Dallas-Fort Worth DFW · DEMO SAMPLE ~5 min · scroll at your pace Exclusive to your shop

HeatBooked · $0 · 14-day pilot

See the desk in five minutes.

Exclusive ZIP-matched estimate requests to your phone - not shared Angi / Thumbtack pings.

Capture -> qualify -> notify -> log. Everything marked SAMPLE is fictional.

1 2 3 4 5 6 7
Start walkthrough Skip to written pilot form

2 Offer frame · ~0:25-0:55

Capture -> qualify -> notify -> log

On your rules. To your phone. Exclusive - not a scraped list or shared marketplace ping.

1. Capture

Consent-first homeowner form aimed at booked estimate slots you own.

2. Qualify

Your ZIPs, services, exclusions, after-hours policy - you define the rules.

3. Notify

Phone/email ping when a row matches. Outside rules = logged, not pinged.

4. Log + report

Shared CRM/Sheet every row · Friday snapshot of volume, qualify rate, sources.

Pilot

14 days

$0

ZIP-matched desk on your rules. Written apply only.

If you continue

Default paid

$2,000 / mo

+ $100 PPL. Band $1,500-$2,500 + $75-$150. Alternate $2,500 retainer. In writing only.

You still close the job. We don't guarantee lead volume - results vary with season and how fast your shop returns calls.

Next: SAMPLE homeowner form ->

3 Homeowner form · ~0:55-2:10

SAMPLE homeowner form

Static mock of what a homeowner sees. Live pilot consent names your company. Labeled DFW · DEMO SAMPLE - not a live contractor.

SAMPLE
getheatbooked.com / demo · SAMPLE landing
DFW · DEMO SAMPLE - fictional data · not a live contractor

Request an AC estimate - Dallas-Fort Worth

SAMPLE contractor brand would appear here on a live pilot.

75024 SAMPLE
Jordan M. SAMPLE
(214) 555-0198 SAMPLE
AC repair - not cooling well SAMPLE
Unit runs but upstairs stays warm. Prefer weekday AM. SAMPLE
✓ I agree to be contacted by [Your Company - live pilot] about this HVAC request. Consent logged. Msg/data rates may apply. Reply STOP to opt out.
Submit request SAMPLE - not submitted

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.

Next: qualify -> notify ->

4 Qualify -> notify · ~2:10-3:10

Rules first. Ping only if it matches.

ZIP + service + not excluded + real phone -> notify. Outside rules = logged, not pinged.

Your allowlist SAMPLE

  • ZIPs: 75024, 75025, 75093 ... SAMPLE
  • Services: AC repair, replace, install
  • Exclude: commercial only, duct cleaning-only
  • After-hours: queue until 7am next day

Notify (SAMPLE inbox)

To: owner@sample-hvac.example · SMS + email · SAMPLE
HeatBooked · qualified lead
Jordan M. · (214) 555-0198
ZIP 75024 · AC repair
"Unit runs but upstairs stays warm..."
SAMPLE - not a real lead

Outside allowlist -> row in log only. No phone ping.

Honest limit: You still close the job. We don't control how fast your shop returns the call - and we don't guarantee volume.

Next: shared lead log ->

5 Lead log · ~3:10-4:00

Shared log - every row visible

Every inquiry. Mark bad with a reason. SAMPLE layout below - fictional names and 555 numbers only.

SAMPLE
Lead log · SAMPLE Sheet / CRM SAMPLE DATA
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
2026-09-10 07:55 Riley K.
(214) 555-0133		 75093 AC repair Demo LP Logged · after-hours queue

All rows fictional · SAMPLE watermark · not real homeowners or contractors

Next: weekly report ->

6 Weekly report · ~4:00-4:35

Friday snapshot

Volume, qualify rate, sources, exclusions, suggested tweaks. Numbers here are SAMPLE only - not a performance promise.

HeatBooked · Week 1 scorecard SAMPLE
DFW pilot · fictional shop · Fri snapshot
14
Inquiries
9
Qualified
64%
Qualify rate
3
Out of ZIP
  • Top source: Demo LP (SAMPLE)
  • Tighten: add 75093 if you want Frisco coverage
  • Exclusion fired 2x on duct-clean-only - keep
  • No close-rate or revenue claim - you own the close

Day-14 scorecard at pilot end is written the same way. Continue only if it fits - paid terms start in writing, never assumed.

Next: apply in writing ->

7 Close · ~4:35-5:00

If this fits - apply in writing

Pilot is $0 for 14 days. If you continue: default $2,000/mo + $100 PPL, confirmed in writing. No call required.

Start written pilot application Email hello@getheatbooked.com
Apply in writing. Questions go to hello@getheatbooked.com. No sales call required. SAMPLE data on this page is fictional.