Phone Rings During a Service Call
Your tech is on a roof installing a unit. The phone rings. No one picks up. No text back. The customer goes to the next HVAC company in their search results. You never knew they called.
BUILT FOR HVAC PROS
Stop Missing Service Calls.
Start Closing More Jobs.
PALADEM Grow is the all-in-one CRM and AI marketing platform built for HVAC companies. Capture every emergency call, automate quote follow-ups, manage your dispatch board, and turn one-time service calls into lifetime customers.
Dispatch Board
Live
🚨 No Heat — Mrs. Anderson
Emergency · 742 Elm St · Furnace
→ Mike
AC Install — Johnson Residence
Scheduled · 2:00 PM · Split System
→ Dave
Tune-Up — Garcia Family
In Progress · Spring Maintenance
→ Carlos
Filter Replace — Williams Office
Completed · Review Sent ⭐
✓ Done
Calls captured today
47 / 47
AI captured emergency call
No heat · Dispatched to Mike
Quote follow-up sent
$12,000 system · Day 3 reminder
The HVAC Growth Problem
Every Missed Call Is Money Walking Out the Door
Quotes Sit in Limbo
You sent a $12,000 system replacement quote three weeks ago. No follow-up. The homeowner forgot. The competitor closed the deal.
No System for Recurring Maintenance
Spring tune-up season hits. You manually scroll through last year's invoices trying to remember who needs follow-up. Half slip through the cracks.
Built for the HVAC Workflow
Everything You Need to Run a
Everything You Need to Run a
Modern HVAC Business
Dispatch Pipeline
Visual job board for tracking estimates, scheduled jobs, completed installs, and warranty calls. Drag and drop tickets between stages. Assign techs and see status at a glance.
AI Phone Agent + Missed Call Text Back
Answers every call 24/7 with natural conversation. Triages emergencies, captures details, and books appointments. If a call does slip through, the system instantly texts the caller back with a custom message so you never lose a lead.
Quote Follow-Up Automation
Send a quote and the system automatically follows up at 24 hours, 3 days, and 7 days with personalized check-ins. No more $10,000 jobs slipping through the cracks.
Maintenance Reminder Campaigns
Automatically reach out to past customers for spring tune-ups, fall furnace checks, filter replacements, and warranty renewals. Recurring revenue on autopilot.
Review Request System
Text every customer 24 hours after service completion asking for a Google review. Build your local reputation while your competitor stays at 47 reviews.
Online Booking Widget
Embed a booking widget on your website so homeowners can request service calls 24/7. Pre-qualify them with a quick form before it hits your dispatch board.
AI Built for HVAC
Your AI Team Works the Phones,
Your AI Team Works the Phones,
Even When You Can't
AI Phone Agent
Never Miss an Emergency Call Again
When your phones ring and your team is on a job, the AI receptionist answers every time. It triages the urgency (emergency, scheduled service, quote request), captures all the customer details, books appointments directly into your calendar, and routes true emergencies to your on-call tech in real time.
- Answers calls 24/7 with natural, professional conversation
- Triages emergency calls (no heat, gas smell, water leak) and routes immediately
- Books non-emergency service appointments into your calendar
- Captures full customer details, address, and equipment info
- Sends instant text confirmations to customers and dispatch alerts to your team
- Missed call text back — if a call slips through, the system instantly texts the caller with your custom message so no lead walks away
Hi, my furnace just stopped working. We have no heat and it's 15 degrees outside.
I'm so sorry to hear that. This sounds like an emergency. Let me get your information and dispatch a technician right away.
It's Sarah Mitchell, 1842 Oak Street.
Got it, Sarah. I've dispatched Mike to your address. He'll be there within 45 minutes. I just sent you a text confirmation. Stay warm! 🔥
AI Quote Follow-Up
Close More Big-Ticket Jobs
Quotes sit in limbo because you don't have time to follow up. The AI follow-up agent reaches out at the right intervals with personalized messages tailored to the equipment quoted, the customer's questions, and the season.
