Software
These softwares are field service management platforms that helps small home service contractors with scheduling, dispatch, estimates, and invoicing but do no do anything for post job communication
What is house call pro/ServiceTitan?
From fixing leaks to installing water heaters, this trade keeps clean water flowing in and waste water flowing out.
What is a Plumber?
First question to get into our QQ flow
how long have you been in business?
This is the process of assigning and sending technicians to customer jobs or service calls.
This is the difference between what an HVAC shop earns and what it spends.
What is profit?
This competitor integrates with their dispatch software to manage client communications but they are more focused with maintenance contracts, scheduling and renewals as well as following up on open estimates. It lacks functionality for personally keeping in touch with long term customers
What is Marketing Pro?
Experts in heating, cooling, and ventilation, these professionals make sure your indoor air is comfortable year-round.
What are HVAC shops?
This is what we ask when they have low percentage of maintenance agreements and want to drive more.
What obstacles come up when trying to increase the percentage of customers under agreements.
This type of scheduled service is performed semi annually to avoid breakdowns and keep equipment running efficiently. Typically occurs during the off season/shoulder months.
What is Preventative Maintenance?
This type of revenue comes from customers who sign up for annual maintenance agreements.
What is recurring revenue?
This Software helps small businesses text customers and collect Google reviews.
What is Podium?
Whether it’s kitchens, bathrooms, or basements, this industry transforms old spaces into new and improved ones.
Who are Remodelers
What to ask when they dont offer maintenance agreements?
You mentioned you dont offer MA what are you doing to make sure customers remember to think of you the next time they have an issue.
This sales technique involves offering customers additional, related services — like suggesting a Tankless water heater during a plumbing call.
What is Cross selling?
In 2025, the HVAC industry is facing an estimated 40% shortfall in this critical resource.
What is labor/technicians?
Unlike this competitor, Levitate isn’t built for running mass email blasts — instead, it’s designed for relationship-driven marketing like reminders, holiday cards, and personal touches.
What is MailChimp?
From wiring homes to keeping the lights on, this trade powers modern living safely and reliably.
What are electricians?
What to ask after getting the customer count during QQ flow
What percent of your customers are on a Service agreement?
This is the term for high dollar jobs that are big money makers for an HVAC Shop.
What is an installation/replacement job?
Offering discounts for customers who refer friends is an example of this marketing tactic.
What is referral programs?
Levitate is different from this company because instead of focusing on campaigns and events, it helps businesses keep in touch with clients in more personal, ongoing ways.
What is Constant Contact?
Coordinating trades, managing timelines, and overseeing projects, these professionals make sure construction jobs get done from start to finish.
What is a General Contractor?
What to ask if they have pain about constantly being busy?
How are you getting out in front of the emergency calls for non maintenance customers/if you dont offer maintenance agreements
Unlike traditional models, this type of water heater heats water on demand instead of storing it in a large tank.
What is a tankless water heater?
In HVAC, this metric tracks how much money each job brings in after costs.
What is gross margin