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Missed calls
Capture the opportunity while the homeowner is still looking for help.
HVAC Revenue Recovery
Recover HVAC jobs you already paid to generate.
InServiSync responds to missed and slow inquiries, follows approved unsold estimates, and connects recovered jobs to revenue—without forcing you to replace your field-service software.
Built for independent residential HVAC service-and-replacement teams.
Recovery overviewLive workflow
18Eligible opportunities
7Bookings recovered
$12.8kRecorded revenue
11mMedian response
LeadTalkBookWon
The hidden leak
Your marketing worked. The handoff did not.
A homeowner called while the team was on another line. A web inquiry arrived after hours. An estimate was sent, but nobody owned the follow-up. Those opportunities disappear across voicemail, inboxes, ad platforms, spreadsheets, and field-service systems.
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Slow web leads
Acknowledge, qualify, and route first-party inquiries using approved rules.
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Unsold estimates
Follow the right opportunities consistently and return interested homeowners to your team.
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Unknown impact
Connect recovery activity to bookings, completed work, and available revenue data.
Core workflows
Three workflows. One measurable outcome.
01
Recover missed inquiries
Send a branded acknowledgment, collect the details dispatch needs, and create the right next action.
- Service-area and job qualification
- Preferred callback collection
- Human takeover and escalation
- Opt-out and suppression handling
02
Follow unsold estimates
Run an approved sequence, classify replies, and route objections or buying signals to a person.
- Configurable timing and eligibility
- Repair and replacement separation
- Human review for complex replies
- Automatic stopping rules
03
Prove recovered revenue
Follow each eligible opportunity from source through response, booking, completion, and recorded revenue.
- Lead-source tracking
- Booking and recovery metrics
- Revenue matching
- Weekly management scorecard
Implementation
Keep your operating system. Fix the leaks around it.
InServiSync works beside your phone, website forms, calendar, CRM, field-service platform, or spreadsheet workflow.
See the Full ProcessMeasure the funnel
Review calls, forms, leads, estimates, and outcomes to establish a baseline.
Configure your rules
Define coverage, supported jobs, escalation, takeover, and messaging boundaries.
Launch two workflows
Start narrowly with missed inquiries and one estimate sequence.
Review real outcomes
Track conversations, bookings, completed jobs, exceptions, and attributable revenue.
Controlled automation
Automation with clear boundaries.
You decide what the system can do, when a person takes over, and which opportunities should never enter an automated workflow.
Your rules first
Service areas, hours, job types, availability, exclusions, and escalation paths are configured around your operation.
Human escalation
Safety concerns, complaints, technical questions, pricing disputes, and low-confidence requests go to your team.
Visible outcomes
Every eligible opportunity has a status, action history, owner, and measurable outcome when source data allows it.
Start with evidence
Begin with your own numbers.
A free leakage review maps the gaps between inquiry, response, booking, estimate, completed job, and revenue. You receive a short findings summary and a recommended first pilot—whether or not you hire us.
Request My Leakage ReviewWhat will the pilot actually prove?
We compare your baseline with the pilot period across eligible opportunities, response time, conversations, bookings, completed jobs, and attributable revenue. You finish with a clear recommendation: expand, adjust, or stop.
Measured against your pre-pilot baseline
Common questions
What HVAC owners usually ask first.
Does InServiSync replace our field-service software?
No. It is designed as a recovery and attribution layer beside your current systems.
Will automation message every customer?
No. Eligibility, consent, service area, job type, timing, stop conditions, and exclusions are configured before launch.
How quickly can we launch?
A narrow pilot can typically be configured after the leakage review, data mapping, and rules workshop. Timing depends on your systems and data access.
Can a person take over?
Yes. Replies involving safety, complaints, price, financing, technical questions, or uncertainty are routed to a human.