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HVAC Industry Solution

The CRM Built for HVAC Contractors

Stop losing leads to slow follow-up. GoatGenie automates your entire sales process from quote to install, helping HVAC businesses close 3x more deals.

3x

More Quotes Closed

47%

Faster Response Time

$127K

Avg. Annual Revenue Increase

92%

Customer Satisfaction

Common HVAC Business Challenges

We understand the unique pain points of running an HVAC business

❌ Slow Quote Follow-Up

Leads go cold while you're on job sites. By the time you follow up, they've already hired someone else.

✅ Instant Automated Follow-Up

GoatGenie sends personalized SMS and email within 60 seconds of quote request. Never lose a lead again.

❌ Seasonal Revenue Gaps

Summer AC rush keeps you busy, but winter months are slow. Cash flow becomes unpredictable.

✅ Year-Round Lead Nurturing

Automated campaigns keep past customers engaged. Schedule maintenance reminders and pre-season tune-up offers.

❌ No-Shows & Cancellations

Customers forget appointments or cancel last minute, wasting your technicians' time and fuel.

✅ Smart Appointment Reminders

Automated SMS/email reminders 24 hours before appointments. Reduce no-shows by 67%.

Built Specifically for HVAC Contractors

Features designed around your workflow

Smart Scheduling

Customers book appointments online 24/7. Automatically route jobs based on technician location, skills, and availability.

  • Online booking with real-time availability
  • Route optimization to save fuel costs
  • Automated reminder sequences

7-Channel Follow-Up

Reach customers where they are. Automated SMS, email, voicemail drops, and Facebook Messenger campaigns.

  • Instant quote follow-up within 60 seconds
  • Seasonal maintenance campaign templates
  • Emergency service broadcast messaging

Quote & Invoice Automation

Send professional quotes in minutes. Accept payments online. Track job profitability in real-time.

  • Pre-built HVAC quote templates
  • Online payment processing
  • Job costing and profit tracking

Review & Reputation Management

Automatically request reviews after completed jobs. Build your online reputation and get more referrals.

  • Automated review request campaigns
  • Google My Business integration
  • Referral program automation
JM

Jake Morrison

Owner, Morrison HVAC Services

"We went from closing 1 in 5 quotes to 3 in 5 quotes after implementing GoatGenie. The automated follow-up is a game-changer. We're booking 40% more maintenance contracts and our technicians' schedules are full year-round now. Best investment we've made in our business."
+$180K

Annual Revenue Increase

60%

Close Rate Improvement

4.9★

Google Rating

Ready to Grow Your HVAC Business?

Join 500+ HVAC contractors using GoatGenie to automate their sales and close more deals.

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S

Sarah M.

started a free trial

Phoenix, AZ • 2 minutes ago