First paid step

Find the leaks before buying a full revenue desk.

A CAD 250 review of missed-call coverage, after-hours routing, booking friction, rebate-safe intake, and stale quote follow-up for Ontario HVAC contractors.

What gets reviewed

A practical punch list, not a consulting project.

Missed-call path

What happens when a homeowner calls while the office is busy or closed.

Intake quality

Whether replacement, heat-pump, financing, or rebate-related inquiries capture the right details.

Quote recovery

Where older estimates can be followed up without replacing the contractor's CRM.

Start sequence

Small enough to test before buying the beta.

  1. 1

    Approve the audit invoice

    Payment is due before work starts. GST/HST status is confirmed before any invoice is sent.

  2. 2

    Share call-handling context

    Send the current missed-call, after-hours, and quote follow-up process if one exists.

  3. 3

    Receive the written leak list

    The audit ranks likely leaks and recommends the first workflow to test.

  4. 4

    Upgrade only if useful

    The CAD 250 fee is credited against beta setup if started within 14 calendar days of delivery.

No revenue guarantee

Start with the leak list, then decide if a 60-day desk test is worth it.

Ontario Revenue Desk is not affiliated with Ontario, Save on Energy, Enbridge, or Home Renovation Savings. Rebate-related conversations are preliminary intake only.

Request audit invoice