sherpa

Level 02

Basecamp for HVAC companies

During a heat wave, the first company to answer gets the job, and your techs can't pick up from a crawlspace. Basecamp picks up in seconds, books the visit, and works your aging-system list before replacement season.

What's inside Basecamp

01

Speed-to-lead response

Most contractors reply in hours. Sherpa replies in seconds and follows up until the job is on the calendar.

  • Every lead answered in seconds, 24/7
  • Follow-up that never forgets
  • First to respond every time, day or night
02

AI call answering

Every call picked up: nights, weekends, and while your crew is on a roof. It qualifies the caller and books real appointments.

  • Answers 24/7. No voicemail, no missed emergencies
  • Qualifies the job before it hits your calendar
  • Books against your team's real availability
03

CRM pipeline & follow-up

One pipeline the whole team runs the same way, so every lead, quote, and job has a next step and nothing dies in a text thread.

  • Every lead and quote visible in one place
  • Automatic follow-up on every open estimate
  • Call insights that show why jobs close or stall
04

Database reactivation

AI-assisted campaigns re-engage your old leads and past customers with the right offer, booking jobs from a list you already own.

  • Jobs booked from leads you already paid for
  • Past customers brought back at the right moment
  • Often the cheapest revenue you'll find

Same climb, every trade: see the full Basecamp breakdown →

Next for HVAC companies · Level 03 Peak Shoulder season is when the operation should tighten, not drift. Peak puts AI on the costliest functions one at a time: same-day replacement quotes, dispatch against real tech availability, and invoices out the day the condenser is running.

Is Basecamp where your climb starts?

The free 360° audit shows where your business leaks most, so you start at the camp that pays off first.

Get my free 360° audit