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CRM for heat pump installers

Heat pump inquiries from the first question to installation

A CRM for heat pump installers keeps everyone who is thinking about replacing their boiler on one card: the inquiry, the home survey, all their questions and the quote. LeedFox replies to them by SMS and e-mail right away, offers a survey time and keeps following up only until the customer replies.

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Where leads get lost

The customer takes all winter to decide. If you go quiet, they forget you.

The first cold snap brings everyone at once

The old boiler is on its last legs, the gas bill just arrived, or rules on old heating are changing. In the fall more people get in touch than you can visit, right when your installers are fully booked.

Questions arrive in pieces and in different inboxes

Will the heat pump be noisy? Will my radiators work with it? What happens in a hard frost? One question by e-mail, another by SMS, a third to your colleague. When you write the quote, you do not know what was already said.

The quote went out and the customer went silent

They are deciding with the family, comparing with another company, waiting on financing. If you do not follow up, they pick whoever did. If you keep pushing, it gets annoying.

How it runs in LeedFox

From an old boiler to a warm house

  1. The inquiry lands in LeedFox

    Your website form asks for the year the house was built, the floor area and the current heating, a Facebook or Instagram ad sends people straight in, a lead marketplace connects through a webhook. The house details stay with the inquiry.

  2. A reply and a survey time

    The customer gets an SMS and e-mail right away with a link to book a home survey, where your technician checks the boiler room, the radiators and the spot for the outdoor unit. The time is saved to Google Calendar.

  3. Every question in one place

    You send e-mails from your own mailbox and the customer replies are saved to their card. Before the survey and before the quote you see the whole history.

  4. The quote and considerate reminders

    After the survey, move the job to the quote stage. Automatic reminders go out until the customer replies, then they stop on their own.

Deal stages

Jobs in the order a customer really gets to a heat pump

  1. 1New inquiry
  2. 2Home survey
  3. 3Quote sent
  4. 4Deciding
  5. 5Ordered
  6. 6Heat pump running

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

E-mail from your mailbox

Gmail, Outlook or your company mailbox. Replies are saved with the lead.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

Reminders stop on their own

As soon as the customer replies, the automatic reminders stop.

All your jobs at a glance

Every lead has a card with its history. Drag it between stages and see where things are stuck.

Questions

What people ask

What is a CRM for heat pump installers?

Software where a heat pump installer keeps every customer inquiry, survey, question and quote together. LeedFox also replies to new inquiries on its own and offers the customer a time for a home survey.

Does LeedFox calculate heat loss or size the heat pump?

No. Heat loss calculations, sizing and system design stay with your technician and their tools. LeedFox looks after the path from the first question to the order.

Does LeedFox help with grant or rebate applications?

No. LeedFox does not file or track applications for government grants or rebates. It can, however, reply right away to everyone who gets in touch when a new program opens.

Will the automatic messages annoy the customer?

As soon as the customer replies, no more automatic reminders go out. You write the reminder text yourself, so it can answer common worries about noise or radiators instead of pushing.

Are e-mails with the customer saved to their card?

Yes. Connect your mailbox, such as Gmail, Outlook or your company mailbox, and the customer replies are saved to the lead.

Other industries

Solar installersCalculator and ad inquiries sorted, consultations booked, site surveys in the technician's calendar. Plumbers and heatingBoilers, bathrooms and blocked drains: inquiries sorted, an instant reply to the customer, site visits in the calendar. Construction companiesInquiries for renovations and builds, site visits and estimates that do not get stuck between people. RoofersRepair and new roof inquiries in one place, with the inspection booked before the customer calls someone else. Windows and doorsWindow and door inquiries, measuring visits booked, and both the estimate and the final quote on one card.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

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