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Marketing tools · HVAC

Two seasons a year. Both booked before they start.

A maintenance plan books its own spring and autumn visits. Every finished service asks for the review. The pre-summer campaign goes to everyone whose unit you installed. You read the drafts; nothing goes out unseen.

  • Nothing sent until you have read it
  • Your Google link, your tone, your list
  • 3-day free trial

This week · marketing

Clearair Heating & Cooling

Example business
Your part this week0 of 2 · a few minutes
  • 14 review requests sent

    Two hours after each job closed, by text, with your Google link

    ran itself
  • 3 new Google reviews

    Synced in overnight · 2 replies drafted in your tone

  • Pre-summer AC tune-up campaign

    Drafted from the March template · 212 on the ‘Heat pump install’ tag

  • 9 maintenance visits booked themselves

    Plans due in March — reminders go out a week ahead

    ran itself
  • 4 quiet quotes chased

    Day-two follow-up text; day six is set

    ran itself
  • Before-and-after post queued

    Thursday 6pm · Facebook and Instagram · AC tune-up

    ran itself

Example week. The two buttons are the owner’s whole job; the rest ran from the job record.

Written for

Same product, a technician’s words.

What marketing is, for an HVAC business

Get found. Get chosen. Get asked back.

Three jobs, and every one of them starts from a job your technician already did. None of them needs a marketing person; two of them need nobody at all.

01

Get found

When a homeowner types “AC repair near me”, what they find is your Google profile and its reviews, then your website. Both stay current from the CRM: the review count climbs because every job asks; the prices and areas on the site are the ones on the invoice.

  • Review request after every job
  • Website with your real prices and areas
  • AI chat that answers the next question
02

Get chosen

Between three HVAC businesses with four stars each, the one with last week’s review replied to, and a before-and-after from Tuesday, is the one that gets the call. The reply is drafted; the post is a template with your photo in it.

  • Replies drafted in your tone, posted from the CRM
  • Before-and-after posts, planned beside the bookings
  • The technician’s own rating on their profile
03

Get asked back

The cheapest job is the one you already did once. A plan books its next visit itself, the homeowner’s page has “book again” on it, and a campaign goes to everyone tagged with last year’s service when the season turns.

  • Repeat jobs and plans that book themselves
  • “Book again” on every customer’s page
  • Seasonal campaigns to your own tags
Spread the good work

One good job, then the whole street.

Every homeowner you serve is asked for a review. The houses either side read it before they call anyone. Watch it play, or click a house to send the van.

Messages08:00

Watch a day on this street. Every text that goes out appears here.

Google · Clearair Heating & Cooling

4.6★★★★★14 reviews
Send the van hereSend the van hereSend the van hereSend the van hereSend the van hereSend the van hereCLEARAIRBooked
  1. 08:10Booked
  2. 08:52On the way
  3. 09:30On the job
  4. 10:35Paid
  5. 12:35Review asked
  6. 17:405★ review in
  7. 19:20Neighbour books
0
jobs done
0
reviews in
1
houses that booked
Click any house to send the van there.

An illustration with an example business. The rating and the counters are what happened on this drawing, not a customer’s figures.

Follow one job

What one homeowner gets, from booked to booked again.

Eight steps from the first booking to the next one, and your technician typed one word of them. Click a step to see exactly what goes out.

NadiaText message
Hi Nadia, your AC tune-up with Clearair Heating & Cooling is booked for Tuesday 9–11am. Your page: clearairheating&cooling.page/x8k2

Day 0 · 08:10 · to the homeowner

Example messages for an example business

Playing — click a step to take over.

Every channel, one record

Reviews, campaigns, posts, the website and the homeowner’s page.

Not five tools with five logins. The same contact, the same job and the same tags underneath each of these — so somebody who left a review in March and opened the autumn email is one person, not two.

Asked for after every job. Replied to from one screen.

Two hours after the technician marks DONE, the homeowner gets your review link by text. Connect your Google Business Profile once and the reviews sync in — new ones flagged, unreplied ones listed, a reply drafted in your tone. A two-star review can fire its own automation.

  • Request goes two hours after the job closes
  • Reviews sync in; reply drafted, posted from the CRM
  • Low ratings can wake the manager up

Automation workflows: included from Pro Growth, $39/mo below it · Review replies: $19/mo

Clearair Heating & Cooling · Reputation · GoogleExample

Google reviews

Synced 6 minutes ago · 2 unreplied

Connected
Nadia K.★★★★★Unreplied

Ken found a failing capacitor on the tune-up and replaced it on the spot — no 110° weekend without AC this year. Text updates the whole time.

