AI-Powered Lead Generation & Booking Systems for HVAC Companies

Generate More HVAC Leads.
Respond Instantly.
Book More Jobs.

TradeShift AI builds lead generation and booking systems for HVAC companies — so leads get captured faster, responded to before competitors do, and followed up until the job is booked. Built around your existing tools. No new software required.

Book a Free Revenue Leak Audit

20 minutes. No generic AI pitch. Just a practical look at where calls, quotes, and follow-up are losing you revenue.

Lead to Booked Job — Automated
Lead comes in — from ad, web form, call, or text
Any time of day, any channel
AI responds within 60 seconds, qualifies the lead
Professional, on-brand — day or night
Appointment booked, team notified, CRM updated
Instant hand-off, no lead sitting in voicemail
Quote followed up automatically if no response
48-hour trigger, no manual chasing
Job booked — not lost to a faster competitor
More revenue from the demand you're already generating
Built for HVAC operators
Works with Jobber and modern CRMs
CASL-aware workflows
Vancouver-based
The Revenue Leak

Good HVAC businesses still leak revenue.

Most HVAC companies leak revenue at multiple stages — not just missed calls. Leads slip through when ad spend is inconsistent, when response is too slow, and when quotes go out once and never get followed up.

During peak season the pressure compounds: demand is up, response speed matters more, and past customers are actively being targeted by competitors.

TradeShift AI builds the systems that close those gaps — across lead generation, instant response, and automated follow-up.

Missed calls

Calls go to voicemail during peak hours

Slow response

New leads wait too long for a reply

Cold quotes

Quotes sent once, never properly followed up

Lost past customers

Past customers don't get reactivated

No review flow

Happy customers don't get asked for reviews

Manual admin

Staff spend hours chasing reminders manually

Why It Matters

Generate more demand. Respond before competitors do. Follow up until the job is booked.

TradeShift AI builds the full pipeline — from generating demand to closing the job. Each component handles one stage so fewer opportunities slip through, at any volume.

  • Run targeted paid ads built for your service area and busy season
  • Answer every inquiry within 60 seconds — day or night
  • Capture after-hours and overflow inquiries automatically
  • Follow up on open quotes before they go cold
  • Ask for reviews after every completed job
  • Reactivate past customers before competitors do
What We Build

Six engines. One lead-to-booked-job system.

The TradeShift Revenue Engine™ — a complete lead-to-booked-job system for HVAC companies. Six components, each handling a specific stage of the revenue cycle, so nothing falls through the cracks between a lead coming in and a job getting booked.

01 — Generate Leads

Demand Engine

Paid social ads built for HVAC companies — targeted by service area, season, and job type — plus automated web inquiry capture so every form fill, text, and after-hours message enters the booking system instantly. More demand coming in, and nothing slipping through on the capture side.

02 — Capture & Book

Instant Response Engine

Responds within 60 seconds when your team can't pick up — qualifies the caller, captures job details, and routes the lead directly into the booking workflow. No voicemails. No lost opportunities while the customer calls the next number on the list.

Booking Engine

Every inbound lead — from web forms, texts, or calls — gets qualified, organized, and pushed to the right next step automatically. No leads sitting in inboxes or sticky notes waiting for someone to action them.

03 — Recover Revenue

Estimate Recovery Engine

When a quote sits open for 48 hours with no response, an automated follow-up sequence goes out. High-value install and service quotes don't go cold because someone got busy or forgot to chase.

Reputation Engine

After a job is marked complete, a well-timed review request goes out automatically. Happy customers get asked while the experience is fresh. Your Google presence keeps building without manual chasing.

Reactivation Engine

Customers who haven't booked in 12 or more months get targeted seasonal outreach before your competitors reach them. Demand from your existing database, not just new leads.

Book a Free Revenue Leak Audit
Pricing

Typical starting points and what each costs.

Most shops start with one workflow, prove the lift, then expand. Scope and pricing are confirmed after the audit based on your tools, volume, and where the clearest opportunity is.

