Lead OS is the AI-powered CRM built for HVAC companies. 24/7 AI call answering, automated seasonal campaigns, maintenance agreement upsells, and job pipeline tracking — so you book more jobs without missing a single call.
The Problem
Your team is in the field when a homeowner's AC dies in July. They call you, get voicemail, and immediately call the next HVAC company on Google. Industry data shows 22% of HVAC calls go unanswered — and that number spikes to 35% during peak season. Every missed call is a $150-$8,500 job walking out the door.
Summer hits and your phone explodes. Winter comes and furnace emergencies pile up. But in spring and fall, your techs are sitting idle. Without automated seasonal campaigns and maintenance plan outreach, you're riding a revenue rollercoaster that stresses your cash flow and your team.
The average maintenance agreement is $180-$550/year per system. With 500 members, that's $75K+ in predictable annual revenue. But most HVAC companies have fewer than 50 members because they never follow up after the repair. You're leaving a recurring revenue goldmine untouched.
Features
01 — AI Voice (24/7 Call Answering)
Lead OS AI answers every inbound call, identifies if it's an emergency or routine request, gathers the homeowner's address and system details, and books the appointment. When your phones are ringing off the hook in July, the AI handles the overflow so no call goes to voicemail.
Inbound Call: (804) 555-0234
Duration: 3:18
Type
Emergency — AC not cooling
Property
1825 Elm St, 3-ton split system
Urgency
High (95°F outside)
Mar: "Spring AC Tune-Up — $89" email + SMS
Delivered
May: "Beat the Heat — Schedule Now" campaign
Delivered
Sep: "Fall Furnace Check — $79" email + SMS
Scheduled
Nov: "Winter Heating Special" campaign
Queued
Year-round: Monthly maintenance tips newsletter
Recurring
02 — Seasonal Campaign Automation
Lead OS runs automated seasonal campaigns — spring AC tune-up offers in March, summer emergency prep in May, fall furnace check reminders in September, winter heating specials in November. Your pipeline stays full year-round without you lifting a finger.
03 — Maintenance Agreement Upsells
After every service call, Lead OS automatically sends a maintenance plan offer — explaining the value of bi-annual tune-ups, priority service, and repair discounts. The system follows up at 3, 7, and 14 days if they don't respond. Turn your one-time $300 repair customer into a $250/year member.
Post-Repair Upsell: Sarah M.
AC Repair Completed — Upsell Active
AI
"Hi Sarah! Thanks for choosing us for your AC repair. Did you know our Annual Comfort Plan includes 2 tune-ups, priority service, and 15% off repairs — all for $21/month? Reply YES to enroll."
Sarah
"Tell me more"
AI
"Great! The plan covers your spring AC check and fall furnace inspection, plus you jump the line for emergency calls. Want to start today?"
Sarah
"YES"
Booking: Confirmation text + email
Delivered
24hr: Reminder SMS
Delivered
2hr: "Your tech Mike is on the way" text
Scheduled 12:00 PM
Post-job: "How was your service?" review request
Queued
Cancellation: Waitlist auto-contacted → Slot filled
Standby
04 — Smart Dispatch & No-Show Recovery
Lead OS sends automated confirmation texts at booking, 24-hour reminders, and 2-hour "tech is on the way" notifications. If a customer cancels, the system immediately reaches out to waitlisted customers to fill the slot. No more dead time in your schedule.
05 — Job Pipeline & Revenue Tracking
Track calls, dispatched jobs, estimates pending, jobs scheduled, and completed work. Know your revenue per tech, per service type, and per season — so you can staff smart, price right, and grow profitably.
Incoming Calls
AC Emergency
1825 Elm St
Furnace Check
422 Oak Ave
+22 more
Dispatched
AC Install
Tech: Mike R.
Heat Pump
Tech: Jason T.
+6 more
Completed
AC Repair
$380
Tune-Up
$89
$47K
Revenue
$380
Avg Ticket
142
Maint. Members
42%
Booking Rate
Comparison
| Feature | Lead OS | ServiceTitan | Housecall Pro | FieldEdge |
|---|---|---|---|---|
| AI Lead Response | Built-in | No | No | No |
| 24/7 AI Call Answering | Built-in | No | No | No |
| Seasonal Campaigns | Pre-built | No | Basic | No |
| Maintenance Plan Upsells | Automated | Manual | Basic | Manual |
| Workflow Automation | Multi-channel | Basic | Basic | Limited |
| Unlimited Users | Yes | No ($245-398/user) | No ($59-329/mo) | No ($100-125/user) |
Testimonials
"We were missing 30% of calls during summer. Lead OS AI answered every one and booked the appointments. Revenue jumped 40% in our busiest quarter."
J.M.
HVAC Company Owner
"The post-repair upsell sequences are incredible. We went from 45 maintenance plan members to 180 in 6 months. That's $40K+ in predictable annual revenue we didn't have before."
T.S.
Service Manager
"The seasonal campaigns keep tune-up bookings flowing in spring and fall. My techs used to sit idle for weeks. Now they're booked 3 weeks out even in the slow months."
K.R.
HVAC Tech / Owner
"The automated reminders and 'tech on the way' texts dropped our no-show rate from 18% to 7%. That's 4-5 extra jobs per week we're not losing."
M.H.
Operations Manager
"We were paying $3K/month for ServiceTitan with 8 users. Lead OS does everything we need for a fraction of the cost. The AI call answering alone was worth the switch."
D.P.
HVAC Business Owner
"The system presents multi-option estimates automatically. Customers upgrade to better equipment because they can see the value side-by-side. Average ticket went from $320 to $480."
R.W.
Comfort Advisor
Get Started Today
Book a free 30-minute demo. We'll show you exactly how Lead OS works for HVAC companies — no pressure, no fluff.
No credit card. No commitment. Just results.
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