Paid beta for Ontario HVAC contractors

Turn missed calls and stale quotes into a 60-day revenue test.

We configure a managed AI revenue desk behind your busy line, after-hours calls, heat-pump or replacement inquiries, and unsold quote follow-up.

What gets configured

A practical front-desk layer, not a new CRM project.

Missed-call intake

Calls that hit voicemail, busy-line overflow, or after-hours routing are answered and summarized.

Urgent routing

No-heat, no-cooling, and safety-sensitive calls are flagged for the approved owner or dispatcher path.

Estimate intake

Heat-pump, furnace, AC, financing, and replacement inquiries become clean estimator handoffs.

Quote recovery

Existing unsold quotes get a follow-up cadence where the contractor has a valid follow-up basis.

Start sequence

What happens after you say yes.

  1. Invoice and beta order form We send the CAD 1,000 setup plus first CAD 750 monthly retainer invoice.
  2. Onboarding details You provide phone routing, escalation contacts, service area, approved language, and quote follow-up rules.
  3. Script approval You approve emergency, estimate, rebate-safe, financing, and quote-recovery language before go-live.
  4. Test calls We test heat-pump intake, emergency routing, quote recovery, SMS/email handoffs, and opt-outs.
  5. Limited go-live Start with after-hours, busy-line overflow, quote recovery, or a monitored window.

Boundaries

Clear guardrails from day one.

Ontario Revenue Desk does not diagnose equipment, promise rebate approval, imply government affiliation, or replace your estimator. Rebate conversations are preliminary intake only.

Quote recovery is used only where your business has a valid follow-up basis. Opt-outs stop follow-up immediately.

Ontario Revenue Desk is not affiliated with Ontario, Save on Energy, Enbridge, or Home Renovation Savings.

Ready to test

Ask for the beta invoice when the workflow is a fit.

Include your company name, service area, main phone number, and the lead leak you want to fix first.

Request beta invoice