Missed-call path
What happens when a homeowner calls while the office is busy or closed.
First paid step
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
What happens when a homeowner calls while the office is busy or closed.
Whether replacement, heat-pump, financing, or rebate-related inquiries capture the right details.
Where older estimates can be followed up without replacing the contractor's CRM.
Start sequence
Payment is due before work starts. GST/HST status is confirmed before any invoice is sent.
Send the current missed-call, after-hours, and quote follow-up process if one exists.
The audit ranks likely leaks and recommends the first workflow to test.
The CAD 250 fee is credited against beta setup if started within 14 calendar days of delivery.
No revenue guarantee
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