This form gathers everything needed to build your CRM, lead follow-up automations, AI systems, booking system, tracking numbers, and website if applicable. Take your time — the more detail you share, the better we can tailor everything to your business.
Tell us about your business and how customers reach you.
Owner / main decision maker
This is the primary business phone number we will use when configuring your communication and Twilio setup.
Where should new lead alerts, form submissions, and booking notifications go?
If you do not have one, type "Need to create."
Your business website — used for lead capture, AI training, and routing setup.
Business Hours
Atlanta, Marietta, Roswell, Alpharetta, etc.
This helps with targeting.
Please list two area codes in case the first one is not available.
Example: full system installs, AC replacements, water heaters
Example: commercial, duct cleaning, tiny repair calls, etc.
Do you charge a diagnostic / service-call fee?
How long should each appointment type be booked for?
Name, phone, email.
Owner, office manager, dispatcher, sales rep, etc.
Example: AC replacement, full system replacement, water heater leaking, system 10+ years old, emergency no cooling
Example: $500 off install, free estimate, seasonal tune-up, financing available
Only list guarantees or warranties you are comfortable having displayed or mentioned to customers.
Name, Email, Role, Phone number
Name, email.
Click to upload (up to 5)
PDF, DOCX, CSV, JPG, PNG, GIF
Click to upload (up to 10)
Examples: Team photos, Trucks/Vans, Install photos, Before/after photos, Owner photo, Office photo
Optional.
If no, skip the website-specific questions in this section.
Paste 2–3 websites you like, even if they are outside HVAC.
Optional
Fields marked * are required.