Repair calls close on the spot. Replacement and install quotes don't — they sit for days while the homeowner gets two more bids. PeakReach installs and operates the system that follows up on every one of them, on schedule, and flags the ones that need a comfort advisor.
Built and validated inside a real quote-driven service business, then standardized for HVAC and other trades that sell through estimates.
The homeowner has three bids. The one that follows up is the one that stays in the conversation.
The office is answering the phone and moving trucks. Follow-up is nobody's job — so it's no one's.
Expiring agreements don't get a nudge until the customer is already gone.
Replacement, install, and IAQ quotes enter one visible pipeline with owner and next action.
Approved email and text touches run on schedule and stop the moment the customer answers.
A missed call during peak season triggers a response before the caller dials the next company.
Replies and aging quotes route to the right comfort advisor — flagged, not remembered.
A CRM is a filing cabinet with reminders. It only recovers revenue if someone configures the follow-up, watches the exceptions, and fixes it when it breaks. That someone is PeakReach. You get the outcome — every estimate tracked, followed up, and accounted for — and we run the machinery: CRM, pipeline, compliant text and email, call tracking, dashboards, monitoring.
Not a fit: startups, very low estimate volume, or companies that want advertising as the only service.
A 20–30 minute operator-led Revenue Leak Audit: we look at how your estimates are followed up today, name up to three observable leaks, and hand you a one-page Revenue Leak Snapshot. Complimentary for qualified HVAC companies. No software to buy, no high-pressure sales.
There is a CRM and pipeline underneath, configured for quote follow-up. But you don't license software from PeakReach — you get a managed system that we operate, monitor, and report on every week.
No. PeakReach connects and manages the follow-up workflow around your approved system of record whenever the data is usable.
Most installations launch within 2–4 weeks after access and onboarding information are complete. That is an operating estimate, not a guaranteed SLA.
$2,500 implementation plus $1,497 per month, 12-month initial term, then month-to-month with 30 days' written notice.
Comparing tools? Best HVAC CRM software (2026), compared honestly · HVAC lead generation & growth · How to follow up on a quote (templates) · Quote tracking software: what to track, who runs it
Other trades: Landscaping CRM · Plumbing CRM · Electrician CRM · Roofing CRM · CRM for Contractors · Home services & contractors hub
