Shop fixes
Fixes for the problems that come up every week.
Missed calls, “we’ll think about it,” bad reviews, late invoices, callbacks. Each fix is a short guide with a ready-to-use prompt from our workflows, a checklist and straight answers to the questions shops ask.
Phones & booking
Missed calls, price questions, upset callers and the dispatch board.
- Missed call text back script for HVAC and plumbing shops A missed call text back script your CSR can send in a minute: the text, a call-back opener and a voicemail, built around why they didn’t book. Free prompt. CSRsRead the fix →
- No-heat and no-AC call script for HVAC CSRs The script for no-heat and no-AC calls: safety questions first, quick homeowner checks, how to say the diagnostic fee and book the first window. Free prompt. CSRsRead the fix →
- How to explain your service call fee on the phone What to say when callers ask “how much is a service call?” A short, honest phone answer for HVAC, plumbing and electrical CSRs, plus a free AI prompt. CSRsRead the fix →
- How to handle an angry customer on the phone at a service shop De-escalate upset callers (bill disputes, callbacks, no-shows): the opening line, what to say while they vent, what to offer, what not to say. Free prompt. CSRsRead the fix →
- Appointment reminder text templates for home service shops Booking confirmation, day-before reminder and on-the-way texts for HVAC, plumbing and electrical shops, under 300 characters with merge fields. Free prompt. CSRsRead the fix →
- HVAC CSR training: score every call and coach from the transcript Train CSRs from real calls: a 20-point scorecard, an honest booking rate, missed calls ranked by value and coaching notes per CSR. Free AI prompt. Service managersRead the fix →
- HVAC dispatching tips: close out the board every day A dispatch habit that keeps tomorrow on track: an end-of-day board summary with numbers first, then recalls, upset customers and open slots. Free prompt. DispatchersRead the fix →
Selling the work
Options, objections, follow-ups, financing and memberships at the kitchen table.
- HVAC sales objections: honest answers to “too expensive” and “we’ll think about it” Answers for “too expensive,” “we’ll think about it,” “other quotes” and “just fix it”: what they may mean, a question to ask, a respectful reply. Comfort advisorsRead the fix →
- How to follow up on an HVAC estimate (text and email) A short follow-up text and email for unsold replacement estimates, built on what the homeowner actually said. One next step, no fake urgency. Free prompt. Comfort advisorsRead the fix →
- Good, better, best HVAC proposal template Turn three replacement options into a clear good/better/best proposal: who each is for, efficiency, warranty and monthly payment. Free AI prompt. Comfort advisorsRead the fix →
- Good, better, best options for repairs: how service techs present them How techs build three repair options from the price book: the minimum fix, the fix that prevents the next failure, and the fix plus upgrades. Free prompt. Service techniciansRead the fix →
- How to explain repair vs. replace to a homeowner A fair, plain-English way to explain repair or replace on an old furnace, AC or water heater: both options, real prices, no pressure. Free AI prompt. Service techniciansRead the fix →
- How to explain HVAC financing to customers Explain financing in plain English: monthly payment, APR, promo length and what deferred interest means, using your lender’s real terms. Free AI prompt. Comfort advisorsRead the fix →
- How to sell HVAC maintenance agreements at the kitchen table A natural 30-second membership pitch for techs: one benefit tied to today’s visit, easy to say no to. Free prompt plus a break-even calculator. Service techniciansRead the fix →
- HVAC change order template for the homeowner Damaged duct, undersized gas line, a panel that can’t take the load: explain the change order, price, time and options in plain English. Free AI prompt. Install managersRead the fix →
Reviews & marketing
Google reviews, your Business Profile, tune-up campaigns and the slow season.
- Google review request text template for service shops A short Google review request text that names the tech and the job, under 200 characters, no incentives. When to send it and how to ask first. Free prompt. OwnersRead the fix →
- How to respond to a negative Google review (contractor examples) Reply to a 1- or 2-star review in under 80 words: thank them, own what’s yours, no excuses or private details, take it offline. Free AI prompt. OwnersRead the fix →
- Google Business Profile post ideas for HVAC, plumbing and electrical Weekly Google Business Profile post ideas for service shops (seasonal tips, recent jobs, team, real offers) and a prompt that writes each post. OwnersRead the fix →
- HVAC tune-up email templates for fall and spring A three-email tune-up campaign for past customers: helpful tip plus offer, reminder, last chance. Real reasons, no fake urgency. Free AI prompt. OwnersRead the fix →
- What to do in the HVAC slow season: a 6-week plan A week-by-week slow season plan for HVAC, plumbing and electrical shops: tune-up and membership campaigns, estimate follow-ups, training. Free prompt. OwnersRead the fix →
Running the shop
Pricing, collections, hiring, KPIs, callbacks, trucks and safety.
- How to set up an HVAC membership plan (maintenance agreement) Write your maintenance agreement in plain English: what’s included, price, an FAQ on cancel, transfer and exclusions, and a one-liner for techs. Free prompt. OwnersRead the fix →
- How to price flat rate jobs from your real costs Flat-rate prices start with what jobs really cost. Find your true labor and material numbers with job costing, then build prices with our free calculator. OwnersRead the fix →
- Price increase letter to customers for service shops Announce a price book update honestly: a short team note on what changed and how to talk about it, plus an optional customer email. Free AI prompt. OwnersRead the fix →
- Past due invoice email templates for contractors Past-due follow-ups for homeowners, property managers and builders at 15, 30 and 60 days: friendly, firm and final, with the amount and how to pay. Office managersRead the fix →
- How to write an HVAC technician job ad that techs answer Write a tech job ad that leads with pay, truck, schedule and on-call, sounds like a person and stays under 250 words. Free AI prompt for HVAC owners. OwnersRead the fix →
- HVAC technician interview questions (with what good answers sound like) Eight interview questions for HVAC, plumbing or electrical techs: experience, field scenarios and attitude, with what a good answer sounds like. OwnersRead the fix →
- HVAC KPIs to track every week (and how to share them with the team) The service KPIs worth a weekly look (average ticket, close rate, memberships, recalls, reviews) and a prompt that turns them into a short team recap. Service managersRead the fix →
- How to reduce HVAC callbacks: find the root cause Sort your recalls by cause (missed diagnosis, part failure, install issue, customer education), spot patterns and pick three fixes. Free AI prompt. Service managersRead the fix →
- HVAC service truck stock list and weekly restock routine Build a truck stock checklist from your own common repairs, with minimums by category and a weekly restock routine. HVAC, plumbing or electrical. Service managersRead the fix →
- Toolbox talk topics for HVAC, plumbing and electrical crews Five-minute toolbox talks for service and install crews: ladders, attic heat, lockout/tagout, gas leaks, CO, driving, lifting water heaters. Service managersRead the fix →