Close more of the big jobs you're already quoting.
Quote follow-up and maintenance plans that turn estimates into signed jobs.
What is sales engine for HVAC and plumbing companies?
An HVAC or plumbing sales engine is a system for closing more of the replacement and installation estimates you already give, and for selling maintenance plans that bring in steady yearly revenue. It combines automatic estimate follow-up, simple sales options for technicians and sales tracking.
Many HVAC and plumbing owners have the same problem: plenty of estimates go out, but too many sit unanswered. The homeowner got three quotes, took a few days, and whoever followed up best won the job.
Maintenance plans are the other missed opportunity. They smooth out slow seasons, keep customers loyal and lead to replacement jobs. Most shops offer them only when they remember to.
Techeo's sales engine makes both automatic. Every open estimate gets follow-up until you hear yes or no, techs get clear options to present, and maintenance plans are offered and renewed consistently.
Give every qualified opportunity an owner and a truthful outcome
Connect field evaluations, options, estimates and customer decisions without pressure, invented results or blurred CRM stages.
Build customer retention around completed work and trust
Connect customer care, memberships and appropriate reminders to reliable repeat-work outcomes without spam or invented lifetime-value claims.
What's holding you back
Replacement quotes sit unanswered, and maintenance plans rarely get offered. That's money left on the table.
What we do
- ✓Follow up on every open estimate until you get a yes or no
- ✓Set up and sell maintenance membership plans
- ✓Give your techs simple scripts and options to present
- ✓Track which quotes close and why
What you get
- ✓An estimate follow-up system
- ✓A maintenance plan program
- ✓A sales dashboard
Results to expect
- ✓Higher close rate on installs
- ✓Steady recurring revenue
- ✓Bigger average ticket
How our sales engine works
- Step 1
Estimate review
We look at your open and lost estimates to see where deals stall.
- Step 2
Follow-up system
Automatic texts, emails and call reminders go out for every open estimate.
- Step 3
Options and scripts
Your techs get simple good-better-best options and short talking points.
- Step 4
Maintenance plans
We design or improve your plan, sign-up pages and renewal reminders.
- Step 5
Sales dashboard
You see close rates by tech, job type and lead source.
Who this is for
- →Shops with many open replacement estimates
- →Companies without a maintenance plan, or with one nobody buys
- →Owners who want steadier revenue across the year
About sales engine
Do you train my technicians?
Yes. Short, practical sessions focused on presenting options, not high-pressure selling.
We already have a maintenance plan. Can you help?
Yes. We'll improve the offer, sign-up process and renewals.
Does this work with financing?
Yes. We can add financing options to estimates and follow-ups.
How do you track results?
Through your CRM: estimates sent, followed up and closed.
Do you train my team?
Yes. Short, practical sessions for your techs and office.
What if I already have plans?
We'll improve and promote the ones you have.
Other services
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