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EPIC HVAC Snapshot

A comprehensive solution for HVAC professionals, offering automated lead generation, service scheduling workflows, and client retention systems.

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What's included

01 / Included

Marketing Materials

Client communication email sequences
Social media content calendar for 12 months
Ad templates optimized for HVAC keywords
Seasonal promotion campaign frameworks
Client education guides and resources

Operational Systems

Service scheduling and capacity management
Equipment tracking and procurement logs
Client assessment and progress forms
Technician scheduling and availability system
Proposal and contract generation tools

Automations

Appointment booking confirmation and reminder system
Missed appointment follow-up workflow
Client milestone achievement recognition
Maintenance plan renewal and upgrade sequences
Client reactivation campaigns

Sample workflows

02 / Workflows

Lead Acquisition & Onboarding

Automated lead capture forms
Immediate follow-up email sequences
Client qualification and needs assessment
Appointment scheduling integration
Customized proposal generation

Service Management

Dynamic service scheduling calendar
Technician assignment and availability tracking
Equipment order and delivery coordination
Real-time service status updates
Quality assurance checklists

Client Experience & Retention

Regular service progress reports
Post-service follow-up communications
Client satisfaction surveys
Referral program automation
Seasonal maintenance reminders

Business Operations & Growth

Financial tracking and invoicing tools
Performance metrics and KPIs dashboard
Marketing campaign management
Employee training and certification tracking
Compliance and safety documentation

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3997 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3997 + $147/month

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“

This system transformed the way we run our HVAC business. The automated follow-ups alone helped us book 30% more appointments without lifting a finger. It's like having an admin assistant on autopilot.

Tyler Grant

Grant Heating & Air · Columbus, OH

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