Home services/HVAC
Most HVAC visits never get to financing. Now you'll know which ones.
SalesAsk records every replacement and service visit on the tech's phone, coaches them before, during and after it, and shows you what your best comfort advisor says at the unit that the rest don't.
The total came before the monthly option.
1,000+ sales teams rely on SalesAsk.
Your best tech closes 35 pointsmore often than your newest one.
A ten minute conversation at the unit decides whether the ticket is a $400 repair or a $14,000 system. SalesAsk scores every visit, so you can hear what your best comfort advisors say there and coach everyone else to it.
Sound familiar?
The ticket was decided at the unit. Nobody heard it.
What HVAC owners and service managers told us before every visit was recorded, and what changed after.
“The maintenance plan never got offered. I found out from the invoice.”Every visit is checked for the maintenance plan and IAQ options, so you see who skips them.
“I ride along one day a month. My techs run a hundred visits a week.”Every visit is scored, so the review takes five minutes and starts at the moment that mattered.
“Half our replacement visits end with ‘I have to talk to my wife.’”Every visit where financing never came up is flagged, with the moment ready to replay.
One tap on iPhone, iPad and Android phones and tablets, plus Apple Watch. Works offline anywhere.
Explore recordings
Prep and AI roleplays before the visit, live coaching during it, a score and written feedback after.
Explore virtual ridealongs
Notes, next steps and follow-ups go into your CRM on their own, so nobody types them up after the visit.
Explore Coach DeanScore every visit against your process
From the first look at the equipment to the signed proposal, every step is checked so comfort advisors know exactly what to change.
- Built on the steps you already teach
- Quote and timestamp behind every score
- Separate scorecards for replacement and service visits
No more notes in the truck
SalesAsk writes the CRM notes, sets the next step and logs the visit in ServiceTitan, Housecall Pro or Jobber.
- Notes written from the conversation
- Next steps and follow-ups set automatically
- Syncs with the tools you already use
Coaching before, during and after
Each tech rehearses in an AI roleplay before the visit and gets live coaching during it. Minutes after, Coach Dean sends specific feedback with the line it came from.
- Private to the rep first
- Practice the missed step with AI roleplays
- Managers see who improved
It has allowed us to
develop our people faster
, hold them accountable, and deliver a better experience for our customers.
Built around how you already sell.
Your growth advisor sets SalesAsk up around the steps your managers already teach and stays with you after launch. 85% of appointments recorded on SalesAsk get AI coaching feedback.
One person to call
The person who sets you up is the same person you talk to at every quarterly review.
Setup and training
We connect your CRM and set Coach Dean up around the steps your managers already teach. Managers get trained first, then reps.
A 30 day rollout
Your sales leader signs off on the plan before launch. Reps record their first visits on day one.
Weekly check-ins, then quarterly reviews
In month one you go over who is recording, rep by rep, every week. After that you look at close rate, ticket size and revenue added each quarter.
“Really what's changed in the business is the clarity. We are no longer guessing and hypothesizing about what is missing.”
“It has allowed us to develop our people faster, hold them accountable, and deliver a better experience for our customers.”
“My sales guys are even coaching themselves with Coach Dean.”
“A huge increase in closing percentages. A huge increase in retention. The whole business is better.”
“What SalesAsk has done is pull out the steps that should have happened, highlight areas we can improve, and give us real-time feedback we can actually act on.”
“It's like having my sales manager on every call.”
“100% accuracy and speed. I can input data into SalesAsk and get a response in an hour, which keeps our projects moving.”
“SalesAsk helped grow our average ticket from $17K to $27K. It showed us how to sell the transformation and value of a Parliament Kitchen, not just the product itself.”
“I 100% recommend it to anyone that wants their technicians to sell more.”
“It helps break things down and catch things that you might have missed. It really opens your eyes to opportunities and more things that you can improve on.”
“It's very customizable. It accurately captures how well they're conforming to the Mr. Roofing way.”
“Being able to pinpoint the exact moments where reps were losing deals was a game-changer. We replicated our top performer’s closing techniques on home additions and saw immediate improvement.”
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FAQ
HVAC questions
Same app, same tap to record, a different scorecard for each. On a replacement visit, Coach Dean checks whether the comfort advisor walked the home, presented good, better and best options, offered financing and asked for the decision. On a service visit, it checks whether the tech explained the diagnosis in plain language, gave repair and replace options, and mentioned the maintenance plan and IAQ add-ons.
Yes, along with Jobber and Housecall Pro. Summaries, action items and next steps from every recorded visit sync to the job record, so nothing depends on what the tech remembers to type in the truck.
Some hesitation at the start is normal. Top performers usually come around first, once their best replacement presentations become the training material for everyone else. Newer techs tend to like it most, because they hear how experienced people explain a diagnosis instead of guessing. It is coaching, not surveillance, and most teams see it that way within a few weeks.
In most places it is legal to record customer conversations for training and quality control, whether the tech is in the basement, at the attic hatch or at the kitchen table. A few locations have two-party consent laws that require you to tell the homeowner before recording starts. Our guidelines list those locations.
Most teams are set up in under two hours. Techs record on the device they already carry: iPhone, iPad and Android phones and tablets, plus Apple Watch. There is no hardware to buy and nothing to install in the truck. Attics, crawl spaces and loud mechanical rooms are captured clearly too.