Common Starting Points After the Audit

Best Starting Point

Instant Response + Booking Engine

From $1,000/month
Best for shops that need faster lead response and a consistent booking workflow.

An AI receptionist answers when your team can't pick up — and an instant-response system handles web and text inquiries around the clock. Every lead gets qualified, captured, and routed to booking before a competitor picks up the phone.

Pays for itself if it recovers even one job per month.
Live in 14 days, or you don't pay for that month.
Book a Free Revenue Leak Audit

Estimate Recovery Engine

From $3,500 one-time
Best for shops losing revenue through cold estimates and inconsistent follow-up.

Automated SMS and email follow-up for open estimates so high-value quotes do not go cold after the first one or two touches.

Pays for itself if it recovers one install that would have gone cold.
Audit My Quote Follow-Up

Reputation Engine

From $2,500 one-time
Best for shops with strong service quality but a thin online review presence.

Automated review requests after completed jobs so happy customers are prompted at the right time and your local proof keeps growing.

Improves local trust, search conversion, and future lead quality.
Audit My Review Flow
For shops with more than one leak to fix
Highest Value

Complete Revenue Engine™

Scoped after audit
Built for shops where more than one revenue leak is costing booked jobs.

All six components deployed for shops with multiple leaks — lead generation, missed calls, quote follow-up, reviews, reactivation, and booking. One vendor, one scope, one system.

The highest-value path when multiple leaks need fixing without managing multiple vendors.
Find My Fastest Revenue Leak

Demand Engine

Scoped after audit
Best for shops that want more lead volume from paid advertising without managing it themselves.

Paid social campaigns built for HVAC companies — targeted by service area, season, and job type — plus automated capture so every inquiry enters your booking workflow immediately.

Ad spend is separate. Scope includes campaign setup, targeting, and lead capture automation.
Book a Free Revenue Leak Audit

Ongoing Support

From $750/month
Optional. Starts after handoff.

Monitoring, workflow improvements, compliance-aware messaging tweaks, and direct support so the system keeps working after launch.

Not generic software support. Direct help keeping your system sharp and compliant after launch.
Book a Free Revenue Leak Audit
Included in every project: Workflow mapping, buildout, testing, approved customer-facing messaging, team walkthrough, and a written playbook.
If there is no clear revenue leak, we'll tell you directly. No pressure. No generic AI pitch.
Book a Free Revenue Leak Audit

20 minutes. We'll identify the clearest revenue leak, what is worth fixing, and what is not.

We already use Jobber. Why would we need this?

We build around Jobber, not against it. Jobber is great for managing jobs, but many shops still lose revenue when calls go unanswered, quotes go cold, or follow-up depends on someone remembering every step.

We tried automation before and it did not work.

That is usually an adoption problem, not just a technology problem. We build the workflow, test it, approve the messaging with you, train the team, and provide a written playbook so it does not disappear after launch.

Will customers know they are talking to AI?

Every customer-facing message is approved by you before launch. The system is configured around your services, tone, service area, and handoff rules. The goal is to respond professionally when your team can't pick up, not to sound like generic automation.

Do we need to learn new software?

No. The system fits into how your office already operates. Your team gets a walkthrough and a simple playbook.

How the Workflows Run

Four systems running in the background — so more jobs get booked.

Each workflow runs in the background. Your team doesn't trigger it or manage it. They see more leads captured, more appointments on the calendar, and fewer opportunities lost to a faster competitor.

