Home services/HVAC
Most HVAC visits never get to financing. Now you'll know which ones.
SalesAsk records every replacement and service visit, scores it against the process you already teach, and coaches the tech before the proposal goes out.
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.
The rep taps record on iPhone, iPad or Apple Watch. Coach Dean gets the full conversation, not a manager’s memory of it.
Explore recordingsThis week
+37% close rateTeam average, up from last month
View dashboardEvery step you already teach, checked on every visit, with the line from the visit that proves it.
Explore virtual ridealongsCoaching moment
You skipped financing. Here is how to bring it up next time.Marcus Reid · HVAC estimate
Specific feedback lands in the rep’s pocket minutes after the visit ends, tied to the moment it turned.
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.
- Your steps, not a generic template
- 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 the next visit
Coach Dean sends each tech specific feedback minutes after the visit, 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.”
“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.”
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Resources
Featured insights
Notes from Builder Innovator: the stack we kept seeing and the gaps every VP mentioned.
Read the articleHow to turn your best rep's process into the standard every rep follows.
Get the playbookWhat gets said at the kitchen table, and what it means for your close rate.
Read the report
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 iPhone or Apple Watch they already carry, so there is no hardware to buy and nothing to install in the truck. Attics, crawl spaces and loud mechanical rooms are captured clearly too.