Revenue recovery for HVAC businesses

Uncover missed revenue across your HVAC business.

Apex connects missed calls, new leads, unsold estimates, canceled appointments and past customers into one revenue recovery plan. We manage the agreed messages, office handoffs and reporting around the tools your team already uses.

Choose a time and leave your phone number. We’ll call you at the time you book.

Apex manages the recovery work

Agreed messages, follow-up, office handoffs and checks on progress.

Your team keeps control

Customer advice, scheduling decisions, pricing and the HVAC work stay with you.

Your records show the outcome

Replies, bookings, completed jobs and collected money stay separate.

One system for the opportunities you already have.

Your plan sets out what’s included, what your current tools can support and how each part will roll out.

Missed-call text-back

An automatic text after an eligible missed call gives the caller a way to reply. It uses your business details and agreed rules for permission and opt-outs.

New leads, unbooked jobs & estimates

Help new inquiries take the next step and pick up conversations that stalled before booking or an estimate decision. Your office handles advice, pricing and questions that need a person.

Canceled & missed appointments

Offer a path toward rescheduling when reliable appointment records show a cancellation or no-show. Your team stays in charge of scheduling decisions.

Past customers & maintenance

Reconnect when there’s a genuine reason, using service history and an agreed maintenance or reactivation plan. We don’t guess what work a customer needs.

Keep in touch & a monthly campaign

Stay in touch with people who asked to hear from you later. Include one planned campaign each month to an agreed customer or lead group, using the contact permissions you have.

Weekly reporting & monthly improvements

See inquiries, replies, bookings and recovery activity in a dashboard and weekly summary. Each month includes one agreed improvement cycle and a 30-minute review of results and next steps.

Review requests can also be included after verified completed jobs. We agree on who can be contacted, what they receive and when to stop.

See what turned into work.

A reply isn’t a booking, and a booking isn’t collected revenue. Your job-management software remains the record for estimates, completed work and payments. Reliable results from that system can be included in your reports; estimate value alone is not recovered revenue.

How it works

Know what happens after the first call.

  1. Talk through your business

    Start with your calls, estimates, customer history and the gaps you want to address.

  2. Review your service plan

    Confirm services, costs, responsibilities and what can work with your existing tools.

  3. Set up and test

    Check customer information, messages and handoffs before anything goes live.

  4. Review and improve

    Use weekly reporting, monthly improvements and your 30-minute monthly review to decide next steps.

Plan options

Clear base pricing before you book.

Six-month plan

$1,500 USD / month

Initial six-month agreement. $1,500 USD one-time setup. $10,500 USD total base fees for the initial term, including setup.

Month-to-month plan

$1,750 USD / month

Month-to-month service with the same $1,500 USD one-time setup fee.

Setup is paid before work begins. Monthly billing and the service term start after you accept the setup in writing and the service goes live. Any included usage, separate phone, text or email charges, applicable taxes and spending limits will be stated in the final agreement.

A few things to know before we talk.

Will you bring us new leads through ads?

Ads, SEO and social media management aren't part of this service. We focus on the inquiries and customer relationships you already have—and the opportunities you're missing within them.

Do we have to change our software?

No. We start with what you use now and check what can work together before agreeing on the plan. We don't promise every connection will work without checking it.

Do we need everything at once?

No. We'll agree on what's included and how to roll it out based on your priorities, customer records and current tools.

Will you handle dispatch or quote jobs for us?

No. Your team handles dispatch, technical advice, pricing and discounts. Apex doesn't provide staff to make manual outbound calls for you.

When can we start?

We confirm timing after checking your tools, customer records and the services in your plan. Setup and testing come before live service. We don’t guarantee extra revenue, and we confirm a start date only after checking what’s needed.

30-minute discovery call

Talk through your missed opportunities.

We’ll discuss where work gets stuck, what your team uses now and whether Apex is a fit. No customer records are needed for this conversation.

Book a 30-Minute Call

Choose an available date and time and enter your phone number on the booking page. We’ll call you at your scheduled time. Please don’t include customer records or sensitive information.