Demand Engine
T
TriggerCampaign running — targeting homeowners by location, season, and service type
A
ActionAd reaches homeowner in their feed before they've started shopping
A
ActionInquiry captured — form fill, call, or direct message
O
OutcomeQualified lead enters the booking system before they call a competitor
Instant Response + Booking Engine
T
TriggerLead comes in via call, text, or web form
A
ActionAI responds within 60 seconds, qualifies the inquiry
A
ActionAppointment booked, team notified, CRM updated
O
OutcomeLead captured and booked before a competitor responds
Estimate Recovery Engine
T
TriggerQuote sent, no response after 48 hours
A
ActionFollow-up message sent (email or SMS)
A
ActionSecond reminder if still no reply after 5 days
O
OutcomeMore quotes converted, fewer lost to silence
Reactivation + Reputation Engine
T
TriggerJob completed — or past customer, no booking in 12+ months
A
ActionReview request sent after job close — or seasonal outreach to past customer
A
ActionFollow-up sent if no response after a few days
O
OutcomeMore Google reviews and repeat bookings from your existing database
The Process

Four steps. Two to three weeks. Built and handed off.

1

Revenue Leak Audit

We review your missed-call handling, quote follow-up, CRM usage, and booking process. If there is no clear opportunity, we will tell you directly.

2

Workflow Map

We map the highest-value automation opportunities: what should happen, when, and who on your team needs visibility.

3

Implementation Sprint

The automations are built, tested, and connected to your existing tools. Nothing goes live until the messages, timing, and handoff rules are approved. Most first workflows are live within 14 days.

4

Training and Handoff

Your team gets a walkthrough and a written playbook so the system does not live in one person's head.

Book a Free Revenue Leak Audit
Why It's Different

Built for real operators, not AI hobbyists.

Built Around Your Existing Tools

No new platform for your team to learn. The workflows plug into the tools and processes you already use.

Practical, Not Theoretical

Not an AI roadmap or a strategy document. Working automations, built and tested, that capture leads, follow up with customers, and move jobs toward booking.

Human-Approved Messaging

Every customer-facing message is reviewed and approved before launch. You control the tone, timing, and rules.

Local Market Focus

TradeShift AI is Vancouver-based, working with HVAC businesses across Canada.

Compliance-Aware

SMS and email workflows are built with Canadian compliance in mind, including business identification, opt-out language, and appropriate consent handling.

Written Playbook Included

Every project includes a written playbook so your team can run the system independently — no reliance on whoever set it up.

About

Built in Vancouver for HVAC operators across Canada.

Robbie Grills, Founder of TradeShift AI

TradeShift AI was built to help HVAC companies recover the revenue that gets lost between the first call and the booked job.

I come from B2B sales and operations. Building systems is one part of it. Getting real teams to actually use them is the other. In HVAC, revenue is made or lost in execution: how fast you respond, how consistently you follow up, how cleanly quotes move forward.

TradeShift AI focuses on those gaps. Not abstract AI strategy. Not another software subscription. Working systems that help you capture and close more of the revenue already in front of you.

LinkedIn · robbie@tradeshiftai.com
FAQ

Common questions.

Do we need to be technical?

No. The workflows are built around how your office already works. Your team gets training and a written playbook so they can manage it confidently.

Do you replace our office staff?

No. The goal is not to replace your team. The goal is to remove repetitive follow-up and admin gaps so your team can spend more time on customers, scheduling, and higher-value work.

Is this compliant with Canadian messaging rules?

Workflows are built with Canadian compliance in mind, including business identification, opt-out language, and appropriate consent handling.

What if automation is not a fit for us?

Then we will tell you. The audit is designed to find clear revenue leaks. If there is no obvious business case, you should not buy anything.

How quickly can this be implemented?

Most first workflows are built, tested, and live within 14 days of project kickoff. Scope and timeline are confirmed after the audit.

What happens on the free audit call?

We look at your current process for missed calls, new leads, quote follow-up, booking, reviews, and reactivation. You will leave with a clearer view of where revenue is being lost and which workflows would likely create the fastest return. No pressure. No sales pitch.

Get Started

Find out where your HVAC business is leaking booked jobs.

20 minutes. We'll review your calls, quotes, reviews, and booking process, then show exactly where revenue is being lost and what is worth fixing.

Review your missed-call process
Audit quote follow-up
Map booking workflow gaps
Identify your fastest revenue leak
Book a Free Revenue Leak Audit

20 minutes. No pitch. A clear view of what's leaking and what's worth fixing.

Book a Free Revenue Leak Audit