HeatBooked · $0 · 14-day pilot
HeatBooked helps DFW HVAC owner-ops (~2–20 techs) get ZIP-matched service inquiries without another “hop on a call with the founder.” This page walks capture → qualify → notify → log → weekly report. Everything marked SAMPLE is fictional demo data.
2 Offer frame · ~0:25–0:55
Capture → qualify on your rules → notify your phone/email → shared log → weekly report. Not a scraped list. Not a marketplace. No volume guarantee.
Consent-first homeowner form aimed at booked estimate slots you own.
Your ZIPs, services, exclusions, after-hours policy — you define the rules.
Phone/email ping when a row matches. Outside rules = logged, not pinged.
Shared CRM/Sheet every row · Friday snapshot of volume, qualify rate, sources.
Pilot: $0 for 14 days.
If you continue after the pilot (confirmed in writing): default $2,000/mo + $100 per qualified lead (negotiable band $1,500–$2,500/mo + $75–$150 PPL; alternate pure retainer $2,500/mo).
No lead-volume, close-rate, or revenue guarantee. You still close the job — we don’t control close rate. Results depend on season, your ads/traffic, and how fast your shop returns calls.
3 Homeowner form · ~0:55–2:10
Below is a static mock of what a homeowner sees. On a live pilot the consent line names your company. This screen is labeled DFW · DEMO SAMPLE — not a live contractor.
SAMPLE contractor brand would appear here on a live pilot.
Consent-first · TCPA-aware for future client-desk SMS · no bought lists. On a live pilot the consent names the contractor, not “HeatBooked” as the service provider.
4 Qualify → notify · ~2:10–3:10
ZIP allowlist + service type + not excluded + real phone → notify in minutes. Outside rules = logged, not pinged. You still close the job.
Outside allowlist → row in log only. No phone ping.
5 Lead log · ~3:10–4:00
You’ll see every inquiry. Mark bad with a reason. Columns below are the default SAMPLE layout.
| Timestamp | Contact | ZIP | Issue | Source | Status |
|---|---|---|---|---|---|
| 2026-09-08 09:14 | Jordan M. (214) 555-0198 |
75024 | AC repair | Demo LP | Qualified · notified |
| 2026-09-08 11:02 | Sam R. (469) 555-0142 |
75201 | Furnace install | Demo LP | Logged · out of ZIP |
| 2026-09-09 08:41 | Alex P. (972) 555-0177 |
75025 | AC replace | Demo LP | Qualified · notified |
| 2026-09-09 16:20 | — invalid |
75024 | Duct clean only | Demo LP | Excluded · marked |
6 Weekly report · ~4:00–4:35
Written report: volume, qualify rate, sources, exclusions that fired, and suggested rule tweaks. Numbers on this page are SAMPLE only — not a performance promise.
Day-14 scorecard at pilot end is written the same way. Continue only if it fits — paid terms start in writing, never assumed.
7 Close · ~4:35–5:00
Open the written pilot form: ZIPs, services, exclusions, notify phone/email. Pilot is $0 for 14 days. If you continue, default is $2,000/mo + $100 per qualified lead, confirmed in writing. No call required. David is not on the phone for sales.