HVAC and heat pumps
You are selling an installation. You forget to sell the fifteen years of maintenance that follow.
Qualification of sites, planning of visits, quotes, interviews and after-sales service, in a single circuit.
annual maintenance reminders
information before the visit
grant sources to verify
The short answer
How to transform a flow of HVAC requests into planning and maintenance contracts?
Each request is qualified on the type of accommodation, the existing installation and eligibility for bonuses, then the technical visit is held and the quote is sent. Once the installation is installed, annual maintenance kicks in: this is the recurring income that most installers leave on the table.
The problem
Points of friction · HVAC and heat pumps
- 01Demands explode during the season and no one keeps up.
- 02Eligibility for bonuses is re-explained on each call.
- 03Annual interviews are only restarted when a customer thinks about it.
- 04The after-sales service employs the most experienced technicians.
What it costs
You are selling an installation. You forget to sell the fifteen years of maintenance that follow.
Live
A request arrives. See what happens next.
Illustrative scenario: approvals and exceptions still need to be defined with your team.
WhatsApp+32 493 17 62 08Your client
Hello, I would like to replace my oil boiler with a heat pump.
Your installations agent
I’ll take care of it now.
Meanwhile, in your tools
The request is technically qualified before the visit
Calendly
The visit and the quote follow one another without downtime
Google Calendar
The annual maintenance is triggered alone
After-sales service is sorted before arriving
Tracking · annual maintenance reminders
What we install
The complete infrastructure for your workflow.
Each step is built, connected to your tools and tested on your real cases before launch.
Step 1 / 4
The request is technically qualified before the visit
Type of housing, insulation, existing installation, surface area to be heated, eligibility for bonuses. The technical visit is prepared.
Pilot monitoring
What to monitor during the pilot
annual maintenance reminders
Scope and indicator defined before the pilot.
information before the visit
Checked against authorised data and cases.
grant sources to verify
Comparison with the starting point after launch.
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
Your safeguards
What stays under your control.
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
The questions we are asked
Can an agent diagnose a breakdown?
He asks good first-level questions and distinguishes between what requires adjustment and what requires intervention. The technical diagnosis remains with the technician, but it arrives with the context.
Premiums change every year.
This is why the agent systematically refers to the official source in addition to providing the information. Claiming an outdated amount would do more harm than good.
We install and subcontract maintenance.
The circuit works the same: the reminder leaves your home, the intervention is dispatched to the partner, and the follow-up remains visible at your home.
We look at your case before promising anything.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.