Revenue recovery systems for HVAC companies

Stop losing HVAC jobs when calls go unanswered and quotes go cold.

TradeShift AI installs missed-call recovery and follow-up systems for HVAC companies across Canada. When your team can't pick up, the call still gets answered, the lead gets captured, and the job doesn't go to the next company on the list. No new software. No complicated rollout.

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.

AI Receptionist / Call Recovery
Customer calls during peak hours or after hours
Team is on another job or offline
AI receptionist answers within 60 seconds
Professional, on-brand response
Lead qualified, job details captured
Service type, urgency, location
Booking request routed to your team
CRM updated, team notified
Lead logged, followed up, job booked
Not lost to the next company on the list
Built for HVAC operators
Works with Jobber and modern CRMs
CASL-aware workflows
Vancouver-based
The Revenue Leak

Good HVAC businesses still leak revenue.

An HVAC call that goes unanswered doesn't wait. The customer tries the next company while your team is still finishing the last job.

Most shops lose several bookable leads per week this way. Not to bad marketing. To slow response and no follow-up system.

The same thing happens with quotes. Sent once, never properly followed up, quietly lost to a competitor who responded faster.

TradeShift AI plugs those gaps.

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

If your team can't pick up, the job goes to the next company on the list.

Most HVAC companies don't need more leads. They need the ones they're already generating to actually get answered, followed up, and booked.

TradeShift AI builds the recovery layer between your inbound demand and the jobs that are quietly falling through.

  • Answer missed calls within 60 seconds
  • Capture after-hours and overflow inquiries
  • Follow up on open quotes automatically
  • Ask for reviews after every completed job
  • Reactivate past customers before competitors do
  • Keep the CRM clean without adding admin work
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

Missed-Call Recovery + Booking Workflow

From $1,000/month
Best for shops losing jobs to voicemail and slow response.

An AI receptionist answers when your team can't pick up. It qualifies the caller, captures job details, routes the lead to booking, and sends a confirmation. Your team gets notified. The opportunity doesn't go to voicemail.

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

Quote Follow-Up System

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

Google Review 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

Full Revenue Recovery System

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

A complete done-for-you system for shops with multiple leaks across missed calls, quote follow-up, reviews, reactivation, lead capture, and booking workflows.

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

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.

What We Build

Five leaks. One revenue recovery system.

Most shops start with missed-call recovery. Once that gap is plugged, we expand into quote follow-up, reviews, reactivation, and ongoing support. Each module targets a specific revenue leak in the same customer lifecycle.

Missed-Call Recovery

An AI receptionist answers when your team can't pick up. It responds within 60 seconds, qualifies the caller, captures job details, and routes the lead to booking. The opportunity doesn't sit in voicemail while the customer calls the next company on the list.

Quote Follow-Up

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.

Review Requests

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.

Customer Reactivation

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.

Booking and Lead Routing

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

Book a Free Revenue Leak Audit
How the Workflows Run

Four revenue leaks, each one plugged automatically.

Each workflow runs in the background. Your team doesn't trigger it or manage it. They just see more leads captured, more quotes followed up, and more reviews coming in.

Missed-Call Recovery / AI Receptionist
T
TriggerCustomer calls during peak hours or after hours
A
ActionAI receptionist answers within 60 seconds
A
ActionLead qualified, job details captured
A
ActionBooking request routed to team, CRM updated
O
OutcomeLead captured and followed up, not lost to voicemail
Quote Follow-Up
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
Review Request
T
TriggerJob marked complete in Jobber or CRM
A
ActionReview request sent 24 hours after job close
A
ActionOne polite follow-up if no response after 3 days
O
OutcomeMore Google reviews without manual chasing
Customer Reactivation
T
TriggerPast customer, no booking in 12+ months
A
ActionSeasonal outreach sent (AC tune-up, furnace service)
A
ActionReply or booking intent routes to office team
O
OutcomeRevenue from customers already in your 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 the system does not live in one person's head and your team can manage it confidently.

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 pressure. Just a clear look at where revenue is slipping.

Book a Free Revenue Leak Audit