Follow-up built for Canadian HVAC teams

Turn missed opportunities into booked revenue.

Recoverly AI follows up on new inquiries, unaccepted quotes, and opted-in older leads—then helps customers book a time that works.

SMS + email Calendar booking Opt-in focused
r Recoverly AI
YOUR WORKSPACE

Good morning, Alex

A
Illustrative workspace · sample data
Follow-ups in progress12↗ Across 3 campaigns
Appointments booked03From recent follow-ups
Recent activityView all
Furnace estimateQuote follow-up · SMSReplied
AC maintenanceNew inquiry · EmailFollowing up
Heat pump installCalendar · Tomorrow, 2:30Booked
Next step, handledFollow-up sent automatically
On the calendarAppointment confirmed2:30
ONE CONSISTENT FOLLOW-UP SYSTEM
New inquiryFollow-upAppointmentBooked job
THE OPPORTUNITY

Good leads get lost in a busy day.

Calls come in while your team is on a job. Quotes sit without an answer. Past customers mean to book, then life gets in the way.

Make every next step count
01

Missed inquiries

Respond to new requests with a helpful next step, even when the crew is out in the field.

02

Unaccepted quotes

Keep estimates from going quiet with timely, consistent follow-up.

03

Older opted-in leads

Reconnect with people who have agreed to hear from your business.

ONE WORKFLOW, FEWER LOOSE ENDS

From “just checking in” to job booked.

Give every opportunity a clear next step. Recoverly coordinates the follow-up and keeps your team in the loop.

Explore the revenue model
01 / FOLLOW UP

Useful messages, on time

Reach out through SMS, email, and supported business messaging channels with a next step that feels natural.

Hi Sam, would you like to find a time for your furnace estimate?
02 / GET BOOKED

Appointments without the back-and-forth

Connect a calendar, offer available times, then send a reminder before the visit.

THU18Service visit2:30 PM Confirmed
03 / SEE WHAT CAME BACK

Track the recovery, not just the messages

See which follow-ups led to replies, booked appointments, and recorded sales so you can understand what is working.

BookedRepliedSent
Week 1Week 2Week 3Week 4
SIMPLE BY DESIGN

Set it up around how you work.

Start with one clear workflow. Learn from real conversations. Improve as you go.

01

Choose your opportunities

Decide which inquiries, quotes, or opted-in leads should get a follow-up.

YOUR RULES, YOUR AUDIENCE
02

Set the conversation

Pick the right channel, timing, and helpful message for each situation.

SMS · EMAIL · SUPPORTED CHANNELS
03

Make booking easy

Connect a calendar so interested customers can find an appointment time.

BOOKING + REMINDERS
04

Measure what returns

Review replies, appointments, and sales tied to your follow-up.

A CLEARER VIEW OF RECOVERY
Designed around intentional, opt-in follow-up. Your team stays in control of who receives messages.
A RECURRING REVENUE MODEL

See how the numbers could add up.

A subscription model lets you plan around active customers and a monthly price. Adjust the inputs to explore the annual recurring revenue target.

✓At $599 / month, about 140 active customers would generate just over $1M in annual recurring revenue.
INTERACTIVE REVENUE CALCULATOR

Build your scenario

Monthly recurring revenue$89,850
Annual recurring revenue$1,078,200
Progress toward $1M ARR108%
Planning scenario at the selected rate, assuming every customer pays for a full year. Excludes churn, expenses, taxes, and setup fees. Proposed pricing is a test assumption, not a confirmed market rate.
Explore the pilot approach
BUILT TO START FOCUSED

Prove the follow-up before you scale it.

Begin with a small HVAC pilot, learn from the results, and shape the workflow around your customers and team.

Talk through a pilot
Map the handoffsFind where inquiries and quotes lose momentum.PLAN
Connect your workflowConfigure supported messaging and calendar tools.SET UP
Track real outcomesReview replies, appointments, and sales recovered.LEARN
YOUR NEXT STEP

Let’s find the follow-up you’re missing.

Tell us how your HVAC team handles new inquiries and quotes. We’ll walk through where Recoverly AI could fit.

Book a walkthrough