Drafted reply

Thanks, Nadia — Ken said catching it in March saved you a July call-out. Your furnace check is set for September; we’ll text first.

D. Okafor★★★★★Replied

On time, tidy, fair price.

J. Lee★★★★★Low · manager toldUnreplied

Took two calls to get a time. Work itself was fine.

Try the builder

Draft a campaign in the time it takes to read this.

Four choices, the same four the product asks. The draft is what your homeowners would get, merge tags and all.

1 · The season

Four come ready per trade; add your own.

2 · Who gets it

Built from your own tags and dates — the same filter the product uses.

3 · The channel

4 · Your list

Customers in your CRM. This is your number — move it.

800

Draft · SMS

Nothing is sent from here
Hi {{first name}}, The first 100° day is six weeks away. A tune-up now is the difference between a cool June and a waiting list. Book: clearairheating&cooling.page/book · Reply STOP to opt out

192 characters · 2 segments

272
match ‘Heat pump install’
5
opted out — held back
267
will receive it
  • · Replies land in the inbox against the right contact
  • · Anyone who books goes on the ‘Pre-summer AC tune-up’ tag for next year
  • · Tomorrow: opened, clicked, booked, unsubscribed — per send

Recipient counts are your list size times a typical share for that audience, so you can see the shape. Your own tags will give their own numbers.

Your numbers, not ours

How many reviews are you not asking for?

We will not tell you how fast you will grow. We will show you the arithmetic of asking every time rather than sometimes — on figures you set.

Google reviews in the next 12 months

Asking when someone remembers

23

3 asked a week · 15% leave one

Asking two hours after every job, by text

195

25 asked a week · the same 15%

172 more reviews a year from the same jobs and the same customers — the only change is that the asking stops depending on anyone.

Arithmetic on the three numbers you set, nothing else. Reviews are requested with your own Google link; what people write is up to them.

The week you have now
  • Reviews get asked for when somebody remembers — after the good jobs, by the owner
  • The two-star review sits on Google for a fortnight before anyone sees it
  • Last year’s ac tune-up customers are in a spreadsheet, or in the technician’s head
  • A before-and-after photo lives on a phone and never goes anywhere
  • The website says “call us” and lists prices from two years ago
The week after
  • Every closed job asks, two hours later, in your words
  • The two-star review pings the manager the morning it lands, with a reply drafted
  • Everyone tagged ‘AC tune-up’ gets the September campaign; you read it first
  • The photo becomes Thursday’s post from a template, on the calendar beside the jobs
  • The website carries the prices and areas from the CRM, and books against the diary

Your part: read the drafts. About the time it takes to drink a coffee.

What it costs

Which plan carries which part.

The same figures the checkout charges. Where a part is not in a plan, the add-on price is shown — most start with a 3-day trial.

PartSolo$49/moSmall Team$149/moStarter CRM$499/moPro Growth$999/mo
Automation workflowsReminders, follow-ups and review requests that send themselves+$39/mo+$39/mo+$39/mo
Review repliesA drafted reply to every Google review+$19/mo+$19/mo+$19/mo+$19/mo
Email marketingDesigned emails and what they did
SMS & WhatsApp marketingCampaigns to your own list+$19/mo+$19/mo
Social suitePlan and post to Facebook & Instagram+$39/mo+$39/mo+$39/mo
Business websiteYour own website with booking and payment, built from your CRM+$25/mo+$25/mo
Website AI chatAnswers visitors from your own information and books them in+$29/mo+$29/mo+$29/mo

Business Plus is agreed on a call and carries everything on Pro Growth. Full pricing

Home services / review drafts

Review drafts for home services.

Suggested wording for client feedback. These are examples awaiting approval, not published customer endorsements.

Words from the teams behind the work.

Draft · client approval pending
“Most of our calls come while we're working at someone's house. The text back gives the customer a way to send the problem and their address. The office can pick it up without waiting for us to listen to voicemail.”
Client name to confirmMissed-call text back
Draft · client approval pending
“We can send the priced options to the customer's phone while we're on site. They can choose the work, sign and pay the deposit from the link. The office can see what was agreed before booking the job.”
Client name to confirmQuotes, signatures & deposits
Draft · client approval pending
“The job details are there for the technician, and the office can see the status without ringing them. When the work is marked done, the invoice and payment link follow the job instead of becoming another task to remember.”
Client name to confirmDispatch & invoicing
Illustrative example

A Wednesday at a six-van plumbing and HVAC company

One person in the office, six technicians on the road, and the phone ringing while all of them are under a sink.

Nobody rang a technician to ask where they were, and nothing priced on site missed the invoice.

