized custom values for your business name, phone number, email, service area, website, and booking links.
These settings provide a convenient starting point for personalizing your imported HVAC system.
From Purchase to Launch in Three Steps.
Your HVAC system comes with the essential tools already built. Import the snapshot, personalize it for your business, and activate your workflows.
Import Your System
Use the provided snapshot link to import the HVAC system into your HighLevel account.
Customize Your Business
Update your company details, booking calendar, service area, and customer communications.
Test & Launch
Connect your services, test your forms and automations, and start managing customer requests.
What you'll need
An active HighLevel account is required. The snapshot provides the prebuilt system; your account subscription, phone and email services, integrations, and any applicable usage charges are separate.
Your HVAC System. One Simple Purchase.
Get an HVAC-specific HighLevel system with prebuilt tools for capturing service requests, managing leads, scheduling appointments, and automating customer follow-up.
HVAC Sales & Follow-Up System
$79
one-time purchase
Everything included:
HVAC sales pipeline
Lead capture and service request form
Appointment booking calendar
Appointment confirmations and reminders
Automated estimate follow-up
Customizable business settings and workflows
Snapshot import link
AVAILABLE NOW
The HVAC Sales & Follow-Up System is available for immediate purchase. Your private snapshot import link will be emailed to you within 2 business days.
Requires an active HighLevel account. Subscription, communication services, integrations, and applicable usage charges are separate.
Questions? We've Got Answers.
Everything you need to know about getting started with your HVAC Sales & Follow-Up System.
Do I need a HighLevel account to use this system?
Yes. An active HighLevel account is required to import and use the HVAC snapshot. Your HighLevel subscription is not included in the $79 purchase price.
What happens after I purchase?
You'll receive access to the HVAC snapshot import link and setup instructions. Import the system into your HighLevel account, customize your business settings, and test your workflows before launching.
Can I customize the system for my business?
Yes. You can update your company information, service area, booking calendar, forms, messages, and automation settings to match your business.
Are there any additional costs?
The $79 purchase covers the HVAC snapshot. Your HighLevel subscription, phone and email services, third-party integrations, and applicable usage charges are separate.
Can I use this system for multiple HVAC clients?
The system is designed to be customizable for HVAC businesses. Agency buyers should review the applicable license terms to confirm how the snapshot may be used across multiple client accounts.
Will the system be ready to use immediately after importing?
The snapshot provides prebuilt pipelines, forms, calendars, and workflows. You'll need to configure your business information, connect the necessary services, and test the system before using it with customers.
Ready to Put the System to Work?
Get the HVAC Sales & Follow-Up System and start with the pipelines, forms, scheduling, and follow-up automation already built.
Requires an active HighLevel account. Subscription, communication services, integrations, and applicable usage charges are separate.
