HVAC Installation
Converzaq qualifies replacement and new construction HVAC projects, captures financing interest, and delivers Warm/Hot leads to comfort advisors with equipment preferences noted.
Major ticket sales
A homeowner researching heat pumps for electrification incentives does not need a truck in two hours—they need a comfort advisor who knows their current fuel type and duct layout.
New construction builders call with plan sets and rough-in dates. If intake treats them like residential no-cool, the commercial/new construction team never sees the bid.
Financing questions derail web forms. Shoppers abandon when nobody explains payment options your company actually offers.
Sales qualification for replacement and new construction.
Replacement, addition, mini-split, new construction.
Size band, fuel, current equipment age.
Efficiency tier, heat pump, ductless from KB.
Install window and payment interest.
Sales schedules load calc or site visit.
No guaranteed energy savings—use documented equipment benefits language only.
Sales-safe KB content.
Comfort advisors call back prepared.
Routes to correct sales team.
Starts sizing discussion honestly.
Heat pump conversions need different talk track.
Hot when deadline-driven renovation.
Rebate language must be disclaimer-approved—customer verifies eligibility.
An example hvac installation opportunity your team would see in Converzaq.
Homeowner researching heat pump vs new gas system. Financing interest noted. No current outage.
Next step: Comfort advisor schedules home assessment.
Equipment, financing, process.
Evening research traffic; builder calls during business hours.
Renovation blog reader chats financing—lead tagged for sales.
Learn more →New construction lead routed away from repair dispatch.
Learn more →Long consideration cycles may abandon mid-chat.
Comfort advisor nurture from partial records.
Problem: Electrification questions.
Converzaq: Fuel type capture.
Outcome: Advisor with conversion talk track.
Problem: GC coordination.
Converzaq: Timeline and rough-in dates.
Outcome: Hot sales lead.
Problem: Ductless vs central confusion.
Converzaq: KB product paths.
Outcome: Correct product specialist assigned.
Problem: Payment anxiety.
Converzaq: KB financing overview.
Outcome: Application sent on follow-up.
Collects sq ft band; formal load calc on site.
Train on equipment and financing, qualify project leads, and book assessments that close.
Your customers are already visiting and calling. Give them an immediate response — and give your team a qualified lead.
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