- Automatic follow-up sequences at 24 hours, 3 days, 7 days, 14 days
- Personalized messages based on quote details and customer history
- Detects when a customer is ready to buy and alerts your sales team
- Automatic financing options reminder for big-ticket installs
- Stops follow-up automatically when customer responds
📋 Quote Sent — $12,400 Trane XR15
Just now · Mrs. Henderson
📱 24hr Check-In Sent
"Hi Mrs. Henderson, any questions about the Trane XR15?"
💳 Day 3 — Financing Reminder
"0% financing available for 18 months..."
🔔 Customer Replied!
"Let's go with the Trane. Can you start Monday?"
✅ Job Booked — $12,400
Sequence stopped · Team notified
AI Customer Reactivation
Wake Up Dormant Customers
Your customer database is full of past service calls who haven't been back. The AI reactivation agent identifies who's overdue for maintenance, who has expiring warranties, and who hasn't booked in 12+ months — then reaches out with the right offer at the right time.
- Automated spring and fall tune-up campaigns to past customers
- Warranty expiration outreach with renewal offers
- Filter replacement reminder sequences
- Win-back campaigns for customers who haven't booked in a year
- Equipment age tracking with proactive replacement quotes
Fall Furnace Check Campaign
342 customers · Sent Oct 1
89 booked
Warranty Expiring — 14 Units
Renewal offers queued
Sending
Win-Back: 12+ Months Inactive
127 customers · $99 tune-up offer
37 booked
Filter Replacement Reminders
Auto-sent every 90 days
Active
Who PALADEM Grow Works For
Built for HVAC Businesses
Built for HVAC Businesses
of Every Size
Residential HVAC
Service calls, system replacements, maintenance plans, emergency dispatch. From owner-operator to multi-truck operations.
Commercial HVAC
Long sales cycles, RFP follow-ups, recurring service contracts, multi-location accounts.
Multi-Trade Service Companies
HVAC, plumbing, and electrical under one roof. Manage all trades, all techs, all customers in one platform.
Common Questions
HVAC Companies Ask Us...
PALADEM Grow can replace many traditional dispatch and CRM tools entirely, or integrate alongside them via Zapier and direct integrations. During your demo, we will look at your current setup (ServiceTitan, Housecall Pro, FieldEdge, Jobber, etc.) and recommend the right approach. Many HVAC companies actually consolidate onto PALADEM Grow because it replaces their CRM, marketing automation, phone system, and review platform all in one.
Yes. The AI phone agent answers every call 24/7 and is trained to recognize emergency situations — no heat in winter, no AC in summer, gas leaks, water leaks, electrical issues. True emergencies are routed to your on-call tech immediately via text and call. Non-emergencies are scheduled into your booking calendar.
When you send a quote (manually or through the system), it triggers an automated sequence that follows up with the customer at 24 hours, 3 days, 7 days, and 14 days. Each message is personalized based on the equipment quoted and the customer's situation. The sequence stops automatically when the customer responds or books. You can customize timing, messaging, and triggers for different quote types (emergency repair, system replacement, new install, etc.).
Absolutely. Many of our HVAC customers start as solo operators and grow. The platform scales with you — start with the basics (capturing every call, automating follow-ups, managing your customer list) and add complexity as you hire techs, add trucks, and expand into commercial work.
Plans start at $197 per month and are tailored to what your shop actually needs. There is a one-time setup fee based on the complexity of your configuration, and every plan includes monthly credits for messaging and calling. Annual plans include reduced setup fees. See the full pricing breakdown on our main product site, or book a demo and we will quote you based on your specific situation. Visit the full comparison here.
Yes — and this is one of the highest-impact features for HVAC companies. The system automatically texts every customer 24 hours after service is completed, asking how it went. If they had a great experience, they get a one-tap link to leave a Google review. If they had an issue, the message routes to you privately so you can fix it before it becomes a public complaint. HVAC companies typically see their Google review count double within 60 days.
Ready to Grow Your HVAC Business?
Book a free 30-minute consultation. We'll show you exactly how PALADEM Grow would work for your shop, your trucks, and your customers — no pressure, no pushy sales pitch.
(208) 330-8585
Talk to a real person about your HVAC business