Collect homeowner requests
Collect contact details, service needs, and consent choices. Automated response and qualification workflows can be explored in simulation.
Lead intake for HVAC contractors
Understand the request. Book a real opening.
ServiceNudge captures the HVAC issue and preferred time, then gives your team a private place to review the lead. Response and qualification workflows are shown in simulation; the public booking page checks your configured schedule and saves an appointment after the homeowner chooses. Contractors can configure consent-aware email follow-up sequences. Each homeowner must separately choose email follow-up, and app-wide delivery remains disabled until the owner authorizes the Polsia email proxy and verifies the sender. Automated response and qualification workflows are available in simulation; live SMS requires an approved messaging provider to be connected and verified. Each contractor can share a ServiceNudge booking page with real openings from its configured schedule; external calendar sync is not available.
Demo conversation content is scripted. Live booking uses current schedule availability.
A clear path from request to booked opening.
Collect the details your team needs, then review each request in a private company workspace.
Review leads privately
See each request in your company workspace and update its status as your team reviews it.
Keep consent choices visible
Review the homeowner’s consent choices alongside the request before deciding whether to contact them.
Add your booking link
The public booking page checks openings from your configured schedule. A selected time creates a lead and appointment record; external calendar sync is not available.
From homeowner request to a scheduled visit.
The conversation preview is scripted and simulated. Public booking checks the company’s actual configured schedule, displays the returned openings, and saves a lead and appointment only after selection.
01Configure your schedule
Set business hours, time zone, appointment duration, minimum notice, booking window, and blocked periods for your public page.
02A homeowner describes the issue and preferred time
The request captures the HVAC issue, contact details, time preference, and separate consent choices.
03ServiceNudge understands the request
The scripted demo shows the issue and preferred time summarized for the team. Automated response and qualification remain in simulation; no SMS is sent.
04Check real openings and book
The booking page checks the company’s current schedule and offers only returned openings. After the homeowner selects a time, ServiceNudge saves the lead and appointment record. External calendar sync is not available. Email follow-up requires separate consent and remains disabled app-wide; live SMS requires an approved provider. The demo conversation is simulated and no SMS is sent.
Start with the volume you have.
Every plan includes all of these features: automated response and qualification workflows in simulation, consent-aware email follow-up sequences, contractor-specific public booking page, human takeover, lead dashboard, conversation history. A billable lead is one unique inbound customer inquiry, not each message or reply. All prices are monthly after the 7-day free trial.
Starter
Capture every opportunity.
$149/ month
- 100 unique inbound inquiries per month
- Configurable consent-aware email follow-up sequences
- Basic settings and analytics
- Up to 2 users
- Email support
Growth
Our recommendationConfigure advanced lead workflows.
$299/ month
- 300 unique inbound inquiries per month
- Configurable consent-aware email follow-up sequences
- Custom qualification questions
- Advanced settings and analytics
- Up to 5 users
- Priority support
Scale
Built for high-volume HVAC teams.
$499/ month
- 750 unique inbound inquiries per month
- Configurable consent-aware email follow-up sequences
- Custom qualification questions
- Advanced settings and analytics
- Up to 10 users
- Priority support
The practical questions.
What differs between the plans?
Starter includes 100 unique inbound inquiries per month, Growth includes 300, and Scale includes 750. Each tier also lists its settings and analytics, team size, and support level above. Growth is highlighted as the recommended plan.
What counts as one billable lead?
A billable lead is one unique inbound customer inquiry, not each message or reply.
What happens when a plan reaches its monthly inquiry allowance?
Lead handling continues if the monthly allowance is reached. No automatic overage charge is added.
How do automated response and qualification workflows work?
Contractors can configure consent-aware email follow-up sequences. Each homeowner must separately choose email follow-up, and app-wide delivery remains disabled until the owner authorizes the Polsia email proxy and verifies the sender. Automated response and qualification workflows are available in simulation; live SMS requires an approved messaging provider to be connected and verified. Each contractor can share a ServiceNudge booking page with real openings from its configured schedule; external calendar sync is not available.
How does the contractor booking page work?
Each contractor gets a public booking page with current openings based on its business hours, appointment duration, time zone, notice, booking window, blocked periods, and existing appointments. Selecting and confirming an opening saves a Booked lead and appointment record in the company workspace. External calendar sync is not available.
How long is the free trial?
Every plan includes a 7-day free trial. The selected monthly price begins after the trial, and checkout displays the selected terms before you continue.
Give your team a clear place to review each request.
Start the existing 7-day trial and set up a private ServiceNudge workspace for your company.