  1. 7:55The missed callNobody can pick up. The caller gets a text back within seconds, replies with the problem and the address, and books an open slot.
  2. 8:30Nearest free technicianThe address was picked from Google, so the job lands on the map. “Any available” sends it to the closest technician who is free, and they are texted a link to the job.
  3. 9:10The customer knows who is comingThey are texted when the technician is on the way, and again when a job before theirs runs late.
  4. 11:45A quote signed on siteThe boiler needs replacing. Three priced options from the price book go to the customer’s phone; they pick the middle one, sign with a finger and pay the deposit.
  5. 15:20DONE raises the invoiceThe technician texts DONE. The booked work and the extra part priced on site become the invoice, the pay-link goes out, and the technician’s share lands on their balance.
  6. 15:40Rating, review, next visitThe customer rates the technician, a Google review request follows, and the annual service is one tap away on their page.

A composite day written to show how the software handles the work — not a customer story. The business is made up; every step is something the product does today.

AI receptionist · live demo

Don’t read about it. Have it call you.

Put your number in and the BittaFlow receptionist rings you in about ten seconds. Ask it anything a customer would — opening hours, a booking, a price — and hear how it handles it. The same thing answers your line from the first day.

Put your number in. The AI rings you in about ten seconds. Outside the US, start with your country code.

One automated demo call to this number, nothing else. Or dial it yourself: +1 (251) 862-1892

Included on Small Team, Pro Growth and Business Plus. Answers 24/7 in your business’s voice and hands over to a person the moment someone asks.

BittaFlow AI

Friday · 6:45 pm · everyone on a job

Saved to the customer record

Kitchen sink leak · 12 Park Lane

  • ✓Job booked Sat 10:00
  • ✓Nearest free technician assigned and told
  • ✓Homeowner’s job page link texted

A plumbing call, as an example. It is set up for your trade.

Marketing tools for HVAC businesses: common questions

Do I need to know anything about marketing to use BittaFlow?

No. The review request, the maintenance reminder and the quote follow-up are automations that come switched on for HVAC businesses. Campaigns start from a template and an audience you pick from your own tags. You read the draft and press send; nothing goes out under your name that you have not seen.

How does the Google review request work?

Two hours after the technician marks the job DONE, the homeowner gets a text with your Google review link. Connect your Google Business Profile once and the reviews sync into BittaFlow — new ones, who has not been replied to, and a drafted reply you edit and post from the same screen. A rating of two stars or under can fire its own automation, so the manager hears about it before the next customer does.

Can homeowners rate the technician as well as the business?

Yes. Once the job closes, the homeowner’s own job page asks for stars and a line about the technician who came — one per job. It lands on the technician’s profile, in the office bell in red when it is under three stars, and on the technician’s own page. Most technicians never open the CRM; this is how you know how they are doing.

What channels can a campaign go out on?

Email, SMS and WhatsApp, to an audience built from your own list: by tag, pipeline stage, status, the technician they are assigned to, or when they were added, with people or tags excluded. Email comes with designed templates and a report of what each send did. Opt-outs are respected everywhere, and contacts imported without clear permission are held back from email until they confirm.

Does it post to social media and Google for me?

It plans and publishes to Facebook and Instagram from a calendar beside your bookings — fifteen templates including before-and-after, AI captions and images, and the comments answered in the same inbox as your texts. It does not post to your Google Business Profile; Google is connected for reviews, and the website keeps your services, prices and areas current where Google sends people.

Is the website really built from my CRM?

Yes. Your services, prices, the areas you cover, your technicians and your opening hours fill it in, and visitors book against your real diary. It is prepared from your business details or read from your current website, is free to build and preview, and costs $25 a month once you publish. Add the AI chat and it answers visitors from your own information and books them in — on this site or, with one line of code, on the website you already have.

How does a homeowner come back for the next job?

Three ways. A repeat job or maintenance plan books its own next visit — every six months, say — and the reminder goes out ahead of it. The homeowner’s own page keeps every visit and invoice with a “book again” button. And a campaign to everyone tagged with last year’s service goes out when the season turns.

What does all this cost?

Email marketing is on every plan. SMS and WhatsApp campaigns are included from Small Team ($149 a month), or $19 a month on Solo. Review requests run on automation workflows, included on Pro Growth or $39 a month on the smaller plans. Drafted review replies are $19 a month, the social suite $39 (included on Pro Growth), the website $25 a month to publish and its AI chat $29 (included on Pro Growth). The plan table on this page shows which is which.

Let the next job ask for the one after it.

Connect Google, switch on the review request, pick a season. The first campaign is drafted before the call ends.